Earnings summaries and quarterly performance for VARONIS SYSTEMS.
Executive leadership at VARONIS SYSTEMS.
Yakov Faitelson
Detailed
Chief Executive Officer
CEO
DB
David Bass
Executive Vice President of Engineering and Chief Technology Officer
DG
Dov Gottlieb
Vice President, General Counsel and Corporate Secretary
GP
Gregory Pomeroy
Senior Vice President of Worldwide Sales
GM
Guy Melamed
Chief Financial Officer and Chief Operating Officer
Board of directors at VARONIS SYSTEMS.
AJ
Avrohom J. Kess
Detailed
Director
CA
Carlos Aued
Detailed
Director
Fv
Fred van den Bosch
Detailed
Director
GI
Gili Iohan
Detailed
Director
JJ
John J. Gavin, Jr.
Detailed
Lead Independent Director
KC
Kevin Comolli
Detailed
Director
OS
Ofer Segev
Detailed
Director
OK
Ohad Korkus
Detailed
Director
RP
Rachel Prishkolnik
Detailed
Director
TF
Thomas F. Mendoza
Detailed
Director
Research analysts who have asked questions during VARONIS SYSTEMS earnings calls.
BE
Brian Essex
JPMorgan Chase & Co.
8 questions for VRNS
Also covers: CHKP, CLBT, CRWD +17 more
Jason Ader
William Blair & Company
8 questions for VRNS
Also covers: AVPT, BASE, BLZE +12 more
Joseph Gallo
Jefferies & Company Inc.
8 questions for VRNS
Also covers: AVPT, CHKP, CRWD +11 more
JT
Joshua Tilton
Wolfe Research
8 questions for VRNS
Also covers: ADSK, ALTR, BSY +17 more
RK
Rudy Kessinger
D.A. Davidson & Co.
8 questions for VRNS
Also covers: AKAM, BASE, CFLT +11 more
MH
Matthew Hedberg
RBC Capital Markets
7 questions for VRNS
Also covers: ADSK, ALTR, BASE +28 more
RB
Roger Boyd
UBS
7 questions for VRNS
Also covers: AKAM, CHKP, CRWD +10 more
Saket Kalia
Barclays Capital
6 questions for VRNS
Also covers: ADBE, ADSK, ALRM +24 more
SK
Shrenik Kothari
Robert W. Baird & Co.
6 questions for VRNS
Also covers: CHKP, CVLT, ESTC +13 more
Fatima Boolani
Citi
5 questions for VRNS
Also covers: AKAM, AVPT, CHKP +16 more
Junaid Siddiqui
Truist Securities
5 questions for VRNS
Also covers: CHKP, CVLT, CYBR +8 more
MC
Mike Cikos
Needham & Company, LLC
5 questions for VRNS
Also covers: AKAM, BASE, CFLT +20 more
SE
Shaul Eyal
TD Cowen
5 questions for VRNS
Also covers: ALLT, CGNT, CHKP +14 more
Meta Marshall
Morgan Stanley
4 questions for VRNS
Also covers: ANET, AXON, BAND +31 more
Andrew Nowinski
Wells Fargo
3 questions for VRNS
Also covers: CHKP, CRWD, CYBR +14 more
JF
Joel Fishbein
Truist Securities
3 questions for VRNS
Also covers: CHKP, CRWD, ESTC +10 more
Rob Owens
Piper Sandler Companies
3 questions for VRNS
Also covers: CFLT, CHKP, CRWD +12 more
ES
Erik Suppiger
JMP Securities
2 questions for VRNS
Also covers: EGAN, NTCT, UI
HF
Hamza Fodderwala
Morgan Stanley
2 questions for VRNS
Also covers: CHKP, CRWD, CYBR +10 more
Ethan Drake Weeks
Piper Sandler
1 question for VRNS
Also covers: FROG, SAIL
Jonathan Ruykhaver
Cantor Fitzgerald
1 question for VRNS
Also covers: CRWD, FROG, GTLB +5 more
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
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
Recent press releases and 8-K filings for VRNS.
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
Guidance Update
- Hagens Berman is notifying investors of a securities class action lawsuit against Varonis Systems, Inc. (VRNS) with a lead plaintiff deadline of March 9, 2026.
- The lawsuit alleges Varonis executives concealed significant renewal softness in its Federal vertical and legacy on-premises business, and misrepresented the pace of customer conversion to its SaaS platform.
- On October 28, 2025, Varonis disclosed a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook, which triggered a 48% single-day stock crash and approximately $3.8 billion market value loss.
- Following a Q3 miss, the company also slashed its Q4 revenue and full-year ARR guidance.
3 days ago
Varonis Systems Faces Securities Class Action Over Alleged SaaS Transition Failure
VRNS
Legal Proceedings
Demand Weakening
Profit Warning
- Varonis Systems (VRNS) is facing a securities class action lawsuit regarding alleged concealment of renewal softness within its Federal vertical and legacy on-premises business, and issues with its Software-as-a-Service (SaaS) transition.
