Varonis Systems, Inc. (VRNS) Q1 2026 Earnings Call Transcript
Varonis Systems reported its first-quarter 2026 financial results, highlighting revenue growth driven by strong subscription performance and customer adoption of its data security platform. The company maintained profitability with improved margins and reiterated its full-year guidance. Leadership emphasized product innovation and market expansion as key growth drivers. No major changes to business outlook were announced beyond previously stated targets.
- ▪Varonis reported Q1 2026 revenue of $128.5 million, a 9% increase year-over-year.
- ▪Subscription revenue grew 15% year-over-year, reaching $84.2 million.
- ▪The company achieved non-GAAP operating income of $27.1 million, up from $23.8 million in the prior-year quarter.
- ▪Varonis ended the quarter with 14,640 customers, adding 180 net new customers during the period.
- ▪Management reaffirmed its full-year 2026 revenue guidance of $520 million to $525 million.
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