Filing Flows › Varonis Systems (VRNS) › Guidance history
Varonis Systems (VRNS) guidance history: what it guided and what it reported
Varonis Systems gave guidance in 11 earnings releases on file since Feb 5, 2024. Of 7 guided periods since reported, it met or beat its own guidance 6 times (86%). Revenue: 6 of 7, on average +2.2% against the guided midpoint. Its releases raised guidance 5 times and lowered it once.
Revenue
Met or beat 6 of 7 periods (6 above, 0 within, 1 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q3 2026 | $185M–$188M (Jul 28, 2026) | $189M | above the range | +1.6% |
| Q2 2026 | $175M–$178M (Apr 28, 2026) | $180M | above the range | +2.0% |
| Q1 2026 | $164M–$166M (Feb 3, 2026) | $173M | above the range | +4.9% |
| Q4 2025 | $165M–$171M (Oct 28, 2025) | $173M | above the range | +3.2% |
| Q3 2025 | $163M–$168M (Jul 29, 2025) | $162M | below the range | -2.4% |
| Q2 2025 | $145M–$150M (May 6, 2025) | $152M | above the range | +3.2% |
| Q1 2025 | $130M–$135M (Feb 4, 2025) | $136M | above the range | +3.0% |
| Q4 2024 | $162M–$167M (Oct 29, 2024) | — | — | — |
| Q3 2024 | $140M–$143M (Jul 29, 2024) | — | — | — |
| Q2 2024 | $123M–$126M (May 6, 2024) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q3 2026 | $0.02–$0.03 (Jul 28, 2026) | — | — | — |
| Q2 2026 | $0.00–$0.01 (Apr 28, 2026) | — | — | — |
| Q1 2026 | $0.06–$0.10 (Feb 3, 2026) | — | — | — |
| Q4 2025 | $0.02–$0.04 (Oct 28, 2025) | — | — | — |
| Q3 2025 | $0.07–$0.08 (Jul 29, 2025) | — | — | — |
| Q2 2025 | $0.00–$0.01 (May 6, 2025) | — | — | — |
| Q1 2025 | −$0.06–−$0.04 (Feb 4, 2025) | — | — | — |
| Q4 2024 | $0.13–$0.14 (Oct 29, 2024) | — | — | — |
| Q3 2024 | $0.07–$0.08 (Jul 29, 2024) | — | — | — |
| Q2 2024 | $0.13–$0.16 (May 6, 2024) | — | — | — |
The latest quarter
Varonis Systems, Q3 2026: revenue $189M (+17% year over year), operating margin -25.2%, net loss $41.6M, operating cash flow $28.2M. The chart follows the revenue to costs, profit and cash.
Questions
Does Varonis Systems beat its guidance?
Varonis Systems gave guidance in 11 earnings releases on file since Feb 5, 2024. Of 7 guided periods since reported, it met or beat its own guidance 6 times (86%). Revenue: 6 of 7, on average +2.2% against the guided midpoint.
How often does Varonis Systems raise guidance?
Its earnings releases raised guidance 5 times and lowered it once since Feb 5, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.