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Side-by-side financial comparison of Getty Images Holdings, Inc. (GETY) and VARONIS SYSTEMS INC (VRNS). Click either name above to swap in a different company.
Getty Images Holdings, Inc. is the larger business by last-quarter revenue ($282.3M vs $173.1M, roughly 1.6× VARONIS SYSTEMS INC). On growth, VARONIS SYSTEMS INC posted the faster year-over-year revenue change (26.9% vs 14.1%). VARONIS SYSTEMS INC produced more free cash flow last quarter ($49.0M vs $7.7M). Over the past eight quarters, VARONIS SYSTEMS INC's revenue compounded faster (15.2% CAGR vs 12.7%).
Getty Images Holdings, Inc. is a visual media company and supplier of stock images, editorial photography, video, and music for businesses and consumers, with a library of over 477 million assets. It targets three markets—creative professionals, the media, and corporate.
Varonis Systems, Inc. is a software company based in Miami, Florida with R&D offices in Herzliya, Israel. The company’s Data Security Platform analyzes data and data activity using the insights to identify data exposure risks stemming from access permissions and software-as-a-service (SaaS) app configurations, triggering automated remediation capabilities in response.
GETY vs VRNS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $282.3M | $173.1M |
| Net Profit | $-90.9M | — |
| Gross Margin | 74.8% | 76.0% |
| Operating Margin | -8.5% | -1.7% |
| Net Margin | -32.2% | — |
| Revenue YoY | 14.1% | 26.9% |
| Net Profit YoY | -467.6% | — |
| EPS (diluted) | $-0.22 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $173.1M | ||
| Q4 25 | $282.3M | $173.4M | ||
| Q3 25 | $240.0M | $161.6M | ||
| Q2 25 | $234.9M | $152.2M | ||
| Q1 25 | $224.1M | $136.4M | ||
| Q4 24 | $247.3M | $158.5M | ||
| Q3 24 | $240.5M | $148.1M | ||
| Q2 24 | $229.1M | $130.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-90.9M | $-27.8M | ||
| Q3 25 | $21.6M | $-29.9M | ||
| Q2 25 | $-34.4M | $-35.8M | ||
| Q1 25 | $-102.6M | $-35.8M | ||
| Q4 24 | $24.7M | $-13.0M | ||
| Q3 24 | $-2.5M | $-18.3M | ||
| Q2 24 | $3.7M | $-23.9M |
| Q1 26 | — | 76.0% | ||
| Q4 25 | 74.8% | 78.9% | ||
| Q3 25 | 73.2% | 78.2% | ||
| Q2 25 | 72.1% | 79.5% | ||
| Q1 25 | 73.1% | 78.7% | ||
| Q4 24 | 73.5% | 83.6% | ||
| Q3 24 | 73.4% | 83.8% | ||
| Q2 24 | 72.5% | 82.8% |
| Q1 26 | — | -1.7% | ||
| Q4 25 | -8.5% | -17.5% | ||
| Q3 25 | 18.8% | -22.2% | ||
| Q2 25 | 15.1% | -24.0% | ||
| Q1 25 | 12.2% | -32.1% | ||
| Q4 24 | 14.5% | -11.1% | ||
| Q3 24 | 23.9% | -16.0% | ||
| Q2 24 | 20.3% | -22.1% |
| Q1 26 | — | — | ||
| Q4 25 | -32.2% | -16.0% | ||
| Q3 25 | 9.0% | -18.5% | ||
| Q2 25 | -14.6% | -23.5% | ||
| Q1 25 | -45.8% | -26.2% | ||
| Q4 24 | 10.0% | -8.2% | ||
| Q3 24 | -1.1% | -12.4% | ||
| Q2 24 | 1.6% | -18.4% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.22 | $-0.23 | ||
| Q3 25 | $0.05 | $-0.26 | ||
| Q2 25 | $-0.08 | $-0.32 | ||
| Q1 25 | $-0.25 | $-0.32 | ||
| Q4 24 | $0.07 | $-0.12 | ||
| Q3 24 | $-0.01 | $-0.16 | ||
| Q2 24 | $0.01 | $-0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $90.2M | $179.3M |
| Total DebtLower is stronger | $1.3B | — |
| Stockholders' EquityBook value | $552.5M | $453.5M |
| Total Assets | $3.2B | $1.6B |
| Debt / EquityLower = less leverage | 2.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $179.3M | ||
| Q4 25 | $90.2M | $883.7M | ||
| Q3 25 | $109.5M | $671.3M | ||
| Q2 25 | $110.3M | $770.9M | ||
| Q1 25 | $114.6M | $567.6M | ||
| Q4 24 | $121.2M | $529.0M | ||
| Q3 24 | $109.9M | $844.8M | ||
| Q2 24 | $121.7M | $582.5M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
| Q1 26 | — | $453.5M | ||
| Q4 25 | $552.5M | $598.7M | ||
| Q3 25 | $634.6M | $604.8M | ||
| Q2 25 | $611.2M | $341.5M | ||
| Q1 25 | $593.0M | $367.7M | ||
| Q4 24 | $670.2M | $455.7M | ||
| Q3 24 | $683.4M | $428.6M | ||
| Q2 24 | $654.0M | $458.6M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.2B | $1.8B | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.6B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | — | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 2.21× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 1.97× | — | ||
| Q2 24 | 2.06× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $20.6M | $55.0M |
| Free Cash FlowOCF − Capex | $7.7M | $49.0M |
| FCF MarginFCF / Revenue | 2.7% | 28.3% |
| Capex IntensityCapex / Revenue | 4.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $5.7M | $118.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.0M | ||
| Q4 25 | $20.6M | $24.7M | ||
| Q3 25 | $22.6M | $33.4M | ||
| Q2 25 | $6.5M | $21.3M | ||
| Q1 25 | $15.4M | $68.0M | ||
| Q4 24 | $39.7M | $24.3M | ||
| Q3 24 | $10.7M | $22.5M | ||
| Q2 24 | $46.4M | $11.7M |
| Q1 26 | — | $49.0M | ||
| Q4 25 | $7.7M | $20.7M | ||
| Q3 25 | $7.9M | $30.4M | ||
| Q2 25 | $-9.6M | $18.0M | ||
| Q1 25 | $-322.0K | $65.7M | ||
| Q4 24 | $24.6M | $19.9M | ||
| Q3 24 | $-1.8M | $21.3M | ||
| Q2 24 | $31.1M | $10.9M |
| Q1 26 | — | 28.3% | ||
| Q4 25 | 2.7% | 12.0% | ||
| Q3 25 | 3.3% | 18.8% | ||
| Q2 25 | -4.1% | 11.8% | ||
| Q1 25 | -0.1% | 48.1% | ||
| Q4 24 | 9.9% | 12.6% | ||
| Q3 24 | -0.8% | 14.4% | ||
| Q2 24 | 13.6% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 2.3% | ||
| Q3 25 | 6.1% | 1.8% | ||
| Q2 25 | 6.9% | 2.2% | ||
| Q1 25 | 7.0% | 1.7% | ||
| Q4 24 | 6.1% | 2.7% | ||
| Q3 24 | 5.2% | 0.8% | ||
| Q2 24 | 6.7% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 12.59× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GETY
| Creative | $149.0M | 53% |
| Editorial | $109.4M | 39% |
| Other | $23.9M | 8% |
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
