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Varonis Systems (VRNS)
NASDAQ:VRNS
Earnings Data
Report Date
Nov 03, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.06Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Varonis Systems' earnings call reflects a positive momentum in ARR growth, free cash flow, and strategic advancements like FedRAMP Authorization and a stronger partnership with Microsoft. However, there are challenges, including an operating loss, decreased gross margin, and ongoing macroeconomic uncertainties. The transition to SaaS is showing strong demand but has led to revenue recognition headwinds.Company Guidance
Strong ARR Growth
ARR grew by 19% year-over-year to $693.2 million, with SaaS ARR representing 69% of total ARR.
Free Cash Flow Increase
Year-to-date free cash flow increased to $82.7 million from $67.3 million in the same period last year.
FedRAMP Authorization
Achieved FedRAMP Authorization, enabling Varonis to offer its SaaS platform to the federal sector.
New Customer Wins
Secured new contracts with large organizations, including a health care organization with over 20,000 employees and a defense contractor with over 25,000 employees.
Expansion in Cloud Security
Strong demand for SaaS platform from new and existing customers, particularly in cloud environments such as AWS and Azure.
Microsoft Partnership
Expanded partnership with Microsoft to improve AI security, including integration with Microsoft Copilot.
VRNS Earnings History
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 0.06.