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VARONIS SYSTEMS (VRNS)

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Earnings summaries and quarterly performance for VARONIS SYSTEMS.

Research analysts who have asked questions during VARONIS SYSTEMS earnings calls.

BE

Brian Essex

JPMorgan Chase & Co.

6 questions for VRNS

Also covers: CHKP, CLBT, CRWD +16 more
Jason Ader

Jason Ader

William Blair & Company

6 questions for VRNS

Also covers: AVPT, BASE, BLZE +12 more
Joseph Gallo

Joseph Gallo

Jefferies & Company Inc.

6 questions for VRNS

Also covers: AVPT, CHKP, CRWD +11 more
JT

Joshua Tilton

Wolfe Research

6 questions for VRNS

Also covers: ADSK, ALTR, BSY +17 more
RB

Roger Boyd

UBS

6 questions for VRNS

Also covers: AKAM, CHKP, CRWD +10 more
RK

Rudy Kessinger

D.A. Davidson & Co.

6 questions for VRNS

Also covers: AKAM, BASE, CFLT +11 more
SK

Shrenik Kothari

Robert W. Baird & Co.

6 questions for VRNS

Also covers: CHKP, CVLT, ESTC +12 more
MH

Matthew Hedberg

RBC Capital Markets

5 questions for VRNS

Also covers: ADSK, ALTR, BASE +28 more
Saket Kalia

Saket Kalia

Barclays Capital

4 questions for VRNS

Also covers: ADBE, ADSK, ALRM +24 more
Andrew Nowinski

Andrew Nowinski

Wells Fargo

3 questions for VRNS

Also covers: CHKP, CRWD, CYBR +14 more
Fatima Boolani

Fatima Boolani

Citi

3 questions for VRNS

Also covers: AKAM, AVPT, CHKP +16 more
JF

Joel Fishbein

Truist Securities

3 questions for VRNS

Also covers: CHKP, CRWD, ESTC +10 more
Junaid Siddiqui

Junaid Siddiqui

Truist Securities

3 questions for VRNS

Also covers: CHKP, CVLT, CYBR +8 more
MC

Mike Cikos

Needham & Company, LLC

3 questions for VRNS

Also covers: AKAM, BASE, CFLT +19 more
SE

Shaul Eyal

TD Cowen

3 questions for VRNS

Also covers: ALLT, CGNT, CHKP +14 more
ES

Erik Suppiger

JMP Securities

2 questions for VRNS

Also covers: UI
HF

Hamza Fodderwala

Morgan Stanley

2 questions for VRNS

Also covers: CHKP, CRWD, CYBR +10 more
Meta Marshall

Meta Marshall

Morgan Stanley

2 questions for VRNS

Also covers: ANET, AXON, BAND +30 more
Ethan Drake Weeks

Ethan Drake Weeks

Piper Sandler

1 question for VRNS

Also covers: FROG, SAIL
Jonathan Ruykhaver

Jonathan Ruykhaver

Cantor Fitzgerald

1 question for VRNS

Also covers: CRWD, FROG, GTLB +5 more
Keith Weiss

Keith Weiss

Morgan Stanley

1 question for VRNS

Also covers: ADBE, APPN, BILL +19 more
MZ

Mark Zhang

Citigroup

1 question for VRNS

Also covers: CCSI, DOCN
MD

Matt Dezort

William Blair & Company

1 question for VRNS

Also covers: CSGS, FFIV, HCP +2 more
Michael Richards

Michael Richards

RBC Capital Markets

1 question for VRNS

Also covers: ADSK, EVCM, FFIV +9 more
RO

Robbie Owens

Piper Sandler

1 question for VRNS

Also covers: BJ, CHKP, CYBR +12 more
Rob Owens

Rob Owens

Piper Sandler Companies

1 question for VRNS

Also covers: CFLT, CHKP, CRWD +11 more

Recent press releases and 8-K filings for VRNS.

