Varonis Systems (VRNS) Change in Receivables (2013 - 2026)

Varonis Systems' (VRNS) quarterly Change in Receivables came in at -$86.2 million in Q1 2026, down 32.36% year-on-year from -$127.5 million in Q1 2025, and down 187.0% quarter-over-quarter from $99.1 million in Q4 2025.

Varonis Systems (VRNS) Change in Receivables (2013 - 2026) Analysis & Trends

Varonis Systems' Change in Receivables history runs 14 years deep, the most recent figure standing at -$86.2 million for Q1 2026.

  • On a quarterly basis, Change in Receivables fell 32.36% year-over-year to -$86.2 million in Q1 2026; TTM through Mar 2026 was $31.5 million, a 15.46% increase from a year earlier, with the FY2025 full-year figure at $52.6 million, up 121.6% from the prior year.
  • Change in Receivables retreated to -$86.2 million in Q1 2026 per VRNS's latest filing, from $99.1 million in the prior quarter.
  • Across five years, Change in Receivables topped out at $99.1 million in Q4 2025 and bottomed at -$86.2 million in Q1 2026.
  • The 5-year median for Change in Receivables is $7.8 million (2022), against an average of $2.5 million.
  • Across the five-year window, Change in Receivables soared 129.84% in 2022 and slumped 143.27% in 2024, its largest moves.
  • Year by year, Change in Receivables stood at $44.3 million in 2022, then jumped by 31.02% to $58.0 million in 2023, then climbed by 26.88% to $73.6 million in 2024, then soared by 34.58% to $99.1 million in 2025, then tumbled by 187.0% to -$86.2 million in 2026.
  • Per Business Quant, the three latest VRNS Change in Receivables figures stand at -$86.2 million (Q1 2026), $99.1 million (Q4 2025), and -$7.5 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Receivables (Qtr)
1 Microsoft 2,930.45 Bn 2,806.01 Bn 56.06 Bn 4.71 Bn
2 PagSeguro Digital 2,676.93 Bn 2,676.93 Bn 358.92 Mn -58.72 Mn
3 Oracle 337.14 Bn 305.24 Bn - -11.00 Mn
4 Repay Holdings 333.62 Bn 333.48 Bn - -
5 Palantir Technologies 296.67 Bn 288.65 Bn 1.42 Bn 360.97 Mn
6 Palo Alto Networks 222.55 Bn 218.02 Bn 1.91 Bn 758.00 Mn
7 CrowdStrike Holdings 180.65 Bn 177.55 Bn 993.68 Mn 348.72 Mn
8 Fortinet 108.09 Bn 104.79 Bn 1.49 Bn -205.20 Mn
9 Cloudflare 93.52 Bn 92.58 Bn 455.60 Mn -1.40 Mn
10 Varonis Systems 4.74 Bn 4.52 Bn 131.56 Mn -86.21 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -86.21 Mn
Mar 31, 2026 -86.21 Mn
Dec 31, 2025 99.09 Mn
Dec 31, 2025 99.09 Mn
Sep 30, 2025 -7.53 Mn
Sep 30, 2025 -7.53 Mn
Jun 30, 2025 26.13 Mn
Jun 30, 2025 26.13 Mn
Mar 31, 2025 -65.13 Mn
Mar 31, 2025 -65.13 Mn
Dec 31, 2024 73.63 Mn
Dec 31, 2024 73.63 Mn
Sep 30, 2024 -3.21 Mn
Sep 30, 2024 -3.21 Mn
Jun 30, 2024 21.97 Mn
Jun 30, 2024 21.97 Mn
Mar 31, 2024 -68.68 Mn
Mar 31, 2024 -68.68 Mn
Dec 31, 2023 58.03 Mn
Dec 31, 2023 58.03 Mn