Varonis第三季度营收1.895亿美元：SaaS年化收入同比增42%至7.746亿美元
数据与超级智能（SI）安全公司 Varonis Systems（纳斯达克：VRNS）11月3日公布截至2026年9月30日的第三季度财报。公司第三季度总营收为1.895亿美元，上年同期为1.616亿美元。
收入结构显示客户正加速转向其 SaaS 平台：SaaS 收入达1.851亿美元，上年同期为1.258亿美元；期限许可订阅收入降至120万美元，上年同期为2,480万美元；维护与服务收入降至310万美元，上年同期为1,090万美元，公司称这两项下滑主要由客户转用 SaaS 平台所致。
盈利方面，公司第三季度 GAAP 营业亏损为4,770万美元，上年同期亏损3,590万美元；非 GAAP 营业利润为760万美元，上年同期为20万美元。GAAP 净亏损为4,165万美元，每股亏损0.36美元，上年同期净亏损2,994万美元、每股亏损0.26美元。
关键指标方面，截至第三季度末，公司 SaaS 年化经常性收入（ARR）为7.746亿美元，同比增长42%，剔除客户转换因素后同比增长24%。公司持有的现金及现金等价物、短期存款与长短期有价证券合计9.378亿美元。2026年前九个月，公司经营活动产生现金1.083亿美元，自由现金流为9,480万美元。
公司表示，鉴于 Proofpoint 对其收购交易尚待完成，Varonis 不提供前瞻业绩指引，也不会就第三季度财报举行电话会议或网络直播。Proofpoint 为私募机构 Thoma Bravo 的组合公司，双方合并协议于2026年10月15日签署；Proofpoint 此前已宣布以63亿美元全现金收购 Varonis。
Varonis 的平台为机构提供对其关键数据的自动可见性与管控，并配有全天候托管检测与响应服务，全球有数千家机构使用其服务。
（来源：Varonis Systems）
Varonis Q3 Revenue Rises to $189.5 Million as SaaS ARR Grows 42% to $774.6 Million
Varonis Systems, Inc. (Nasdaq: VRNS), a data and super intelligence (SI) security company, on November 3 announced financial results for the third quarter ended September 30, 2026. Total revenues were $189.5 million, compared with $161.6 million in the third quarter of 2025.
The revenue mix shows customers converting to its SaaS platform: SaaS revenues were $185.1 million, compared with $125.8 million a year earlier, while term license subscription revenues fell to $1.2 million from $24.8 million and maintenance and services revenues fell to $3.1 million from $10.9 million, with the vast majority of both declines driven by customers converting to the SaaS platform.
On profitability, the GAAP operating loss was $47.7 million, compared with a $35.9 million loss a year earlier, while non-GAAP operating income was $7.6 million, compared with $0.2 million. The GAAP net loss was $41.6 million, or $0.36 per share, compared with a net loss of $29.9 million, or $0.26 per share, a year earlier.
SaaS annual recurring revenue (ARR) was $774.6 million at the end of the quarter, up 42% year over year and up 24% excluding conversions. The company held $937.8 million in cash and cash equivalents, short-term deposits and short-term and long-term marketable securities. During the first nine months of 2026, Varonis generated $108.3 million of cash from operations and $94.8 million of free cash flow.
In light of the pending acquisition by Proofpoint, a portfolio company of Thoma Bravo, Varonis will not provide forward-looking guidance and will not conduct an earnings conference call or webcast for the quarter. The merger agreement was signed on October 15, 2026; Proofpoint previously announced its $6.3 billion all-cash acquisition of Varonis.
The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives, backed by round-the-clock managed detection and response, and is used by thousands of organizations worldwide.
(Source: Varonis Systems)
来源：Varonis Systems
发布：GSM·美国（发布链接）
图片来源：图：数据中心服务器机房（资料图）。Florian Hirzinger 摄，CC BY-SA 3.0，经 Wikimedia Commons。 / Photo: A data center server hall (file photo). By Florian Hirzinger, CC BY-SA 3.0, via Wikimedia Commons.
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