Varonis Systems（1VRNS）株式概要バロニスシステムズ社は、北米、欧州、APAC、その他の地域で、AIを活用した技術により、重要データの継続的な発見と分類、エクスポージャーの修復、高度な脅威の検知を行うソフトウェア製品とサービスを提供しています。 詳細1VRNS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より19%で取引されている 収益は年間13.22%増加すると予測されています リスク分析Italian市場と比較した過去 3 か月間の株価の変動現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見る1VRNS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€28.5797.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-130m1b2016201920222025202620282031Revenue US$1.2bEarnings US$143.9mAdvancedSet Fair ValueView all narrativesVaronis Systems, Inc. 競合他社Cy4gateSymbol: BIT:CY4Market cap: €205.3mReplySymbol: BIT:REYMarket cap: €3.8bWiitSymbol: BIT:WIITMarket cap: €830.9mTXT e-solutionsSymbol: BIT:TXTMarket cap: €462.8m価格と性能株価の高値、安値、推移の概要Varonis Systems過去の株価現在の株価US$28.5752週高値US$55.4652週安値US$17.43ベータ0.871ヶ月の変化21.32%3ヶ月変化36.24%1年変化-34.74%3年間の変化n/a5年間の変化n/aIPOからの変化-22.17%最新ニュースReported Earnings • Apr 29First quarter 2026 earnings released: US$0.32 loss per share (vs US$0.32 loss in 1Q 2025)First quarter 2026 results: US$0.32 loss per share (in line with 1Q 2025). Revenue: US$173.1m (up 27% from 1Q 2025). Net loss: US$36.9m (loss widened 3.0% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy.お知らせ • Apr 29Varonis Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Varonis Systems, Inc. provided earnings guidance for the Second quarter and full year 2026. For the quarter, the company expected revenues of $175.0 million to $178.0 million, or year-over-year growth of 15% to 17%. For full year 2026, the Company expected revenues of $731.0 million to $737.0 million, or year-over-year growth of 17% to 18%.お知らせ • Apr 21Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026.Breakeven Date Change • Apr 20No longer forecast to breakevenThe 21 analysts covering Varonis Systems no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$32.3m in 2028. New consensus forecast suggests the company will make a loss of US$57.3m in 2028.お知らせ • Apr 14Varonis Systems, Inc. to Report Q1, 2026 Results on Apr 28, 2026Varonis Systems, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2026お知らせ • Mar 17Varonis Systems, Inc Announces General Availability of Varonis AtlasVaronis Systems, Inc. announced the general availability of Varonis Atlas, an end-to-end AI Security Platform that helps organizations see and control AI across the enterprise. AI agents, copilots, and LLMs are now embedded in enterprise workflows. They read, write, and act on data at machine speed. Most organizations don’t know which AI systems they have, what they can do, or whether they’re compliant with emerging regulations. Atlas covers the entire AI security lifecycle — from discovery and posture management to runtime protection and compliance — in a single solution. It connects to virtually any AI system that organizations build or run: hosted AI platforms, custom LLMs, agentic frameworks, chatbots, and embedded AI. Through integrations with the Varonis Data Security Platform, Atlas brings data context that standalone AI security tools can’t match. Atlas capabilities include: Find: AI Inventory & Shadow AI: Continuously discover AI assets, projects, and systems — including shadow AI — across your entire environment. AI Security Posture Management (AI-SPM): Scan your AI agents, chatbots, and models for vulnerabilities and misconfigurations. AI Pen Testing: Proactively stress test your AI systems for vulnerabilities like prompt injection and jailbreaks. Fix: AI Runtime Guardrails: Enforce real-time policies that prevent sensitive data leakage and block malicious and non-compliant AI usage. AI Compliance & Governance: Get out-of-the-box audit reporting to validate your compliance with ever-changing AI regulations and frameworks. AI Third-Party Risk Management: Manage AI use within products and services that you consume through your supply chain and take control of third-party risk. Alert: AI Activity Monitoring: View an audit trail of full end-to-end flows of AI interactions, including LLM calls, data access, tool calls, and guardrails. AI Detection & Response (AIDR): Detect and monitor all AI usage with a full end-to-end audit trail, generate real-time alerts on suspicious behavior, and integrate with SIEM and SOAR platforms. Varonis Atlas is available. Organizations can begin with a free trial with full access to Atlas’ AI inventory, posture management, security testing, runtime guardrails, and compliance reporting functionality.最新情報をもっと見るRecent updatesReported Earnings • Apr 29First quarter 2026 earnings released: US$0.32 loss per share (vs US$0.32 loss in 1Q 2025)First quarter 2026 results: US$0.32 loss per share (in line with 1Q 2025). Revenue: US$173.1m (up 27% from 1Q 2025). Net loss: US$36.9m (loss widened 3.0% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy.お知らせ • Apr 29Varonis Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Varonis Systems, Inc. provided earnings guidance for the Second quarter and full year 2026. For the quarter, the company expected revenues of $175.0 million to $178.0 million, or year-over-year growth of 15% to 17%. For full year 2026, the Company expected revenues of $731.0 million to $737.0 million, or year-over-year growth of 17% to 18%.お知らせ • Apr 21Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026.Breakeven Date Change • Apr 20No longer forecast to breakevenThe 21 analysts covering Varonis Systems no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$32.3m in 2028. New consensus forecast suggests the company will make a loss of US$57.3m in 2028.