QLYS
Qualys·NASDAQ
--
--(--)
--
--(--)
QLYS fundamentals
Qualys (QLYS) released its earnings on Feb 5, 2026: revenue was 175.28M (YoY +10.11%), beat estimates; EPS was 1.87 (YoY +16.88%), beat estimates.
Revenue / YoY
175.28M
+10.11%
EPS / YoY
1.87
+16.88%
Report date
Feb 5, 2026
QLYS Earnings Call Summary for Q4,2025
- Innovative Growth: 10% revenue growth in 2025 driven by ETM adoption, with Q4 revenue up 10% YoY. Federal business expanded 15% YoY, fueled by FedRAMP High certification.
- AI-Driven Differentiation: Agentic AI agents (e.g., Agent Val) confirm exploitability and automate remediation, reducing time-to-remediation from 63 days to near-zero.
- Profitability and Buybacks: 2025 free cash flow of $304.4 million (45% of revenue) supported $1.2 billion in shareholder returns. 2026 guidance includes $200 million share buyback authorization.
- Strategic Partnerships: mROC partners are launching AI-powered risk management services, driving 17% YoY growth in channel revenue.
- Patch Management Leadership: 140 million patches deployed in 2025, with GigaOm naming Qualys #1 in Patch Management.
EPS
Actual | 0.65 | 0.74 | 0.77 | 0.71 | 0.74 | 0.79 | 0.86 | 0.84 | 0.89 | 0.89 | 0.94 | 1.01 | 1.09 | 1.27 | 1.51 | 1.4 | 1.45 | 1.52 | 1.56 | 1.6 | 1.67 | 1.68 | 1.86 | 1.87 | ||||||||||
Forecast | 0.6013 | 0.6356 | 0.666 | 0.7023 | 0.6847 | 0.6793 | 0.7915 | 0.7957 | 0.7973 | 0.7925 | 0.8636 | 0.9018 | 0.9613 | 1.0206 | 1.1403 | 1.2491 | 1.3059 | 1.3587 | 1.3434 | 1.3718 | 1.4633 | 1.4821 | 1.561 | 1.7823 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +8.10% | +16.43% | +15.62% | +1.10% | +8.08% | +16.30% | +8.65% | +5.57% | +11.63% | +12.30% | +8.85% | +12.00% | +13.39% | +24.44% | +32.42% | +12.08% | +11.03% | +11.87% | +16.12% | +16.64% | +14.13% | +13.35% | +19.15% | +4.92% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 86.26M | 88.83M | 93.07M | 94.80M | 96.76M | 99.70M | 104.90M | 109.78M | 113.42M | 119.89M | 125.56M | 130.85M | 130.68M | 137.21M | 142.00M | 144.57M | 145.81M | 148.71M | 153.87M | 159.19M | 159.90M | 164.06M | 169.88M | 175.28M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 85.71M | 88.17M | 91.97M | 94.54M | 95.21M | 99.00M | 104.11M | 108.43M | 112.96M | 117.48M | 124.90M | 130.14M | 130.52M | 135.47M | 141.00M | 144.89M | 145.65M | 148.78M | 150.74M | 156.21M | 157.11M | 161.23M | 166.30M | 173.16M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.65% | +0.75% | +1.20% | +0.28% | +1.62% | +0.71% | +0.76% | +1.24% | +0.40% | +2.05% | +0.53% | +0.54% | +0.12% | +1.29% | +0.70% | -0.22% | +0.10% | -0.05% | +2.07% | +1.91% | +1.77% | +1.75% | +2.15% | +1.22% |
Earnings Call
You can ask Aime
What guidance did Qualys's management provide for the next earnings period?Did Qualys beat or miss consensus estimates last quarter?What is the market's earnings forecast for Qualys next quarter?What were the key takeaways from Qualys’s earnings call?What is the revenue and EPS growth rate for Qualys year over year?What is Qualys's gross profit margin?What were the key takeaways from Qualys's earnings call?What is Qualys's latest dividend and current dividend yield?
