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Stock impact report

Varonis Systems Q4 Earnings Call Highlights [Yahoo! Finance]

Varonis Systems, Inc. (VRNS) 
Last varonis systems, inc. earnings: 2/10 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.varonis.com
Company Research Source: Yahoo! Finance
Q4 SaaS ARR of $638.5M (86% of ARR) with SaaS ARR up 32% YoY excluding conversions , converting about $65M of ARR in Q4 and aiming to be 100% SaaS by end of 2026 Q4 revenue was $173.4M (up 9% YoY) and full-year 2025 revenue was $623.5M with $1.1B of cash; for 2026 the company guided SaaS ARR of $805M–$840M , SaaS ARR growth excluding conversions of 18%–20% , total revenue of $722M–$730M , and free cash flow of $100M–$105M , while warning lower ARR contribution margins and near-term FCF from the self-hosted end-of-life. Varonis is expanding its AI security footprint with the acquisition of Altru , positioning its data and identity platform as foundational for safe AI adoption by adding visibility, guardrails and automated controls for AI tools and the AI lifecycle. Interested in Varonis Systems, Inc.? Here are five stocks we like better. Cybersecurity Market Set to Double: This ETF Offers Exposure Varonis Systems (NASDAQ:VRNS) executives used the company's fourth-quarter 2025 Show less Read more
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