Varonis Systems (VRNS Quick QuoteVRNS - Free Report) reported $180.02 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 18.3%. EPS of $0.04 for the same period compares to $0.03 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $176.97 million, representing a surprise of +1.73%. The company delivered an EPS surprise of +300%, with the consensus EPS estimate being $0.01.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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:

• Revenues- Maintenance and Services: $4.13 million versus $4.47 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -70.3% change.
• Revenues- Term license subscriptions: $4.16 million versus $5.34 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -87.1% change.
• Revenues- SaaS: $171.73 million compared to the $167.64 million average estimate based on four analysts. The reported number represents a change of +62.2% year over year.

View all Key Company Metrics for Varonis here>>>

Shares of Varonis have returned +16.1% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.