お知らせ • Apr 14Varonis Systems, Inc. to Report Q1, 2026 Results on Apr 28, 2026Varonis Systems, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2026お知らせ • Mar 17Varonis Systems, Inc Announces General Availability of Varonis AtlasVaronis Systems, Inc. announced the general availability of Varonis Atlas, an end-to-end AI Security Platform that helps organizations see and control AI across the enterprise. AI agents, copilots, and LLMs are now embedded in enterprise workflows. They read, write, and act on data at machine speed. Most organizations don’t know which AI systems they have, what they can do, or whether they’re compliant with emerging regulations. Atlas covers the entire AI security lifecycle — from discovery and posture management to runtime protection and compliance — in a single solution. It connects to virtually any AI system that organizations build or run: hosted AI platforms, custom LLMs, agentic frameworks, chatbots, and embedded AI. Through integrations with the Varonis Data Security Platform, Atlas brings data context that standalone AI security tools can’t match. Atlas capabilities include: Find: AI Inventory & Shadow AI: Continuously discover AI assets, projects, and systems — including shadow AI — across your entire environment. AI Security Posture Management (AI-SPM): Scan your AI agents, chatbots, and models for vulnerabilities and misconfigurations. AI Pen Testing: Proactively stress test your AI systems for vulnerabilities like prompt injection and jailbreaks. Fix: AI Runtime Guardrails: Enforce real-time policies that prevent sensitive data leakage and block malicious and non-compliant AI usage. AI Compliance & Governance: Get out-of-the-box audit reporting to validate your compliance with ever-changing AI regulations and frameworks. AI Third-Party Risk Management: Manage AI use within products and services that you consume through your supply chain and take control of third-party risk. Alert: AI Activity Monitoring: View an audit trail of full end-to-end flows of AI interactions, including LLM calls, data access, tool calls, and guardrails. AI Detection & Response (AIDR): Detect and monitor all AI usage with a full end-to-end audit trail, generate real-time alerts on suspicious behavior, and integrate with SIEM and SOAR platforms. Varonis Atlas is available. Organizations can begin with a free trial with full access to Atlas’ AI inventory, posture management, security testing, runtime guardrails, and compliance reporting functionality.Recent Insider Transactions • Feb 12Co-Founder recently bought €503k worth of stockOn the 9th of February, Yakov Faitelson bought around 27k shares on-market at roughly €18.83 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Yakov 's only on-market trade for the last 12 months.New Risk • Feb 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$129m Forecast net loss in 3 years: US$2.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$2.4m net loss in 3 years).Reported Earnings • Feb 04Full year 2025 earnings released: US$1.13 loss per share (vs US$0.86 loss in FY 2024)Full year 2025 results: US$1.13 loss per share (further deteriorated from US$0.86 loss in FY 2024). Revenue: US$623.5m (up 13% from FY 2024). Net loss: US$129.3m (loss widened 35% from FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy.お知らせ • Feb 04Varonis Systems, Inc. Provides Earnings Guidance for the First Quarter of 2026 and Full Year 2026Varonis Systems, Inc. provided earnings guidance for the first quarter of 2026 and full year 2026. For the quarter, the company expects SaaS ARR year-over-year growth of 27% to 28%, excluding conversions. Revenues of $164.0 million to $166.0 million, or year-over-year growth of 20% to 22%. For full year 2026, the Company expects SaaS ARR of $805.0 million to $840.0 million, or year-over-year growth of 26% to 32%. SaaS ARR year-over-year growth of 18% to 20%, excluding conversions. Revenues of $722.0 million to $730.0 million, or year-over-year growth of 16% to 17%.お知らせ • Jan 10Varonis Systems, Inc. to Report Q4, 2025 Results on Feb 03, 2026Varonis Systems, Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026Board Change • Jan 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Breakeven Date Change • Jan 01Forecast to breakeven in 2028The 20 analysts covering Varonis Systems expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$32.3m in 2028. Average annual earnings growth of 42% is required to achieve expected profit on schedule.Reported Earnings • Oct 29Third quarter 2025 earnings released: US$0.26 loss per share (vs US$0.16 loss in 3Q 2024)Third quarter 2025 results: US$0.26 loss per share (further deteriorated from US$0.16 loss in 3Q 2024). Revenue: US$161.6m (up 9.1% from 3Q 2024). Net loss: US$29.9m (loss widened 63% from 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy.お知らせ • Oct 29+ 1 more updateVaronis Systems, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Varonis Systems, Inc. provided earnings guidance for the Fourth Quarter and Full Year 2025. For the quarter, Company expects Revenues of $165.0 million to $171.0 million, or year-over-year growth of 4% to 8%. For the full year, Company expects Revenues of $615.2 million to $621.2 million, or year-over-year growth of 12% to 13%.Board Change • Oct 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 14Varonis Introduces Identity Protection for Salesforce AgentforceVaronis Systems, Inc. announced at Dreamforce 2025 the launch of its AI identity protection for Salesforce Agentforce. The latest release from Varonis provides IT and security teams with visibility and control over the data that AI agents created with Salesforce Agentforce can access and the actions they can take. Businesses use Agentforce to build and deploy AI agents that perform important tasks. Varonis connects the dots between AI agent identities with data sensitivity, permissions, and activity. The new capabilities enable Varonis customers to: Inventory AI agents. Automatically discover and catalog AI agents built on Agentforce, including their topics, actions, and deployment status. Unify visibility across sensitivity, permissions, and activity. Varonis provides a unified view into what data is sensitive, which agents can access that data, and what actions have been taken on that data. Automatically enforce least agency. Varonis analyzes prompts and responses for sensitive data exposure and policy violations, then automatically right-sizes access so that agents act within their intended scope. Organizations can request a complimentary Varonis Data Risk Assessment to evaluate their Salesforce security posture.