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Varonis Systems VRNS Increase (Decrease) In Deferred Commissions

Increase (Decrease) In Deferred Commissions at other companies

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Other financials

Income statement

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Revenue$180.0M+18.3%
Gross profit$135.5M+12.1%
Operating income-$40.6M-11.2%
Net income-$46.8M-30.7%
EPS (diluted)-$0.41-28.1%

Balance sheet

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Cash & equivalents$165.9M-16.7%
Total debt$75.1M-75.2%
Total equity$444.5M+30.2%
Total assets$1.7B+2.4%

Cash flow

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Operating cash flow$25.1M+17.5%
CapEx$4.4M+29.7%
Free cash flow$20.7M+15.2%

Valuation

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Market cap$4.87B-21.9%
Enterprise value$4.78B-24.6%
P/S7.1×-3.4×

Profitability

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Gross margin77.1%-4.4pp
Operating margin-22%+1.8pp
Net margin-20.5%+4.8pp
FCF margin17.7%-3.2pp

Returns & leverage

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Return on equity-36%+23.8pp
Debt / equity0.2×-0.7×
Current ratio1.6×+0.3×

Where this comes from

Reported directly by Varonis Systems in its filing.

Tagged under the XBRL concept vrns:IncreaseDecreaseInDeferredCommissions.

The source filing: Varonis Systems’s 10-Q, filed July 29, 2026. Open the filing →

Filed
Jul 29, 2026, 4:20 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-050630

FAQ

What is Varonis Systems's increase (decrease) in deferred commissions?
Varonis Systems (VRNS) reported increase (decrease) in deferred commissions of $21.55M in Q2 2026.
How has Varonis Systems's increase (decrease) in deferred commissions changed year-over-year?
Varonis Systems's increase (decrease) in deferred commissions decreased by 2.0% year-over-year, from $21.99M to $21.55M.
What is the long-term trend for Varonis Systems's increase (decrease) in deferred commissions?
Over 4 years (2021 to 2025), Varonis Systems's increase (decrease) in deferred commissions has grown at a 44.0% compound annual growth rate (CAGR), from $21.15M to $90.87M.
What does increase (decrease) in deferred commissions mean?
This reflects the net change in capitalized sales commissions that have been paid but not yet recognized as expense. An increase indicates aggressive sales growth or high customer acquisition costs, while a decrease suggests a shift in sales velocity or amortization catch-up. It is a key indicator of the cash intensity of the company's go-to-market strategy.

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