Varonis Systems Missed Expectations

Varonis Systems (VRNS) reported a loss of $0.03 per share on revenue of $152.16 million for the second quarter ended June 2025. The consensus earnings estimate was $0.01 per share on revenue of $147.70 million. The Earnings Whisper number was $0.02 per share. The company missed expectations by 250.00% while revenue grew 16.74% on a year-over-year basis.

The company said it expects third-quarter non-GAAP earnings of $0.07 to $0.08 per share on revenue of $163.0 million to $168.0 million. The current consensus earnings estimate is $0.04 per share on revenue of $161.67 million for the quarter ending September 30, 2025. The company also said it expects 2025 non-GAAP earnings of $0.16 to $0.18 per share on revenue of $616.0 million to $628.0 million. The company's previous guidance was earnings of $0.14 to $0.17 per share on revenue of $610.0 million to $625.0 million, and the current consensus earnings estimate is $0.17 per share on revenue of $619.66 million for the year ending December 31, 2025.

Varonis Systems Inc is engaged in providing software platform that allows enterprises to map, analyze, manage & utilize its unstructured data. It offers human-generated data including word processing documents, spreadsheets, & presentations.