secwatch.observer — SEC 8-K summary
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Issuer:     VARONIS SYSTEMS INC (VRNS)
CIK:        0001361113
Form:       8-K
Filed at:   2025-09-02T23:59:59+00:00
Accession:  0001171843-25-005663
Event type: m_and_a
Sentiment:  positive
Materiality: 0.75
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Varonis acquires SlashNext, updates FY2025 guidance for AI email security expansion
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- Acquisition of SlashNext, an AI-native email security provider; financial terms not disclosed.
- SlashNext founder Atif Mushtaq joins Varonis; SlashNext had 99% detection accuracy and 100% on BEC/QR code attacks in Tolly test.
- Q3 2025 guidance: revenue $163-168M (+10-13% YoY), non-GAAP op income $1-4M, diluted EPS $0.04-0.06.
- Full year 2025: ARR $748-754M (+17% YoY), revenue $616-628M, non-GAAP EPS $0.11-0.12; FCF $120-125M reaffirmed.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1361113/000117184325005663/0001171843-25-005663-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1361113/000117184325005663/f8k_082925.htm
  HTML page:      https://secwatch.observer/filing/0001171843-25-005663

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