Varonis Systems, Inc. (VRNS) Guidance & Earnings Results

On 2026-07-28 Varonis Systems, Inc. raised guidance: "FY26 SaaS ARR ex-conversions growth raised to 21% midpoint ($769M-$775M) from prior 20%; FY26 SaaS ARR $819M-$850M (28-33% YoY); FY26 revenue $735M-$739M (18-19% YoY); FY26 non-GAAP operating income $11M-$13M; FY26…" — from its own filing, as read by EquiReason.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

VRNSVaronis Systems, Inc.Follow VRNS — free

Software - Infrastructure · Technology

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Market cap: 5.6B
P/E TTM: —
Dividend yield: —
52-week: —
Next earnings: 3 Nov, in 10 days

What management guided

each earnings 8-K · figures checked against the filing text

Release	Direction	What they said
28 Jul 26	Raised	FY26 SaaS ARR ex-conversions growth raised to 21% midpoint ($769M-$775M) from prior 20%; FY26 SaaS ARR $819M-$850M (28-33% YoY); FY26 revenue $735M-$739M (18-19% YoY); FY26 non-GAAP operating income $11M-$13M; FY26 non-GAAP EPS $0.14-$0.15; FY26 free cash flow $105M-$110M; Q3 revenue $185M-$188M (14-16% YoY); Q3 non-GAAP operating income $2.5M-$3.5M; Q3 non-GAAP EPS $0.02-$0.03
28 Apr 26	Raised	SaaS ARR growth raised to 27%-32% (from prior); SaaS ARR ex-conversions raised to 20%-21% · full year
3 Feb 26	Raised	FY2026 SaaS ARR target $805-840M (26-32% growth); revenue $722-730M (16-17% growth); FCF $100-105M · full year
28 Oct 25	Lowered	FY2025 ARR guidance reduced to $730-738M (14-15% growth) · full year
29 Jul 25	Raised	FY25 ARR raised to $748-754M (+17% YoY); FY25 SaaS mix expectation raised to 82% from 80%; FY25 revenue guidance $616-628M (+12-14% YoY); FY25 FCF $120-125M; FY25 non-GAAP operating income $0-6M; FY25 non-GAAP EPS $0.16-0.18; Q3 revenue $163-168M; Q3 non-GAAP operating income $4-7M; Q3 non-GAAP EPS $0.07-0.08 · full year

Varonis Systems, Inc. — questions

What guidance did Varonis Systems, Inc. give?: On 2026-07-28: "FY26 SaaS ARR ex-conversions growth raised to 21% midpoint ($769M-$775M) from prior 20%; FY26 SaaS ARR $819M-$850M (28-33% YoY); FY26 revenue $735M-$739M (18-19% YoY); FY26 non-GAAP operating income $11M-$13M; FY26 non-GAAP EPS $0.14-$0.15; FY26 free cash flow $105M-$110M; Q3 revenue $185M-$188M (14"
When does Varonis Systems, Inc. report earnings?: Varonis Systems, Inc.'s next earnings report is expected on 2026-11-03.

Every figure on this page comes from Varonis Systems, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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