{"filings":[{"id":1913479,"accession_number":"0001171843-26-004948","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2026-07-28T20:10:19+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q2 SaaS ARR ex-conversions up 25% YoY; raises FY SaaS ARR guidance to $769-775M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $180.0M vs $152.2M YoY; SaaS revenues $171.7M (up 62% YoY).","GAAP operating loss ($40.6M); Non-GAAP operating income $3.7M vs loss ($1.9M) YoY.","SaaS ARR excluding conversions grew 25% YoY; total SaaS ARR $726.0M (up 52% YoY).","Raised full-year SaaS ARR excluding conversions growth guidance to 21% at midpoint ($769-775M).","Newer products (Atlas, Interceptor, Database Activity Monitoring) gaining momentum."],"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":0.8,"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":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},{"id":241768,"accession_number":"0001171843-24-000971","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"Varonis appoints James O'Boyle Vice Chairman - Sales; Greg Pomeroy SVP Worldwide Sales","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James O'Boyle appointed Vice Chairman - Sales, responsible for strategic customer accounts, partnerships, and channel development.","Greg Pomeroy, formerly VP Sales North America, promoted to SVP Worldwide Sales, adding global markets to his duties.","Company reaffirms Q1 2024 and full-year 2024 guidance previously issued on February 5, 2024."],"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":0.4,"calibrated_materiality_score":0.4,"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":241767,"accession_number":"0001171843-24-000594","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2024-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q4 revenue up 8% YoY to $154.1M; SaaS ARR hits ~23% of total ARR","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $154.1M (+8% YoY); subscription revenue $129.2M (+11% YoY).","GAAP operating loss improved to ($5.2M) from ($10.0M) in Q4'22; non-GAAP op income $27.2M.","FY 2023 cash from operations $59.4M vs $11.9M; free cash flow $54.3M vs $0.5M.","SaaS ARR now ~23% of total ARR; management targets full SaaS transition by end of 2026, a year earlier.","Q4 SaaS mix 66% vs guidance of 60%, driven by strong demand and customer conversions."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":499160000.0,"consensus_period":"2023-FY","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":259201,"accession_number":"0001171843-23-006530","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q3 revenue $122.3M; SaaS mix 59%; GAAP operating loss $29.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $122.3M vs $123.3M YoY; subscription revenues $97.7M vs $96.1M.","GAAP operating loss ($29.1M) vs ($25.6M); Non-GAAP operating income $4.9M vs $9.8M.","Year-to-date cash from operations $49.0M (vs $8.4M); free cash flow $46.0M (vs $0.8M).","SaaS mix of new business and upsell ARR hit 59% (guidance 45%); ~15% of total ARR is SaaS."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":345061000.0,"consensus_period":"2023-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":276481,"accession_number":"0001171843-23-004808","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q2 revenue $115.4M (+3.6% YoY); SaaS mix hits 58%, guides up full-year ARR/FCF","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $115.4M vs $111.4M YoY; subscription revenue $91.1M (+8% YoY).","ARR grew 17% YoY; SaaS 58% of new/upsell ARR vs 35% guided; ~10% of total ARR now SaaS.","GAAP operating loss ($39.7M); non-GAAP operating income $0.9M (vs $1.7M YoY).","YTD cash from ops $42.6M (vs $10.1M YoY); YTD FCF $40.0M (vs $3.9M YoY).","Raised FY2023 guidance for ARR, SaaS mix, and free cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":222753000.0,"consensus_period":"2023-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":294220,"accession_number":"0001140361-23-028792","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Varonis stockholders elect all four director nominees and approve 2023 equity plan at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Yakov Faitelson, Avrohom J. Kess, Ohad Korkus, and Thomas Mendoza each elected with >82M votes for.","Advisory vote on executive compensation approved: 83.3M for, 4.9M against, 0.6M abstain.","Ratification of Kost Forer Gabbay & Kasierer as independent auditor for FY2023: 93.0M for, 0.4M against.","Varonis Systems 2023 Omnibus Equity Incentive Plan approved: 84.2M for, 4.1M against, 0.5M abstain."],"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":0.15,"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":294219,"accession_number":"0001171843-23-002727","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q1 revenue up 12% to $107.3M; SaaS mix beats guidance, raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $107.3M (+12% YoY); subscription revenue $83.0M vs $69.0M in Q1 2022.","GAAP operating loss narrowed to ($43.1M) from ($48.1M); non-GAAP operating loss ($4.3M) vs ($7.9M).","SaaS mix of new ARR hit 37%, well above 15% guidance; full-year SaaS mix and ARR guidance raised.","ARR grew 18% YoY; YTD cash from operations $36.8M ($24.5M last year), free cash flow $35.7M ($21.0M).","CEO cites customer and sales force adoption of SaaS despite economic slowdown."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":107335000.0,"consensus_period":"2023-Q1","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":314827,"accession_number":"0001171843-23-001660","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2023-03-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Varonis reaffirms Q1 and FY 2023 guidance at Investor Day","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirms Q1 2023 revenue of $106-$108M (10-12% YoY growth) and non-GAAP net loss per share ($0.05)-($0.04).","Reaffirms full-year 2023 ARR of $513-$523M (10-12% YoY growth) and revenue of $519-$529M.","Full-year 2023 non-GAAP net income per diluted share expected at $0.33-$0.35 on 127.3M diluted shares.","Investor Day held March 14, 2023; management to update on SaaS transition strategy."],"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":314826,"accession_number":"0001171843-23-000721","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2023-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q4 revenue $142.6M (+13% YoY), ARR up 20% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenues $142.6M (+13% YoY); subscription revenue $116.7M (+20% YoY).","FY2022 total revenues $473.6M (+21% YoY); subscription revenue $366.1M (+35% YoY).","Q4 GAAP op loss improved to ($10.0M) from ($17.8M); non-GAAP op income rose to $26.0M from $22.4M.","FY GAAP op loss widened to ($121.2M) from ($98.7M); non-GAAP op income rose to $29.5M from $25.2M.","SaaS product represented ~10% of new/upsell ARR in Q4; CEO confident on path to $1B ARR."