Varonis Systems, Inc.

NasdaqGS:VRNS Stock Report

Market Cap: US$3.9b

Varonis Systems Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Yaki Faitelson

Chief executive officer

US$14.5m

Total compensation

CEO salary percentage3.86%
CEO tenure22yrs
CEO ownership0.4%
Management average tenure7.8yrs
Board average tenure10.9yrs

Recent management updates

Recent updates

Varonis: Selloff Isn't A Bargain - Hold And Watch Margins

Oct 30

Some Confidence Is Lacking In Varonis Systems, Inc. (NASDAQ:VRNS) As Shares Slide 45%

Oct 30
Some Confidence Is Lacking In Varonis Systems, Inc. (NASDAQ:VRNS) As Shares Slide 45%

Subdued Growth No Barrier To Varonis Systems, Inc.'s (NASDAQ:VRNS) Price

Sep 02
Subdued Growth No Barrier To Varonis Systems, Inc.'s (NASDAQ:VRNS) Price

Does Varonis Systems (NASDAQ:VRNS) Have A Healthy Balance Sheet?

Jul 14
Does Varonis Systems (NASDAQ:VRNS) Have A Healthy Balance Sheet?

Estimating The Fair Value Of Varonis Systems, Inc. (NASDAQ:VRNS)

May 29
Estimating The Fair Value Of Varonis Systems, Inc. (NASDAQ:VRNS)

There's Reason For Concern Over Varonis Systems, Inc.'s (NASDAQ:VRNS) Price

Apr 28
There's Reason For Concern Over Varonis Systems, Inc.'s (NASDAQ:VRNS) Price

Varonis Systems (NASDAQ:VRNS) Is Carrying A Fair Bit Of Debt

Apr 07
Varonis Systems (NASDAQ:VRNS) Is Carrying A Fair Bit Of Debt
User avatar

Accelerated SaaS Transition And AI Demand Will Drive Customer Acquisition By 2025

Accelerated transition to a SaaS model boosts customer retention and sales efficiency, positively impacting revenue and cash flow.

Varonis: MDDR - Second Line Of Defense Plays Second Fiddle To Other Cybersecurity Functions

Feb 24

Varonis Systems: Share Price Weakness Is Not Due To Poor Demand

Feb 10

Analysts Are Updating Their Varonis Systems, Inc. (NASDAQ:VRNS) Estimates After Its Yearly Results

Feb 09
Analysts Are Updating Their Varonis Systems, Inc. (NASDAQ:VRNS) Estimates After Its Yearly Results

Investor Optimism Abounds Varonis Systems, Inc. (NASDAQ:VRNS) But Growth Is Lacking

Jan 21
Investor Optimism Abounds Varonis Systems, Inc. (NASDAQ:VRNS) But Growth Is Lacking

Varonis Systems, Inc.'s (NASDAQ:VRNS) Intrinsic Value Is Potentially 62% Above Its Share Price

Dec 31
Varonis Systems, Inc.'s (NASDAQ:VRNS) Intrinsic Value Is Potentially 62% Above Its Share Price

Varonis Systems: Price Drop Is An Attractive Entry Point As Fundamentals Remain Strong

Dec 15

Is Now The Time To Look At Buying Varonis Systems, Inc. (NASDAQ:VRNS)?

Dec 05
Is Now The Time To Look At Buying Varonis Systems, Inc. (NASDAQ:VRNS)?

Varonis Systems: 3 Factors That Make It A Buy

Oct 11

Varonis Systems, Inc.'s (NASDAQ:VRNS) Intrinsic Value Is Potentially 25% Below Its Share Price

Sep 23
Varonis Systems, Inc.'s (NASDAQ:VRNS) Intrinsic Value Is Potentially 25% Below Its Share Price

Varonis Systems, Inc.'s (NASDAQ:VRNS) Share Price Not Quite Adding Up

Aug 18
Varonis Systems, Inc.'s (NASDAQ:VRNS) Share Price Not Quite Adding Up

Varonis Systems: Firing On All Cylinders

Jul 31

Is It Too Late To Consider Buying Varonis Systems, Inc. (NASDAQ:VRNS)?

Jul 29
Is It Too Late To Consider Buying Varonis Systems, Inc. (NASDAQ:VRNS)?

Is Varonis Systems (NASDAQ:VRNS) Using Too Much Debt?

Jul 11
Is Varonis Systems (NASDAQ:VRNS) Using Too Much Debt?

Calculating The Fair Value Of Varonis Systems, Inc. (NASDAQ:VRNS)

May 31
Calculating The Fair Value Of Varonis Systems, Inc. (NASDAQ:VRNS)

Varonis Systems: SaaS Transition Going Well

May 29

When Should You Buy Varonis Systems, Inc. (NASDAQ:VRNS)?

