VARONIS SYSTEMS INC (VRNS) Form 8-K — Nov 3, 2026
Varonis reported Q3 2026 revenue of $189.5 million, up 17% from $161.6 million a year earlier, driven by SaaS revenue of $185.1 million that more than doubled year-over-year as customers converted from term licenses. SaaS ARR reached $774.6 million, up 42% year-over-year (24% excluding conversions), while GAAP net loss widened to $41.6 million and non-GAAP net income rose to $11.8 million.
Key figures
- Revenue
- 189461000
- Revenue Yoy
- 17.3%
- Cash Position
- 937800000
- Saas arr
- 774600000
- Saas arr yoy
- 42%
- Q3 2025 revenue
- 161577000
- Saas revenue q3
- 185120000
- Non gaap net income
- 11764000
- Non gaap diluted eps
- 0.09
- Nine month free cash flow
- 94770000
- Non gaap operating income
- 7589000
- Saas arr yoy ex conversions
- 24%
- Share repurchases nine months
- 135000000
- Nine month operating cash flow
- 108296000
AI analysis
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