VRNS
Varonis Systems·NASDAQ
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VRNS fundamentals
Varonis Systems (VRNS) released its earnings on Oct 28, 2025: revenue was 161.60M (YoY +9.14%), missed estimates; EPS was 0.06 (YoY -50.00%), beat estimates.
Revenue / YoY
161.60M
+9.14%
EPS / YoY
0.06
-50.00%
Report date
Oct 28, 2025
VRNS Earnings Call Summary for Q3,2025
- SaaS Dominance: 76% ARR from SaaS, with self-hosted solution ending in 2026. Q3 ARR $718.6M (18% YoY), but on-prem renewals underperformed, leading to 5% headcount cut.
- Product Momentum: Launches of Interceptor and DAM, plus Microsoft partnership, fuel growth. SaaS NRR healthy, with focus on upselling post-transition.
- Financial Health: $1.1B cash, $150M buyback. Full-year ARR guidance $730M-$738M, free cash flow $120M-$125M. Gross margin 79.4%, operating margin 0.1%.
- Risks: Federal and non-federal on-prem renewals volatile. 24% of ARR (non-SaaS) uncertain, but SaaS ARR expected to reach 83% by year-end.
EPS
Revenue
Revenue & Expenses
VRNS has released its 2025 Q3 earnings report, with revenue of 161.58M, reflecting a YoY change of 9.12%, and net profit of -29.94M, showing a YoY change of -63.32%. 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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Breakdown
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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Dividend Yield
You can ask Aime
Did Varonis Systems beat or miss consensus estimates last quarter?What is Varonis Systems's gross profit margin?What is the revenue and EPS growth rate for Varonis Systems year over year?What guidance did Varonis Systems's management provide for the next earnings period?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 factors drove the changes in Varonis Systems's revenue and profit?
