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Varonis Systems (VRNS) investor relations material
Varonis Systems UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary1 Dec, 2025
Platform overview and strategy
Focuses on enterprise data security, providing visibility, risk reduction, and rapid threat detection across databases, SaaS, file systems, and collaborative platforms.
Transitioned to a SaaS-first model, now operating as a SaaS company.
Uses behavioral analytics to detect abnormal data access, similar to credit card fraud detection.
Automates risk reduction and threat response to minimize manual intervention.
SaaS transition and financial performance
Announced SaaS transition in early 2023, initially planned as a five-year process, now accelerated to three years due to strong performance.
SaaS ARR grew from a projected $200M in 2025 to nearly $600M, outperforming expectations.
On-prem subscription renewal rates dropped in Q3, attributed to single-use customers, sales execution lapses, and increased deal scrutiny.
Announced end-of-life for on-prem subscriptions, advancing the timeline to provide clarity for 2026 expectations.
By end of 2026, expects 100% of ARR to be SaaS, eliminating non-SaaS revenue.
Metrics and investor communication
Considering new metrics to highlight SaaS performance, such as quarterly SaaS revenue excluding conversions.
Focus remains on growing a healthy SaaS business and providing clear value to customers.
Impact of early on-prem end-of-life announcement?
How do recent acquisitions enhance Varonis's platform moat?
What changes are planned for the federal vertical team?
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Next Varonis Systems earnings date
Barclays 23rd Annual Global Technology Conference10 Dec, 2025
Next Varonis Systems earnings date
Barclays 23rd Annual Global Technology Conference10 Dec, 2025
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Frequently asked questions
Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data. The company's products include Varonis DatAdvantage for data discovery and protection, Varonis DatAdvantage for DLP to secure confidential data, Varonis System for big-data analysis of Enterprise File Data and File Sharing Data, Varonis Encryption Gateway for data encryption at rest and in transit, Varonis SIEM integration, and Varonis Enterprise File Synchronization and ShareFile to sync and share large amounts of files on a file server. The company also provides support subscriptions. It serves technology sector.
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