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 (20.11.2025):
Qualys, Inc. reported results for the second quarter of 2025 (Q2 2025): revenue of $164.1 million (up 10% year‑over‑year), GAAP net income of $47.3 million ($1.29 diluted EPS), non‑GAAP net income of $61.2 million ($1.68 diluted EPS), and Adjusted EBITDA of $73.4 million. The company raised its full‑year 2025 revenue guidance and provided Q3 and full‑year EPS ranges while noting a sizeable decline in operating cash flow versus last year.
Revenue
Q2 2025 revenue was $164.1M, a 10% increase versus Q2 2024 ($148.7M). Management expects Q3 2025 revenue of $164.5M–$167.5M (7%–9% Y/Y) and raised full‑year 2025 revenue guidance to $656.0M–$662.0M (8%–9% Y/Y).
Profitability & margins
GAAP gross profit was $135.2M (GAAP gross margin 82%, unchanged Y/Y). Non‑GAAP gross profit was $137.8M (non‑GAAP margin 84%, unchanged Y/Y). GAAP operating income was $51.4M (31% of revenue) and non‑GAAP operating income was $70.1M (43% of revenue).
Net income & EPS
GAAP net income rose to $47.3M, or $1.29 per diluted share (Q2 2024: $43.8M, $1.17). Non‑GAAP net income was $61.2M, or $1.68 per diluted share (Q2 2024: $56.9M, $1.52).
Adjusted EBITDA & cash flow
Adjusted EBITDA was $73.4M (45% of revenue), up 5% Y/Y but with a margin modestly below last year (47%). Operating cash flow fell 32% to $33.8M (21% of revenue vs. 34% in Q2 2024), a notable cash‑flow softness to monitor.
Guidance
Q3 2025 GAAP EPS is guided to $1.00–$1.10 (assumes 26% tax rate) and non‑GAAP EPS $1.50–$1.60 (21% non‑GAAP tax rate), based on ~36.3M diluted shares. Full‑year 2025 GAAP EPS guidance is $4.47–$4.77 and non‑GAAP EPS $6.20–$6.50, based on ~36.4M diluted shares; non‑GAAP reconciliations are not provided.
Business & product highlights
Q2 2025 saw product and go‑to‑market progress: FedRAMP High authorization for government use, inaugural managed ROC (mROC) alliance partners, expanded AI/MLOps security in TotalAI, Policy Audit enhancements, and industry recognition (KuppingerCole and SC Awards Europe).
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
4987 M
Market cap (USD)
388,607
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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