Recent 8-K filings for VRNS

• April 28, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

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

  Total revenue $173.1M vs $136.4M YoY; SaaS revenue $161.1M (+82%).

• February 3, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

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

  Total Q4 revenue $173.4M vs $158.5M; SaaS revenue $142.3M (+97% YoY) from $72.2M.

• October 28, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Varonis Q3 rev $161.6M (+9% YoY); GAAP op loss $35.9M; cites Federal/on-prem shortfall

  Total revenue $161.6M (Q3 2024: $148.1M); SaaS revenue $125.8M vs $57.8M, up 118%.

• September 2, 2025, 7:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Varonis acquires SlashNext, updates FY2025 guidance for AI email security expansion

  Acquisition of SlashNext, an AI-native email security provider; financial terms not disclosed.

• July 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Varonis Q2 revenue $152.2M (+17% YoY); raises FY ARR guidance, SaaS mix target 82%

  Total revenues $152.2M vs $130.3M YoY; SaaS revenues $105.9M ($44.8M YoY).

• May 6, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Varonis Q1 revenues $136.4M (+20% YoY); SaaS ARR 61% of total; FY ARR guidance raised

  Total revenues $136.4M vs $114.0M YoY; SaaS rev $88.6M up from $34.0M.

• February 4, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Varonis Q4 SaaS ARR reaches 53% of total ARR; full-year free cash flow doubles to $108.5M

  Total 2024 revenue $551.0M (+10% YoY); SaaS revenue $208.8M (up from $44.4M).

• October 29, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Varonis reports Q3 2024: ARR up 18% YoY; SaaS now 43% of total ARR; operating income improves

  ARR grew 18% YoY; SaaS ARR reached ~43% of total ARR, reflecting continued platform adoption.

• September 10, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 3.02item 8.01item 9.01

  Varonis issues $460M of 1.00% convertible notes due 2029; net proceeds $449.6M

  $460M aggregate principal of 1.00% Convertible Senior Notes due Sept 2029; initial conversion price $67.83 per share.

• July 29, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Varonis Q2 revenue $130.3M (+13% YoY); SaaS ARR 36% of total; raises FY guidance

  Total revenues $130.3M vs $115.4M YoY; SaaS revenues $44.8M vs $5.7M YoY.

• May 6, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  Varonis Q1 revenue $114M (+6% YoY); SaaS ARR hits 30% of total ARR

  Total ARR grew 17% YoY; SaaS ARR now 30% of total ARR, up from ~2% in Q1 2023.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.70 · Most common event earnings

9 positive 1 negative 5 neutral

source · VRNS on sec.gov