お知らせ • Oct 11Varonis Systems, Inc. to Report Q3, 2025 Results on Oct 28, 2025Varonis Systems, Inc. announced that they will report Q3, 2025 results After-Market on Oct 28, 2025お知らせ • Oct 08Varonis Systems, Inc. Announces the Availability of Varonis InterceptorVaronis Systems, Inc. announced the availability of Varonis Interceptor, a new approach to email security that uses multi-layered AI to detect and block social-engineering attacks -- even when they originate from trusted or compromised sources. Attackers are using LLMs to deliver targeted phishing campaigns and craft pixel-perfect credential stealing websites at machine speed. When attacks come from compromised vendors or hijacked employee accounts, traditional detection methods break down. Varonis Interceptor is powered by the company's acquisition of SlashNext, announced in September. SlashNext was founded by Atif Mushtaq, one of the main architects of FireEye's core malware sandbox technology. Varonis Interceptor uses specialized AI models -- natural-language processing, computer vision, behavioral analysis, and the world's most advanced phishing sandbox -- to spot never-before-seen attacks and remove them from inboxes in real time. Protect users across email and collaboration apps like Microsoft Teams, Slack, and WhatsApp. Automated remediation. Remove inbound threats using touchless yet flexible policies that delete messages and neutralize links at scale. Live Threat Intelligence Database. Receive continuously updated signals from millions of scanned URLs, brand imaging attempts, and zero-hour phishing campaigns. AI Phishing Sandbox. Interceptor's virtual browser safely crawls links and simulates user's actions to evaluate post-click behavior. By connecting the dots between email, identity, and data, Varonis offers a complete and consolidated threat detection and response solution built to stop threats from the first point of attack to the last. Varonis Interceptor are available now. Interceptor is API-based, takes five minutes to deploy, and will perform a look-back to show which threats current email security solutions may have missed. Additional Resources: Read more on the Varonis blog. Read how Varonis Interceptor outperformed leading providers. Read why Varonis was named a Leader and a Customer Favorite by a leading analyst firm. Learn why Varonis is Gartner®? Peer Insights™? Customer's Choice and #1-rated DSPM. Check out these Varonis integrations. See Varonis in action: schedule a 30-minute demo. Visit blog and join the conversation on X, LinkedIn, and YouTube.お知らせ • Sep 03Varonis Systems, Inc. Updates Earnings Guidance for the Third Quarter and Full Year 2025Varonis Systems, Inc. updated earnings guidance for the third quarter and full year 2025. For the quarter, the company expects revenues of $163.0 million to $168.0 million, or year-over-year growth of 10% to 13%. For the year, the company expects revenues of $616.0 million to $628.0 million, or year-over-year growth of 12% to 14%. The Company updated its guidance to reflect the incremental expenses associated with the acquisition of SlashNext.お知らせ • Sep 02Varonis Systems, Inc. (NasdaqGS:VRNS) acquired SlashNext, Inc.Varonis Systems, Inc. (NasdaqGS:VRNS) acquired SlashNext, Inc. for an estimated deal value of $150 million on September 2, 2025. Cantor Fitzgerald, L.P. acted as financial advisor to SlashNext, Inc. Varonis Systems, Inc. (NasdaqGS:VRNS) completed the acquisition of SlashNext, Inc. on September 2, 2025.Board Change • Aug 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €45.69. The fair value is estimated to be €57.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Board Change • Aug 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 30Varonis Systems, Inc. Provides Earnings Guidance for Third Quarter and Full Year of 2025Varonis Systems, Inc. provided earnings guidance for third quarter and full year of 2025. For the third quarter, the company expects revenues of $163.0 million to $168.0 million, or year-over-year growth of 10% to 13%. For the full year, the company expects revenues of $616.0 million to $628.0 million, or year-over-year growth of 12% to 14%.お知らせ • Jul 29Varonis Systems, Inc. Introduces Next-Gen Database Activity MonitoringVaronis Systems, Inc. announced the release of Varonis Next-Gen Database Activity Monitoring (DAM), a new approach to database security that deploys quickly and overcomes the challenges legacy vendors face in preventing data breaches and ensuring regulatory compliance. Next-Gen DAM is part of the Varonis Data Security Platform and includes: Activity monitoring. Capture every database query, in the cloud or on-premises, with a complete audit trail of who accessed which data, when, and how. User and entity behavior analytics. Automatically detect and block suspicious activity and sensitive datailtration attempts in real-time. Data discovery and classification. Understand which databases contain most sensitive data and determine what's exposed, at risk, or inactive. Database access control. Connect database permissions to corporate identities for a complete picture of which users, apps, and agents can read, modify, or delete critical data. Automated remediation. Revoke excessive permissions, mask sensitive data, and enforce other security policies automatically. The AI era demands a new and novel approach to data security. The days of fragmented data security products are ending. Varonis protects data wherever it lives, at rest or in motion, from a single unified platform--enabling organizations to continuously reduce their sensitive data exposure and respond to threats automatically. Varonis' Next-Gen DAM capabilities are now available natively in the Varonis Data Security platform, with support for major databases such as Databricks, Microsoft SQL Server, Amazon RDS, Postgres, Oracle, Snowflake, and countless others.