Varonis Systems (VRNS) Change in Receivables (2013 - 2026)
Varonis Systems (VRNS) recorded quarterly Change in Receivables of -$86.2 million in Q1 2026, down 187.0% quarter-over-quarter from $99.1 million in Q4 2025, and down 32.36% on a YoY basis from -$127.5 million in Q1 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.
- In Q1 2026, Change in Receivables fell 32.36% year-over-year to -$86.2 million; the TTM figure through Mar 2026 stood at $31.5 million (up 15.46% YoY), while the FY2025 annual figure was $52.6 million, up 121.6% from the prior year.
- Change in Receivables was -$86.2 million for Q1 2026 at Varonis Systems, down from $99.1 million in the prior quarter.
- In the past five years, Change in Receivables ranged from a high of $99.1 million in Q4 2025 to a low of -$86.2 million in Q1 2026.
- Historically, Change in Receivables has averaged $2.5 million across 5 years, with a median of $7.8 million in 2022.
- The sharpest annual moves came in 2022 and 2024: Change in Receivables jumped 129.84% in 2022, then slumped 143.27% in 2024.
- A 5-year view of Change in Receivables shows it 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 sank by 187.0% to -$86.2 million in 2026.
- The last three Change in Receivables figures came in at -$86.2 million (Q1 2026), $99.1 million (Q4 2025), and -$7.5 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,998.30 Bn | 2,920.03 Bn | 56.06 Bn | 4.71 Bn |
| 2 | Alarum Technologies | 1,040.72 Bn | 1,026.57 Bn | 7.23 Mn | 2.01 Bn |
| 3 | Oracle | 590.32 Bn | 551.74 Bn | 15.14 Bn | 1.30 Bn |
| 4 | Palantir Technologies | 316.31 Bn | 308.39 Bn | 1.42 Bn | 360.97 Mn |
| 5 | Palo Alto Networks | 181.17 Bn | 176.63 Bn | 1.91 Bn | 758.00 Mn |
| 6 | CrowdStrike Holdings | 161.69 Bn | 158.63 Bn | 993.68 Mn | 348.72 Mn |
| 7 | Fortinet | 102.35 Bn | 99.06 Bn | 1.49 Bn | -205.20 Mn |
| 8 | Synopsys | 88.25 Bn | 88.13 Bn | 1.77 Bn | 128.65 Mn |
| 9 | Cloudflare | 83.26 Bn | 82.32 Bn | 455.60 Mn | -1.40 Mn |
| 10 | Varonis Systems | 3.77 Bn | 3.55 Bn | 131.56 Mn | -86.21 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |