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Varonis Systems (VRNS) guidance and outlook

Varonis Systems' 10-Q filed Nov 4, 2026 makes 34 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-Q filed Nov 4, 2026

• If the Merger is consummated, our stockholders will be entitled to receive $49.75 in cash, without interest, for each share of our common stock they hold as of immediately prior to the Effective Time of the Merger, other than certain excluded shares.
• The Merger is expected to close in the first half of 2027, subject to approval by our stockholders, receipt of required regulatory approvals and the satisfaction of other customary closing conditions.
• We expect this transition to result in increased variability with our remaining self-hosted customers throughout the end-of-life period and as we seek to convert these remaining customers to SaaS, but we believe it positions us for a more durable, recurring revenue model and accelerates our ability to deliver the automation and intelligence that define our platform’s value.
• We believe that our sales model, which combines the leverage of a channel sales model with our highly trained and professional sales force, has and will continue to play a major role in our ability to grow and to successfully deliver our unique value proposition for enterprise data.
• While our products serve customers of all sizes, across industries and across geographies, the marketing focus and majority of our sales focus is on targeting larger organizations who can make sizable initial purchases with us and, over time, have a greater potential lifetime value.
• We continue to expect expansion in both domestic and international markets to be key components of our long-term growth strategy.
• In addition, the further expansion of our international operations will increase our sales and marketing and general and administrative expenses and will subject us to a variety of risks and challenges, including those related to economic and political conditions in each region, compliance with foreign laws and regulations, and compliance with domestic laws and regulations applicable to our international operations.
• As we have announced the end-of-life of our self-hosted business as of December 31, 2026, we are disclosing SaaS ARR until the end-of-life of the self-hosted business is complete, at which point, ARR and SaaS ARR will be materially consistent.
• We expect SaaS ARR to continue to increase in absolute dollars.
• In addition, throughout 2026, we will also be disclosing SaaS ARR excluding conversions which excludes SaaS ARR associated with self-hosted customers converting to SaaS over the trailing twelve months.
• We expect SaaS ARR excluding conversions to increase in absolute dollars.
• Our RPO was $1,127.6 million as of September 30, 2026 and we expect RPO to increase in absolute dollars.

Varonis Systems' latest quarter

Questions

What does Varonis Systems expect?

If the Merger is consummated, our stockholders will be entitled to receive $49.75 in cash, without interest, for each share of our common stock they hold as of immediately prior to the Effective Time of the Merger, other than certain excluded shares. The Merger is expected to close in the first half of 2027, subject to approval by our stockholders, receipt of required regulatory approvals and the satisfaction of other customary closing conditions. We expect this transition to result in increased variability with our remaining self-hosted customers throughout the end-of-life period and as we se

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.