Executive readout · one minute
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VRNS
$47.45
+0.00%
VRNS
· Varonis Systems Inc
$47.45
+0.00 (+0.00%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$5.31B
Shares
114.86M
Volume · Oct 1
1.44M
Avg daily vol (3M)
1.82M
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Earnings call · FY2026 Q2
Varonis Systems Inc (VRNS) Q2 2026 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
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 |
|---|---|---|---|
|
Revenues
Initiated
third quarter of 2026
|
$185M – $188M | — | |
|
Year-over-year revenue growth
Initiated
third quarter of 2026
|
14% – 16% | — | |
|
Non-GAAP operating income
Initiated
third quarter of 2026
|
$2.5M – $3.5M | Non-GAAP | |
|
SaaS ARR
Initiated
full year 2026
|
$819M – $850M | — | |
|
Non-GAAP net income per diluted share
Initiated
third quarter of 2026
|
$0.02 – $0.03 | Non-GAAP | |
|
Revenues
Initiated
full year 2026
|
$735M – $739M | — | |
|
Free cash flow
Initiated
full year 2026
|
$105M – $110M | Non-GAAP | |
|
Year-over-year revenue growth
Initiated
full year 2026
|
18% – 19% | — | |
|
Non-GAAP net income per diluted share
Initiated
full year 2026
|
$0.14 – $0.15 | Non-GAAP | |
|
Non-GAAP operating income
Initiated
full year 2026
|
$11M – $13M | 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