Varonis Systems, Inc.

Varonis Systems, Inc.

VRNSยทNASDAQ

$33.51

-7.2%
TechnologySoftware - Infrastructure

Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its software enables enterprises to protect data stored on premises and in the cloud, including sensitive files and emails; confidential personal data belonging to customers, and patients and employees' data; financial records; strategic and product plans; and other intellectual property. The company offers DatAdvantage that captures, aggregates, normalizes, and analyzes every data access event for users on Windows and UNIX/Linux servers, storage devices, email systems, Intranet servers, cloud applications, and data stores; and DatAlert that profiles users, devices, and their behaviors related to systems and data, detects and alerts on deviations that indicate compromise, and provides a Web-based dashboard and investigative interface. It also provides Data Classification Engine that identifies and tags data based on criteria set in various metadata dimensions, as well as provides business and information technology (IT) personnel with actionable intelligence about data; and DataPrivilege, which offers a self-service Web portal that allows users to request access to data necessary for their business functions, and owners to grant access without IT intervention. In addition, the company provides Data Transport Engine, which provides an execution engine that unifies the manipulation of data and metadata, translating business decisions, and instructions into technical commands, such as data migration or archiving; and DatAnswers that offers search functionality for enterprise data. Varonis Systems, Inc. sells products and services through a network of distributors and resellers. The company serves IT, security, and business personnel. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$3.94B
EPS-1.1300
P/E Ratio-29.65
Earnings Date08/04/2026
3Y+32.0%
5Y+113.0%
10Y+279.0%
3Y+4.0%
5Y+38.0%
10Y+630.0%
3Y+1142.0%
5Y-2624.0%
10Y+1907.0%
Varonis Systems, Inc.

Varonis Systems, Inc. Profit Bridge

VRNS ยท NASDAQ
Revenue623.53M
Cost of Goods Sold (130.09M)
Gross Profit493.44M
Operating Expenses (638.07M)
Operating Income-146.51M
Interest Expense (12.90M)
Other Income/Expense30.19M
Pretax Income-116.32M
Income Tax (13.00M)
Net Income-129.32M
Net Income
-129.32M

Profitability Analysis

Gross Margin

79.1%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

-23.5%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-20.7%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

Varonis Systems, Inc. Income Statement

VRNS โ€ข NASDAQ

Varonis Systems, Inc. Income StatementDec 2025Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020Dec 2019Dec 2018Dec 2017Dec 2016Dec 2015Dec 2014Dec 2013Dec 2012Dec 2011Dec 2010
REVENUE
623.5M
551M
499.2M
473.6M
390.1M
292.7M
254.2M
270.3M
217.4M
164.5M
127.2M
101.3M
74.6M
53.4M
39.8M
28.9M
GROSS PROFIT
(130.1M)
(93.8M)
(71.8M)
(69.8M)
(59.4M)
(44.3M)
(35.1M)
(27.7M)
(20.9M)
(15.8M)
(12M)
(9.9M)
(6.5M)
(4.9M)
(3.5M)
(2.4M)
493.4M
457.1M
427.4M
403.8M
330.7M
248.4M
219M
242.6M
196.5M
148.6M
115.2M
91.4M
68.1M
48.5M
36.3M
26.5M
OPERATING INCOME
(638.1M)
(563.9M)
(558.9M)
(521.2M)
(438.3M)
(326.8M)
(295M)
(271.7M)
(208.1M)
(164.3M)
(134.3M)
(108.7M)
(74M)
(50M)
(39.7M)
(27.7M)
(400.3M)
(367.1M)
(375.1M)
(343.3M)
(300.4M)
(227.5M)
(214.3M)
(201.8M)
(160.7M)
(127.6M)
(102.5M)
(80.7M)
(53M)
(35M)
(26.6M)
(19.9M)
(237.8M)
(196.8M)
(183.8M)
(177.9M)
(137.9M)
(99.4M)
(80.8M)
(70M)
(47.4M)
(36.7M)
(31.8M)
(28.1M)
(21M)
(15M)
(13M)
(7.7M)
-146.5M
-106.8M
-131.5M
-117.4M
-107.6M
-78.4M
-76M
-29.1M
-13.4M
-15.7M
-19.1M
-17.3M
-5.8M
-1.6M
-3.4M
-1.2M
PRE-TAX INCOME
(12.9M)
(8.3M)
(4.7M)
(7.3M)
(11.6M)
(5.3M)
(205K)
(195K)
(185K)
(149K)
(0.0)
(311K)
(149K)
(86K)
(666K)
(270K)
37M
34.7M
29.9M
3.1M
-11.4M
-4.6M
1.8M
1.5M
562K
371K
330K
-123K
-113K
11K
-604K
-264K
30.2M
23.8M
44.6M
6.6M
-3.2M
-7.5M
-389K
970K
2.4M
-885K
-1.5M
-1.7M
-1.3M
-3M
-171K
-1.4M
-116.3M
-83M
-86.9M
-110.8M
-110.8M
-85.9M
-76.4M
-28.2M
-11.2M
-16.6M
-20.6M
-19M
-7.1M
-4.6M
-3.6M
-2.6M
NET INCOME
(13M)
(12.8M)
(14M)
(13.7M)
(6M)
(8.1M)
(2.4M)
(413K)
(2.8M)
(1.1M)
(686K)
(376K)
(356K)
(247K)
(224K)
(126K)
-129.3M
-95.8M
-100.9M
-124.5M
-116.9M
-94M
-78.8M
-28.6M
-13.8M
-17.7M
-21.3M
-19.4M
-7.5M
-4.8M
-3.8M
-2.8M

SEC Filings

VRNS - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
8-K

8-K 2026

N/A

June 02, 2026
June 01, 2026
2026
10-Q

10-Q 2026 Q1

Q1

April 29, 2026
March 31, 2026
2026
8-K

8-K 2026

N/A

April 28, 2026
April 28, 2026
2026
DEF 14A

DEF 14A 2026

N/A

April 17, 2026
June 01, 2026
2026
10-K

10-K 2025 FY

FY

February 04, 2026
December 31, 2025
2025
8-K

8-K 2026

N/A

February 03, 2026
February 03, 2026
2026
10-Q

10-Q 2025 Q3

Q3

October 29, 2025
September 30, 2025
2025
8-K

8-K 2025

N/A

October 28, 2025
October 28, 2025
2025
8-K

8-K 2025

N/A

September 02, 2025
August 28, 2025
2025
10-Q

10-Q 2025 Q2

Q2

July 30, 2025
June 30, 2025
2025
Showing 1 to 10 of 148 filings