VRNS
Varonis Systems·NASDAQ
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VRNS fundamentals
Varonis Systems (VRNS) released its earnings on Feb 3, 2026: revenue was 173.37M (YoY +9.37%), beat estimates; EPS was 0.08 (YoY -55.56%), beat estimates.
Revenue / YoY
173.37M
+9.37%
EPS / YoY
0.08
-55.56%
Report date
Feb 3, 2026
VRNS Earnings Call Summary for Q4,2025
- SaaS Dominance: Q4 SaaS ARR at $638.5 million (86% of total), growing 32% YoY (ex-conversions). Total ARR up 16% YoY to $745.4 million.
- Conversion Momentum: $65 million in Q4 conversions, with $50-75 million expected in 2026 as legacy on-prem winds down.
- AI Expansion: AllTrue acquisition bolsters AI security, aligning with 2026 focus on new customers and upselling SaaS features like MDDR and Copilot.
- Financial Outlook: 2026 SaaS ARR (ex-conversions) to grow 18-20%, with free cash flow of $100-105 million despite $30-50 million headwind from non-SaaS ARR.
- Strategic Shift: Transitioning to 100% SaaS by end-2026, prioritizing automation and data security to capitalize on AI-driven growth.
EPS
Actual | -0.1867 | -0.05 | 0.02 | 0.1133 | -0.08 | -0.01 | 0.05 | 0.16 | -0.09 | -0.0001 | 0.05 | 0.21 | 0.0027 | 0.01 | 0.08 | 0.27 | -0.03 | 0.05 | 0.1 | 0.18 | 0.0025 | 0.03 | 0.06 | 0.08 | ||||||||||
Forecast | -0.1962 | -0.1172 | -0.0419 | 0.04 | -0.1283 | -0.0315 | 0.0191 | 0.1285 | -0.1012 | -0.0103 | 0.0582 | 0.1701 | -0.046 | 0.0196 | 0.0354 | 0.2287 | -0.0926 | -0.0208 | 0.0737 | 0.138 | -0.0474 | 0.0095 | 0.0581 | 0.0326 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.84% | +57.34% | +147.73% | +183.25% | +37.65% | +68.25% | +161.78% | +24.51% | +11.07% | +99.03% | -14.09% | +23.46% | +105.87% | -48.98% | +125.99% | +18.06% | +67.60% | +340.38% | +35.69% | +30.43% | +105.27% | +215.79% | +3.27% | +145.40% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 54.18M | 66.56M | 76.75M | 95.20M | 74.78M | 88.42M | 100.35M | 126.58M | 96.26M | 111.45M | 123.31M | 142.62M | 107.33M | 115.42M | 122.31M | 154.10M | 114.02M | 130.35M | 148.07M | 158.51M | 136.42M | 152.16M | 161.58M | 173.37M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 54.04M | 56.90M | 69.93M | 84.07M | 68.88M | 83.72M | 97.41M | 122.44M | 95.93M | 111.21M | 124.35M | 140.64M | 106.92M | 119.14M | 125.20M | 151.83M | 113.65M | 124.83M | 141.62M | 165.57M | 133.04M | 149.00M | 166.21M | 168.48M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.24% | +16.99% | +9.76% | +13.24% | +8.58% | +5.61% | +3.02% | +3.38% | +0.34% | +0.22% | -0.83% | +1.41% | +0.39% | -3.12% | -2.31% | +1.50% | +0.33% | +4.42% | +4.55% | -4.26% | +2.54% | +2.12% | -2.79% | +2.90% |
Earnings Call
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What is Varonis Systems's latest dividend and current dividend yield?What is the market's earnings forecast for Varonis Systems next quarter?What were the key takeaways from Varonis Systems’s earnings call?What were the key takeaways from Varonis Systems's earnings call?What guidance did Varonis Systems's management provide for the next earnings period?What is the revenue and EPS growth rate for Varonis Systems year over year?What does Varonis Systems do and what are its main business segments?What is Varonis Systems's gross profit margin?
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