---
schema_version: "secwatch.filing_event.v1"
accession: "0001171843-26-004948"
form_type: "8-K"
ticker: "VRNS"
cik: "0001361113"
company_name: "VARONIS SYSTEMS INC"
filed_at: "2026-07-28T20:10:19+00:00"
generated_at: "2026-07-28T20:12:15.905340+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Varonis Q2 SaaS ARR ex-conversions up 25% YoY; raises FY SaaS ARR guidance to $769-775M

## Summary
- Total revenues $180.0M vs $152.2M YoY; SaaS revenues $171.7M (up 62% YoY).
- GAAP operating loss ($40.6M); Non-GAAP operating income $3.7M vs loss ($1.9M) YoY.
- SaaS ARR excluding conversions grew 25% YoY; total SaaS ARR $726.0M (up 52% YoY).
- Raised full-year SaaS ARR excluding conversions growth guidance to 21% at midpoint ($769-775M).
- Newer products (Atlas, Interceptor, Database Activity Monitoring) gaining momentum.

## SEC filing metadata
- accession: 0001171843-26-004948
- form_type: 8-K
- ticker: VRNS
- cik: 0001361113
- company_name: VARONIS SYSTEMS INC
- filed_at: 2026-07-28T20:10:19+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1361113/000117184326004948/0001171843-26-004948-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1361113/000117184326004948/f8k_072826.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-26-004948
- JSON: https://secwatch.observer/filing/0001171843-26-004948.json
- Plain text: https://secwatch.observer/filing/0001171843-26-004948.txt

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