VRNS · Varonis Systems Inc
$44.99
-0.83 (-1.81%)
At close · Aug 14
Market Cap
$4.82B
Shares
114.86M
Varonis Systems Inc Earnings Call Transcripts
Every quarterly earnings call for Varonis Systems Inc (VRNS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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
Earnings call
FY26 · Q2
2026-07-28
Varonis Systems Inc Q2 FY2026 Earnings Call
Revenue
$180.02M
▲ 18.3% YoY Diluted EPS
$-0.41
Gross margin
75.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-28
Varonis Systems Inc Q1 FY2026 Earnings Call
Confident tone
SaaS ARR growth and conversion transition
Guidance and operating leverage
MDDR and acquired products traction
Revenue
$173.13M
▲ 26.9% YoY Diluted EPS
$-0.32
Gross margin
76.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-03
Varonis Systems Inc Q4 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Varonis Systems Inc Q3 FY2025 Earnings Call
Balanced tone
SaaS transition completion and strength
On-prem subscription weakness and end of life
Federal vertical underperformance
Revenue
$161.58M
▲ 9.1% YoY Diluted EPS
$-0.26
Gross margin
78.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Varonis Systems Inc Q2 FY2025 Earnings Call
Confident tone
Competitive differentiation (Find/Fix/Alert)
DSPM and cloud data security
MDDR (Managed Data Detection and Response)
Revenue
$152.16M
▲ 16.7% YoY Diluted EPS
$-0.32
Gross margin
79.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
Varonis Systems Inc Q1 FY2025 Earnings Call
Confident tone
ARR growth and guidance raise
MDDR and automation value proposition
SaaS transition progress
Revenue
$136.42M
▲ 19.6% YoY Diluted EPS
$-0.32
Gross margin
78.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-04
Varonis Systems Inc Q4 FY2024 Earnings Call
Confident tone
SaaS Transition Acceleration
Conversion Execution / Sales Efficiency
MDDR Managed Service
Revenue
$158.51M*
▲ 2.9% YoY Gross margin
83.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Varonis Systems Inc Q3 FY2024 Earnings Call
Confident tone
MDDR (Managed Data Detection and Response)
Generative AI / Copilot Opportunity
SaaS Transition
Revenue
$148.07M
▲ 21.1% YoY Diluted EPS
$-0.16
Gross margin
83.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-29
Varonis Systems Inc Q2 FY2024 Earnings Call
Confident tone
SaaS Platform Transition
Q2 Financial Performance
MDDR (Managed Data Detection and Response)
Revenue
$130.35M
▲ 12.9% YoY Diluted EPS
$-0.21
Gross margin
82.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
Varonis Systems Inc Q1 FY2024 Earnings Call
Confident tone
SaaS Transition Progress
Managed Data Detection and Response (MDDR)
Generative AI Opportunity
Revenue
$114.02M
▲ 6.2% YoY Diluted EPS
$-0.37
Gross margin
81.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-05
Varonis Systems Inc Q4 FY2023 Earnings Call
Confident tone
SaaS Transition
SaaS ARR Growth
Compensation Plan and New Customers
Revenue
$154.10M*
▲ 8.1% YoY Gross margin
87.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Varonis Systems Inc Q3 FY2023 Earnings Call
Revenue
$122.31M
▼ 0.8% YoY Diluted EPS
$-0.21
Gross margin
85.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
Varonis Systems Inc Q2 FY2023 Earnings Call
Revenue
$115.42M
▲ 3.6% YoY Diluted EPS
$-0.35
Gross margin
84.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
Varonis Systems Inc Q1 FY2023 Earnings Call
Revenue
$107.33M
▲ 11.5% YoY Diluted EPS
$-0.35
Gross margin
83.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-06
Varonis Systems Inc Q4 FY2022 Earnings Call
Revenue
$142.62M*
▲ 12.7% YoY Gross margin
88.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Varonis Systems Inc Q3 FY2022 Earnings Call
Revenue
$123.31M
▲ 22.9% YoY Diluted EPS
$-0.26
Gross margin
86.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Varonis Systems Inc Q2 FY2022 Earnings Call
Revenue
$111.45M
▲ 26% YoY Diluted EPS
$-0.33
Gross margin
84.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-02
Varonis Systems Inc Q1 FY2022 Earnings Call
Revenue
$96.26M
▲ 28.7% YoY Diluted EPS
$-0.45
Gross margin
81.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-07
Varonis Systems Inc Q4 FY2021 Earnings Call
Revenue
$126.58M*
▲ 33% YoY Gross margin
86.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Varonis Systems Inc Q3 FY2021 Earnings Call
Revenue
$100.35M
▲ 30.8% YoY Diluted EPS
$-0.22
Gross margin
85.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
Varonis Systems Inc Q2 FY2021 Earnings Call
Revenue
$88.42M
▲ 32.8% YoY Diluted EPS
$-0.31
Gross margin
83.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
Varonis Systems Inc Q1 FY2021 Earnings Call
Revenue
$74.78M
▲ 38% YoY Diluted EPS
$-0.36
Gross margin
82.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-08
Varonis Systems Inc Q4 FY2020 Earnings Call
Revenue
$95.20M*
▲ 31.2% YoY Gross margin
86.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-26
Varonis Systems Inc Q3 FY2020 Earnings Call
Revenue
$76.75M
▲ 16.9% YoY Diluted EPS
$-0.20
Gross margin
85.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Varonis Systems Inc Q2 FY2020 Earnings Call
Revenue
$66.56M
▲ 11.6% YoY Diluted EPS
$-0.26
Gross margin
84.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-06
Varonis Systems Inc Q1 FY2020 Earnings Call
Revenue
$54.18M
▼ 3.9% YoY Gross margin
81.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-10
Varonis Systems Inc Q4 FY2019 Earnings Call
Revenue
$72.56M*
▼ 17.1% YoY Gross margin
86.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls