Varonis Systems (VRNS Quick QuoteVRNS - Free Report) reported $189.46 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 17.3%. EPS of $0.09 for the same period compares to $0.06 a year ago.

The reported revenue represents a surprise of +1.36% over the Zacks Consensus Estimate of $186.93 million. With the consensus EPS estimate being $0.03, the EPS surprise was +200%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $3.12 million compared to the $3.51 million average estimate based on six analysts. The reported number represents a change of -71.5% year over year.
• Revenues- SaaS: $185.12 million versus $181.08 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +47.1% change.
• Revenues- Term license subscriptions: $1.22 million versus $3.28 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -95.1% change.

View all Key Company Metrics for Varonis here>>>

Shares of Varonis have returned +1.3% over the past month versus the Zacks S&P 500 composite's -2.3% 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.