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Varonis Systems (VRNS)
NASDAQ:VRNS
Earnings Data
Report Date
Feb 09, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.03Last Year’s EPS
0.18Same Quarter Last Year
Strong Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call revealed a strong performance and growth in the SaaS segment, underpinned by strategic partnerships and product expansions. However, this was offset by significant challenges in the on-premises business, leading to financial guidance adjustments and operational restructuring. The dual nature of the business, with a thriving SaaS segment and struggling on-prem component, was a central theme.Company Guidance
SaaS Transition Completion
Varonis completed its transition to a SaaS model ahead of schedule, with 76% of total company ARR now coming from SaaS.
ARR Growth
ARR increased 18% year-over-year to $718.6 million.
Strong SaaS Demand
Despite challenges, strong demand for the SaaS platform continues, driven by automated outcomes and cloud security needs.
Strategic Acquisitions and Product Updates
Introduction of Varonis Interceptor and Next-Gen Database Activity Monitoring, expanding total addressable market and enhancing product offerings.
Microsoft Partnership
Enhanced strategic partnership with Microsoft to support secure adoption of AI tools like 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 |
|---|---|---|---|
Oct 28, 2025 | $63.00 | $32.34 | -48.67% |
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% |
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 Feb 09, 2026, After Close (Confirmed).
What is Varonis Systems (VRNS) earnings time?
Varonis Systems (VRNS) earnings time is at Feb 09, 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 VRNS EPS forecast?
VRNS EPS forecast for the fiscal quarter 2025 (Q4) is 0.03.