secwatch.observer — SEC 8-K summary
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Issuer:     VARONIS SYSTEMS INC (VRNS)
CIK:        0001361113
Form:       8-K
Filed at:   2026-04-28T23:59:59+00:00
Accession:  0001171843-26-002774
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Varonis Q1 revenue $173.1M (+27% YoY); SaaS ARR ex-conversions +29%; guides FY higher
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1361113/000117184326002774/0001171843-26-002774-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1361113/000117184326002774/f8k_042826.htm
  HTML page:      https://secwatch.observer/filing/0001171843-26-002774

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