お知らせ • Jul 11Varonis Systems, Inc. to Report Q2, 2025 Results on Jul 29, 2025Varonis Systems, Inc. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025お知らせ • Jun 30+ 1 more updateVaronis Systems, Inc.(NasdaqGS:VRNS) dropped from Russell 2000 Defensive IndexVaronis Systems, Inc.(NasdaqGS:VRNS) dropped from Russell 2000 Defensive Indexお知らせ • Jun 10Varonis Systems, Inc. Announces the Varonis Model Context Protocol (Mcp) ServerVaronis Systems, Inc. announced the Varonis Model Context Protocol (MCP) Server -- a powerful new way to access and orchestrate the Varonis Data Security Platform using AI clients like ChatGPT, Claude, and GitHub Copilot. The Varonis MCP Server marks the next evolution for data security -- transforming Varonis into an AI-agnostic engine that turns simple prompts into powerful, automated outcomes. Customers can ask deep research questions about their data security posture or automate powerful workflows with prompts such as: "Get the last three high-severity alerts from Varonis and update any related ServiceNow tickets with the details." "Run a Varonis remediation to remove all stale guest accounts that haven't accessed data in over 180 days." "Build a compliance report that lists all databases and tables throughout AWS and Azure that contain employee PII". With Athena AI embedded in the Varonis UI and agentic AI underpinning many of the platform's automated features, Varonis continues to redefine what's possible with AI-powered data security. Together, these capabilities give organizations a decisive edge in preventing data breaches and simplifying compliance.お知らせ • Jun 03Varonis Announces Identity Protection to Unify Identity and Data SecurityVaronis Systems, Inc. announced Varonis Identity Protection, the latest enhancement to its Data Security Platform that gives organizations unified visibility and control of data and identities. Most identity security tools operate in a vacuum -- with no understanding of the critical data each identity can access or how they're accessing it. Varonis connects the dots between identities and data, helping organizations automatically reduce access to their most sensitive data, fix identity posture issues, and stop identity-based threats -- including those originating from insiders, stolen credentials, and AI tools and agents. Unlike traditional identity products, Varonis understands the blast radius of every identity -- showing how much data would be exposed if an identity were compromised. Varonis Identity Protection distinguishes between human and non-human identities, classifies them as internal, guest, external, or privileged, and monitors how they interact with data to detect anomalies. Key Capabilities of Varonis Identity Protection: Machine Learning-Based Identity Classification: Varonis integrates with Entra ID, Okta, Active Directory, and others to map user accounts across environments. Using machine learning, Varonis auto-classifies identities - tagging executives, privileged users, service accounts, non-human identities, and more. Peer Analysis & User Behavior Analysis: Varonis continuously analyzes peer behavior to detect anomalies in identity usage, flagging deviations from normal patterns to surface risky activity earlier. Identity Threat Detection & Response (ITDR): Varonis monitors identity providers for signs of compromise, alerting on suspicious logins, password resets, MFA changes, and policy updates -- in context with each account's data access activity. Identity Posture Management With Automated Remediation: Varonis flags stale contractor accounts, excessive permissions, and missing MFA -- then automatically remediates risks by revoking access, removing entitlements, and eliminating ghost accounts.お知らせ • May 21Varonis Systems, Inc. Becomes the First Data Security Platform to Achieve FedRAMP AuthorizationVaronis Systems, Inc. announced that its cloud-native Data Security Platform is the first in its category to achieve Federal Risk and Authorization Management Program (FedRAMP®?) Authorization. The industry milestone confirms that Varonis' AI-driven platform aligns with rigorous standards for cloud-hosted security solutions and highlights the company's commitment to providing best-in-class data security to federal agencies and public-sector organizations nationwide. FedRAMP is a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. To achieve FedRAMP Moderate Authorization, Varonis' cloud Data Security Platform successfully passed an extensive third-party assessment. Government agencies and federal systems integrators already rely on Varonis to support Zero Trust, insider threat detection, data loss prevention, and compliance with mandates like NIST 800-53, OMB M-21-31, M-22-09, and CISA Zero Trust guidance. Now, public-sector entities can accelerate their data security programs and prepare for safe AI rollouts by adopting Varonis' platform to: Continuously discover and classify critical data like CUI; Identify and right-size access automatically and continuously; Detect advanced threats with AI-powered automation.お知らせ • May 07Varonis Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2025Varonis Systems, Inc. provided earnings guidance for the second quarter and full year of 2025. For the quarter, the Company expects revenues of $145.0 million to $150.0 million, or year-over-year growth of 11% to 15%. For full year 2025, the Company now expects ARR of $742.0 million to $750.0 million, or year-over-year growth of 16% to 17%. Revenues of $610.0 million to $625.0 million, or year-over-year growth of 11% to 13%.