Inferra AI / Company / QLYS
Qualys, Inc.
QLYS · Information Technology
Last earnings Aug 4, 2026
Key results
Revenuequarter
$164.1 million
For the quarter, the Company reported revenues of $164.1 million, net income under United States Generally Accepted Accounting Principles ( U.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Net incomequarter
$61.2 million
GAAP ) of $47.3 million, non-GAAP net income of $61.2 million, Adjusted EBITDA of $73.4 million, GAAP net income per diluted share of $1.29, and non-GAAP net income per diluted share of $1.68.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
GAAP net incomequarter
$1.29
GAAP ) of $47.3 million, non-GAAP net income of $61.2 million, Adjusted EBITDA of $73.4 million, GAAP net income per diluted share of $1.29, and non-GAAP net income per diluted share of $1.68.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Second Quarter 2025 Financial Highlights Revenues Revenues for the second quarter of 2025 increased by 10% to $164.1 million compared to $148.7 million for the same quarter in 2024.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
GAAP gross marginquarter
82%
GAAP gross margin was 82% for both the second quarter of 2025 and the same quarter in 2024.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Non-GAAP gross marginquarter
84%
Non-GAAP gross margin was 84% for both the second quarter of 2025 and the same quarter in 2024.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
GAAP operating incomequarter
7%
Operating Income GAAP operating income for the second quarter of 2025 increased by 7% to $51.4 million compared to $48.1 million for the same quarter in 2024.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
As a percentage of revenues, GAAP operating income was 31% for the second quarter of 2025 compared to 32% for the same quarter in 2024.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Non-GAAP operating incomequarter
6%
Non-GAAP operating income for the second quarter of 2025 increased by 6% to $70.1 million compared to $65.9 million for the same quarter in 2024.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
AI analysis
Q2 2025 · reported Aug 5, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $164.1 million | — | — |
| Net income | $61.2 million | — | — |
| GAAP net income | $1.29 | — | — |
| GAAP gross margin | 82% | — | — |
| Non-GAAP gross margin | 84% | — | — |
| GAAP operating income | 7% | — | — |
| Non-GAAP operating income | 6% | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
The Company has not received any dividends from the investment.
Event summary
Qualys Announces Second Quarter 2025 Financial Results Revenue Growth of 10% Year-Over-Year Raises 2025 Revenue Guidance to $656-$662 million FOSTER
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The Company has not received any dividends from the investment.
SEC original ↗Qualys, Inc. — 10-Q Quarterly report10-QAug 4, 2026
Strategy & priorities
In Q2, we executed well against our strategic agenda, delivering solid revenue growth and profitability, said Sumedh Thakar, Qualys president and CEO.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Enhanced Policy Audit solution to streamline evidence collection, prioritize risk-based remediation, and ensure continuous audit readiness, helping organizations reduce compliance costs and regulatory exposure.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Although Qualys does not focus on or use quarterly billings in managing or monitoring the performance of its business, Qualys provides calculated current billings (defined as total revenues recognized in a period plus the sequential change in current deferred revenue in the corresponding period) for the convenience of investors and analysts in building their own financial models.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Risks & headwinds
Qualys is well armed with fresh new capabilities, a new agency authorized FedRAMP High solution for government wide use, strong channel momentum, and flexible platform pricing to help customers unify pre-breach cyber risk management workflows, reduce costs, and address today s toughest security challenges.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Our expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K and Quarterly Reports on Form 10-Q.
SEC original ↗Qualys, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Legal Proceedings 39 Item 1A.
SEC original ↗Qualys, Inc. — 10-Q Quarterly report10-QAug 4, 2026
Exhibits 63 Signatures 64 2 Table of Contents RISK FACTOR SUMMARY Our business is subject to significant risks and uncertainties that make an investment in us speculative and risky.
SEC original ↗Qualys, Inc. — 10-Q Quarterly report10-QAug 4, 2026
Additional risks and uncertainties that we are unaware of, or that we currently believe are not material, may also become important factors that adversely affect our business.
SEC original ↗Qualys, Inc. — 10-Q Quarterly report10-QAug 4, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 10-QQLYS
Aug 4, 2026
- 8-KQLYS
Aug 4, 2026
- Q1 2026
- 8-KQLYS
Jun 11, 2026
- 10-QQLYS
May 5, 2026
- 8-KQLYS
May 5, 2026
- Q4 2025
- 10-KQLYS
Feb 20, 2026
- 8-KQLYS
Feb 5, 2026
- Q3 2025
- 10-QQLYS
Nov 4, 2025
- 8-KQLYS
Nov 4, 2025
- Q2 2025
- 10-QQLYS
Aug 5, 2025
- 8-KQLYS
Aug 5, 2025
- Q1 2025
- 8-KQLYS
Jun 16, 2025
- 10-QQLYS
May 6, 2025
- 8-KQLYS
May 6, 2025
- Q4 2024
- 10-KQLYS
Feb 21, 2025
- 8-KQLYS
Feb 6, 2025
- Q3 2024
- 10-QQLYS
Nov 5, 2024
- 8-KQLYS
Nov 5, 2024
- Q2 2024
- 10-QQLYS
Aug 6, 2024
- 8-KQLYS
Aug 6, 2024
- Q1 2024
- 8-KQLYS
Jun 13, 2024
- 10-QQLYS
May 7, 2024
- 8-KQLYS
May 7, 2024
- 8-KQLYS
Apr 3, 2024
- Q4 2023
- 10-KQLYS
Feb 22, 2024
- 8-KQLYS
Feb 7, 2024
- Q3 2023
- 10-QQLYS
Nov 2, 2023
- 8-KQLYS
Nov 2, 2023
- Q2 2023
- 8-KQLYS
Aug 25, 2023
- 10-QQLYS
Aug 3, 2023
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Qualys, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Qualys, Inc. are held in this edition of the library.
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