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
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