株主還元1VRNSIT SoftwareIT 市場7D-2.6%0.06%0.2%1Y-34.7%12.4%20.1%株主還元を見る業界別リターン: 1VRNS過去 1 年間で12.4 % の収益を上げたItalian Software業界を下回りました。リターン対市場: 1VRNSは、過去 1 年間で20.1 % のリターンを上げたItalian市場を下回りました。価格変動Is 1VRNS's price volatile compared to industry and market?1VRNS volatility1VRNS Average Weekly Movement7.1%Software Industry Average Movement5.8%Market Average Movement5.0%10% most volatile stocks in IT Market8.6%10% least volatile stocks in IT Market3.1%安定した株価: 1VRNSの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1VRNSの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20042,658Yaki Faitelsonwww.varonis.comヴァロニス・システムズ・インクは、北米、欧州、アジア太平洋地域、その他の地域において、AIを活用したテクノロジーにより、重要データの継続的な発見と分類、エクスポージャーの修復、高度な脅威の検知を行うソフトウェア製品とサービスを提供しています。同社のソフトウェアは、SaaS、IaaS、オンプレミスで構造化データおよび非構造化データを保護する。クラウドでは、AWS、Microsoft Azure、Google Cloudや、Salesforce、Snowflake、ServiceNow、Microsoft 365、Google Drive、BoxなどのSaaSアプリケーションのデータとリソースを保護し、オンプレミスでは、Windows、NAS、Linuxストレージをサポートしている。さらに、データへの脅威を特定するVaronisのマネージド・データ検知・対応サービスも提供している。AIを活用した検知技術で脅威を調査し、対応する。同社は、金融サービス、ヘルスケア、製造、テクノロジー、保険、エネルギー・公益事業、消費者・小売、教育、建設、公共部門などの組織と連携している。バロニス・システムズ・インクは2004年に法人化され、フロリダ州マイアミに本社を置いている。もっと見るVaronis Systems, Inc. 基礎のまとめVaronis Systems の収益と売上を時価総額と比較するとどうか。1VRNS 基礎統計学時価総額€3.23b収益（TTM）-€112.96m売上高(TTM)€571.96m5.7xP/Sレシオ-29.0xPER（株価収益率1VRNS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1VRNS 損益計算書（TTM）収益US$660.24m売上原価US$144.53m売上総利益US$515.71mその他の費用US$646.10m収益-US$130.39m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-1.14グロス・マージン78.11%純利益率-19.75%有利子負債／自己資本比率99.8%1VRNS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 01:04終値2026/06/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Varonis Systems, Inc. 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関Shrenik KothariBairdRaimo LenschowBarclaysSaket KaliaBarclays32 その他のアナリストを表示
Reported Earnings • Apr 29First quarter 2026 earnings released: US$0.32 loss per share (vs US$0.32 loss in 1Q 2025)First quarter 2026 results: US$0.32 loss per share (in line with 1Q 2025). Revenue: US$173.1m (up 27% from 1Q 2025). Net loss: US$36.9m (loss widened 3.0% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy.
お知らせ • Apr 29Varonis Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Varonis Systems, Inc. provided earnings guidance for the Second quarter and full year 2026. For the quarter, the company expected revenues of $175.0 million to $178.0 million, or year-over-year growth of 15% to 17%. For full year 2026, the Company expected revenues of $731.0 million to $737.0 million, or year-over-year growth of 17% to 18%.
お知らせ • Apr 21Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026.
Breakeven Date Change • Apr 20No longer forecast to breakevenThe 21 analysts covering Varonis Systems no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$32.3m in 2028. New consensus forecast suggests the company will make a loss of US$57.3m in 2028.
お知らせ • Apr 14Varonis Systems, Inc. to Report Q1, 2026 Results on Apr 28, 2026Varonis Systems, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2026
お知らせ • Mar 17Varonis Systems, Inc Announces General Availability of Varonis AtlasVaronis Systems, Inc. announced the general availability of Varonis Atlas, an end-to-end AI Security Platform that helps organizations see and control AI across the enterprise. AI agents, copilots, and LLMs are now embedded in enterprise workflows. They read, write, and act on data at machine speed. Most organizations don’t know which AI systems they have, what they can do, or whether they’re compliant with emerging regulations. Atlas covers the entire AI security lifecycle — from discovery and posture management to runtime protection and compliance — in a single solution. It connects to virtually any AI system that organizations build or run: hosted AI platforms, custom LLMs, agentic frameworks, chatbots, and embedded AI. Through integrations with the Varonis Data Security Platform, Atlas brings data context that standalone AI security tools can’t match. Atlas capabilities include: Find: AI Inventory & Shadow AI: Continuously discover AI assets, projects, and systems — including shadow AI — across your entire environment. AI Security Posture Management (AI-SPM): Scan your AI agents, chatbots, and models for vulnerabilities and misconfigurations. AI Pen Testing: Proactively stress test your AI systems for vulnerabilities like prompt injection and jailbreaks. Fix: AI Runtime Guardrails: Enforce real-time policies that prevent sensitive data leakage and block malicious and non-compliant AI usage. AI Compliance & Governance: Get out-of-the-box audit reporting to validate your compliance with ever-changing AI regulations and frameworks. AI Third-Party Risk Management: Manage AI use within products and services that you consume through your supply chain and take control of third-party risk. Alert: AI Activity Monitoring: View an audit trail of full end-to-end flows of AI interactions, including LLM calls, data access, tool calls, and guardrails. AI Detection & Response (AIDR): Detect and monitor all AI usage with a full end-to-end audit trail, generate real-time alerts on suspicious behavior, and integrate with SIEM and SOAR platforms. Varonis Atlas is available. Organizations can begin with a free trial with full access to Atlas’ AI inventory, posture management, security testing, runtime guardrails, and compliance reporting functionality.
Reported Earnings • Apr 29First quarter 2026 earnings released: US$0.32 loss per share (vs US$0.32 loss in 1Q 2025)First quarter 2026 results: US$0.32 loss per share (in line with 1Q 2025). Revenue: US$173.1m (up 27% from 1Q 2025). Net loss: US$36.9m (loss widened 3.0% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy.
