FOSTER CITY, Calif., Oct. 22, 2024 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer and leading provider of disruptive cloud-based IT, security and compliance solutions, today announced that the company will report its financial results for the third quarter 2024 after the market closes on Tuesday, November 5, 2024.Qualys will host a conference call and live webcast to discuss its third quarter 2024 financial results at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) on Tuesday, November 5, 2024. To a ...

Qualys (QLYS) shares have plunged 35.2% year to date. It has significantly underperformed the broader tech sector and the S&P 500's return of 23.4% and 20.8%, respectively, over the same time frame. At the closing price of $127.13 on Oct. 4, 2024, Qualys currently trades near its 52-week low of $126 and nearly 38% lower than its 52-week high of $206.4. Reason Behind Qualys' Underperformance The underperformance of Qualys' shares can be attributable to highly volatile market conditions amid the ongoing macro ...

The Zacks Security industry is experiencing robust demand for cybersecurity products, driven by the increasing need for secure networks and cloud-based applications, especially with the rise of hybrid work environments. This surge in demand is largely due to a significant increase in data breaches, prompting companies to seek comprehensive IT security solutions. Additionally, the growing need for privileged access security, fueled by digital transformation and cloud migration strategies, is further boosting ...

文章核心观点 - Qualys是一家专注于漏洞管理的网络安全公司,具有稳定增长、高盈利能力和良好财务状况等优秀特点,是一家值得关注的"复合增长"公司 [1] - 公司收入、自由现金流和净利润等指标均呈现稳定增长态势,10年复合增长率分别为17.14%、35.89%和49% [3][4][5] - 公司拥有出色的盈利指标,如ROIC、ROE和CROIC等指标均超过20%,远高于行业中位数,毛利率和自由现金流率也持续提升 [7][8][9][10][11] 公司概况 - 公司主要从事漏洞管理(VM)和漏洞管理检测与响应(VMDR)业务,同时也涉足云安全、端点检测与响应(EDR)等其他网络安全领域 [18] - 公司产品和服务在漏洞管理领域具有优势,但在实时威胁检测和响应等新兴领域面临来自CrowdStrike、SentinelOne等大型玩家的激烈竞争 [18] - 客户的漏洞管理预算增长乏力,公司需要依赖其他业务来推动增长 [19] 股价表现和估值 - 公司股价从历史高点下跌39%,主要是由于收入增长放缓、收入指引下调等因素 [12] - 根据DCF估值,市场对公司未来10年的自由现金流增长预期较为保守,存在一定上行空间 [13][14] - 公司股价仍维持长期上升趋势,但最近一个月月线跌破50日均线,短期走势存在一定不确定性 [15] 风险因素 - 客户续费率下降是公司面临的主要风险,公司需要加强与现有客户的互动,提升产品价值 [16][17] - 公司在新兴安全领域面临来自大型竞争对手的激烈竞争,能否成功拓展新业务存在不确定性 [18] - 客户的漏洞管理预算增长乏力,可能限制公司核心业务的增长 [19]

It has been about a month since the last earnings report for Qualys (QLYS) . Shares have lost about 1.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Qualys due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Qualys Q2 Earnings Beat Estimates, Revenues Rise Y/Y Qu ...

