---
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"
generated_at: "2026-05-17T23:35:23.170116+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Varonis Q2 revenue $152.2M (+17% YoY); raises FY ARR guidance, SaaS mix target 82%

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-25-004781
- JSON: https://secwatch.observer/filing/0001171843-25-004781.json
- Plain text: https://secwatch.observer/filing/0001171843-25-004781.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.