For the quarter ended June 2025, Varonis Systems (VRNS) reported revenue of $152.16 million, up 16.7% over the same period last year. EPS came in at $0.03, compared to $0.05 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $147.79 million, representing a surprise of +2.96%. The company delivered an EPS surprise of +200%, with the consensus EPS estimate being $0.01.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Varonis performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Annual Recurring Revenues: $693.2 million versus $687.37 million estimated by six analysts on average.
- Revenues- Maintenance and Services: $13.89 million versus the six-analyst average estimate of $17.68 million. The reported number represents a year-over-year change of -39.2%.
- Revenues- Term license subscriptions: $32.37 million compared to the $27.13 million average estimate based on two analysts.
- Revenues- SaaS: $105.9 million versus the two-analyst average estimate of $105.03 million.
View all Key Company Metrics for Varonis here>>>
Shares of Varonis have returned +7.2% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Varonis Systems, Inc. (VRNS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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