{"filings":[{"id":808001,"accession_number":"0001171843-26-003887","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2026-06-02T21:00:20+00:00","items":["5.02","5.07"],"status":"ready","headline":"Varonis stockholders approve 6.4M share increase in 2023 equity plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Four directors reelected: Faitelson, Mendoza, Kess, Korkus with majorities ~84M-86M votes.","Advisory vote on exec compensation passed (83.1M for, 8.0M against, 0.1M abstain).","Ratification of EY as auditor for FY2026 approved (96.2M for, 3.9M against).","Additional 6,402,279 shares authorized under Amended 2023 Omnibus Equity Incentive Plan (81.4M for, 9.7M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92407,"accession_number":"0001171843-26-002774","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q1 revenue $173.1M (+27% YoY); SaaS ARR ex-conversions +29%; guides FY higher","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $173.1M vs $136.4M YoY; SaaS revenue $161.1M (+82%).","GAAP operating loss $44.5M; Non-GAAP operating loss $1.4M vs $6.5M loss a year ago.","SaaS ARR excluding conversions +29%; total SaaS ARR $683.2M (+69% YoY).","Launched Varonis Atlas platform powered by acquisition of AllTrue.ai.","Raised FY guidance: total SaaS ARR growth 27-32%; ex-conversions 20-21%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":173126000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103250,"accession_number":"0001171843-26-000602","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q4 rev $173.4M (+9% YoY); SaaS ARR $638.5M, 86% of total ARR","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total Q4 revenue $173.4M vs $158.5M; SaaS revenue $142.3M (+97% YoY) from $72.2M.","Annual recurring revenue (ARR) grew 16% YoY; SaaS ARR (ex-conversions) up 32% YoY.","GAAP operating loss ($30.3M) vs ($17.6M) YoY; non-GAAP operating income $4.6M vs $15.3M.","Full-year 2025 cash from ops $147.4M vs $115.2M; free cash flow $131.9M vs $108.5M.","Converted ~1/3 of remaining self-hosted customers to SaaS in Q4; targeting fully SaaS by end-2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":623532000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119493,"accession_number":"0001171843-25-006721","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q3 rev $161.6M (+9% YoY); GAAP op loss $35.9M; cites Federal/on-prem shortfall","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $161.6M (Q3 2024: $148.1M); SaaS revenue $125.8M vs $57.8M, up 118%.","GAAP operating loss widened to $35.9M from $23.6M; non-GAAP op income $0.2M vs $9.1M.","Annual recurring revenue (ARR) grew 18% YoY; SaaS ARR now 76% of total ARR.","Year-to-date cash from operations $122.7M vs $90.9M; FCF $111.6M vs $88.6M.","Board authorized $150M share repurchase; CEO noted lower renewals in Federal vertical and non-Federal on-prem subscription."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":450163000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136066,"accession_number":"0001171843-25-005663","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Varonis acquires SlashNext, updates FY2025 guidance for AI email security expansion","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of SlashNext, an AI-native email security provider; financial terms not disclosed.","SlashNext founder Atif Mushtaq joins Varonis; SlashNext had 99% detection accuracy and 100% on BEC/QR code attacks in Tolly test.","Q3 2025 guidance: revenue $163-168M (+10-13% YoY), non-GAAP op income $1-4M, diluted EPS $0.04-0.06.","Full year 2025: ARR $748-754M (+17% YoY), revenue $616-628M, non-GAAP EPS $0.11-0.12; FCF $120-125M reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136065,"accession_number":"0001171843-25-004781","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q2 revenue $152.2M (+17% YoY); raises FY ARR guidance, SaaS mix target 82%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $152.2M vs $130.3M YoY; SaaS revenues $105.9M ($44.8M YoY).","Annual recurring revenue (ARR) grew 19% YoY; SaaS ARR ~69% of total ARR.","GAAP operating loss ($36.6M); non-GAAP operating loss ($1.9M).","Year-to-date cash from operations $89.3M vs $68.4M; free cash flow $82.7M vs $67.3M.","Full-year ARR guidance raised; SaaS mix expectation increased to 82% from 80%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":288586000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153099,"accession_number":"0001171843-25-003769","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Varonis stockholders approve 2025 ESPP and 1.88M share increase under 2023 equity plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Four director nominees elected: Carlos Aued, Kevin Comolli, John J. Gavin Jr., Fred van den Bosch.","Advisory vote on executive compensation approved with 75.6M for, 14.5M against.","Ratification of Ernst & Young as auditor for FY2025 passed with 92.2M votes for.","2025 Employee Stock Purchase Plan approved with 89.5M for, 0.7M against.","Additional 1,880,000 shares authorized under the Amended 2023 Omnibus Equity Incentive Plan (77.1M for, 13.1M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153098,"accession_number":"0001171843-25-002821","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q1 revenues $136.4M (+20% YoY); SaaS ARR 61% of total; FY ARR guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $136.4M vs $114.0M YoY; SaaS rev $88.6M up from $34.0M.","GAAP operating loss narrowed to ($43.8M) from ($47.6M); non-GAAP op loss ($6.5M) vs ($10.6M).","YTD cash from ops $68.0M vs $56.7M; free cash flow $65.3M vs $56.4M.","SaaS ARR reached 