The earnings call highlighted strong revenue growth, successful customer wins, and innovative product launches, particularly in AI and cloud-native solutions. However, challenges in the macroeconomic environment and decreased free cash flow margins were noted. Overall, the positive aspects of the company's performance and strategic advancements outweigh the concerns.

Company Guidance -

Q3 2025

During the second quarter of 2025, Qualys demonstrated strong revenue growth, with a 10% increase to $164.1 million, and an EBITDA margin of 45%. The channel's contribution rose to 49% of total revenues, with channel partner revenues growing 17%. The company's net dollar expansion rate improved to 104%, up from 103% last quarter. Qualys introduced its Agentic AI platform in Q2, offering a marketplace for specialized AI agents to enhance cybersecurity operations. The company also launched new capabilities under its TruRisk Eliminate umbrella, focusing on holistic risk management. Qualys secured notable wins, including a deal with a global fintech company and a large federal government agency, which contributed to a 7% growth in customers spending $500,000 or more. Geographically, international revenue grew by 15%, surpassing the 7% growth in the U.S. The company also raised its full-year revenue guidance to $656 million to $662 million, reflecting an 8% to 9% growth rate.

Solid Revenue Growth

Qualys reported a 10% increase in revenue for Q2 2025, reaching $164.1 million. Channel revenues grew by 17%, outpacing direct revenue growth of 4%.

Introduction of Innovative AI Platform

Qualys launched a reimagined Agentic AI platform and marketplace, designed to automate complex business processes and enhance cyber risk management.

Strong Customer and Industry Validation

Qualys secured high-profile wins, including a 7-figure annual bookings deal with a global fintech company and a large federal government agency adopting 10 Qualys modules.

FedRAMP High Authorization

Qualys received agency authorization for FedRAMP High, establishing it as the only FedRAMP High platform offering various security solutions in a unified workflow.

Improved Net Dollar Expansion Rate

The net dollar expansion rate improved to 104%, up from 103% in the previous quarters, indicating better upsell execution and customer retention.

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

Daily Earnings Calendar >

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 / -	1.56	―	―	―
Aug 05, 2025	2025 (Q2)	1.48 / 1.68	1.52	10.53% (+0.16)
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
Aug 05, 2025	$130.61	$130.33	-0.21%
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%

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 Oct 29, 2025, After Close (Confirmed).

What is Qualys (QLYS) earnings time?

Qualys (QLYS) earnings time is at Oct 29, 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 (Q3) is 1.56.

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