Short answer
VARONIS SYSTEMS INC (VRNS) filed its Q3 2025 10-Q quarterly report on Oct 29, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $162M (up 9.1% year over year) with net income of −$30M.
Q3 2025 key financials · XBRL
- Revenue
- $162M
- +9.1% YoY · +6.2% QoQ
- Net income
- −$30M
- −63.3% YoY · +16.4% QoQ
- Operating margin
- -22.2%
- Gross margin
- 78.2%
- EPS (diluted)
- −$0.26
- −62.5% YoY · +18.8% QoQ
Source: XBRL data from the VARONIS SYSTEMS INC (VRNS) Q3 2025 10-Q on SEC EDGAR. USD.
VARONIS SYSTEMS INC Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Risk Factors
- New risk added: 2025 tariffs imposed globally may materially impact business performance and cause budget tightening, longer sales cycles (trigger: 2025 trade restrictions)
- Material update: Expanded details on intensified competition due to AI security and classification enhancements responding to GDPR, CCPA, increasing direct market overlap
- Regulatory risk: Evolving U.S. state privacy laws including CPRA (effective 1/1/2023), Virginia, Colorado, Connecticut, Utah laws, plus GDPR and UK data transfer uncertainty heighten compliance complexity
- Operational risk: Cloud service expansion reliant on third-party data center providers exposes to service interruptions, higher hosting costs, and customer confidence risks
- Financial risk: Currency fluctuations and European devaluation pressures contribute to budget tightening and longer sales cycles, adversely impacting revenue forecasts and growth
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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