Apr 24
When Should You Buy Varonis Systems, Inc. (NASDAQ:VRNS)?

CEO Compensation Analysis

How has Yaki Faitelson's remuneration changed compared to Varonis Systems's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

-US$115m

Jun 30 2025n/an/a

-US$103m

Mar 31 2025n/an/a

-US$91m

Dec 31 2024US$15mUS$560k

-US$96m

Sep 30 2024n/an/a

-US$84m

Jun 30 2024n/an/a

-US$88m

Mar 31 2024n/an/a

-US$103m

Dec 31 2023US$14mUS$560k

-US$101m

Sep 30 2023n/an/a

-US$111m

Jun 30 2023n/an/a

-US$116m

Mar 31 2023n/an/a

-US$114m

Dec 31 2022US$10mUS$560k

-US$125m

Sep 30 2022n/an/a

-US$139m

Jun 30 2022n/an/a

-US$133m

Mar 31 2022n/an/a

-US$130m

Dec 31 2021US$10mUS$560k

-US$117m

Sep 30 2021n/an/a

-US$111m

Jun 30 2021n/an/a

-US$107m

Mar 31 2021n/an/a

-US$98m

Dec 31 2020US$6mUS$532k

-US$94m

Sep 30 2020n/an/a

-US$90m

Jun 30 2020n/an/a

-US$87m

Mar 31 2020n/an/a

-US$88m

Dec 31 2019US$8mUS$560k

-US$79m

Compensation vs Market: Yaki 's total compensation ($USD14.50M) is above average for companies of similar size in the US market ($USD6.91M).

Compensation vs Earnings: Yaki 's compensation has increased whilst the company is unprofitable.


CEO

Yaki Faitelson (50 yo)

22yrs
Tenure
US$14,502,288
Compensation

Mr. Yakov Faitelson, also known as Yaki, Co-founded Varonis Systems, Inc. in 2004 and has been its Chairman, Chief Executive Officer and President since 2004. Mr. Faitelson is responsible for leading the m...


Leadership Team

NamePositionTenureCompensationOwnership
Yakov Faitelson
Co-Founder22yrsUS$14.50m0.44%
$ 17.0m
Ohad Korkus
Co-Founder & Director22yrsUS$227.50k0.097%
$ 3.8m
Guy Melamed
CFO & COO8.8yrsUS$6.63m0.082%
$ 3.2m
David Bass
Executive VP of Engineering & CTO7.8yrsUS$6.38m0.39%
$ 14.9m
Dov Gottlieb
VP, General Counsel & Corporate Secretary4.8yrsUS$2.71m0.067%
$ 2.6m
James O'Boyle
Vice Chairman of Sales20yrsUS$4.36m0.25%
$ 9.5m
Gilad Raz
Chief Information Officer & VP of Technical Services10.9yrsUS$4.66mno data
Tim Perz
Director of Investor Relations4yrsno datano data
Rob Sobers
Chief Marketing Officer3.9yrsno datano data
Dana Shahar-Gara
Chief Human Resources Officer7.7yrsno datano data
David Gibson
Senior Vice President of Strategic Programs3.9yrsno datano data
Brian Vecci
Field C.T.Ono datano datano data
7.8yrs
Average Tenure
49yo
Average Age

Experienced Management: VRNS's management team is seasoned and experienced (7.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Yakov Faitelson
Co-Founder22yrsUS$14.50m0.44%
$ 17.0m
Ohad Korkus
Co-Founder & Director18.1yrsUS$227.50k0.097%
$ 3.8m
Kevin Comolli
Independent Director21.1yrsUS$232.00k0.19%
$ 7.3m
Fred Van Den Bosch
Independent Director13yrsUS$231.00k0.11%
$ 4.1m
John Gavin
Lead Independent Director13yrsUS$266.00k0.22%
$ 8.5m
Thomas Mendoza
Independent Director10.6yrsUS$220.00k0.048%
$ 1.9m
Ofer Segev
Independent Director10.9yrsUS$227.50k0.064%
$ 2.5m
Rachel Prishkolnik
Independent Director4.7yrsUS$225.00k0.015%
$ 570.0k
Avrohom Kess
Independent Director4yrsUS$230.50k0.020%
$ 763.0k
Gili Iohan
Independent Director8.8yrsUS$232.50k0.016%
$ 631.9k
Carlos Aued
Independent Director4yrsUS$220.00k0.012%
$ 481.4k
10.9yrs
Average Tenure
65yo
Average Age

Experienced Board: VRNS's board of directors are seasoned and experienced ( 10.9 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/02 07:56
End of Day Share Price 2025/12/31 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Varonis Systems, Inc. is covered by 35 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Shrenik KothariBaird
Raimo LenschowBarclays
Saket KaliaBarclays