Varonis Systems (VRNS) Receivables - Net (2013 - 2026)
Varonis Systems' (VRNS) quarterly Receivables - Net came in at $156.6 million in Q1 2026, up 26.73% year-on-year from $123.6 million in Q1 2025, and down 35.5% quarter-over-quarter from $242.8 million in Q4 2025.
Varonis Systems (VRNS) Receivables - Net (2013 - 2026) Analysis & Trends
Varonis Systems' Receivables - Net history runs 14 years deep, the most recent figure standing at $156.6 million for Q1 2026.
- On a quarterly basis, Receivables - Net rose 26.73% year-over-year to $156.6 million in Q1 2026; TTM through Mar 2026 was $156.6 million, a 26.73% increase from a year earlier, with the FY2025 full-year figure at $242.8 million, up 25.92% from the prior year.
- Receivables - Net fell to $156.6 million in Q1 2026 per VRNS's latest filing, from $242.8 million in the prior quarter.
- Across five years, Receivables - Net topped out at $242.8 million in Q4 2025 and bottomed at $63.6 million in Q1 2022.
- The 5-year median for Receivables - Net is $122.4 million (2024), against an average of $128.5 million.
- Across the five-year window, Receivables - Net jumped 39.54% in 2022 and rose 7.31% in 2024, its largest moves.
- Year by year, Receivables - Net stood at $136.0 million in 2022, then grew by 24.37% to $169.1 million in 2023, then advanced by 14.02% to $192.8 million in 2024, then increased by 25.92% to $242.8 million in 2025, then sank by 35.5% to $156.6 million in 2026.
- Per Business Quant, the three latest VRNS Receivables - Net figures stand at $156.6 million (Q1 2026), $242.8 million (Q4 2025), and $142.6 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Microsoft | 2,895.32 Bn | 2,770.88 Bn | 56.06 Bn |
| 2 | PagSeguro Digital | 2,671.35 Bn | 2,671.35 Bn | 358.92 Mn |
| 3 | Repay Holdings | 344.36 Bn | 344.21 Bn | - |
| 4 | Oracle | 338.75 Bn | 306.86 Bn | - |
| 5 | Palantir Technologies | 297.09 Bn | 289.06 Bn | 1.42 Bn |
| 6 | Palo Alto Networks | 223.05 Bn | 218.51 Bn | 1.91 Bn |
| 7 | CrowdStrike Holdings | 184.01 Bn | 180.91 Bn | 993.68 Mn |
| 8 | Fortinet | 109.44 Bn | 106.15 Bn | 1.49 Bn |
| 9 | Cloudflare | 95.35 Bn | 94.40 Bn | 455.60 Mn |
| 10 | Varonis Systems | 4.78 Bn | 4.56 Bn | 131.56 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 156.62 Mn |
| Mar 31, 2026 | 156.62 Mn |
| Dec 31, 2025 | 242.82 Mn |
| Dec 31, 2025 | 242.82 Mn |
| Sep 30, 2025 | 142.63 Mn |
| Sep 30, 2025 | 142.63 Mn |
| Jun 30, 2025 | 149.70 Mn |
| Jun 30, 2025 | 149.70 Mn |
| Mar 31, 2025 | 123.58 Mn |
| Mar 31, 2025 | 123.58 Mn |
| Dec 31, 2024 | 192.83 Mn |
| Dec 31, 2024 | 192.83 Mn |
| Sep 30, 2024 | 119.20 Mn |
| Sep 30, 2024 | 119.20 Mn |
| Jun 30, 2024 | 122.41 Mn |
| Jun 30, 2024 | 122.41 Mn |
| Mar 31, 2024 | 100.44 Mn |
| Mar 31, 2024 | 100.44 Mn |
| Dec 31, 2023 | 169.12 Mn |
| Dec 31, 2023 | 169.12 Mn |