{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-26-000602","form_type":"8-K","ticker":"VRNS","cik":"0001361113","company_name":"VARONIS SYSTEMS INC","filed_at":"2026-02-03T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.916359+00:00","generated_at":"2026-05-16T05:17:13.628649+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Varonis Q4 rev $173.4M (+9% YoY); SaaS ARR $638.5M, 86% of total ARR","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-26-000602","json":"https://secwatch.observer/filing/0001171843-26-000602.json","markdown":"https://secwatch.observer/filing/0001171843-26-000602.md","text":"https://secwatch.observer/filing/0001171843-26-000602.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1361113/000117184326000602/0001171843-26-000602-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1361113/000117184326000602/f8k_020326.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T05:17:13.628649+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"}