Varonis Systems (VRNS) Q2 Earnings and Revenues Top Estimates

Company Performance - Varonis Systems reported quarterly earnings of $0.03 per share, exceeding the Zacks Consensus Estimate of $0.01 per share, and compared to earnings of $0.05 per share a year ago, representing an earnings surprise of +200.00% [1] - The company posted revenues of $152.16 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.96%, and compared to year-ago revenues of $130.35 million [2] - Over the last four quarters, Varonis has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Varonis shares have increased approximately 22.5% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the coming quarter is $0.05 on revenues of $161.9 million, and for the current fiscal year, it is $0.16 on revenues of $620.07 million [7] Industry Outlook - The Zacks Security industry, to which Varonis belongs, is currently ranked in the top 13% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Varonis' stock performance [5][6]