VARONIS SYSTEMS INC

Varonis Systems, Inc. announced the launch of Agent Intent-Based Access Control (IBAC), a new capability within its Varonis Atlas platform. This innovation allows businesses to securely connect AI agents to their enterprise data by implementing safeguards that prevent dangerous or out-of-policy actions. Agent IBAC addresses the risks associated with AI agents needing broad data access by checking consistency with assigned instructions, detecting intent drift, and offering features like session evaluation, quarantine, and human-in-the-loop approvals.

Varonis Systems Inc. reported Q2 2026 revenues of $180.0 million, an increase from $152.2 million in Q2 2025, but net loss widened to $(46.8) million from $(35.8) million in the prior year. For the six months ended June 30, 2026, revenues reached $353.1 million, with a net loss of $(83.7) million. The company also noted ongoing legal proceedings, including a securities class action and a shareholder derivative action.

Varonis Systems, Inc. reported strong second-quarter 2026 financial results, with total SaaS Annual Recurring Revenue (ARR) increasing 52% year-over-year to $726.0 million. Total revenues reached $180.0 million, an 18.3% increase from the prior year. The company also achieved non-GAAP operating income of $3.7 million, a significant improvement from a loss in Q2 2025, and raised its full-year 2026 outlook for SaaS ARR growth.

Varonis Systems, Inc. announced strong financial results for the second quarter ended June 30, 2026, with SaaS ARR excluding conversions growing 25% year-over-year and total SaaS ARR reaching $726.0 million, up 52% year-over-year. Total revenues for the quarter were $180.0 million, and the company achieved a non-GAAP operating income of $3.7 million, a significant improvement from a loss in the prior year. Driven by healthy new logo momentum and strong demand for data and AI security, Varonis raised its full-year 2026 outlook for SaaS ARR excluding conversions growth to 20-21% at the midpoint.

Varonis Systems, Inc. announced its participation in Black Hat USA 2026 and DEF CON 34 in August. The company will showcase its AI and data security solutions, host Varonis Threat Labs sessions, and feature an interactive CTF called 'Breach at the Beach'. Varonis experts will deliver multiple presentations on AI-native attacks, AI agent risks, and novel attack techniques against cloud infrastructure, including Microsoft 365 Copilot, AWS Bedrock, and GCP Dataflow.

Varonis Systems, Inc. announced it will release its second-quarter 2026 financial results after the U.S. financial markets close on Tuesday, July 28, 2026. The company will host a conference call on the same day at 4:30 p.m. ET to discuss these results. Details for accessing the call, including dial-in numbers and a webcast link, were provided.

Varonis Systems, Inc. announced that its Atlas platform now supports Cursor, an AI-native coding tool. This integration provides runtime enforcement, threat detection, and full session forensics for Cursor, enhancing security across the agentic development lifecycle. Varonis Atlas aims to secure sensitive data such as source code, credentials, and API keys, and monitor agent activity for risky actions, extending its coverage to other AI-native IDEs like Claude Code and GitHub Copilot.

Varonis Systems, Inc. announced its recognition as a Gartner Peer Insights Customers’ Choice for Data Security Posture Management (DSPM) for the third consecutive year, making it the only company to achieve this distinction. The company exceeded market averages for Overall Experience and User Interest and Adoption, with 97% of customers recommending Varonis and high ratings across product capabilities, sales, deployment, and support. This recognition highlights Varonis's role in securing data for AI adoption.

Varonis Systems, Inc. stockholders approved an increase of 6,402,279 shares for issuance under the 2023 Omnibus Equity Incentive Plan at the 2026 Annual Meeting. Stockholders also elected four directors to the Board, approved the company's executive compensation on an advisory basis, and ratified the appointment of Kost Forer Gabbay & Kasierer as the independent auditor for fiscal year 2026.

Varonis Systems, Inc. announced its participation in Infosecurity Europe 2026, taking place from June 2–4 at Excel London. The data and AI security leader will be at Stand C84, offering presentations and live demonstrations focused on securing AI systems, including applying real-time guardrails and testing for prompt injection. The event will feature three expert sessions by Varonis leaders and an exclusive lunch panel discussing AI's impact on cybersecurity.