Varonis Systems (VRNS) Change in Receivables (2013 - 2026)
Varonis Systems (VRNS) posted Change in Receivables of -$5.7 million for Q2 2026, up 93.36% on a QoQ basis from -$86.2 million in Q1 2026, and down 121.89% year-over-year from $26.1 million in Q2 2025.
Analysis
Varonis Systems (VRNS) Change in Receivables (2013 - 2026) Analysis & Trends
Varonis Systems has reported Change in Receivables for 14 years, with the latest figure at -$5.7 million in Q2 2026.
- On a quarterly basis, Change in Receivables fell 121.89% year-over-year to -$5.7 million in Q2 2026; TTM through Jun 2026 was -$368000.0, a 101.17% decrease from a year earlier, with the FY2025 full-year figure at $52.6 million, up 121.6% from the prior year.
- Change in Receivables was -$5.7 million for Q2 2026 at Varonis Systems, up from -$86.2 million in the prior quarter.
- The five-year high for Change in Receivables was $99.1 million in Q4 2025, with the low at -$86.2 million in Q1 2026.
- Average Change in Receivables over 5 years is $2.0 million, with a median of $7.6 million recorded in 2022.
- The sharpest annual moves came in 2022 and 2024: Change in Receivables surged 129.84% in 2022, then sank 143.27% in 2024.
- Over 5 years, Change in Receivables stood at $44.3 million in 2022, then surged by 31.02% to $58.0 million in 2023, then grew by 26.88% to $73.6 million in 2024, then jumped by 34.58% to $99.1 million in 2025, then plunged by 105.77% to -$5.7 million in 2026.
- The last three Change in Receivables figures came in at -$5.7 million (Q2 2026), -$86.2 million (Q1 2026), and $99.1 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Palo Alto Networks | 269.46 Bn | 266.34 Bn | 2.03 Bn | 423.00 Mn |
| 2 | CrowdStrike Holdings | 213.75 Bn | 208.74 Bn | 1.10 Bn | 104.65 Mn |
| 3 | Fortinet | 115.33 Bn | 111.27 Bn | 1.64 Bn | -29.90 Mn |
| 4 | Axon Enterprise | 40.70 Bn | 40.03 Bn | 546.45 Mn | 305.83 Mn |
| 5 | Zscaler | 25.94 Bn | 22.46 Bn | - | - |
| 6 | F5 | 22.10 Bn | 20.50 Bn | 711.51 Mn | 2.51 Mn |
| 7 | Rubrik | 18.86 Bn | 17.11 Bn | 335.12 Mn | 69.87 Mn |
| 8 | Gen Digital | 17.83 Bn | 17.27 Bn | 1.03 Bn | 13.00 Mn |
| 9 | Check Point Software Technologies | 14.27 Bn | 11.99 Bn | 574.10 Mn | -79.60 Mn |
| 10 | Varonis Systems | 5.21 Bn | 4.55 Bn | 135.51 Mn | -5.72 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -5.72 Mn |
| Mar 31, 2026 | -86.21 Mn |
| Dec 31, 2025 | 99.09 Mn |
| Sep 30, 2025 | -7.53 Mn |
| Jun 30, 2025 | 26.13 Mn |
| Mar 31, 2025 | -65.13 Mn |
| Dec 31, 2024 | 73.63 Mn |
| Sep 30, 2024 | -3.21 Mn |
| Jun 30, 2024 | 21.97 Mn |
| Mar 31, 2024 | -68.68 Mn |
| Dec 31, 2023 | 58.03 Mn |
| Sep 30, 2023 | 7.42 Mn |
| Jun 30, 2023 | 28.28 Mn |
| Mar 31, 2023 | -60.59 Mn |
| Dec 31, 2022 | 44.29 Mn |
| Sep 30, 2022 | 7.76 Mn |
| Jun 30, 2022 | 20.33 Mn |
| Mar 31, 2022 | -53.58 Mn |
| Dec 31, 2021 | 45.80 Mn |
| Sep 30, 2021 | 11.24 Mn |