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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.79Last Year’s EPS
1.68Same Quarter Last Year
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational and financial story: solid 10% revenue growth, strong adjusted EBITDA margin (47%), meaningful product innovation (Agent Vail, AI-driven reliability score), third-party recognition, expanding partnerships, and continued cash returns. Offsetting these positives are early-stage adoption of ETM/ATM (cohort small), a flat company-level NRR (~104%), a notable decline in free cash flow margin (53% vs 67% prior year), rising operating investments (S&M +17%), and macro-related sales-cycle risk. On balance the company demonstrated healthy growth and profitability while prudently investing for product and go-to-market expansion; adoption and monetization of new AI-driven offerings remain a near-term execution watch item.Company Guidance
Revenue and Top-Line Growth
Q1 revenues grew 10% year-over-year to $175.6 million; company raised FY26 revenue guide to $721M–$727M (growth ~8%–9%) and Q2 guide to $177.5M–$179.5M (growth ~8%–9%).
Strong Profitability and Cash Generation
Adjusted EBITDA was $83.3 million with a 47% margin (unchanged YoY). Q1 EPS was $1.95 diluted and free cash flow of $93.6 million (53% margin).
Channel and International Momentum
Channel made up 52% of revenue (up from 49% a year ago); channel revenue grew 17% while direct grew 3%. International revenue grew 15% vs U.S. growth of 6%; revenue mix U.S. 55% / International 45%.
Product Adoption and Mix Shifts (ATM / CSAM / Patch Management)
ATM+CSAM comprised 11% of total bookings and 14% of new bookings on an LTM basis (up from 8% and 9% YoY). Patch management accounted for 8% of total bookings and 15% of new bookings LTM (vs 7% and 16% prior year).
New Product Availability and AI Innovations
Agent Vail (autonomous exploit validation and remediation powered by TruConfirm) is now generally available; company introduced an AI-powered batch reliability score to predict patch-induced outages and claims <10% rollback rate and Six Sigma accuracy across deployed patches.
Third-Party Recognition and Research Wins
Qualys positioned as a leader in Forrester Wave (CNAPP Q1 2026), won 2026 SC Award for Best Cloud Security Management, leader in 2026 GigaOM report; research team disclosed large-scale vulnerabilities (Track Armor) and additional security research.
Partnerships and Ecosystem Expansion
Nearly two dozen certified MRO partners beginning go-to-market; strategic partnerships with OpenAI and Anthropic for cyber programs; partnership with Converge Insurance for cyber insurance integrations; Q-Flex pilot shows strong early engagement with GA planned later this year.
Capital Returns and Balance Sheet Actions
Continued share repurchases (11.2M shares repurchased to-date, $1.3B returned since 2018) with $306.6M remaining in the repurchase program; Q1 capital expenditures were $1.7M.
QLYS Earnings History
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 05, 2026 | $92.14 | $90.84 | -1.41% |
Feb 05, 2026 | $127.81 | $110.80 | -13.31% |
Nov 04, 2025 | $121.21 | $146.13 | +20.56% |
Aug 05, 2025 | $130.61 | $130.33 | -0.21% |
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 Inc (QLYS) report earnings?
Qualys Inc (QLYS) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Qualys Inc (QLYS) earnings time?
Qualys Inc (QLYS) earnings time is at Aug 10, 2026, 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 2026 (Q2) is 1.79.