Varonis Systems (VS2) Earnings Dates, Call Summary & Reports

Q: When does Varonis Systems (DE:VS2) report earnings?

Varonis Systems (DE:VS2) is schdueled to report earning on May 04, 2026, After Close (Confirmed).

Q: What is Varonis Systems (DE:VS2) earnings time?

Varonis Systems (DE:VS2) earnings time is at May 04, 2026, After Close (Confirmed).

Q: Where can I see when companies are reporting earnings?

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

Q: What companies are reporting earnings today?

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

Q: What is the P/E ratio of Varonis Systems stock?

The P/E ratio of {name} is N/A.

Q: What is DE:VS2 EPS forecast?

DE:VS2 EPS forecast for the fiscal quarter 2026 (Q1) is -0.04.

Compare

2 Followers

Earnings Data

Report Date

May 04, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.04

Last Year’s EPS

<0.01

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 16 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 03, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented strong operational momentum in SaaS — large SaaS ARR scale (86% of ARR), robust organic SaaS metrics (110% NRR, 14% customer growth), noteworthy Q4 conversion activity, strategic M&A to address AI risks, and a healthy cash position. Offsetting these positives are material near-term financial headwinds driven by the self-hosted end-of-life (expected $30M–$50M impact to 2026 ARR contribution margin and free cash flow), margin compression, lower operating income and net income vs. prior year, and uncertainty around the remaining conversions (wide $50M–$75M range, federal customers less likely to convert). Management emphasized this is a deliberate transition to a higher-quality SaaS business and expects the financial profile to improve in 2027.

Company Guidance

Management's 2026 guidance centers on accelerating the SaaS business and discloses new quarterly SaaS KPIs (SaaS ARR, SaaS ARR excluding conversions, conversions ARR and non‑SaaS ARR). For 2026 they guided SaaS ARR growth excluding conversions of 27%–28% (initial view) and full‑year SaaS ARR of $805M–$840M (26%–32% YoY), which they also described as 18%–20% SaaS ARR growth excluding conversions; they expect total revenues of $164M–$166M (20%–22% growth) in the near term and $722M–$730M for full‑year 2026 (16%–17% growth), free cash flow of $100M–$105M, non‑GAAP operating loss of $(11)M to $(10)M (near term) and full‑year non‑GAAP operating income breakeven to $4M, non‑GAAP net loss per share of $0.06–$0.05 (assumes 118M shares) and full‑year non‑GAAP net income per diluted share $0.06–$0.10 (assumes 134.2M shares). Management modeled conversions conservatively at $50M–$75M (after converting ~$65M in Q4 and leaving ~$105M non‑SaaS ARR at year‑end), and warned the self‑hosted end‑of‑life will impose a $30M–$50M headwind to ARR contribution margin and free cash flow in 2026; supporting 2025 metrics cited were SaaS ARR $638.5M (86% of total ARR $745.4M), ~6,400 subscription customers, 110% SaaS dollar‑based NRR and renewal rate >90%.

SaaS ARR Scale and Mix

SaaS ARR was $638.5M in Q4, representing 86% of total ARR; total ARR was $745.4M, up 16% year-over-year.

Strong SaaS Growth (Excluding Conversions)

SaaS ARR increased 32% year-over-year in Q4 when excluding the impact of conversions; company is focusing on reporting SaaS ARR excluding conversions as a primary KPI.

Record Conversions in Q4

Approximately $65M of ARR conversions occurred in Q4 (about one-third of remaining non-SaaS ARR), driven by the end-of-life announcement for the self-hosted product.

Healthy Customer Metrics

Ended 2025 with ~6,400 subscription customers (up 14% YoY) and SaaS dollar-based net retention of 110%; renewal rate remained over 90% overall.

Revenue and Cash Generation

Q4 total revenues were $173.4M (up 9% YoY); full-year 2025 total revenues $623.5M (up 13% YoY); generated $147.4M cash from operations for the year and $131.9M free cash flow in 2025 (up from $108.5M).

Strong Balance Sheet and Share Repurchase

As of Dec 31, 2025, cash, equivalents, short-term deposits and marketable securities were $1.1B; repurchased 448,439 shares for $15M in Q4.

Strategic M&A to Address AI Risk

Announced acquisition of Altu (AI security) to add end-to-end visibility and guardrails for AI tools, reinforcing a data-first strategy and extending the platform to secure AI systems.

Notable Customer Wins and Product Momentum

Several large healthcare customer wins cited: one customer saw >900,000 exposed PII records uncovered; another hospital system found >500k HIPAA/PII instances — both converted to Varonis SaaS and MDDR; Interceptor, CoPilot and cloud DSPM momentum highlighted.

Forward Guidance for SaaS and Revenue

Full-year 2026 guidance includes total SaaS ARR $805M–$840M (growth 26%–32%) and SaaS ARR growth excluding conversions in the company’s stated guidance range (management reiterated an 18%–20% organic SaaS ARR growth target during commentary).

Varonis Systems (DE:VS2) 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 >

DE:VS2 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 04, 2026	2026 (Q1)	-0.04 / -	0.003	―	―	―
Feb 03, 2026	2025 (Q4)	0.03 / 0.07	0.152	-55.56% (-0.08)
Oct 28, 2025	2025 (Q3)	0.05 / 0.05	0.085	-40.00% (-0.03)
Jul 29, 2025	2025 (Q2)	<0.01 / 0.03	0.042	-40.00% (-0.02)
May 06, 2025	2025 (Q1)	-0.04 / <0.01	-0.025	110.00% (+0.03)
Feb 04, 2025	2024 (Q4)	0.12 / 0.15	0.228	-33.33% (-0.08)
Oct 29, 2024	2024 (Q3)	0.06 / 0.08	0.068	25.00% (+0.02)
Jul 29, 2024	2024 (Q2)	-0.02 / 0.04	0.008	400.00% (+0.03)
May 06, 2024	2024 (Q1)	-0.08 / -0.03	0.003	-1100.00% (-0.03)
Feb 05, 2024	2023 (Q4)	0.19 / 0.23	0.178	28.57% (+0.05)

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

DE:VS2 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 03, 2026	€22.83	€20.88	-8.54%
Oct 28, 2025	€38.60	€30.05	-22.15%
Jul 29, 2025	€46.91	€46.22	-1.47%
May 06, 2025	€38.42	€40.78	+6.14%

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 (DE:VS2) report earnings?

Varonis Systems (DE:VS2) is schdueled to report earning on May 04, 2026, After Close (Confirmed).

What is Varonis Systems (DE:VS2) earnings time?

Varonis Systems (DE:VS2) earnings time is at May 04, 2026, 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 the P/E ratio of Varonis Systems stock?

The P/E ratio of Varonis Systems is N/A.

What is DE:VS2 EPS forecast?

DE:VS2 EPS forecast for the fiscal quarter 2026 (Q1) is -0.04.