CrossAssetDataThe Company File
···
VRNS

Varonis Systems, Inc.

Varonis Systems, Inc. is classed by the SEC under Services-Prepackaged Software (industry code 7372), based in Miami, FL. Its latest filed balance sheet (2025-12-31) shows total assets of $1.7 billion (its filed statements).

Subscription business Services-Prepackaged Software Miami, FL filings since 2006 9 of 9 filed
Ask the desk about VRNS → Compare VRNS with TDC → Price chart on TradingView ↗ Full EDGAR file ↗ Watch VRNS →

Sector peers: TDCNTSKBLLSPD

5.2/10headline grade
vs its business-model standard
5.3/10past 5.0/10present 5.2/10future

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a subscription business: prior from its industry code (SEC 7372, Services-Prepackaged Software); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 5.2 out of ten, 9 of 9 metrics filed: past 5.3 out of ten, present 5.0 out of ten, future 5.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 7.3 out of ten. No warning events in its filings since 2017. 73rd percentile among 230 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 3.6 out of ten. +15.9% a year over 10 filed years; profitable in 0 of 10. 36th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 6.2 out of ten. Share count grew 1.5% a year. 49% of cash flow returned. Insiders: 0 sales, 4 purchases. 62nd percentile among 152 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 3.6 out of ten. ROE -22%: lost 22¢ per shareholder dollar. Leverage 67%: owes 67¢ per asset dollar. 36th percentile among 217 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 4.3 out of ten. bottom 43% of 218 in its family; net margin -20.7%. 43rd percentile among 218 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 9.1 out of ten. top 9% of 137 in its family for leadership; chief executive since 2014. 91st percentile among 137 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 6.8 out of ten. top 32% of 216 in its family for room to expand. 68th percentile among 216 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 5.2 out of ten. top 48% of 213 in its family for growth drivers. 52nd percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 4.1 out of ten. bottom 41% of 194 in its family for expectations against reality. 41st percentile among 194 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-04 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-29 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-28 (on EDGAR). Newest filing: Form 10-Q, 2026-07-29. Filings on record since 2006. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2025: Software As A Service 74%, Subscription and Circulation 18%, Maintenance 8%. By geography: United States 71%, EMEA 21%, Rest of the World 8%. As tagged in its annual report (Form 10-K, filed 2026-02-04).

Who runs it

Faitelson, Yakov (CEO, President, Chairman); Melamed, Guy (CFO and COO); Iohan, Gili (Chief Financial Officer); Korkus, Ohad (Chief Technology Officer); Gottlieb, Dov (EVP and General Counsel); Pomeroy, Greg (SVP, Worldwide Sales); Bass, David (EVP Engineering & CTO); Aued, Carlos (director); Comolli, Kevin E (director); Gavin, John J Jr (director); and 5 more. 15 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

This file: Overview · Past · Present · Future · Filings · every company on file

Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.