What is Varonis Systems's change in AR?

Varonis Systems (VRNS) reported change in AR of -$86.21M in Q1 2026.

How has Varonis Systems's change in AR changed year-over-year?

Varonis Systems's change in AR decreased by 32.4% year-over-year, from -$65.13M to -$86.21M.

What does change in AR mean?

Increase or decrease in amounts owed by customers — the primary working capital driver for many businesses.

Varonis Systems VRNS Change in AR

Change in AR at other companies

MicrosoftMSFT

$4.71B+91.3%

Palo Alto Networks, Inc.PANW

-$1.62B-9.2%

CrowdStrike Holdings, Inc.CRWD

-$428.83M-34.1%

AvePoint, Inc.AVPT

-$23.25M-153%

RubrikRBRK

-$57.43M-377%

NTS

Netskope, Inc. Class A Common StockNTSK

-$22.15M+72.2%

Other financials

Income statement

See full

Revenue$173.1M+26.9%

Gross profit$131.6M+22.5%

Operating income-$44.5M-1.6%

Net income-$36.9M-3.0%

EPS (diluted)-$0.320.0%

Balance sheet

See full

Cash & equivalents$179.3M+17.1%

Total debt$69.4M-77.0%

Total equity$453.5M+23.3%

Total assets$1.6B+3.6%

Cash flow

See full

Operating cash flow$55.0M-19.1%

CapEx$5.0M+113%

Free cash flow$50.1M-23.7%

Valuation

See full

Market cap$4.02B-44.6%

Profitability

See full

Gross margin78.1%-4.2pp

Operating margin-22.3%+3.1pp

Net margin-19.7%+6.4pp

FCF margin18.1%-2.5pp

Returns & leverage

See full

Return on equity-31.8%+24.0pp

Debt / equity0.2×-0.7×

Current ratio1.7×+0.5×

Where this comes from

Reported directly by Varonis Systems in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInAccountsReceivable.

The official record: Varonis Systems’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

Ask your AI about Varonis Systems's change in ar.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Varonis Systems's change in AR?: Varonis Systems (VRNS) reported change in AR of -$86.21M in Q1 2026.
How has Varonis Systems's change in AR changed year-over-year?: Varonis Systems's change in AR decreased by 32.4% year-over-year, from -$65.13M to -$86.21M.
What does change in AR mean?: Increase or decrease in amounts owed by customers — the primary working capital driver for many businesses.