The earnings call presented a balanced outlook with notable achievements in product innovation, channel growth, and key customer wins, offset by macroeconomic challenges and a cautious revenue growth outlook.

Company Guidance -

Q3 2025

During Qualys' first quarter 2025 earnings call, the company provided detailed financial guidance for the year ahead. They anticipate full-year 2025 revenues between $648 million and $657 million, reflecting a growth rate of 7% to 8%. For the second quarter, projected revenues are set between $159.7 million and $162.7 million, marking an expected growth of 7% to 9%. The adjusted EBITDA margin for the year is forecasted to be in the low-to-mid 40s, with operating expenses expected to grow by 15% to 17%. Earnings per share (EPS) for the full year are projected to be in the range of $6 to $6.3, an increase from the previous guidance of $5.5 to $5.9. Capital expenditures for 2025 are planned to be between $8 million and $11 million. The company also highlighted significant growth in its channel partner contributions, which made up 49% of total revenues, and saw a 19% increase in revenues from channel partners, outpacing direct revenue growth of 2%.

Better-than-Expected Revenue Growth

Qualys reported a 10% increase in revenue to $159.9 million, surpassing expectations for the quarter.

Increased Channel Contribution

The channel contributed 49% of total revenues, up from 45% a year ago, with channel partner revenue growing by 19%.

Strong Profitability and Cash Flow

Adjusted EBITDA for Q1 2025 was $74.8 million, representing a 47% margin, in line with last year. Free cash flow was $107.6 million, representing a 67% margin, up from 57% in the prior year.

New Product Innovations

Qualys expanded its TotalAI and TruRisk capabilities and launched new solutions like Policy Audit and Audit Fix to streamline audit operations.

High-Value Customer Wins

Qualys secured a seven-figure annual booking deal with a Global 100 media company and a Global 50 financial services company.

Qualys (QLYS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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QLYS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	- / -	1.56	―	―	―
Aug 05, 2025	2025 (Q2)	1.48 / -	1.52	―	―	―
May 06, 2025	2025 (Q1)	1.46 / 1.67	1.45	15.17% (+0.22)
Feb 06, 2025	2024 (Q4)	1.37 / 1.60	1.4	14.29% (+0.20)
Nov 05, 2024	2024 (Q3)	1.34 / 1.56	1.51	3.31% (+0.05)
Aug 06, 2024	2024 (Q2)	1.36 / 1.52	1.27	19.69% (+0.25)
May 07, 2024	2024 (Q1)	1.31 / 1.45	1.09	33.03% (+0.36)
Feb 07, 2024	2023 (Q4)	1.25 / 1.40	1.01	38.61% (+0.39)
Nov 02, 2023	2023 (Q3)	1.14 / 1.51	0.94	60.64% (+0.57)
Aug 03, 2023	2023 (Q2)	1.02 / 1.27	0.89	42.70% (+0.38)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

QLYS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2025	$126.82	$127.63	+0.64%
Feb 06, 2025	$140.71	$135.57	-3.65%
Nov 05, 2024	$128.23	$159.23	+24.18%
Aug 06, 2024	$137.10	$125.34	-8.58%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Qualys (QLYS) report earnings?

Qualys (QLYS) is schdueled to report earning on Aug 05, 2025, After Close (Confirmed).

What is Qualys (QLYS) earnings time?

Qualys (QLYS) earnings time is at Aug 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is QLYS EPS forecast?

QLYS EPS forecast for the fiscal quarter 2025 (Q2) is 1.48.

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