お知らせ • Apr 29Varonis Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Varonis Systems, Inc. provided earnings guidance for the Second quarter and full year 2026. For the quarter, the company expected revenues of $175.0 million to $178.0 million, or year-over-year growth of 15% to 17%. For full year 2026, the Company expected revenues of $731.0 million to $737.0 million, or year-over-year growth of 17% to 18%.
お知らせ • Apr 21Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026.
Breakeven Date Change • Apr 20No longer forecast to breakevenThe 21 analysts covering Varonis Systems no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$32.3m in 2028. New consensus forecast suggests the company will make a loss of US$57.3m in 2028.
お知らせ • Apr 14Varonis Systems, Inc. to Report Q1, 2026 Results on Apr 28, 2026Varonis Systems, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2026
お知らせ • Mar 17Varonis Systems, Inc Announces General Availability of Varonis AtlasVaronis Systems, Inc. announced the general availability of Varonis Atlas, an end-to-end AI Security Platform that helps organizations see and control AI across the enterprise. AI agents, copilots, and LLMs are now embedded in enterprise workflows. They read, write, and act on data at machine speed. Most organizations don’t know which AI systems they have, what they can do, or whether they’re compliant with emerging regulations. Atlas covers the entire AI security lifecycle — from discovery and posture management to runtime protection and compliance — in a single solution. It connects to virtually any AI system that organizations build or run: hosted AI platforms, custom LLMs, agentic frameworks, chatbots, and embedded AI. Through integrations with the Varonis Data Security Platform, Atlas brings data context that standalone AI security tools can’t match. Atlas capabilities include: Find: AI Inventory & Shadow AI: Continuously discover AI assets, projects, and systems — including shadow AI — across your entire environment. AI Security Posture Management (AI-SPM): Scan your AI agents, chatbots, and models for vulnerabilities and misconfigurations. AI Pen Testing: Proactively stress test your AI systems for vulnerabilities like prompt injection and jailbreaks. Fix: AI Runtime Guardrails: Enforce real-time policies that prevent sensitive data leakage and block malicious and non-compliant AI usage. AI Compliance & Governance: Get out-of-the-box audit reporting to validate your compliance with ever-changing AI regulations and frameworks. AI Third-Party Risk Management: Manage AI use within products and services that you consume through your supply chain and take control of third-party risk. Alert: AI Activity Monitoring: View an audit trail of full end-to-end flows of AI interactions, including LLM calls, data access, tool calls, and guardrails. AI Detection & Response (AIDR): Detect and monitor all AI usage with a full end-to-end audit trail, generate real-time alerts on suspicious behavior, and integrate with SIEM and SOAR platforms. Varonis Atlas is available. Organizations can begin with a free trial with full access to Atlas’ AI inventory, posture management, security testing, runtime guardrails, and compliance reporting functionality.
Recent Insider Transactions • Feb 12Co-Founder recently bought €503k worth of stockOn the 9th of February, Yakov Faitelson bought around 27k shares on-market at roughly €18.83 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Yakov 's only on-market trade for the last 12 months.
New Risk • Feb 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$129m Forecast net loss in 3 years: US$2.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$2.4m net loss in 3 years).
Reported Earnings • Feb 04Full year 2025 earnings released: US$1.13 loss per share (vs US$0.86 loss in FY 2024)Full year 2025 results: US$1.13 loss per share (further deteriorated from US$0.86 loss in FY 2024). Revenue: US$623.5m (up 13% from FY 2024). Net loss: US$129.3m (loss widened 35% from FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy.
お知らせ • Feb 04Varonis Systems, Inc. Provides Earnings Guidance for the First Quarter of 2026 and Full Year 2026Varonis Systems, Inc. provided earnings guidance for the first quarter of 2026 and full year 2026. For the quarter, the company expects SaaS ARR year-over-year growth of 27% to 28%, excluding conversions. Revenues of $164.0 million to $166.0 million, or year-over-year growth of 20% to 22%. For full year 2026, the Company expects SaaS ARR of $805.0 million to $840.0 million, or year-over-year growth of 26% to 32%. SaaS ARR year-over-year growth of 18% to 20%, excluding conversions. Revenues of $722.0 million to $730.0 million, or year-over-year growth of 16% to 17%.
お知らせ • Jan 10Varonis Systems, Inc. to Report Q4, 2025 Results on Feb 03, 2026Varonis Systems, Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026
Board Change • Jan 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Breakeven Date Change • Jan 01Forecast to breakeven in 2028The 20 analysts covering Varonis Systems expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$32.3m in 2028. Average annual earnings growth of 42% is required to achieve expected profit on schedule.
Reported Earnings • Oct 29Third quarter 2025 earnings released: US$0.26 loss per share (vs US$0.16 loss in 3Q 2024)Third quarter 2025 results: US$0.26 loss per share (further deteriorated from US$0.16 loss in 3Q 2024). Revenue: US$161.6m (up 9.1% from 3Q 2024). Net loss: US$29.9m (loss widened 63% from 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy.
お知らせ • Oct 29+ 1 more updateVaronis Systems, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Varonis Systems, Inc. provided earnings guidance for the Fourth Quarter and Full Year 2025. For the quarter, Company expects Revenues of $165.0 million to $171.0 million, or year-over-year growth of 4% to 8%. For the full year, Company expects Revenues of $615.2 million to $621.2 million, or year-over-year growth of 12% to 13%.
