The earnings call reflected strong growth in ARR and cash flow generation, driven by successful SaaS transition and strategic partnerships. However, challenges such as operating loss and macroeconomic headwinds balanced the positive aspects.

Company Guidance -

Q3 2025

During Varonis Systems' Q2 2025 earnings call, the company reported a 19% year-over-year growth in Annual Recurring Revenue (ARR), reaching $693.2 million, with SaaS ARR comprising 69% of the total. This growth was driven by strong demand for their SaaS platform and MDDR offering, as well as a focus on AI-driven data security solutions. The company generated $82.7 million in free cash flow year-to-date, up from $67.3 million the previous year. Varonis also achieved FedRAMP Authorization, allowing it to offer its SaaS platform to the federal sector. Looking forward, Varonis raised its full-year ARR guidance to a range of $748 million to $754 million, representing a 17% growth, and emphasized its strategic focus on driving more than 20% ARR growth post-transition.

Strong ARR Growth

ARR grew by 19% year-over-year to $693.2 million, with SaaS ARR representing 69% of total ARR. SaaS NRR is higher than the reported NRR, indicating strong upselling potential.

Free Cash Flow Increase

Year-to-date free cash flow was $82.7 million, up from $67.3 million in the same period last year.

FedRAMP Authorization Achievement

Varonis achieved FedRAMP Authorization, allowing the offering of the entire SaaS platform to the federal sector, opening new market opportunities.

Strategic Partnership with Microsoft

An updated strategic partnership with Microsoft was announced to help secure AI tools and align engineering efforts with joint feature development.

Customer Wins and SaaS Transition

Strong demand from new and existing customers, including large healthcare and defense contractor wins, contributed to SaaS transition success.

Varonis Systems (VRNS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VRNS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 03, 2025	2025 (Q3)	0.08 / -	0.1	―	―	―
Jul 29, 2025	2025 (Q2)	<0.01 / 0.03	0.05	-40.00% (-0.02)
May 06, 2025	2025 (Q1)	-0.05 / <0.01	-0.03	110.00% (+0.03)
Feb 04, 2025	2024 (Q4)	0.14 / 0.18	0.27	-33.33% (-0.09)
Oct 29, 2024	2024 (Q3)	0.07 / 0.10	0.08	25.00% (+0.02)
Jul 29, 2024	2024 (Q2)	-0.02 / 0.05	0.01	400.00% (+0.04)
May 06, 2024	2024 (Q1)	-0.09 / -0.03	0.003	-1100.00% (-0.03)
Feb 05, 2024	2023 (Q4)	0.23 / 0.27	0.21	28.57% (+0.06)
Oct 30, 2023	2023 (Q3)	0.04 / 0.08	0.05	60.00% (+0.03)
Jul 31, 2023	2023 (Q2)	0.02 / 0.01	0	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

VRNS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$54.23	$57.11	+5.31%
May 06, 2025	$44.27	$45.28	+2.28%
Feb 04, 2025	$46.84	$43.37	-7.41%
Oct 29, 2024	$58.78	$52.48	-10.72%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Varonis Systems (VRNS) report earnings?

Varonis Systems (VRNS) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).

What is Varonis Systems (VRNS) earnings time?

Varonis Systems (VRNS) earnings time is at Nov 03, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is VRNS EPS forecast?

VRNS EPS forecast for the fiscal quarter 2025 (Q3) is 0.08.

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