{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-25-002821","form_type":"8-K","ticker":"VRNS","cik":"0001361113","company_name":"VARONIS SYSTEMS INC","filed_at":"2025-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.065776+00:00","generated_at":"2026-05-22T11:17:50.405573+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Varonis Q1 revenues $136.4M (+20% YoY); SaaS ARR 61% of total; FY ARR guidance raised","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-25-002821","json":"https://secwatch.observer/filing/0001171843-25-002821.json","markdown":"https://secwatch.observer/filing/0001171843-25-002821.md","text":"https://secwatch.observer/filing/0001171843-25-002821.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1361113/000117184325002821/0001171843-25-002821-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1361113/000117184325002821/f8k_050625.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T11:17:50.405573+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}