Varonis Sys Inc Stock Price, News & Analysis

Varonis Systems (Nasdaq: VRNS) has announced the acquisition of SlashNext, an AI-native email security provider, to enhance its data breach prevention capabilities. SlashNext, founded by former FireEye architect Atif Mushtaq, specializes in detecting advanced phishing and social engineering attacks with a 99% detection accuracy and 100% detection rate for BEC and QR code attacks.

The strategic acquisition aims to address the growing email security market, projected to expand from $5.2 billion in 2025 to $10.7 billion by 2032. Varonis has updated its guidance, projecting Q3 2025 revenues of $163.0-168.0 million (10-13% YoY growth) and full-year 2025 revenues of $616.0-628.0 million (12-14% YoY growth), while maintaining its free cash flow guidance of $120.0-125.0 million.

Varonis Systems (Nasdaq: VRNS), a leader in data security, has announced its upcoming participation at Citi's 2025 Global TMT Conference in New York. The company's presentation is scheduled for September 3, 2025, at 9:30 a.m. ET.

Investors can access the live audio webcast through the "Investor Relations" section of Varonis' website at ir.varonis.com. The presentation recording will be available for a limited time following the conference.

Varonis Systems (Nasdaq: VRNS) reported strong Q2 2025 financial results, with total revenues reaching $152.2 million. The company's SaaS transformation continues to accelerate, with SaaS ARR now representing 69% of total ARR, expected to reach 82% by year-end. Total ARR grew 19% year-over-year to $693.2 million.

The company generated $89.3 million in operating cash flow and $82.7 million in free cash flow year-to-date. Varonis completed its share repurchase program, buying back 1.0 million shares for $38.7 million. For full-year 2025, Varonis raised guidance, expecting ARR of $748.0-$754.0 million and revenues of $616.0-$628.0 million.

Varonis Systems (Nasdaq: VRNS) has launched its Next-Gen Database Activity Monitoring (DAM), a cloud-native solution designed to modernize database security. The new offering, integrated into the Varonis Data Security Platform, provides agentless monitoring and security for major databases including Databricks, Microsoft SQL Server, Amazon RDS, Postgres, Oracle, and Snowflake.

The platform features comprehensive capabilities including activity monitoring, behavior analytics, data discovery, access control, and automated remediation. Led by former Imperva CTO Terry Ray, this initiative aims to address the limitations of legacy DAM solutions by offering a faster, cloud-based alternative that eliminates the need for hardware and extensive personnel resources.

Varonis Systems (Nasdaq: VRNS) has achieved the Hébergeur de Données de Santé (HDS) certification in France, a crucial requirement for organizations hosting health data in the country. The certification validates that Varonis' cloud-native Data Security Platform complies with HDS Referential version 2.0 standards for protecting personal medical information.

This achievement enables Varonis to serve French healthcare customers who must legally use HDS-certified providers, expand its presence in EU healthcare markets, and demonstrate its commitment to maintaining high standards of data confidentiality, integrity, and availability.

Varonis Systems (Nasdaq: VRNS) has announced its participation in three major cybersecurity events in Las Vegas this August: Black Hat USA 2025, DEF CON, and BSides. As a Platinum Plus Sponsor at Black Hat, Varonis will showcase its cloud-native Data Security Platform at booth #2751 and introduce the world's first Snowflake GOAT challenge.

The company will present multiple expert sessions across the events, including "Navigating the Identity Crisis" at Black Hat and "Rusty Pearls: Postgres RCE on Cloud Databases" at both BSides and DEF CON. Additionally, Varonis will host a workshop at DEF CON focused on Snowflake security risks.

Varonis Systems (Nasdaq: VRNS) has announced its availability in the new AI Agents and Tools category of AWS Marketplace. The integration allows customers to discover, purchase, and deploy Varonis for AWS directly through their AWS accounts, streamlining the procurement process.

The Varonis platform provides essential data security capabilities including sensitive data discovery, classification across AWS resources, automatic misconfiguration fixes, data access optimization, and suspicious activity detection. This integration aims to help customers protect data driving their AI initiatives while simplifying the purchasing process through centralized AWS account management.

Varonis Systems (Nasdaq: VRNS), a data security leader, has scheduled its second quarter 2025 financial results announcement for Tuesday, July 29, 2025, after U.S. market close. The company will host a conference call at 4:30 p.m. ET the same day.

Investors can access the call via phone (877-425-9470 domestic, 201-389-0878 international) using conference ID 13754774. A replay will be available through August 6, 2025. Additionally, a live webcast will be accessible through Varonis' investor relations website, with the recording archived for one year.

Varonis Systems (Nasdaq: VRNS) has announced a strategic partnership with Microsoft to enhance data security in the AI era. The collaboration focuses on securing workplace AI adoption, particularly Microsoft Copilot, through deeper integration between the Varonis Data Security Platform and Microsoft's security portfolio.

The partnership will address a critical challenge in AI security by preventing unauthorized data access by AI tools, agents, and LLMs. A key component of this collaboration is Varonis' integration with Microsoft Purview, which aims to provide unified data classification, permissions enforcement, and policy management across Microsoft 365, Azure, and various SaaS platforms including Salesforce, Databricks, and ServiceNow.

Built on Microsoft Azure, Varonis' SaaS architecture will work in conjunction with Microsoft's AI innovations to deliver enterprise-wide data security and governance solutions, helping organizations manage risk and compliance as AI applications expand across the enterprise.