For the quarter ended September 2025, Varonis Systems (VRNS) reported revenue of $161.58 million, up 9.1% over the same period last year. EPS came in at $0.06, compared to $0.10 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $166.08 million, representing a surprise of -2.71%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.06.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $718.6 million versus $721.1 million estimated by six analysts on average.
- Revenues- Maintenance and Services: $10.94 million versus $13.8 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -49.1% change.
- Revenues- Term license subscriptions: $24.81 million compared to the $28.88 million average estimate based on three analysts. The reported number represents a change of -63.9% year over year.
- Revenues- SaaS: $125.82 million versus the three-analyst average estimate of $125.82 million. The reported number represents a year-over-year change of +117.7%.
View all Key Company Metrics for Varonis here>>>
Shares of Varonis have returned +5.7% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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