Board Change • Oct 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 14Varonis Introduces Identity Protection for Salesforce AgentforceVaronis Systems, Inc. announced at Dreamforce 2025 the launch of its AI identity protection for Salesforce Agentforce. The latest release from Varonis provides IT and security teams with visibility and control over the data that AI agents created with Salesforce Agentforce can access and the actions they can take. Businesses use Agentforce to build and deploy AI agents that perform important tasks. Varonis connects the dots between AI agent identities with data sensitivity, permissions, and activity. The new capabilities enable Varonis customers to: Inventory AI agents. Automatically discover and catalog AI agents built on Agentforce, including their topics, actions, and deployment status. Unify visibility across sensitivity, permissions, and activity. Varonis provides a unified view into what data is sensitive, which agents can access that data, and what actions have been taken on that data. Automatically enforce least agency. Varonis analyzes prompts and responses for sensitive data exposure and policy violations, then automatically right-sizes access so that agents act within their intended scope. Organizations can request a complimentary Varonis Data Risk Assessment to evaluate their Salesforce security posture.
お知らせ • Oct 11Varonis Systems, Inc. to Report Q3, 2025 Results on Oct 28, 2025Varonis Systems, Inc. announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
お知らせ • Oct 08Varonis Systems, Inc. Announces the Availability of Varonis InterceptorVaronis Systems, Inc. announced the availability of Varonis Interceptor, a new approach to email security that uses multi-layered AI to detect and block social-engineering attacks -- even when they originate from trusted or compromised sources. Attackers are using LLMs to deliver targeted phishing campaigns and craft pixel-perfect credential stealing websites at machine speed. When attacks come from compromised vendors or hijacked employee accounts, traditional detection methods break down. Varonis Interceptor is powered by the company's acquisition of SlashNext, announced in September. SlashNext was founded by Atif Mushtaq, one of the main architects of FireEye's core malware sandbox technology. Varonis Interceptor uses specialized AI models -- natural-language processing, computer vision, behavioral analysis, and the world's most advanced phishing sandbox -- to spot never-before-seen attacks and remove them from inboxes in real time. Protect users across email and collaboration apps like Microsoft Teams, Slack, and WhatsApp. Automated remediation. Remove inbound threats using touchless yet flexible policies that delete messages and neutralize links at scale. Live Threat Intelligence Database. Receive continuously updated signals from millions of scanned URLs, brand imaging attempts, and zero-hour phishing campaigns. AI Phishing Sandbox. Interceptor's virtual browser safely crawls links and simulates user's actions to evaluate post-click behavior. By connecting the dots between email, identity, and data, Varonis offers a complete and consolidated threat detection and response solution built to stop threats from the first point of attack to the last. Varonis Interceptor are available now. Interceptor is API-based, takes five minutes to deploy, and will perform a look-back to show which threats current email security solutions may have missed. Additional Resources: Read more on the Varonis blog. Read how Varonis Interceptor outperformed leading providers. Read why Varonis was named a Leader and a Customer Favorite by a leading analyst firm. Learn why Varonis is Gartner®? Peer Insights™? Customer's Choice and #1-rated DSPM. Check out these Varonis integrations. See Varonis in action: schedule a 30-minute demo. Visit blog and join the conversation on X, LinkedIn, and YouTube.
お知らせ • Sep 03Varonis Systems, Inc. Updates Earnings Guidance for the Third Quarter and Full Year 2025Varonis Systems, Inc. updated earnings guidance for the third quarter and full year 2025. For the quarter, the company expects revenues of $163.0 million to $168.0 million, or year-over-year growth of 10% to 13%. For the year, the company expects revenues of $616.0 million to $628.0 million, or year-over-year growth of 12% to 14%. The Company updated its guidance to reflect the incremental expenses associated with the acquisition of SlashNext.
お知らせ • Sep 02Varonis Systems, Inc. (NasdaqGS:VRNS) acquired SlashNext, Inc.Varonis Systems, Inc. (NasdaqGS:VRNS) acquired SlashNext, Inc. for an estimated deal value of $150 million on September 2, 2025. Cantor Fitzgerald, L.P. acted as financial advisor to SlashNext, Inc. Varonis Systems, Inc. (NasdaqGS:VRNS) completed the acquisition of SlashNext, Inc. on September 2, 2025.
Board Change • Aug 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €45.69. The fair value is estimated to be €57.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Board Change • Aug 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 30Varonis Systems, Inc. Provides Earnings Guidance for Third Quarter and Full Year of 2025Varonis Systems, Inc. provided earnings guidance for third quarter and full year of 2025. For the third quarter, the company expects revenues of $163.0 million to $168.0 million, or year-over-year growth of 10% to 13%. For the full year, the company expects revenues of $616.0 million to $628.0 million, or year-over-year growth of 12% to 14%.
お知らせ • Jul 29Varonis Systems, Inc. Introduces Next-Gen Database Activity MonitoringVaronis Systems, Inc. announced the release of Varonis Next-Gen Database Activity Monitoring (DAM), a new approach to database security that deploys quickly and overcomes the challenges legacy vendors face in preventing data breaches and ensuring regulatory compliance. Next-Gen DAM is part of the Varonis Data Security Platform and includes: Activity monitoring. Capture every database query, in the cloud or on-premises, with a complete audit trail of who accessed which data, when, and how. User and entity behavior analytics. Automatically detect and block suspicious activity and sensitive datailtration attempts in real-time. Data discovery and classification. Understand which databases contain most sensitive data and determine what's exposed, at risk, or inactive. Database access control. Connect database permissions to corporate identities for a complete picture of which users, apps, and agents can read, modify, or delete critical data. Automated remediation. Revoke excessive permissions, mask sensitive data, and enforce other security policies automatically. The AI era demands a new and novel approach to data security. The days of fragmented data security products are ending. Varonis protects data wherever it lives, at rest or in motion, from a single unified platform--enabling organizations to continuously reduce their sensitive data exposure and respond to threats automatically. Varonis' Next-Gen DAM capabilities are now available natively in the Varonis Data Security platform, with support for major databases such as Databricks, Microsoft SQL Server, Amazon RDS, Postgres, Oracle, Snowflake, and countless others.
