Varonis Systems, Inc. (VRNS) Q2 2026 Earnings Call Transcript

Varonis Systems, Inc. (VRNS) Q2 2026 Earnings Call July 28, 2026 4:30 PM EDT

Company Participants

Tim Perz - Vice President of Investor Relations

Yakov Faitelson - Co-Founder, Chairman, CEO & President

Guy Melamed - CFO & COO

Conference Call Participants

Saket Kalia - Barclays Bank PLC, Research Division

Matthew Hedberg - RBC Capital Markets, Research Division

Meta Marshall - Morgan Stanley, Research Division

Brian Essex - JPMorgan Chase & Co, Research Division

Robbie Owens - Piper Sandler & Co., Research Division

Roger Boyd - UBS Investment Bank, Research Division

Jason Ader - William Blair & Company L.L.C., Research Division

Shaul Eyal - TD Cowen, Research Division

Joshua Tilton - Wolfe Research, LLC

Michael Cikos - Needham & Company, LLC, Research Division

Rudy Kessinger - D.A. Davidson & Co., Research Division

Richard Poland - Wells Fargo Securities, LLC, Research Division

Jonathan Ruykhaver - Cantor Fitzgerald & Co., Research Division

Todd Weller - Stephens Inc., Research Division

Joseph Gallo - Jefferies LLC, Research Division

Fatima Boolani - Citigroup Inc., Research Division

Erik Suppiger - B. Riley Securities, Inc., Research Division

Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division

Junaid Siddiqui - Truist Securities, Inc., Research Division

Presentation Operator Greetings, and welcome to the Varonis Systems, Inc. Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Tim Perz, Investor Relations. Thank you. You may begin. Tim Perz Vice President of Investor Relations Thank you, operator. Good afternoon. Thank you for joining us today to review Varonis second quarter 2026 financial results. With me on the call today are Yakov Faitelson, Chief Executive Officer; and Guy Melamed, Chief Financial Officer and Chief Operating Officer of Varonis. After preliminary remarks, we will open the call to a question-and-answer session. During this call, we may make statements related to our business that would be considered