{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-23-000721","form_type":"8-K","ticker":"VRNS","cik":"0001361113","company_name":"VARONIS SYSTEMS INC","filed_at":"2023-02-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.614833+00:00","generated_at":"2026-06-19T23:56:13.542153+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Varonis Q4 revenue $142.6M (+13% YoY), ARR up 20% YoY","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-23-000721","json":"https://secwatch.observer/filing/0001171843-23-000721.json","markdown":"https://secwatch.observer/filing/0001171843-23-000721.md","text":"https://secwatch.observer/filing/0001171843-23-000721.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1361113/000117184323000721/0001171843-23-000721-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1361113/000117184323000721/f8k_020623.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T23:56:13.542153+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":"abfe0b47c61f034ffe79ae60d08fb2cb9b1dc3fd","claim":"VARONIS SYSTEMS INC reported the full year ended December 31, 2022 results: revenue $473.6 million.","evidence_excerpt":"Total revenues increased 21% to $473.6 million, compared with $390.1 million in 2021.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1361113/000117184323000721/0001171843-23-000721-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year ended December 31, 2022"},{"label":"Revenue","value":"$473.6 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e41f6be56eb5e279cd6aeaba484955804785121d","claim":"VARONIS SYSTEMS INC reported the fourth quarter ended December 31, 2022 results: revenue $142.6 million.","evidence_excerpt":"Total revenues increased 13% to $142.6 million, compared with $126.6 million in the fourth quarter of 2021.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1361113/000117184323000721/0001171843-23-000721-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended December 31, 2022"},{"label":"Revenue","value":"$142.6 million"},{"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"}