Varonis Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 05, 2026 / 05:15PM GMT

Release Date Price: €20.45 (+1.64%)

Transcript

Meta Marshall

Morgan Stanley & Co Ltd - Analyst

All right. Welcome, everybody. While we get situated, I'll read the disclosures real quick. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

I'm Meta Marshall. I cover cybersecurity here at Morgan Stanley. We're delighted to have Varonis, Guy Melamed, CFO; Brian Vecci, CTO.

Questions & Answers

Meta Marshall

Morgan Stanley & Co Ltd - Analyst

All right. Perfect. Maybe just to kind of start with in terms of -- just those who are kind of less familiar with Varonis or kind of data security in general, just kind of giving an overview of the company.

Brian Vecci Varonis Systems Inc;Field CTO

So where I'd start is almost all aspects of cybersecurity touches on data. Nobody breaks into a bank to steal the pens, they're after money. Nobody gets access to an account, an identity,

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