文章核心观点 - Qualys (QLYS)作为网络安全领域的主要参与者,自2023年12月创下历史新高以来已下跌36.3%,而其所属的Zacks安全行业也下跌了11.9% [1] - Qualys的股价下跌可归因于宏观经济不确定性导致的市场高度波动,以及企业推迟大型IT支出计划,拖累了公司的收入增长 [2][3] - 尽管面临近期挑战,但Qualys仍有良好的长期前景,受益于不断增长的网络安全市场以及公司丰富的产品组合和广泛的合作伙伴 [4][5] - 分析师对Qualys的未来保持乐观,预测2024年每股收益将同比增长5.9% [6] - Qualys目前股价相对行业平均水平有较大折扣,估值较为便宜,值得投资 [7] 公司概况 - Qualys是网络安全领域的领先提供商,产品涵盖资产管理、补丁管理和云安全等领域 [4] - 公司拥有广泛的合作伙伴,包括Verizon、Cognizant、Fujitsu、IBM、NTT、Accenture、Infosys等大型企业 [4][5] - Qualys与微软、谷歌云等科技巨头有深入合作,共同开发和推广安全产品 [5] - 公司的漏洞管理、检测和响应(VMDR)解决方案受到市场广泛认可,客户渗透率不断提升 [5] 行业分析 - 网络安全行业受益于数据泄露事件不断增加,以及人工智能、云计算等技术的发展带来的新型网络攻击 [4] - 行业整体面临宏观经济不确定性的挑战,企业推迟IT支出计划,给Qualys等公司的业绩带来压力 [2][3] - 但长期来看,网络安全市场需求仍将保持旺盛,Qualys有望在行业内保持领先地位 [4][9]

The bulls are back in control of the stock market. The S&P 500 and the Nasdaq are trading above their 21-day and 50-day moving averages following the massive two-week comeback. There could be more selling and volatility ahead considering that stocks like Nvidia soared over 30% in the blink of an eye. No matter what happens in the short term, the bulls are in the driver's seat as they look ahead to robust, techdriven earnings growth and interest rate cuts. The Fed's July minutes appeared to lock in the start ...

Investors might want to bet on Qualys (QLYS) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Since a changing earnings ...

Qualys (QLYS) posted mixed second-quarter 2024 results, wherein earnings surpassed the Zacks Consensus Estimate but revenues missed the same. However, both top and bottom lines marked a significant year-over-year improvement. The company reported non-GAAP earnings of $1.52 per share, which beat the Zacks Consensus Estimate of $1.31. Qualys' second-quarter non-GAAP earnings also came well ahead of its previous guidance of $1.27-$1.35 per share. The bottom line increased 19.7% from the year-ago quarter's earn ...

业绩总结 - 公司2023年总收入为5.54亿美元，较2022年增长16%[29] - 2023年调整后的EBITDA为2.59亿美元，较2022年增长18%[44] - 2023年自由现金流（FCF）为2.36亿美元，较2022年增长29%[45] - 2023年调整后的EBITDA利润率为47%，高于行业平均水平19%[41] - 2023年自由现金流的利润率为42%[35] 用户数据 - 2023年客户数量达到199个，较2022年增长43%[33] - 2023年公司与Forbes全球500强的客户比例为54%[24] - 2023年公司在美国市场的收入占比为54%，外国市场占比为46%[46] - 2023年公司在大型企业市场的收入占比为57%[25] 市场展望 - 公司预计2024年第三季度和全年收入、EBITDA利润率、资本支出、GAAP每股收益和非GAAP每股收益将有所增长[1] - 公司预计的总可寻址市场（TAM）为72亿美元[23] - 公司在云安全和合规市场的总可寻址市场（TAM）正在扩大，预计将带来显著的市场份额增长[1] 新产品与技术研发 - 公司计划通过Qualys Enterprise TruRisk平台整合和规范化孤立的数据点，以全面衡量风险[16] - 公司致力于通过自动化和智能工作流来减少网络和业务风险，提升风险管理效率[16] - 公司在数字转型领域的安全和合规平台被认为是行业领先，具备全面的风险管理能力[4] 竞争与风险 - 公司面临的风险包括客户接受度、预算周期、市场竞争以及云解决方案市场增长速度未达预期等[2] - 公司强调其平台的多重收入增长杠杆，显示出可扩展的商业模式和行业领先的盈利能力[4] - 公司在未来产品和功能的时间安排上持乐观态度，预计将进一步增强市场接受度[1] 其他信息 - 公司在全球混合IT环境中提供统一的多云安全解决方案，增强了资产管理和风险态势感知能力[21]