VRNS compared with ATEC: revenue, margins and what each company keeps, and the suppliers and customers both name

VRNSVaronis Systems Inc

Mkt capRevenueRevenue

ATECAlphatec Holdings, Inc.

Mkt capRevenueRevenue

Compare

VRNSVaronis Systems Inc

ATECAlphatec Holdings, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

VRNS: latest quarter is a loss; flow not drawable. ATEC: latest quarter is a loss; flow not drawable.Method ›

Price

rebased to 0%

VRNS, solidATEC, dashed

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only VRNS 1

CSPICSPcustomer

Shared 0

No shared counterparties.

Only ATEC 2

ACONAclarionsupplier

—Squadron Supplier Affiliateunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

VRNSVaronis Systems Inc

48.86▲+0.09%· post 48.86

Mkt cap$5.6BRevenue$180MQ2 FY26Revenue$624MFY25

ATECAlphatec Holdings, Inc.

7.04▼−38.08%· post 7.10

ClosedOct 30 '26

Mkt cap$1.1BRevenue$221MQ3 FY26Revenue$764MFY25

Compare

ClosedOct 30 '26

VRNSVaronis Systems Inc

ATECAlphatec Holdings, Inc.

48.86▲+0.09%post 48.86

Price

7.04▼−38.08%post 7.10

$5.6B

Mkt cap

$1.1B

Q2 FY26$180M

Revenue

$221MQ3 FY26

FY25$624M

Revenue

$764MFY25

VRNS48.86▲+0.09%vsATEC7.04▼−38.08%ClosedOct 30 '26