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QLYS

Qualys·NASDAQ
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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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.650.740.770.710.740.790.860.840.890.890.941.011.091.271.511.41.451.521.561.61.671.681.861.87
Forecast
0.60130.63560.6660.70230.68470.67930.79150.79570.79730.79250.86360.90180.96131.02061.14031.24911.30591.35871.34341.37181.46331.48211.5611.7823
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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------86.26M88.83M93.07M94.80M96.76M99.70M104.90M109.78M113.42M119.89M125.56M130.85M130.68M137.21M142.00M144.57M145.81M148.71M153.87M159.19M159.90M164.06M169.88M175.28M
Forecast
--------------------85.71M88.17M91.97M94.54M95.21M99.00M104.11M108.43M112.96M117.48M124.90M130.14M130.52M135.47M141.00M144.89M145.65M148.78M150.74M156.21M157.11M161.23M166.30M173.16M
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