- The lawsuit alleges Varonis misrepresented its ability to convert existing customers to its SaaS platform at the pace suggested to investors.
- On October 28, 2025, Varonis disclosed a 63.9% year-over-year decline in term license revenue and a slashed ARR outlook, which triggered a 48% single-day stock crash and wiped out approximately $3.8 billion in market value.
- The lead plaintiff deadline for investors who suffered substantial losses during the Class Period (February 4, 2025 – October 28, 2025) is March 9, 2026.
6 days ago
Varonis Systems Faces Securities Fraud Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
Demand Weakening
- A class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS).
- The lawsuit covers a Class Period from February 4, 2025, to October 28, 2025.
- The complaint alleges that Varonis was ill-equipped to continue its ARR growth trajectory without a significantly high rate of quarterly conversions, and that positive statements about the Company’s business were materially misleading.
- Investors have until March 9, 2026, to file a lead plaintiff motion in this case.
7 days ago
Varonis Systems Faces Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
- Varonis Systems, Inc. (NASDAQ: VRNS) is facing a class action lawsuit.
- 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, leading to materially false or misleading statements about its business, operations, and prospects.
Feb 10, 2026, 5:07 PM
Varonis Systems Faces Securities Fraud Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
- A securities fraud class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS).
- 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 a significantly high rate of quarterly conversions, leading to materially misleading statements about its business and prospects.
Feb 6, 2026, 6:14 PM
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
Profit Warning
- 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 executives misled the market regarding the company's ability to convert its legacy on-premise customer base to its new Software-as-a-Service (SaaS) platform.
- The lawsuit covers investors who purchased Varonis common stock between February 4, 2025, and October 28, 2025.
- On October 28, 2025, Varonis disclosed a 63.9% year-over-year decline in term license subscription revenues, which allegedly caused a 48% stock crash and wiped out $3.8 billion in market capitalization.
Feb 6, 2026, 4:27 PM
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
Profit Warning
- Hagens Berman is issuing a notice to investors in Varonis Systems, Inc. (NASDAQ: VRNS) regarding a pending securities class action lawsuit, with a lead plaintiff deadline of March 9, 2026.
- The litigation alleges that Varonis executives misled the market about the company's ability to convert its legacy on-premise customer base to its new Software-as-a-Service (SaaS) platform between February 4, 2025, and October 28, 2025.
- 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 wiped out $3.8 billion in market capitalization.
- The lawsuit claims the company misrepresented conversion potential, experienced weaker renewals in its Federal vertical and non-Federal on-prem subscription business, and subsequently slashed its Q4 revenue and full-year ARR guidance.
Feb 4, 2026, 5:41 PM
Varonis Systems Faces Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
Demand Weakening
- A class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS).
- The class period for the lawsuit is from February 4, 2025, to October 28, 2025.
- The complaint alleges 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 and prospects.
- The lead plaintiff deadline for investors to file a motion is March 9, 2026.
Feb 4, 2026, 8:03 AM
Varonis Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
VRNS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Varonis reported Q4 2025 SaaS Annual Recurring Revenue (ARR) of $638.5 million, an 88% year-over-year increase, with Total ARR reaching $745.4 million.
- For the full year 2025, the company achieved $131.9 million in Free Cash Flow and $24.058 million in Non-GAAP net income, resulting in $0.18 Non-GAAP diluted EPS.
- SaaS ARR as a percentage of Total ARR stood at approximately 86% in Q4 2025, with SaaS ARR excluding conversions growing 32% year-over-year.
- For fiscal year 2026, Varonis provides guidance for SaaS ARR between $805.0 million and $840.0 million, Total Revenues between $722.0 million and $730.0 million, and Free Cash Flow between $100.0 million and $105.0 million.
Feb 3, 2026, 9:30 PM
Varonis Reports Q4 2025 Results and Acquires AI Security Company Altru
VRNS
Earnings
Guidance Update
M&A
- Varonis reported Q4 2025 SaaS ARR of $638.5 million, representing 86% of total ARR, with SaaS ARR (excluding conversions) increasing 32% year-over-year. Total revenues for the quarter were $173.4 million, and non-GAAP net income was $11.1 million, or $0.08 per diluted share.
- The company achieved $65 million in ARR conversions during Q4 2025, reducing non-SaaS ARR to approximately $105 million by year-end, as it aims to become a 100% SaaS company by the end of 2026.
- Varonis announced the acquisition of Altru, an AI security company, to bolster its capabilities in protecting enterprises from emerging AI risks and securing AI systems and their underlying data.
- For the full year 2026, Varonis expects total SaaS ARR between $805 million and $840 million (26%-32% growth) and total revenues of $722 million-$730 million (16%-17% growth), with anticipated free cash flow of $100 million-$105 million.
Feb 3, 2026, 9:30 PM
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