---
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"
generated_at: "2026-05-16T05:17:13.628649+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-26-000602
- JSON: https://secwatch.observer/filing/0001171843-26-000602.json
- Plain text: https://secwatch.observer/filing/0001171843-26-000602.txt

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