Varonis Systems, Inc.

Varonis Systems, Inc.

VRNS
Varonis Systems, Inc.US flagNASDAQ Global Select
35.88
USD
-0.23
- -
4.21BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.04
1.59
1.68
2.09
2.61
3.1
2.8
3.1
3.7
4.33
4.57
4.93
5.45
5.73
Basic EPS, GAAP
-0.1
-0.3
-0.28
-0.18
-0.17
-0.33
-0.87
-1
-1.11
-1.14
-0.92
-0.86
-1.13
-1.13
Free Cash Flow per Basic Share
-0.02
-0.15
-0.1
0.04
0.13
0.16
-0.4
-0.17
-0.03
- -
0.5
0.91
1.18
1.04
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
-0.67
-1.05
-1.17
-1.34
-1.33
-1.58
-2.39
-3.29
-4.06
-4.97
-5.9
-6.63
-7.6
-7.87
Tangible Book Value per Share
-0.6
1.49
1.11
1.04
1.39
1.44
1.03
0.69
5.4
4.36
4.26
3.87
3.9
1.56
Basic Weighted Avg Shares
72
64
76
79
82
87
91
94
105
109
109
112
114
115
Sales/Revenue/Turnover
75
101
127
166
215
270
254
293
390
474
499
551
624
660
Operating Margin (%)
-7.83
-17.08
-14.99
-7.23
-6.23
-10.78
-29.89
-26.79
-25.3
-25.6
-23.48
-21.35
-23.5
-22.3
Depreciation Expense
1
1
2
2
3
4
6
10
11
12
12
11
12
14
Net Income, GAAP
-7
-19
-21
-14
-14
-29
-79
-94
-117
-125
-101
-96
-129
-130
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Profit Margin (%)
-10.02
-19.14
-16.73
-8.56
-6.43
-10.57
-30.99
-32.12
-29.95
-26.29
-20.22
-17.38
-20.74
-19.75
Working Capital
3
99
85
83
110
113
55
237
747
677
460
168
640
442
LT Debt
- -
- -
- -
- -
- -
- -
57
273
294
307
302
493
512
511
Total Equity
-43
95
84
83
115
125
94
94
597
502
490
456
599
454
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
10
- -
LT Borrowings
452
452
453
LT Finance Leases
60
60
58
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
118
118
115
Market Capitalization
6,497
3,752
2,473

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
961
1,299
1,081
Cash, Cash Equivalents & STI
708
921
786
Accounts Receivable, Net
143
243
157
Inventories
- -
- -
- -
Total Current Liabilities
532
659
639
Payables & Accruals
198
128
222
ST Debt
- -
10
- -
Deferred Revenue
334
428
416

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
56.24%
108.06%
31.38%
Free Cash Flow
1,093.87%
2,252.29%
32.35%
Net Income, GAAP
30.75%
8.37%
35.04%
Sales/Revenue/Turnover
17.86%
16.73%
13.17%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
114
130
148
159
551
2025
136
152
162
173
624
2026
173
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-0.37
-0.21
-0.16
-0.12
-0.86
2025
-0.32
-0.32
-0.26
-0.24
-1.13
2026
-0.32
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
Yakov Faitelson
Full Time Employees
2,406
Sector
Technology
Industry
Software - Infrastructure
Address
1250 Broadway New York City NY United States of America 10001
IPO Date
Feb 28, 2014
Business
Varonis Systems, Inc. develops and provides a cloud-native data security platform that discovers, classifies, and protects critical data across multi-cloud, SaaS, hybrid environments, and AI systems; core offerings include the flagship Varonis Data Security Platform for data discovery and classification, permissions visibility, user behavior analytics, threat detection and response, automated remediation, and compliance reporting; DatAdvantage for monitoring file activity, access rights, and data ownership; DatAlert for insider threat detection; and support for securing structured and unstructured data in Microsoft 365, Windows file shares, Active Directory, AWS, Azure, Google Cloud, Salesforce, Snowflake, ServiceNow, Google Workspace, Databricks, Box, and on-premises storage such as NAS and Linux. The company serves mid-to-large enterprises in financial services, healthcare, manufacturing, technology, insurance, energy, consumer retail, education, construction, and public sectors across 95 countries in North America, Europe, APAC, and the rest of the world. Founded in 2005 by Yaki Faitelson and Ohad Korkus and headquartered in Miami, Florida, with R&D offices in Herzliya, Israel, and global operations, Varonis maintains a subscription-based SaaS model representing the majority of its annual recurring revenue. Recent developments include the Q1 2025 acquisition of Cyral to enhance database activity monitoring with AI-driven technology; the September 2025 acquisition of SlashNext to integrate AI-native email security and phishing detection into its platform, boosting Q3 2025 revenue outlook; launch of Varonis for Agentforce to provide visibility into Salesforce's agentic AI layer; expanded partnerships with Microsoft for joint AI security features including Copilot protection and FedRAMP authorization for federal sector access; and November 2024 extension of IaaS security to Google Cloud alongside headquarters relocation to Miami.

Company News

APIChat
  • Kuehn Law Encourages Investors of Varonis Systems, Inc. to Contact Law Firm

  • Kuehn Law Encourages Investors of Varonis Systems, Inc. to Contact Law Firm

  • Why Is Varonis (VRNS) Up 10.8% Since Last Earnings Report?

  • Varonis at Infosecurity Europe 2026: Securing AI and the Data that Powers It

  • Varonis Announces Integration with the Claude Compliance API

  • Varonis Systems, Inc. (VRNS) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

  • Varonis to Present at Upcoming Investor Conferences

  • 5 Cybersecurity Stocks That May Be Acquired in 2026's M&A Wave

  • Varonis Announces Global Partners in Excellence Award Winners

  • Varonis Attains High (Alta) Certification Under Spain's National Security Framework Standards

  • Grabar Law Office Investigates Claims on Behalf of Long-term Shareholders of Varonis Systems, Inc. (VRNS)

  • Varonis Systems: Potential For Topline Growth To Accelerate

  • Kuehn Law Encourages Investors of Varonis Systems, Inc. to Contact Law Firm

  • VRNS Q1 Earnings Surpass Expectations, Revenues Increase Y/Y

  • Breakfast News: Enphase Dips As Solar Demand Dims

  • Varonis Systems, Inc. (VRNS) Q1 2026 Earnings Call Transcript

  • Varonis (VRNS) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

  • Varonis Systems (VRNS) Q1 Earnings and Revenues Surpass Estimates

  • Varonis Announces First Quarter 2026 Financial Results

  • Kuehn Law Encourages Investors of Varonis Systems, Inc. to Contact Law Firm