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":473634000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","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":333209,"accession_number":"0001171843-22-006898","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2022-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q3 revenue $123.3M (+23% YoY); ARR up 30% cc; $100M buyback; SaaS early access; guidance lowered","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $123.3M (+23% YoY); subscription revenue $96.1M (+37% YoY).","GAAP operating loss of ($25.6)M vs ($18.6)M loss last year; non-GAAP operating income $9.8M vs $8.1M.","Annual recurring revenue grew 30% YoY on constant currency basis; early availability of Data Security Platform as SaaS.","Board authorized $100M share repurchase; full-year guidance adjusted due to macroeconomic headwinds and FX weakness."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":331017000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","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":350686,"accession_number":"0001171843-22-005207","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q2 revenue $111.4M (+26% YoY), ARR $426.3M (+30% YoY); raises op income guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $111.4M (+26% YoY); subscription revenue $84.4M (+44%); ARR $426.3M (+30% YoY).","GAAP operating loss $37.6M vs $28.2M; non-GAAP operating income $1.7M vs $1.1M.","Raised full-year non-GAAP operating income guidance; reaffirms ARR and revenue guidance.","Adjusted for constant currency and Russia exit, ARR growth 32% and revenue growth 30%.","CEO cites strong platform demand and long-term opportunity amid uncertain environment."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":207709000.0,"consensus_period":"2022-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":367875,"accession_number":"0001171843-22-003936","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2022-05-25T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Varonis shareholders elect all director nominees, approve exec compensation and auditor at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Four director nominees elected: Carlos Aued (88.7M for), Kevin Comolli (81.7M), John J. Gavin Jr. (85.0M), Fred van den Bosch (86.8M).","Advisory vote on executive compensation approved: 84.1M for, 6.3M against, 93K abstain.","Ratification of Kost Forer Gabbay & Kasierer (EY) as independent auditor for FY2022: 93.4M for, 2.1M against, 94K abstain."],"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":0.2,"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":367874,"accession_number":"0001171843-22-003059","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2022-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q1 ARR grows 32% to $404.5M, revenue +29% to $96.3M; GAAP loss widens to $48.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Annual recurring revenue $404.5M, up 32% YoY; subscription revenue $69.0M (+53%).","Total revenue $96.3M (+29%); GAAP operating loss ($48.1M) vs ($34.1M) in Q1 2021.","Non-GAAP operating loss ($7.9M) vs ($6.3M); Russia write-off created $3M ARR headwind.","Full-year 2022 revenue and ARR guidance reaffirmed despite expected $4-5M Russia impact.","Record quarterly operating cash flow achieved in Q1 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":96261000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","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":387203,"accession_number":"0001171843-22-000810","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2022-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q4 revenue up 33% to $126.6M; ARR grows 35% to $387.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total Q4 revenue $126.6M (+33% YoY); subscription revenue $96.0M (+53% YoY).","Annual recurring revenue (ARR) reached $387.1M, up 35% year-over-year.","GAAP Q4 operating loss ($17.8M) vs ($7.2M) loss in Q4 2020.","Non-GAAP Q4 operating income $22.4M, up from $13.9M in prior year.","Full-year 2021 non-GAAP operating income $25.2M vs ($4.4M) loss in 2020."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":390134000.0,"consensus_period":"2021-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":387202,"accession_number":"0001171843-22-000344","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2022-01-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Varonis expands board to 11, elects Carlos Aued and Avrohom J. Kess as directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 9 to 11; Aued (Class II) and Kess (Class III) elected effective Jan 19, 2022.","Kess, Vice Chairman & CLO of Travelers, also joins Compensation Committee.","Aued was a systems architect leader at Cisco for 25 years; prior roles at Micom, Unisys, BayNetworks.","Aued's daughter Alexa Kusovitsky employed by Varonis since 2014; 2021 total comp ~$163,000.","Both directors compensated under existing program disclosed in April 2021 proxy."],"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":405144,"accession_number":"0001171843-21-007355","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2021-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q3 2021 revenue exceeds $100M for first time, up 31% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $100.4M (+31% YoY); subscription revenue $70.0M (+59% YoY).","Annual recurring revenue (ARR) grew 36% YoY to $354.2M.","GAAP operating loss of ($18.6)M vs ($16.5)M a year ago; non-GAAP operating income $8.1M vs $3.1M.","CEO cites strong customer adoption and healthy expansion; company well positioned for strong close to 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":263556000.0,"consensus_period":"2021-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":424179,"accession_number":"0001171843-21-005374","cik":1361113,"company_name":"VARONIS SYSTEMS INC","ticker":"VRNS","form_type":"8-K","filed_at":"2021-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Varonis Q2 revenue up 33% to $88.4M; ARR reaches $328.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $88.4M (+33% YoY); subscription revenue $58.1M (+70% YoY).","Annual recurring revenue (ARR) grew 39% YoY to $328.2M.","GAAP operating loss widened to ($28.2M) from ($22.1M) a year ago.","Non-GAAP operating income of $1.1M vs a ($4.0M) loss in Q2 2020.","CEO cites heightened ransomware threat environment driving demand."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":163203000.0,"consensus_period":"2021-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}],"next_cursor":null}