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VRNS · Varonis Systems Inc · Earnings Call Transcripts & Audio

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$46.70 -0.76 (-1.59%)
Russell 2000 member Rebalance outlook locked
Market Cap
$5.31B
Shares
114.86M
Volume · Oct 1 455.81K Avg daily vol (3M) 1.83M

Varonis Systems Inc Earnings Call Transcripts

Quarterly earnings calls for Varonis Systems Inc (VRNS), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲22.9% $123.31M −$28.72M '22 Q3 22-10-31 ▲12.7% $142.62M −$10.75M '22 Q4 23-02-06 ▲11.5% $107.33M −$38.30M '23 Q1 23-05-01 ▲3.6% $115.42M −$38.70M '23 Q2 23-07-31 ▼0.8% $122.31M −$23.02M '23 Q3 23-10-30 ▲8.1% $154.10M −$898,000 '23 Q4 24-02-05 ▲6.2% $114.02M −$40.49M '24 Q1 24-05-06 ▲12.9% $130.35M −$23.95M '24 Q2 24-07-29 ▲21.1% $148.07M −$18.33M '24 Q3 24-10-29 ▲2.9% $158.51M −$12.99M '24 Q4 25-02-04 ▲19.6% $136.42M −$35.78M '25 Q1 25-05-06 ▲16.7% $152.16M −$35.82M '25 Q2 25-07-29 ▲9.1% $161.58M −$29.94M '25 Q3 25-10-28 ▲9.4% $173.37M −$27.77M '25 Q4 26-02-03 ▲26.9% $173.13M −$36.85M '26 Q1 26-04-28 LATEST ▲18.3% $180.02M −$46.81M '26 Q2 26-07-28
Conference
Investor event
2026-10-21
Varonis Systems Inc (VRNS) October 2026 Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-10-15
Varonis Systems Inc (VRNS) October 2026 Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-07-28
Varonis Systems Inc (VRNS) Q2 2026 Earnings Call
Revenue
$180.02M
▲ 18.3% YoY
Gross margin
75.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-04-28
Varonis Systems Inc (VRNS) Q1 2026 Earnings Call Transcript
Confident tone SaaS ARR growth and conversion transition Guidance and operating leverage MDDR and acquired products traction
Revenue
$173.13M
▲ 26.9% YoY
Gross margin
76.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-03
Varonis Systems Inc (VRNS) Q4 2025 Earnings Call Transcript
Confident tone SaaS transition and end-of-life of self-hosted SaaS ARR growth and mix Sales force focus on new business and SaaS customers
Revenue
$173.37M*
▲ 9.4% YoY
Gross margin
78.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Varonis Systems Inc (VRNS) Q3 2025 Earnings Call Transcript
Balanced tone SaaS transition completion and strength On-prem subscription weakness and end of life Federal vertical underperformance
Revenue
$161.58M
▲ 9.1% YoY
Gross margin
78.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Varonis Systems Inc (VRNS) Q2 2025 Earnings Call Transcript
Confident tone Competitive differentiation (Find/Fix/Alert) DSPM and cloud data security MDDR (Managed Data Detection and Response)
Revenue
$152.16M
▲ 16.7% YoY
Gross margin
79.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
Varonis Systems Inc (VRNS) Q1 2025 Earnings Call Transcript
Confident tone ARR growth and guidance raise MDDR and automation value proposition SaaS transition progress
Revenue
$136.42M
▲ 19.6% YoY
Gross margin
78.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-04
Varonis Systems Inc (VRNS) Q4 2024 Earnings Call Transcript
Confident tone SaaS Transition Acceleration Conversion Execution / Sales Efficiency MDDR Managed Service
Revenue
$158.51M*
▲ 2.9% YoY
Gross margin
83.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Varonis Systems Inc (VRNS) Q3 2024 Earnings Call Transcript
Confident tone MDDR (Managed Data Detection and Response) Generative AI / Copilot Opportunity SaaS Transition
Revenue
$148.07M
▲ 21.1% YoY
Gross margin
83.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-29
Varonis Systems Inc (VRNS) Q2 2024 Earnings Call Transcript
Confident tone SaaS Platform Transition Q2 Financial Performance MDDR (Managed Data Detection and Response)
Revenue
$130.35M
▲ 12.9% YoY
Gross margin
82.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
Varonis Systems Inc (VRNS) Q1 2024 Earnings Call Transcript
Confident tone SaaS Transition Progress Managed Data Detection and Response (MDDR) Generative AI Opportunity
Revenue
$114.02M
▲ 6.2% YoY
Gross margin
81.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-05
Varonis Systems Inc (VRNS) Q4 2023 Earnings Call Transcript
Confident tone SaaS Transition SaaS ARR Growth Compensation Plan and New Customers
Revenue
$154.10M*
▲ 8.1% YoY
Gross margin
87.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Varonis Systems Inc (VRNS) Q3 2023 Earnings Call Transcript
Revenue
$122.31M
▼ 0.8% YoY
Gross margin
85.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
Varonis Systems Inc (VRNS) Q2 2023 Earnings Call Transcript
Revenue
$115.42M
▲ 3.6% YoY
Gross margin
84.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
Varonis Systems Inc (VRNS) Q1 2023 Earnings Call Transcript
Revenue
$107.33M
▲ 11.5% YoY
Gross margin
83.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-06
Varonis Systems Inc (VRNS) Q4 2022 Earnings Call Transcript
Revenue
$142.62M*
▲ 12.7% YoY
Gross margin
88.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Varonis Systems Inc (VRNS) Q3 2022 Earnings Call Transcript
Revenue
$123.31M
▲ 22.9% YoY
Gross margin
86.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Varonis Systems Inc (VRNS) Q2 2022 Earnings Call Transcript
Revenue
$111.45M
▲ 26% YoY
Gross margin
84.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-02
Varonis Systems Inc (VRNS) Q1 2022 Earnings Call Transcript
Revenue
$96.26M
▲ 28.7% YoY
Gross margin
81.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-07
Varonis Systems Inc (VRNS) Q4 2021 Earnings Call Transcript
Revenue
$126.58M*
▲ 33% YoY
Gross margin
86.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Varonis Systems Inc (VRNS) Q3 2021 Earnings Call Transcript
Revenue
$100.35M
▲ 30.8% YoY
Gross margin
85.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
Varonis Systems Inc (VRNS) Q2 2021 Earnings Call Transcript
Revenue
$88.42M
▲ 32.8% YoY
Gross margin
83.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
Varonis Systems Inc (VRNS) Q1 2021 Earnings Call Transcript
Revenue
$74.78M
▲ 38% YoY
Gross margin
82.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-08
Varonis Systems Inc (VRNS) Q4 2020 Earnings Call Transcript
Revenue
$95.20M*
▲ 31.2% YoY
Gross margin
86.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-26
Varonis Systems Inc (VRNS) Q3 2020 Earnings Call Transcript
Revenue
$76.75M
▲ 16.9% YoY
Gross margin
85.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Varonis Systems Inc (VRNS) Q2 2020 Earnings Call Transcript
Revenue
$66.56M
▲ 11.6% YoY
Gross margin
84.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-04-06
Varonis Systems Inc (VRNS) Q1 2020 Earnings Call Transcript
Revenue
$54.18M
▼ 3.9% YoY
Gross margin
81.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-10
Varonis Systems Inc (VRNS) Q4 2019 Earnings Call
Revenue
$72.56M*
▼ 17.1% YoY
Gross margin
86.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–29 of 29 earnings calls
Key facts CIK 1361113 CUSIP 922280102 13F (30d) 7 filings 7 filers Visit website