QLYS
Qualys, Inc.143.57
-1.33-0.92%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Agent Val edges rivals; growth steady.
Q&A reinforces the prepared 7-8% revenue growth guide and steady NDER, but elaborates Agent Val's exploit confirmation slashes false positives and IT hours versus rivals' theoretical scores. Positive QFlex beta aids ETM adoption at customer pace; mROC partners launch services for upsell leverage. Competition like ServiceNow/Armis dismissed for lacking integrated patching. ETM POCs encourage early, yet too soon for inflection—watch Q1 2026 update. Management stays measured on acceleration.
Key Stats
Market Cap
5.18BP/E (TTM)
27.82Basic EPS (TTM)
5.16Dividend Yield
0%Recent Filings
10-K
FY2025 results
Qualys grew revenues 10% to $669M in FY2025 ended December 31, 2025, from $608M in 2024, with 76% from existing customers and partners driving 80% of the gain. Q4 momentum showed through steady net dollar expansion at 103%, while gross margins held at 83% despite cost pressures. Operating income rose to $222M (33% margin) on tight expense control, funding $183M in share repurchases that trimmed shares 4%. Cash hit $697M with $309M operating cash flow. Quarterly results vary, risking stock volatility.
8-K
Qualys Q4 revenue up 10%
8-K
Q3 revenues up 10%
10-Q
Q3 FY2025 results
Qualys posted Q3 revenue of $169.9M, up 10% y/y from $153.9M, with gross margin expanding to 83.7% from 81.3% as cost of revenues dipped 4%. Operating income hit $60.0M (up 33% y/y), diluted EPS $1.39 (up 12%), fueled by steady direct/partner balance while foreign sales drove 60% of growth. Cash from operations tallied $233.7M YTD; $664M in cash/marketables funds $205M buyback capacity—no debt. Repurchased 366K shares in quarter. Solid momentum, yet sales cycles stretch amid economic pressures.
8-K
Qualys Q2 revenue up 10%
Qualys reported Q2 2025 revenues of $164.1 million, up 10% year-over-year, with GAAP net income of $47.3 million and operating income of $51.4 million. Strong margins held at 82% GAAP gross, but operating cash flow dropped 32% to $33.8 million. Raised full-year revenue guidance to $656-$662 million. New mROC partners boost risk management adoption.
IPO
Website
Employees
Sector
Industry
CALX
Calix, Inc
54.18+0.19
CRWD
CrowdStrike Holdings, Inc.
488.53+1.06
FTNT
Fortinet, Inc.
82.47+0.95
PANW
Palo Alto Networks, Inc.
187.09+1.21
RDWR
Radware Ltd.
23.43-0.33
RPD
Rapid7, Inc.
15.71+0.01
TENB
Tenable Holdings, Inc.
24.67-0.08
UIS
Unisys Corporation New
2.84-0.04
VRNS
Varonis Systems, Inc.
33.16+0.16
ZS
Zscaler, Inc.
232.78+2.47