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Qualys (QLYS) investor relations material
Qualys Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Achieved 10% year-over-year revenue growth in Q3 2025, reaching $169.9 million, driven by innovation in risk management, AI-powered solutions, and increased demand from both new and existing customers.
Early adoption of the Risk Operations Center (ROC), ETM platform, and Qualys Enterprise TruRisk Platform is converting POCs to commercial deployments and expanding upsell opportunities.
Secured FedRAMP High Authorization for GovCloud Platform, expanding federal market reach and supporting strategic wins in federal, state, and international markets.
Serving a blue-chip global customer base, including 72% of Forbes Global 50 and over 10,000 subscription customers.
Focused on unifying risk management workflows, reducing operational complexity, and positioning for durable long-term growth.
Financial highlights
Q3 2025 revenue grew 10% year-over-year to $169.9 million; YTD Q3 2025 revenue reached $494 million.
Adjusted EBITDA was $82.6 million (49% margin) for Q3 2025; YTD adjusted EBITDA was $230.8 million (47% margin).
Net income for Q3 2025 was $50.3 million; YTD net income was $145.2 million.
Free cash flow for Q3 2025 YTD was $229.5 million, with a 46% margin.
Channel partner revenue increased 17%, now representing 50% of total revenue.
Outlook and guidance
Full-year 2025 revenue guidance raised to $665.8–$667.8 million (10% growth); Q4 2025 revenue expected at $172–$174 million (8–9% growth).
Full-year adjusted EBITDA margin projected in the mid to high 40s; free cash flow margin in the low 40s.
Full-year EPS guidance increased to $6.93–$7.00 (non-GAAP); GAAP EPS projected at $5.23–$5.30.
2025 capital expenditures expected at $5.5–$7 million.
2025 billings growth expected at 8%.
Drivers for raised 2025 revenue guidance?
Impact of FedRAMP High Authorization?
What drove operating cash flow increase?
ETM's impact on net dollar expansion rate?
Q-Flex model's contribution to platform growth?
AI's impact on R&D efficiency and spend?
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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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