NASDAQ$VRNS

Varonis Systems Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Varonis's second quarter results demonstrated the strength of the Varonis Data Security Platform, delivering strong topline growth and operating leverage.

Varonis announced its second quarter financial results, highlighted by a 30% ARR growth. The company reaffirmed its full-year financial guidance for both ARR and revenues and meaningfully raised its full-year operating income expectations.

  • Annual recurring revenues grew 30% year-over-year.
  • Total revenues grew 26% year-over-year.
  • Adjusted for constant currency and Russia, annual recurring revenues grew 32% year-over-year.
  • Adjusted for constant currency and Russia, total revenues grew 30% year-over-year.

Headline financials

Total Revenue

$111M

Previous: $88.4M+26.0%
EPS (adj)

-$0.33

Previous: -$0.01-3208.9%
Annual Recurring Revenue

$426M

Previous: $328M+29.9%
Capital Expenditures

-$6.13M

Previous: -$2.15M-185.8%
Free Cash Flow

-$42.4M

Previous: -$35.1M-20.9%
Net Income

-$36.3M

Previous: -$32.9M-10.1%
Operating Income

-$37.6M

Previous: -$28.2M-33.1%
Gross Profit

$93.6M

Previous: $74.2M+26.2%
Cash & Equivalents

$753M

Previous: $781M-3.6%
Total Assets

$1.05B

Previous: $1.03B+1.9%
Stock-Based Comp

$37.8M

Previous: $25.9M+46.0%

Revenue & EPS history

Varonis · Revenue · Quarterly

$111M

Q2 2022+26%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The Company is again reaffirming its original full-year guidance for ARR and revenue, and increasing its full-year guidance for non-GAAP operating income.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.4%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+2.1%

Avg return

30 days after

60%

29 / 48 earnings

Positive

+19.0%

Q3 2014

Best reaction

-48.7%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.7%+7.8%+34.3%
Q4 2025-10.8%-3.5%-8.1%
Q3 2025-48.7%-42.7%-47.5%
Q1 2025+2.3%+3.5%+14.4%
Q4 2024-7.4%-8.2%-13.0%
Q3 2024-8.5%-10.7%-13.6%
Q2 2024+14.7%+6.9%+16.8%
Q1 2024+2.8%+1.7%-2.1%
Q4 2023+7.0%+14.5%+9.6%
Q3 2023+6.8%+9.1%+31.6%
Q2 2023+13.8%+6.3%+13.7%
Q1 2023+0.4%-0.6%+13.5%
Q4 2022+8.0%+4.0%+1.9%
Q3 2022-36.0%-40.7%-21.3%
Q2 2022+9.5%+17.8%+7.6%
Q1 2022-11.2%-20.1%-24.8%
Q4 2021+4.3%+8.2%+11.0%
Q3 2021-3.6%-3.9%-22.5%
Q2 2021-3.6%-4.9%+13.4%
Q1 2021-4.4%-9.9%-9.3%
Q4 2020+6.2%+13.0%-10.9%
Q3 2020-1.4%-7.0%-4.0%
Q2 2020+7.4%+9.1%+13.9%
Q1 2020+11.4%+15.3%+33.9%
Q4 2019-1.0%+3.0%-23.3%
Q3 2019+14.0%+13.8%+24.5%
Q2 2019+0.1%-0.1%-6.8%
Q1 2019+4.7%+6.9%-6.6%
Q4 2018-12.0%-13.2%-3.7%
Q3 2018-5.7%-1.4%-7.2%
Q2 2018-21.2%-17.7%-4.9%
Q1 2018+4.7%+7.9%+20.1%
Q4 2017+3.3%+7.4%+11.0%
Q3 2017+13.1%+7.2%+21.6%
Q2 2017+3.0%-0.3%+3.5%
Q1 2017+10.1%+9.5%+13.9%
Q4 2016-7.4%-9.1%-11.6%
Q3 2016+2.0%+3.9%-3.7%
Q2 2016+6.3%+8.9%+17.0%
Q1 2016+8.9%
Q4 2015+16.4%
Q3 2015-0.9%
Q2 2015+11.0%
Q1 2015-26.9%
Q4 2014-18.6%
Q3 2014+19.0%
Q2 2014+7.8%
Q1 2014-10.5%
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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