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.Quantum Computing Stocks Set To Soar
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
