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Qualys
Qualys (QLYS) investor relations material
Qualys Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Achieved 10% year-over-year revenue growth for both Q4 and full year 2025, driven by innovation in agentic AI-powered risk management, platform expansion, and digital transformation.
Expanded customer base with 215 customers spending $500,000+ annually, up 4% year-over-year, including 74% of Forbes Global 50 and over 10,000 subscription customers.
Continued to differentiate with integrated risk quantification, exploit validation, automated remediation, and new AI-driven security features.
Partner ecosystem, new offerings like Q-Flex, mROC, and expanded federal sector presence contributed to growth and broadened market reach.
Announced a $200 million increase to the share repurchase program, supporting capital allocation strategy.
Financial highlights
Full-year 2025 revenue grew 10% to $669.1 million; Q4 revenue up 10% to $175.3 million.
Adjusted EBITDA margin for 2025 was 47%; Q4 adjusted EBITDA was $82.6 million (47% margin).
Net income and EPS for 2025 increased 13% and 15% to $257.8 million and $7.07 per diluted share, respectively.
Free cash flow for 2025 reached $304.4 million (45% of revenue); Q4 free cash flow was $74.9 million (43% margin).
Channel revenue grew 17% year-over-year, now 51% of total revenue; international revenue grew 15%, outpacing U.S. growth of 6%.
Outlook and guidance
2026 revenue expected between $717 million and $725 million, representing 7%-8% growth.
Q1 2026 revenue guidance is $172.5 million-$174.5 million, up 8%-9% year-over-year.
2026 EBITDA margin projected in the mid-40s; free cash flow margin in the low 40s.
Full-year 2026 EPS expected in the range of $7.17-$7.45; Q1 EPS guidance is $1.76-$1.83.
Capital expenditures for 2026 planned at $8 million-$12 million.
Drivers of operating cash flow growth
Impact of FedRAMP High Authorization
Explain billings growth deceleration
What drives ETM to improve net dollar expansion?
Quantify Agent Val's IT time savings for customers.
QFlex: Long-term strategy for broader market
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Next Qualys earnings date
Q1 20265 May, 2026
Qualys
Next Qualys earnings date
Q1 20265 May, 2026
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Frequently asked questions
Qualys, Inc. provides cloud-based information technology, security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Platform, which continuously collects IT data and scales to cover an organization's global IT assets; Qualys Private Cloud Platform, a platform hosting service for security and compliance solutions; Qualys Cloud Agent that enables IT professionals to deploy agents on endpoint systems; and Qualys Container Security that locates containers from registries across an enterprise, discovers running containers from across hosts in the data center or cloud environment, and analyzes vulnerabilities of these container images. The company was incorporated in 1999 and is headquartered in Foster City, California.
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