Varonis Q4 rev $173.4M (+9% YoY); SaaS ARR $638.5M, 86% of total ARR

VARONIS SYSTEMS INC

2025-FY EPS reported -$1.13 revenue$623,532,000

Total Q4 revenue $173.4M vs $158.5M; SaaS revenue $142.3M (+97% YoY) from $72.2M.
Annual recurring revenue (ARR) grew 16% YoY; SaaS ARR (ex-conversions) up 32% YoY.
GAAP operating loss ($30.3M) vs ($17.6M) YoY; non-GAAP operating income $4.6M vs $15.3M.
Full-year 2025 cash from ops $147.4M vs $115.2M; free cash flow $131.9M vs $108.5M.
Converted ~1/3 of remaining self-hosted customers to SaaS in Q4; targeting fully SaaS by end-2026.

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