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VARONIS SYSTEMS INC (VRNS) Form 10-Q — Jul 29, 2026

$VRNSForm 10-QFiled Jul 29, 2026, 4:20 PM ET0001628280-26-050630Original filing

Varonis reported total revenue of $353.1 million for the six months ended June 30, 2026, an increase of 22% year-over-year, driven primarily by a 71% surge in SaaS revenue to $332.8 million. The company announced the end-of-life for its self-hosted business by December 31, 2026, as it completes its strategic transition to a SaaS delivery model. SaaS Annual Recurring Revenue reached $726.0 million, up 52% from the prior year, demonstrating strong customer adoption despite conversion-related accounting headwinds.

Key figures

Revenue
353149
Total Debt
453278
Cash Position
233643
Revenue Growth
22.4%
Saas arr millions
726
Saas arr growth percent
52
Share repurchase 6m millions
135

Price after filing

1 day: -14.4%7 days: -11.8%30 days: -4.0%

Close on the filing date to close N calendar days later (from $46.67). Historical, not a forecast.

AI analysis

Red flags4 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    VARONIS SYSTEMS INC (VRNS) Form 10-Q — Jul 29, 2026: AI Analysis | Signal8