Qualys Inc
QLYS
ISIN null / Valor 19549949
Qualys Inc
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About company
Qualys Inc, founded in 1999, is a pioneering firm in the Software as a Service (SaaS) security sector, leveraging its early entry into cloud-based security to establish itself as a key player in the cybersecurity landscape. The company has formed strategic partnerships with major cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform, as well as with a wide array of managed service providers and consulting organizations including Accenture, BT, and IBM, among others. This network of partnerships underscores Qualys' integral role in the cybersecurity ecosystem, providing a broad security product portfolio that addresses a range of digital security needs. Under the leadership of industry veterans like CEO Sumedh Thakar, who has been with the company since 2003, Qualys has focused on developing and enhancing its offerings to help organizations navigate the complexities of securing their digital assets in the cloud era. The company's executive team, with extensive experience across cybersecurity disciplines, drives innovation and operational excellence, ensuring Qualys remains at the forefront of the industry in providing scalable, cloud-based security solutions.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (15.05.2026):
Qualys, Inc.'s fourth quarter of 2025 results delivered solid top-line and profit growth: Q4 revenue was $175.3 million, up 10% year‑over‑year, with GAAP net income of $53.2 million ($1.47 diluted) and non‑GAAP net income of $67.7 million ($1.87 diluted); Adjusted EBITDA was $82.6 million. The company also raised its share repurchase program by $200 million and provided guidance for Q1 and full‑year 2026.
Revenue
Q4 2025 revenue: $175.3M, +10% YoY. Full‑year 2025 revenue: $669.1M, +10% YoY.
Profitability & Margins
Q4 GAAP net income: $53.2M ($1.47 diluted); non‑GAAP net income: $67.7M ($1.87). GAAP gross margin was 83% (Q4), non‑GAAP gross margin 85%. GAAP operating income was 34% of revenue; non‑GAAP operating income was 46% of revenue.
Adjusted EBITDA & Cash Flow
Q4 Adjusted EBITDA: $82.6M (47% of revenue). Q4 operating cash flow: $75.7M, +59% YoY (43% of revenue). Full‑year 2025 operating cash flow: $309.4M, +27% YoY (46% of revenue).
Guidance (2026)
Q1 2026 revenue guidance: $172.5M–$174.5M (+8% to +9% YoY). Q1 GAAP EPS: $1.29–$1.36; non‑GAAP EPS: $1.76–$1.83 (assumes ~36.0M diluted shares). Full‑year 2026 revenue guidance: $717M–$725M (+7% to +8%). Full‑year GAAP EPS: $5.20–$5.48; non‑GAAP EPS: $7.17–$7.45 (assumes ~35.4M diluted shares).
Capital Return
Qualys increased its share repurchase program by $200 million, signaling continued focus on returning capital to shareholders.
Product & Business Developments
Key product moves in 2025 included Enterprise TruRisk Management enhancements (ETM Identity, TruLens, TruConfirm), an agentic AI agent marketplace, TotalAppSec launch, ServiceNow integration for container security, and FedRAMP High authorization for GovCloud—supporting expansion into large federal and enterprise customers.
Market Recognition
Qualys received multiple industry recognitions in 2025 (GigaOm, Gartner Magic Quadrant, IDC, KuppingerCole, SC Awards, Pwnie Awards), underscoring its positioning in exposure management and cloud security categories.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
4015 M
Market cap (USD)
979,315
Daily traded volume (Shares)
140.76 / 137.43
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
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