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CLAIM #65041 · Varonis Systems (VRNS) · 2026Q1 earnings call · Apr 28, 2026 · due Dec 31, 2026

For the full year 2026, we now expect total SaaS ARR of $814 million to $845 million, representing growth of 27% to 32%.

Guy Melamed · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Total SaaS ARR, full year 2026, as reported by the company

It came true if: Total SaaS ARR between $814 million and $845 million

Where: Company earnings release / investor deck (Q4 2026 or FY2026 results)

In context

o providing a bridge to quarterly total SaaS ARR in our investor deck, which again assumes zero conversions from a guidance perspective for the upcoming quarter. For the full year 2026, we will provide annual guidance for both SaaS ARR, excluding conversions and total SaaS ARR. For more information, please see our earnings deck in our Investor Relations website, which includes a more detailed breakdown of our financial guidance. For the second quarter of 2026, we expect SaaS ARR growth of 24% to 25%, excluding conversions, total revenues of $175 million to $178 million, representing growth of 15% to 17% non-GAAP operating loss of negative $1 million to breakeven and non-GAAP net income per diluted share in the range of $0.00 to $0.01. This assumes 131.1 million diluted shares outstanding. For the full year 2026, we now expect total SaaS ARR of $814 million to $845 million, representing growth of 27% to 32%. This represents SaaS ARR growth of 20% to 21%, excluding conversions. Free cash flow of $100 million to $105 million, total revenues of $731 million to $737 million, representing growth of 17% to 18%; non-GAAP operating income of $7 million to $9 million, non-GAAP net income per diluted share in the range of $0.11 to $0.12. This assumes 132.1 million diluted shares outstanding. In summary, we are excited by the strong start to the year and continue to see healthy momentum from both accelerating new customer wins and expansion within our installed base. Our Q1 results, coupled with the underlying drivers of our business, give us the confidence to raise our full year guidance for total SaaS ARR growth to 27% to 32%. In addition, we increased our guidance for SaaS ARR growth, excluding conve

Verify independently

SEC filings for VRNS · Claim quote is verbatim from the 2026Q1 earnings call.