{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-26-002774","form_type":"8-K","ticker":"VRNS","cik":"0001361113","company_name":"VARONIS SYSTEMS INC","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.189529+00:00","generated_at":"2026-05-15T02:47:31.869737+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Varonis Q1 revenue $173.1M (+27% YoY); SaaS ARR ex-conversions +29%; guides FY higher","bullets":["Total revenue $173.1M vs $136.4M YoY; SaaS revenue $161.1M (+82%).","GAAP operating loss $44.5M; Non-GAAP operating loss $1.4M vs $6.5M loss a year ago.","SaaS ARR excluding conversions +29%; total SaaS ARR $683.2M (+69% YoY).","Launched Varonis Atlas platform powered by acquisition of AllTrue.ai.","Raised FY guidance: total SaaS ARR growth 27-32%; ex-conversions 20-21%."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-26-002774","json":"https://secwatch.observer/filing/0001171843-26-002774.json","markdown":"https://secwatch.observer/filing/0001171843-26-002774.md","text":"https://secwatch.observer/filing/0001171843-26-002774.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1361113/000117184326002774/0001171843-26-002774-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1361113/000117184326002774/f8k_042826.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:47:31.869737+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":[{"claim_id":"e0187aebb331b96ac040b22957afe100cbd15173","claim":"VARONIS SYSTEMS INC updated its first quarter ended March 31, 2026 guidance (raised).","evidence_excerpt":"On April 28, 2026, Varonis Systems, Inc. issued a press release announcing its financial results for the first quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1361113/000117184326002774/0001171843-26-002774-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}