Hagens Berman Investigates Varonis Systems Over Alleged SaaS Transition Misrepresentations
VRNS
Legal Proceedings
Guidance Update
Demand Weakening
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (VRNS) and certain executives, with a lead plaintiff deadline of March 9, 2026.
  • The litigation alleges that Varonis misled investors between February 4, 2025, and October 28, 2025, regarding the company's ability to convert legacy on-premise customers to its Software-as-a-Service (SaaS) platform, despite prior statements touting an accelerated SaaS transition and strong customer retention.
  • On October 28, 2025, Varonis disclosed a 63.9% year-over-year decline in term license subscription revenues, which resulted in a 48% stock crash and a $3.8 billion loss in market capitalization.
  • Following a Q3 miss, the company also slashed its Q4 revenue and full-year annual recurring revenue (ARR) guidance.
7 hours ago
Faruqi & Faruqi Investigates Varonis Systems for Securities Violations
VRNS
Legal Proceedings
Guidance Update
Layoffs
  • Faruqi & Faruqi, LLP is investigating Varonis Systems, Inc. (VRNS) for potential federal securities law violations, alleging the company made false or misleading statements and failed to disclose material adverse facts regarding its ability to convert existing customers to its SaaS offering and maintain them, impacting Annual Recurring Revenue (ARR) growth potential.
  • The alleged misconduct occurred between February 4, 2025, and October 28, 2025.
  • On October 28, 2025, Varonis announced its Q3 2025 financial results, disclosing a significant miss to ARR and reducing its full fiscal year 2025 projections, attributing this to weaker than expected renewals and conversions.
  • Following this announcement, Varonis's stock price fell by approximately 48.67% on October 29, 2025, and the company also announced the end of its self-hosted solution and a 5% headcount reduction.
  • Investors have until March 9, 2026, to seek the role of lead plaintiff in the federal securities class action.
11 hours ago
Varonis Systems Faces Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
  • A class action lawsuit has been filed against Varonis Systems, Inc..
  • The lawsuit covers a Class Period from February 4, 2025, to October 28, 2025, with a Lead Plaintiff Deadline of March 9, 2026.
  • The complaint alleges that Varonis was ill-equipped to continue its ARR growth trajectory without maintaining a significantly high rate of quarterly conversions.
  • It further claims that the company's positive statements about its business, operations, and prospects were materially misleading or lacked a reasonable basis.
14 hours ago
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
Demand Weakening
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (VRNS) and certain executives, representing investors who purchased common stock between February 4, 2025, and October 28, 2025.
  • The lawsuit follows Varonis's October 28, 2025, revelation of weaker than expected renewals and conversions from its on-premises to software-as-a-service (SaaS) business, and related significant downward revisions to its annual recurring revenue (ARR) metric.
  • This news caused Varonis shares to drop over 48% the next day, wiping out approximately $3.8 billion of its market capitalization.
  • The complaint alleges that Varonis made overwhelmingly positive statements about its SaaS transition and ARR opportunity while failing to disclose its inability to convert existing on-prem customers to SaaS.
  • The Lead Plaintiff Deadline for the lawsuit is March 9, 2026.
1 day ago
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
Guidance Update
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (VRNS) and certain executives, representing investors who purchased common stock between February 4, 2025, and October 28, 2025.
  • The lawsuit follows Varonis' October 28, 2025, revelation of weaker than expected renewals and conversions from its on-premises to software-as-a-service (SaaS) business, and related significant downward revisions to its annual recurring revenue (ARR) metric.
  • This news led to a 48% drop in Varonis shares the next day, wiping out approximately $3.8 billion of its market capitalization.
  • The complaint alleges Varonis made overwhelmingly positive statements about its SaaS transition and ARR opportunity while failing to disclose its true inability to convert on-prem users to SaaS.
  • The Lead Plaintiff Deadline for the lawsuit is March 9, 2026.
6 days ago
Varonis Systems Faces Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
  • A class action lawsuit has been filed against Varonis Systems, Inc..
  • The lawsuit covers a Class Period from February 4, 2025, to October 28, 2025, with a Lead Plaintiff Deadline of March 9, 2026.
  • The complaint alleges that Varonis was ill-equipped to maintain its Annual Recurring Revenue (ARR) growth trajectory without a significantly high rate of quarterly conversions, and that positive statements about the company's business were materially misleading.
7 days ago
Varonis Systems, Inc. Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
Demand Weakening
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (VRNS) and certain executives, representing investors who purchased common stock between February 4, 2025, and October 28, 2025.
  • The lawsuit follows Varonis's October 28, 2025, revelation of weaker than expected renewals and conversions from its on-premises to SaaS business, and significant downward revisions to its annual recurring revenue (ARR) metric.
  • This news caused Varonis shares to drop over 48% the next day, wiping out approximately $3.8 billion of its market capitalization.
  • The complaint alleges Varonis made misleading statements about its SaaS transition and ARR growth potential, failing to disclose its inability to convert on-prem customers to SaaS.
7 days ago
Varonis Systems Faces Securities Class Actions After Stock Decline
VRNS
Legal Proceedings
Guidance Update
Demand Weakening
  • Multiple national plaintiffs’ firms have filed securities class actions against Varonis Systems (VRNS) on behalf of investors who purchased stock between February 4/5, 2025, and October 28, 2025.
  • The complaints allege Varonis misled investors about its SaaS conversion, overstated ARR growth prospects, and downplayed seasonality and macroeconomic risks.
  • These lawsuits follow Varonis' October 28, 2025 disclosure of a significant ARR miss, reduced full-year guidance, and a ~5% headcount reduction, which resulted in an approximately 48% one-day stock decline to $32.34 on October 29.
  • The company attributed the shortfall to weaker-than-expected renewals and conversions in its federal and non-federal on-premises subscription business.
  • The deadline for affected investors to seek appointment as lead plaintiff is March 9, 2026.
Jan 19, 2026, 4:31 PM
Varonis Systems Faces Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
  • A class action lawsuit has been filed against Varonis Systems, Inc..
  • The lawsuit covers a Class Period from February 4, 2025, to October 28, 2025.
  • The Lead Plaintiff Deadline for investors is March 9, 2026.
  • Allegations include that Varonis was ill-equipped to continue its ARR growth trajectory without maintaining a significantly high rate of quarterly conversions, leading to materially misleading statements about its business, operations, and prospects.
Jan 16, 2026, 5:08 PM
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
Demand Weakening
  • A securities class action lawsuit has been filed against Varonis Systems, Inc. (VRNS) and certain executives.
  • The lawsuit covers investors who purchased Varonis common stock between February 4, 2025, and October 28, 2025.
  • This action stems from Varonis's October 28, 2025, disclosure of weaker than expected renewals and conversions from on-premises to SaaS, leading to significant downward revisions in its annual recurring revenue (ARR).
  • Following this news, Varonis shares declined over 48% the next day, wiping out roughly $3.8 billion of its market capitalization.
  • The complaint alleges Varonis misled investors about its ability to convert existing on-prem customers to SaaS and its actual ARR growth potential.
Jan 16, 2026, 2:35 PM

Quarterly earnings call transcripts for VARONIS SYSTEMS.