For the quarter ended December 2025, Varonis Systems (VRNS) reported revenue of $173.37 million, up 9.4% over the same period last year. EPS came in at $0.08, compared to $0.18 in the year-ago quarter.
The reported revenue represents a surprise of +2.87% over the Zacks Consensus Estimate of $168.53 million. With the consensus EPS estimate being $0.03, the EPS surprise was +155.59%.
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.
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: $745.4 million compared to the $735.29 million average estimate based on six analysts.
- Revenues- Maintenance and Services: $10.09 million compared to the $9.96 million average estimate based on seven analysts. The reported number represents a change of -48.3% year over year.
- Revenues- Term license subscriptions: $20.96 million versus $20.59 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -68.6% change.
- Revenues- SaaS: $142.32 million versus the three-analyst average estimate of $139.14 million. The reported number represents a year-over-year change of +97.1%.
View all Key Company Metrics for Varonis here>>>
Shares of Varonis have returned -11% over the past month versus the Zacks S&P 500 composite's +1.8% 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.Radical New Technology Could Hand Investors Huge Gains
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This article originally published on Zacks Investment Research (zacks.com).
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