数据安全服务提供商Varonis Systems（VRNS）今日盘前股价大幅下挫，跌幅高达31.75%，投资者对公司最新财报反应强烈。
根据公司公布的财报，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，虽然符合预期，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。
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