Varonis收购SlashNext，更新第三季度和年度指导

2025-09-02 21:45

Varonis Systems (NASDAQ:VRNS) on Tuesday announced the acquisition of AI-native email security provider SlashNext.
The company also updated its guidance to reflect the incremental expenses associated with the acquisition of SlashNext.
For the third quarter of 2025, the company now expects revenues of $163 million to $168 million, or year-over-year growth of 10% to 13%.
Non-GAAP operating income of $1.0 million to $4.0 million.
Non-GAAP net income per diluted share in the range of $0.04 to $0.06, based on 134.0 million diluted shares outstanding.
For full year 2025, the company now expects ARR of $748.0 million to $754.0 million, or year-over-year growth of 17%.
Free cash flow of $120.0 million to $125.0 million.
Revenues of $616.0 million to $628.0 million, or year-over-year growth of 12% to 14%.
Non-GAAP operating loss of ($7.0) million to ($2.0) million.
Non-GAAP net income per diluted share in the range of $0.11 to $0.12, based on 134.7 million diluted shares outstanding.
VRNS is -1.3% to $58.25.
Consensus for Q3 revenue is $166.43M and EPS is $0.08, while consensus for FY25 is $626.01M and EPS is $0.17.
Source: Press Release

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