61% of total ARR; full-year ARR guidance raised (specifics not disclosed).","CEO cites MDDR and Generative AI tailwinds; SaaS transition expected to complete in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":136423000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171878,"accession_number":"0001171843-25-000870","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2025-02-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Varonis elects physical settlement for 1.250% convertible notes due 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On Feb 14, 2025, Varonis notified trustee and holders it changed default settlement method to Physical Settlement.","All future conversions of the 1.250% Convertible Senior Notes due 2025 will be settled only with shares of common stock.","Notice given under the Indenture dated May 11, 2020 between Varonis and U.S. Bank National Association as Trustee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171877,"accession_number":"0001171843-25-000613","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q4 SaaS ARR reaches 53% of total ARR; full-year free cash flow doubles to $108.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total 2024 revenue $551.0M (+10% YoY); SaaS revenue $208.8M (up from $44.4M).","SaaS ARR now 53% of total ARR; ARR from new customers up ~50% YoY.","Full-year GAAP operating loss $117.7M (vs $117.2M), non-GAAP operating income $15.9M (vs $28.7M).","Year-to-date cash from operations $115.2M (vs $59.4M); free cash flow $108.5M (vs $54.3M).","Q4 total revenues $158.5M (+3% YoY); SaaS revenues $72.2M (up from $23.0M)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":550950000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188878,"accession_number":"0001171843-24-005856","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis reports Q3 2024: ARR up 18% YoY; SaaS now 43% of total ARR; operating income improves","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR grew 18% YoY; SaaS ARR reached ~43% of total ARR, reflecting continued platform adoption.","Total revenues $148.1M (+21% YoY vs $122.3M); SaaS revenues $57.8M vs $13.7M a year ago.","GAAP operating loss narrowed to $23.6M from $29.1M; Non-GAAP operating income was $9.1M ($4.9M).","YTD cash from operations nearly doubled to $90.9M (prior $49.0M); YTD FCF $88.6M vs $46.0M.","Term license subscription revenues declined to $68.8M from $84.0M; maintenance & services $21.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":392436000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205355,"accession_number":"0001213900-24-077377","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2024-09-10T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Varonis issues $460M of 1.00% convertible notes due 2029; net proceeds $449.6M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$460M aggregate principal of 1.00% Convertible Senior Notes due Sept 2029; initial conversion price $67.83 per share.","Net proceeds ~$449.6M after discounts; $55.5M used to pay cost of capped call transactions to reduce dilution.","Proceeds for working capital and general corporate purposes, including R&D, capex, and potential acquisitions.","Notes are unsecured, rank equal with existing 1.25% convertible notes due 2025; redeemable after Sept 2027 if stock >=130% of conversion price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205354,"accession_number":"0001171843-24-004217","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q2 revenue $130.3M (+13% YoY); SaaS ARR 36% of total; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $130.3M vs $115.4M YoY; SaaS revenues $44.8M vs $5.7M YoY.","Non-GAAP operating income $2.1M vs $0.9M YoY; GAAP operating loss narrowed to $28.8M from $39.7M.","SaaS ARR 36% of total ARR; management raised full-year ARR and FCF guidance, now expects SaaS ARR to reach 48%.","Year-to-date cash from operations $68.4M vs $42.6M; free cash flow $67.3M vs $40.0M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":244368000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222248,"accession_number":"0001140361-24-029018","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2024-06-05T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Varonis shareholders elect directors, ratify auditor, approve equity plan at 2024 meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All director nominees elected: Gili Iohan (78.6M for), Rachel Prishkolnik (93.9M for), Ofer Segev (92.8M for), with broker non-votes of ~4.8M each.","Advisory vote on executive compensation approved: 91.7M for, 4.4M against, 4.8M broker non-votes.","Ratified Kost Forer Gabbay & Kasierer (EY) as independent auditor for FY2024: 98.3M for, 2.6M against.","Approved Amended and Restated 2023 Omnibus Equity Incentive Plan: 85.7M for, 10.3M against, 4.8M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222247,"accession_number":"0001171843-24-002573","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q1 revenue $114M (+6% YoY); SaaS ARR hits 30% of total ARR","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total ARR grew 17% YoY; SaaS ARR now 30% of total ARR, up from ~2% in Q1 2023.","GAAP operating loss widened to $47.6M from $43.1M; non-GAAP op loss $10.6M vs $4.3M.","Year-to-date cash from operations $56.7M vs $36.8M; free cash flow $56.4M vs $35.7M.","SaaS revenue surged to $34.0M from $2.1M; term license subscription fell to $56.0M from $80.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":114022000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3418020000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}