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.
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Revenue
Revenue & Expenses
VRNS has released its 2025 Q4 earnings report, with revenue of 173.37M, reflecting a YoY change of 9.37%, and net profit of -27.77M, showing a YoY change of -113.75%. The Sankey diagram below clearly presents VRNS's revenue sources and cost distribution.
Key Indicators
Varonis Systems (VRNS) key financial stats and ratios, covering profitability, financial health, and leverage.
Varonis Systems (VRNS)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Varonis Systems (VRNS)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Varonis Systems (VRNS)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Varonis Systems (VRNS) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Varonis Systems (VRNS) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
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 were the key takeaways from Varonis Systems's earnings call?What is Varonis Systems's gross profit margin?What does Varonis Systems do and what are its main business segments?Did Varonis Systems beat or miss consensus estimates last quarter?What is Varonis Systems's latest dividend and current dividend yield?What factors drove the changes in Varonis Systems's revenue and profit?
