Education
About Us
Working with TipRanks
Follow Us
Qualys (QLYS)
NASDAQ:QLYS
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.79Last Year’s EPS
1.67Same Quarter Last Year
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong financial performance in 2025 — double-digit revenue growth, very high margins (47%), robust free cash flow, significant product innovation (agentic AI, ETM, Agent Val), partner momentum and disciplined capital returns (share repurchases). Management provided constructive FY2026 guidance but signaled a moderation in top-line growth to 7%–8% and outlined planned investments that modestly compress margins to the mid-40s. ETM and agentic AI are promising differentiators with early customer and partner wins, but adoption is still early and has not yet driven a material uplift in net expansion. Overall, the positives (profitability, cash generation, product differentiation and partner traction) outweigh the near-term headwinds (slower growth guidance, higher operating investments and early-stage product penetration), producing a constructive but cautious outlook.Company Guidance
Solid Revenue Growth
Full-year 2025 revenue grew 10% to $669.1 million; Q4 2025 revenue grew 10% to $175.3 million; FY2026 revenue guidance of $717M–$725M implies 7%–8% growth.
Strong Profitability and Cash Generation
Adjusted EBITDA margin was 47% for both FY2025 and Q4 2025 (Q4 adjusted EBITDA $82.6M). Full-year net income rose 13% to $257.8M and EPS increased 15% to $7.07. Free cash flow for the year was $304.4M (45% of revenues); Q4 free cash flow was $74.9M (43% margin vs 26% prior year).
Channel and International Momentum
Channel made up 51% of total revenues in Q4 (up from 48% a year ago) with channel revenues growing 17% vs direct growth of 4%. International revenue grew 15% while U.S. grew 6%; revenue mix was 56% U.S. / 44% International.
Product Mix Driving Bookings
Differentiated products increased share of bookings in 2025: Cybersecurity Asset Management + ETM was 10% of total bookings (13% of new bookings, up from 8%/9%); Patch Management was 8% of total bookings (16% of new bookings); TotalCloud grew to 5% of total bookings (from 4%).
Agentic AI and ETM Innovation
Launched ETM enhancements including an agentic AI risk fabric, an agent marketplace, exploit confirmation (Agent Val), integrated ISPM, and orchestration for unified remediation — positioning Qualys to quantify and remediate risk end-to-end and differentiate from score-only exposure tools.
Early Customer & Partner Wins
Notable wins include a Global 50 mid-6-figure annual bookings upsell, a Global 200 Latin America 7-figure annual bookings upsell (including CNAPP & Policy Audit), and multiple mid-6-figure federal expansions leveraging FedRAMP High authorization; partner-led deal registration increased and mROC partner ecosystem expanded.
Capital Allocation & Share Repurchase
Q4 repurchase of $44.7M (328,000 shares); total repurchases since 2018 reach 10.7M shares (~$1.2B returned). Board authorized an additional $200M, increasing available repurchase capacity to $360.5M.
Operational Discipline Despite Investments
Company maintained high margins while increasing investments: Q4 adjusted EBITDA margin 47% despite sales & marketing spend up 18% and overall operating expenses up 11%; guidance targets mid-40s EBITDA margin with planned focused investments.
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 |
|---|---|---|---|
Feb 05, 2026 | $127.81 | ― | ― |
Nov 04, 2025 | $121.21 | $146.13 | +20.56% |
Aug 05, 2025 | $130.61 | $130.33 | -0.21% |
May 06, 2025 | $126.82 | $127.63 | +0.64% |
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 Apr 30, 2026, After Close (Confirmed).
What is Qualys (QLYS) earnings time?
Qualys (QLYS) earnings time is at Apr 30, 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 (Q1) is 1.79.