Earnings summaries and quarterly performance for VARONIS SYSTEMS.
Executive leadership at VARONIS SYSTEMS.
Yakov Faitelson
Chief Executive Officer
David Bass
Executive Vice President of Engineering and Chief Technology Officer
Dov Gottlieb
Vice President, General Counsel and Corporate Secretary
Gregory Pomeroy
Senior Vice President of Worldwide Sales
Guy Melamed
Chief Financial Officer and Chief Operating Officer
Board of directors at VARONIS SYSTEMS.
Avrohom J. Kess
Director
Carlos Aued
Director
Fred van den Bosch
Director
Gili Iohan
Director
John J. Gavin, Jr.
Lead Independent Director
Kevin Comolli
Director
Ofer Segev
Director
Ohad Korkus
Director
Rachel Prishkolnik
Director
Thomas F. Mendoza
Director
Research analysts who have asked questions during VARONIS SYSTEMS earnings calls.
Brian Essex
JPMorgan Chase & Co.
6 questions for VRNS
Jason Ader
William Blair & Company
6 questions for VRNS
Joseph Gallo
Jefferies & Company Inc.
6 questions for VRNS
Joshua Tilton
Wolfe Research
6 questions for VRNS
Roger Boyd
UBS
6 questions for VRNS
Rudy Kessinger
D.A. Davidson & Co.
6 questions for VRNS
Shrenik Kothari
Robert W. Baird & Co.
6 questions for VRNS
Matthew Hedberg
RBC Capital Markets
5 questions for VRNS
Saket Kalia
Barclays Capital
4 questions for VRNS
Andrew Nowinski
Wells Fargo
3 questions for VRNS
Fatima Boolani
Citi
3 questions for VRNS
Joel Fishbein
Truist Securities
3 questions for VRNS
Junaid Siddiqui
Truist Securities
3 questions for VRNS
Mike Cikos
Needham & Company, LLC
3 questions for VRNS
Shaul Eyal
TD Cowen
3 questions for VRNS
Erik Suppiger
JMP Securities
2 questions for VRNS
Hamza Fodderwala
Morgan Stanley
2 questions for VRNS
Meta Marshall
Morgan Stanley
2 questions for VRNS
Ethan Drake Weeks
Piper Sandler
1 question for VRNS
Jonathan Ruykhaver
Cantor Fitzgerald
1 question for VRNS
Keith Weiss
Morgan Stanley
1 question for VRNS
Mark Zhang
Citigroup
1 question for VRNS
Matt Dezort
William Blair & Company
1 question for VRNS
Michael Richards
RBC Capital Markets
1 question for VRNS
Robbie Owens
Piper Sandler
1 question for VRNS
Rob Owens
Piper Sandler Companies
1 question for VRNS
Recent press releases and 8-K filings for VRNS.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for VARONIS SYSTEMS.
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