For the quarter ended September 2025, Varonis Systems (VRNS Quick QuoteVRNS - Free Report) reported revenue of $161.58 million, up 9.1% over the same period last year. EPS came in at $0.06, compared to $0.10 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $166.08 million, representing a surprise of -2.71%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.06.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Varonis performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Annual Recurring Revenues: $718.6 million versus $721.1 million estimated by six analysts on average.
• Revenues- Maintenance and Services: $10.94 million versus $13.8 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -49.1% change.
• Revenues- Term license subscriptions: $24.81 million compared to the $28.88 million average estimate based on three analysts. The reported number represents a change of -63.9% year over year.
• Revenues- SaaS: $125.82 million versus the three-analyst average estimate of $125.82 million. The reported number represents a year-over-year change of +117.7%.

View all Key Company Metrics for Varonis here>>>

Shares of Varonis have returned +5.7% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.