Varonis Systems Inc (MEX:VRNS)
MXN 424.59 (0%) Market Cap: 81.06 Bil Enterprise Value: 76.24 Bil PE Ratio: 0 PB Ratio: 10.18 GF Score: 74/100

Varonis Systems Inc at JPMorgan Global Technology, Media and Communications Conference Transcript

May 19, 2026 / 02:05PM GMT
Release Date Price: MXN424.59
Brian Essex
JPMorgan Chase & Co - Analyst

All right. Good morning, everyone. Thank you for joining us. My name is Brian Essex. I'm JPMorgan's mid-cap large-cap software analyst. With me today, I'm very happy to have ones. We have Guy Melamed, the CFO and COO. And then we have David Gibson, SVP of Strategic Programs on the end here.

David Gibson Varonis Systems Inc;Senior Vice President;Strategic Programs

Good morning.

Brian Essex
JPMorgan Chase & Co - Analyst

David, thank you for joining us. We appreciate it.

Guy Melamed
Varonis Systems Inc - Chief Financial Officer, Chief Operating Officer

Thanks for having us.

Brian Essex
JPMorgan Chase & Co - Analyst

Maybe a great place to kick off is on the results of the quarter. Would love to understand maybe just a quick summary in terms of like where the outperformance came from? And how are you managing the outlook given what we've seen in 1Q

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot