Varonis signals $105M-$110M 2026 free cash flow as it raises SaaS ARR outlook to 20%-21% (NASDAQ:VRNS)
Varonis (VRNS) Q2 2026 earnings call highlights: SaaS ARR growth, AI-driven demand, deal slippage from rumors, and raised guidanceâread key metrics &...
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Varonis (VRNS) Q2 2026 earnings call highlights: SaaS ARR growth, AI-driven demand, deal slippage from rumors, and raised guidanceâread key metrics &...
Varonis signals $105M-$110M 2026 free cash flow as it raises SaaS ARR outlook to 20%-21% (NASDAQ:VRNS) | Seeking Alpha
Earnings Call Insights: Varonis (VRNS) Q2 2026
Management View
âIn Q2, SaaS ARR, excluding conversions, increased 25% year-over-year to $598.1 million and total SaaS ARR, including conversion was $726 million,â said (Co-Founder, Chairman, CEO & President Yakov Faitelson). He added, âwe believe that our performance could have been even better if we had closed a
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Quick Insights
How did rumors and transaction speculation affect Varonis Q2 sales?
Late-quarter rumors caused some large deal delays impacting upside, but many slipped deals closed shortly after quarter-end, helping raise SaaS ARR guidance.
What is driving current SaaS ARR growth and demand for Varonis?
Momentum is driven by urgent AI/data security needs, new product offerings, strong new-logo wins, and expanded platform adoption, especially amid increased AI adoption.
How has Varonis updated its guidance and outlook following Q2 results?
Management raised full-year SaaS ARR and free cash flow guidance after Q2 outperformance, citing closed deals and robust early Q3 activity; increased Q3 and FY growth targets, excluding conversions.
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