secwatch.observer — SEC 8-K summary
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Issuer:     VARONIS SYSTEMS INC (VRNS)
CIK:        0001361113
Form:       8-K
Filed at:   2025-07-29T23:59:59+00:00
Accession:  0001171843-25-004781
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1361113/000117184325004781/0001171843-25-004781-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1361113/000117184325004781/f8k_072925.htm
  HTML page:      https://secwatch.observer/filing/0001171843-25-004781

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer