Sign In
Buy VRNS
Varonis Systems Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | -$0.0500 |
| EPS actual | $0.0600 |
| EPS Surprise | 220.00% |
| Revenue estimate | 165.52M |
| Revenue actual | 173.126M |
| Revenue Surprise | 4.60% |
| Release date | Feb 03, 2026 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0800 |
| EPS Surprise | 166.67% |
| Revenue estimate | 168.484M |
| Revenue actual | 173.369M |
| Revenue Surprise | 2.90% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.0542 |
| EPS actual | $0.0600 |
| EPS Surprise | 10.70% |
| Revenue estimate | 166.471M |
| Revenue actual | 161.577M |
| Revenue Surprise | -2.94% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0300 |
| EPS Surprise | 200.00% |
| Revenue estimate | 163.559M |
| Revenue actual | 152.163M |
| Revenue Surprise | -6.97% |
Last 4 Quarters for Varonis Systems
Below you can see how VRNS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $54.23 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0300 |
| EPS surprise | 200.00% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $51.81 |
| Jul 24, 2025 | $53.38 |
| Jul 25, 2025 | $54.69 |
| Jul 28, 2025 | $54.41 |
| Jul 29, 2025 | $54.23 |
| Jul 30, 2025 | $57.11 |
| Jul 31, 2025 | $55.83 |
| Aug 01, 2025 | $54.73 |
| Aug 04, 2025 | $56.48 |
| 4 days before | 4.67% |
| 4 days after | 4.15% |
| On release day | 5.31% |
| Change in period | 9.01% |
| Release date | Oct 28, 2025 |
| Price on release | $63.00 |
| EPS estimate | $0.0542 |
| EPS actual | $0.0600 |
| EPS surprise | 10.70% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $61.24 |
| Oct 23, 2025 | $62.32 |
| Oct 24, 2025 | $62.30 |
| Oct 27, 2025 | $62.68 |
| Oct 28, 2025 | $63.00 |
| Oct 29, 2025 | $32.34 |
| Oct 30, 2025 | $35.00 |
| Oct 31, 2025 | $35.23 |
| Nov 03, 2025 | $36.07 |
| 4 days before | 2.87% |
| 4 days after | -42.75% |
| On release day | -48.67% |
| Change in period | -41.10% |
| Release date | Feb 03, 2026 |
| Price on release | $26.53 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0800 |
| EPS surprise | 166.67% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $33.41 |
| Jan 29, 2026 | $30.57 |
| Jan 30, 2026 | $29.84 |
| Feb 02, 2026 | $29.25 |
| Feb 03, 2026 | $26.53 |
| Feb 04, 2026 | $23.67 |
| Feb 05, 2026 | $22.21 |
| Feb 06, 2026 | $22.65 |
| Feb 09, 2026 | $25.61 |
| 4 days before | -20.59% |
| 4 days after | -3.47% |
| On release day | -10.78% |
| Change in period | -23.35% |
| Release date | Apr 28, 2026 |
| Price on release | $25.44 |
| EPS estimate | -$0.0500 |
| EPS actual | $0.0600 |
| EPS surprise | 220.00% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $25.13 |
| Apr 23, 2026 | $23.92 |
| Apr 24, 2026 | $24.53 |
| Apr 27, 2026 | $25.05 |
| Apr 28, 2026 | $25.44 |
| Apr 29, 2026 | $27.29 |
| Apr 30, 2026 | $26.30 |
| May 01, 2026 | $26.50 |
| May 04, 2026 | $27.41 |
| 4 days before | 1.23% |
| 4 days after | 7.74% |
| On release day | 7.27% |
| Change in period | 9.07% |
Varonis Systems Earnings Call Transcript Summary of Q1 2026
Varonis reported a strong Q1 2026 driven by SaaS momentum and increased demand for data and AI security. Key financials: SaaS ARR excluding conversions grew 29% YoY to $522.6M (total SaaS ARR $683.2M), revenue was $173.1M (up 27% YoY), non-GAAP gross margin ~77.9%, Q1 net income $7.5M, and cash and investments about $900M. The company generated $49M of free cash flow in Q1 (adjusted ~ $61.6M excluding ~$12.6M in acquisition-related cash costs) and repurchased $132.1M of stock. Management raised full-year guidance: total SaaS ARR $814M–$845M (growth 27%–32%), SaaS ARR ex-conversions growth 20%–21%, total revenues $731M–$737M, free cash flow $100M–$105M, and non-GAAP operating income $7M–$9M. Business highlights: strong new-logo acquisition and expansion, continued traction for AI/security products (MDDR, Atlas, Interceptor, database activity monitoring), a major global tech customer win, and encouraging early traction from recent acquisitions (AllTrue/Atlas) though AllTrue did not materially add ARR this quarter. Strategic/operational notes: salesforce is refocused from conversion work to new logos and upsell; management emphasizes automation (find, fix, alert) as core to safely enabling AI; conversions from legacy on-prem to SaaS remain a multi-quarter process with full-year conversion guidance of $50M–$75M not baked into quarterly ARR-ex-conversion guidance. Risks/caveats: continued transition from on-prem to SaaS creates modeling complexity and near-term margin/ARR-contribution variability; macro/security environment and timing of conversions create some quarter-to-quarter noise.
