secwatch.observer — SEC 8-K summary
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Issuer:     VARONIS SYSTEMS INC (VRNS)
CIK:        0001361113
Form:       8-K
Filed at:   2026-07-28T20:10:19+00:00
Accession:  0001171843-26-004948
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1361113/000117184326004948/0001171843-26-004948-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1361113/000117184326004948/f8k_072826.htm
  HTML page:      https://secwatch.observer/filing/0001171843-26-004948

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