{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-25-004781","form_type":"8-K","ticker":"VRNS","cik":"0001361113","company_name":"VARONIS SYSTEMS INC","filed_at":"2025-07-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.816444+00:00","generated_at":"2026-05-17T23:35:23.170116+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Varonis Q2 revenue $152.2M (+17% YoY); raises FY ARR guidance, SaaS mix target 82%","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-25-004781","json":"https://secwatch.observer/filing/0001171843-25-004781.json","markdown":"https://secwatch.observer/filing/0001171843-25-004781.md","text":"https://secwatch.observer/filing/0001171843-25-004781.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1361113/000117184325004781/0001171843-25-004781-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1361113/000117184325004781/f8k_072925.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T23:35:23.170116+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"}