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| 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 |