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Dec 31, 2024

Varonis Q4 2024 Earnings Report

Varonis announced its Q4 2024 and Full-Year 2024 financial results.

Key Takeaways

Varonis reported strong ARR growth, driven by SaaS and customer interest in Generative AI. SaaS ARR now represents a majority of total ARR. The company anticipates continued ARR growth and free cash flow improvement.

Annual recurring revenues grew 18% year-over-year.

SaaS ARR as a percentage of total ARR was approximately 53%.

Year-to-date cash from operations generated $115.2 million vs. $59.4 million last year.

Year-to-date free cash flow generated $108.5 million vs. $54.3 million last year.

Total Revenue
$159M
Previous year: $154M
+2.9%
EPS
$0.18
Previous year: $0.27
-33.3%
Annual Recurring Revenue
$0.53
Previous year: $17
-96.9%
Gross Profit
$132M
Previous year: $135M
-1.7%
Cash and Equivalents
$568M
Previous year: $534M
+6.5%
Free Cash Flow
$19.9M
Previous year: $8.29M
+140.2%
Total Assets
$1.66B
Previous year: $1.1B
+50.8%

Varonis

Varonis

Forward Guidance

The Company expects for the first quarter of 2025 and full year 2025