异动解读 | Varonis Systems股价盘中暴跌37%，Q3业绩不及预期且下调全年指引

异动解读

Oct 29, 2025

数据安全服务提供商Varonis Systems（VRNS）今日股价遭遇重创，盘中暴跌37.08%，引发市场广泛关注。这一显著跌幅主要源于公司公布的第三季度业绩未达市场预期，以及下调了全年销售预期。

根据公司财报，Varonis Systems第三季度收入为1.616亿美元，低于分析师预期的1.6644亿美元，同比增长9.1%。调整后每股收益为0.06美元，符合预期但低于去年同期的0.10美元。公司首席执行官Yaki Faitelson解释称，业绩不佳主要是由于"在季度的最后几周，我们在联邦垂直领域和非联邦本地部署订阅业务中经历了较低的续订率"。

更令投资者担忧的是，Varonis Systems下调了2025年全年年度经常性收入（ARR）指引，预计为7.3亿美元至7.38亿美元，同比增长14%至15%。公司还发布了令人失望的第四季度指引，预计收入在1.65亿美元至1.71亿美元之间，低于分析师预期的1.71亿美元。尽管公司SaaS业务表现强劲，收入达到1.258亿美元，较去年同期大幅增长，但本地部署订阅业务的挑战显然对整体业绩造成了负面影响。为提振投资者信心，公司宣布了一项1.5亿美元的股份回购计划，预计将在未来12个月内完成。然而，这一措施似乎未能阻止股价的大幅下跌。

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