CLAIM #65054 · Varonis Systems (VRNS) · 2026Q1 earnings call · Apr 28, 2026 · due Dec 31, 2026
“the conversations and the pipeline that we're seeing is definitely giving us the encouragement and the expectation that we would see AllTrue contribute more throughout the remainder of the year.”
Guy Melamed · CFO
How to check this claim
Look at: AllTrue contribution to ARR (as disclosed by management, qualitatively or quantitatively)
It came true if: Management reports on Q2, Q3, or Q4 2026 earnings calls that AllTrue contributed more to ARR/revenue than in Q1 2026
Where: Company earnings calls/press releases (management commentary on AllTrue contribution) for Q2-Q4 2026
In context
“t at this point, no one has -- just on the actual pipelines, tools and models, no one has something that is so comprehensive. And the sales motion is together with everything that we have. Guy Melamed: I want to clarify that when we acquired AllTrue, there was no ARR that was added as part of the acquisition. So really, if you remember that the transaction closed in February, and it's not that we expected that it would have a significant impact, and it didn't have a significant impact in Q1, but there were definitely early signs that were encouraging in terms of conversations and in terms of some of the evals that were put in and even some several POs that we were able to get. But again, nothing significant that impacted the quarter from an ARR perspective. However, and as Yaki mentioned, the conversations and the pipeline that we're seeing is definitely giving us the encouragement and the expectation that we would see AllTrue contribute more throughout the remainder of the year. And as I mentioned before, that is not part of our guidance. We didn't bake in any optimistic assumptions with AllTrue selling throughout the year, but it's the upside ability and the conversations that give us the confidence to actually see that happen in Q2, Q3 and Q4. Yakov Faitelson: The initial conversations and more so the results from the POCs are very encouraging. Operator: Our next question comes from Shaul Eyal with TD Cowen. Shaul Eyal: Congrats on the solid performance and guidance. Yaki, supply chain attacks remain a major threat, especially when sensitive data moves beyond your original provider. As you look at your platform today, do you believe your supply chain security capabilities are sufficient? Or is this an area where you plan to invest and expand? And maybe a secon”
Verify independently
SEC filings for VRNS ↗ · Claim quote is verbatim from the 2026Q1 earnings call.