QLYS
Qualys, Inc.
Price as of Jul 20, 2026
QLYS earnings
Qualys, Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $1.81 | $1.95 | +7.7% | $176M | +1.2% |
| Feb 5, 2026 | $1.78 | $1.87 | +5.1% | $175M | +1.2% |
| Nov 4, 2025 | $1.56 | $1.86 | +19.2% | $170M | -1.9% |
| Feb 6, 2025 | $1.35 | $1.60 | +18.5% | $159M | +1.9% |
| Feb 7, 2024 | $1.24 | $1.40 | +12.9% | $145M | -0.2% |
| Nov 2, 2023 | $1.14 | $1.51 | +32.5% | $142M | +0.7% |
| Aug 3, 2023 | $1.02 | $1.27 | +24.5% | $137M | +1.1% |
| May 4, 2023 | $0.96 | $1.09 | +13.5% | $131M | +0.0% |
| Feb 9, 2023 | $0.91 | $1.01 | +11.0% | $131M | +0.5% |
| Nov 2, 2022 | $0.87 | $0.94 | +8.0% | $126M | +0.5% |
| May 4, 2022 | $0.81 | $0.89 | +9.9% | $113M | +0.4% |
| Feb 10, 2022 | $0.80 | $0.84 | +5.0% | $110M | +1.2% |
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Blair King started the call. Smed discussed the future of pre-breach risk management with agentic AI-driven risk fabric. Qualys executed well in Q4 with strong revenue growth and profitability. Launched new platform innovations like agentic AI risk management marketplace, natively integrated identity security posture management solution. Had recent wins with Global 50, global 200, and federal customers. Partner-led deal registration increased in Q4. Continued beta testing QFlex.
Guidance
For full year 2026, expect revenues in range of 717 - 725 million (7 - 8% growth). First quarter 2026 revenues expected 172.5 - 174.5 million (8 - 9% growth). Full year 2026 EBITDA margin mid-40s, EPS 7.17 - 7.45. First quarter 2026 EPS 1.76 - 1.83. Planned capital expenditures 2026 $8 - $12 million, first quarter 2026 $1.2 - $2.6 million.
Segment performance
In Q4, revenues grew 10% to $175.3 million. Channel contributed 51% of total revenues, up from 48% a year ago. Revenues from channel partners grew 17%, outpacing direct growth of 4%. By GEO, 15% growth outside the U.S. was ahead of domestic growth of 6%. Product mix: Cybersecurity asset management combined with ETM made up 10% of total bookings and 13% of new bookings in 2025, up from 8% and 9% last year. Patch management made up 8% of total bookings and 16% of new bookings in 2025, up from 7% and 16% last year. Total Cloud made up 5% of total bookings in 2025, up from 4% a year ago.
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-04.