{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-22-006898","form_type":"8-K","ticker":"VRNS","cik":"0001361113","company_name":"VARONIS SYSTEMS INC","filed_at":"2022-10-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.323645+00:00","generated_at":"2026-06-22T21:28:56.646532+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Varonis Q3 revenue $123.3M (+23% YoY); ARR up 30% cc; $100M buyback; SaaS early access; guidance lowered","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-22-006898","json":"https://secwatch.observer/filing/0001171843-22-006898.json","markdown":"https://secwatch.observer/filing/0001171843-22-006898.md","text":"https://secwatch.observer/filing/0001171843-22-006898.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1361113/000117184322006898/0001171843-22-006898-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1361113/000117184322006898/f8k_103122.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T21:28:56.646532+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"dc8a98413c25fdceb864af7a30f059416825d9c0","claim":"VARONIS SYSTEMS INC reported the third quarter ended September 30, 2022 results: revenue $123.3 million. Guidance lowered.","evidence_excerpt":"Financial Summary for the Third Quarter Ended September 30, 2022 Total revenues increased 23% to $123.3 million, compared with $100.4 million in the third quarter of 2021.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1361113/000117184322006898/0001171843-22-006898-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended September 30, 2022"},{"label":"Revenue","value":"$123.3 million"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}