“We feel extremely confident about kind of the guidance that we provided during the Investor Day in March of 2023, about a 20% ARR contribution margin by 2027.”

How to check this claim

Look at: Annual recurring revenue (ARR) contribution margin, fiscal year 2027

It came true if: ARR contribution margin >= 20%

Where: Company financial disclosures / investor presentations (10-K or Q4 2027 earnings call)

Verify independently

SEC filings for VRNS ↗ · Claim quote is verbatim from the 2023Q4 earnings call.