お知らせ • Jul 11Varonis Systems, Inc. to Report Q2, 2025 Results on Jul 29, 2025Varonis Systems, Inc. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
お知らせ • Jun 30+ 1 more updateVaronis Systems, Inc.(NasdaqGS:VRNS) dropped from Russell 2000 Defensive IndexVaronis Systems, Inc.(NasdaqGS:VRNS) dropped from Russell 2000 Defensive Index
お知らせ • Jun 10Varonis Systems, Inc. Announces the Varonis Model Context Protocol (Mcp) ServerVaronis Systems, Inc. announced the Varonis Model Context Protocol (MCP) Server -- a powerful new way to access and orchestrate the Varonis Data Security Platform using AI clients like ChatGPT, Claude, and GitHub Copilot. The Varonis MCP Server marks the next evolution for data security -- transforming Varonis into an AI-agnostic engine that turns simple prompts into powerful, automated outcomes. Customers can ask deep research questions about their data security posture or automate powerful workflows with prompts such as: "Get the last three high-severity alerts from Varonis and update any related ServiceNow tickets with the details." "Run a Varonis remediation to remove all stale guest accounts that haven't accessed data in over 180 days." "Build a compliance report that lists all databases and tables throughout AWS and Azure that contain employee PII". With Athena AI embedded in the Varonis UI and agentic AI underpinning many of the platform's automated features, Varonis continues to redefine what's possible with AI-powered data security. Together, these capabilities give organizations a decisive edge in preventing data breaches and simplifying compliance.
お知らせ • Jun 03Varonis Announces Identity Protection to Unify Identity and Data SecurityVaronis Systems, Inc. announced Varonis Identity Protection, the latest enhancement to its Data Security Platform that gives organizations unified visibility and control of data and identities. Most identity security tools operate in a vacuum -- with no understanding of the critical data each identity can access or how they're accessing it. Varonis connects the dots between identities and data, helping organizations automatically reduce access to their most sensitive data, fix identity posture issues, and stop identity-based threats -- including those originating from insiders, stolen credentials, and AI tools and agents. Unlike traditional identity products, Varonis understands the blast radius of every identity -- showing how much data would be exposed if an identity were compromised. Varonis Identity Protection distinguishes between human and non-human identities, classifies them as internal, guest, external, or privileged, and monitors how they interact with data to detect anomalies. Key Capabilities of Varonis Identity Protection: Machine Learning-Based Identity Classification: Varonis integrates with Entra ID, Okta, Active Directory, and others to map user accounts across environments. Using machine learning, Varonis auto-classifies identities - tagging executives, privileged users, service accounts, non-human identities, and more. Peer Analysis & User Behavior Analysis: Varonis continuously analyzes peer behavior to detect anomalies in identity usage, flagging deviations from normal patterns to surface risky activity earlier. Identity Threat Detection & Response (ITDR): Varonis monitors identity providers for signs of compromise, alerting on suspicious logins, password resets, MFA changes, and policy updates -- in context with each account's data access activity. Identity Posture Management With Automated Remediation: Varonis flags stale contractor accounts, excessive permissions, and missing MFA -- then automatically remediates risks by revoking access, removing entitlements, and eliminating ghost accounts.
お知らせ • May 21Varonis Systems, Inc. Becomes the First Data Security Platform to Achieve FedRAMP AuthorizationVaronis Systems, Inc. announced that its cloud-native Data Security Platform is the first in its category to achieve Federal Risk and Authorization Management Program (FedRAMP®?) Authorization. The industry milestone confirms that Varonis' AI-driven platform aligns with rigorous standards for cloud-hosted security solutions and highlights the company's commitment to providing best-in-class data security to federal agencies and public-sector organizations nationwide. FedRAMP is a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. To achieve FedRAMP Moderate Authorization, Varonis' cloud Data Security Platform successfully passed an extensive third-party assessment. Government agencies and federal systems integrators already rely on Varonis to support Zero Trust, insider threat detection, data loss prevention, and compliance with mandates like NIST 800-53, OMB M-21-31, M-22-09, and CISA Zero Trust guidance. Now, public-sector entities can accelerate their data security programs and prepare for safe AI rollouts by adopting Varonis' platform to: Continuously discover and classify critical data like CUI; Identify and right-size access automatically and continuously; Detect advanced threats with AI-powered automation.
お知らせ • May 07Varonis Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2025Varonis Systems, Inc. provided earnings guidance for the second quarter and full year of 2025. For the quarter, the Company expects revenues of $145.0 million to $150.0 million, or year-over-year growth of 11% to 15%. For full year 2025, the Company now expects ARR of $742.0 million to $750.0 million, or year-over-year growth of 16% to 17%. Revenues of $610.0 million to $625.0 million, or year-over-year growth of 11% to 13%.
