Executive readout · one minute
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VRNS
$44.99
-1.81%
VRNS · Varonis Systems Inc
$44.99
-0.83 (-1.81%)
At close · Aug 14
Market Cap
$4.82B
Shares
114.86M
All earnings calls
Earnings call · FY2026 Q2
Varonis Systems Inc Q2 FY2026 Earnings Call
Varonis Systems Inc Q2 FY2026 Earnings Call
Forward guidance
10 guided metrics
Management's latest ranges and targets are included below.
Research coverage
2 live sources
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Revenue
$180.02M
+18.3% YoY
Diluted EPS
-$0.41
Gross margin
75.3%
-4.2 pp YoY
Net income
-$46.81M
Research materials
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Forward guidance
From the 8-K filed Jul 28, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
SaaS ARR year-over-year growth, excluding conversions
third quarter of 2026
|
22% – 23% | — | |
|
Non-GAAP operating income
third quarter of 2026
|
$2.5M – $3.5M | Non-GAAP | |
|
Revenues
third quarter of 2026
|
$185M – $188M | — | |
|
SaaS ARR
full year 2026
|
$819M – $850M | — | |
|
Non-GAAP net income per diluted share
third quarter of 2026
|
$0.02 – $0.03 | Non-GAAP | |
|
SaaS ARR year-over-year growth, excluding conversions
full year 2026
|
20% – 21% | — | |
|
Revenues
full year 2026
|
$735M – $739M | — | |
|
Non-GAAP operating income
full year 2026
|
$11M – $13M | Non-GAAP | |
|
Free cash flow
full year 2026
|
$105M – $110M | — | |
|
Non-GAAP net income per diluted share
full year 2026
|
$0.14 – $0.15 | Non-GAAP |
Quarter detail
How the reported period landed and where the business moved.
SEC filing · Item 2.02
8-K earnings release
Filed Jul 28, 2026 · complete as-filed document
SEC periodic report
10-Q report
Filed Jul 29, 2026 · complete as-filed document