财务表现 - 2024年第二季度收入为1.487亿美元，同比增长8%[3] - 非GAAP毛利率为84%，同比提升2个百分点[6] - 非GAAP营业利润率为44%，同比提升1个百分点[7] - 非GAAP净利润率为38%，同比提升3个百分点[8] - 公司2024年上半年总收入为2.95亿美元，同比增长10%[29] - 2024年上半年毛利率为81.8%，较2023年上半年的80.1%有所提升[29] - 2024年上半年净利润为8350万美元，同比增长29.4%[29] - 2024年上半年经调整EBITDA为1.39亿美元，占总收入的47.2%[32] - 2024年第二季度经调整EBITDA为6993万美元，占总收入的47.4%[32] - 2024年上半年非GAAP毛利润为2.46亿美元，同比增长12.4%[35] - 2024年上半年非GAAP营业利润为1.30亿美元，同比增长16.9%[34] - 2024年上半年非GAAP净利润为1.12亿美元，同比增长26.0%[34] - 2024年第二季度非GAAP每股收益为1.52美元，同比增长19.7%[34] - 2024年第二季度GAAP收入为1.49亿美元，同比增长8.4%[36] 现金流和资产负债 - 2024年6月30日现金及现金等价物余额为2.81亿美元，较2023年12月31日增加7700万美元[30] - 2024年6月30日账面无形资产净值为1.54亿美元，较2023年12月31日减少1.54亿美元[30] - 2024年上半年经营活动产生的现金流量净额为1.35亿美元，较2023年同期增加1.7亿美元[31] - 2024年上半年投资活动产生的现金流量净额为336万美元，较2023年同期增加108万美元[31] - 2024年第二季度经营活动产生的现金流为1.35亿美元，同比增长14.4%[35] - 2024年第二季度计算的当前账单为1.41亿美元，同比下降1.5%[36] 产品和渠道 - 推出了新的全球MSSP门户网站，加强了对MSSP渠道的承诺[11] - 推出了CyberSecurity Asset Management 3.0版本，提升了外部攻击面管理能力[11] - Qualys VMDR被评为最佳漏洞管理解决方案[11] - 加快支持联邦零信任策略，为政府部门提供自动化资产可见性和攻击面风险管理[11] - 推出了Qualys Containerized Scanner Appliance，提供灵活、可扩展的容器化扫描能力[11] - 扩展了文件完整性监控(FIM)功能，支持网络设备[11] 费用 - 2024年上半年研发、销售及市场营销、一般及行政费用合计为1.48亿美元，占总收入的50.3%[29] - 2024年第二季度非GAAP研发费用为2.19亿美元，同比下降1.6%[34] - 2024年第二季度非GAAP销售及营销费用为2.85亿美元，同比增长22.1%[34] - 2024年第二季度非GAAP管理费用为8.53亿美元，同比增长9.8%[34]

Revenue Growth of 8% Year-Over-YearGAAP EPS: $1.17; Non-GAAP EPS: $1.52FOSTER CITY, Calif., Aug. 6, 2024 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security and compliance solutions, today announced financial results for the second quarter ended June 30, 2024. For the quarter, the Company reported revenues of $148.7 million, net income under United States Generally Accepted Accounting Principles ("U.S. GAAP") of $43.8 million, non-GAAP net income of $56.9 m ...

New solutions – TruRisk Mitigate and Isolate - compliment patch management helping customers reduce security risk while lowering operational risk with extensive coverage for recent CISA KEVFOSTER CITY, Calif., July 30, 2024 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security and compliance solutions, is unveiling TruRisk Eliminate at Black Hat 2024. Qualys TruRisk Eliminate is a comprehensive remediation solution that extends beyond patching to help organiz ...

FOSTER CITY, Calif., July 23, 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 second quarter 2024 after the market closes on Tuesday, August 6, 2024.Qualys will host a conference call and live webcast to discuss its second quarter 2024 financial results at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) on Tuesday, August 6, 2024. To acc ...

Qualys Vulnerability Management, Detection and Response (VMDR) recognized for exceptional performance in proactively monitoring and identifying vulnerabilities FOSTER CITY, Calif., June 11, 2024 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security, and compliance solutions, announced that Qualys Vulnerability Management, Detection and Response (VMDR) was named the winner of the Best Vulnerability Management Solution category at the 2024 SC Awards Europe. The ...

New update uniquely brings External Attack Surface Monitoring (EASM), risk-based vulnerability management and patch management into a single unified FedRAMP-authorized platform WASHINGTON, May 21, 2024 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security and compliance solutions today announced it is expanding its focus on the government sector by enhancing and operationalizing the capabilities of the Qualys Enterprise TruRisk Platform. This expansion aims t ...

FOSTER CITY, Calif., May 9, 2024 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer and leading provider of disruptive cloud-based IT, security and compliance solutions, today announced that management will participate in a fireside chat and host one-on-one meetings with interested investors at the following conference: William Blair's 44th Annual Growth Stock Conference. Sumedh Thakar, president and CEO, and Joo Mi Kim, CFO, will host one-on-one meetings and participate in a fireside chat in Chicago, I ...

Investor Presentation Security and Compliance for the Digital Transformation Sumedh Thakar, President and CEO Joo Mi Kim, CFO May 7, 2024 Safe harbor This presentation includes forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this presentation include, but are not limited to, the following list: - our business and financial performance and ...

Qualys (QLYS) came out with quarterly earnings of $1.45 per share, beating the Zacks Consensus Estimate of $1.31 per share. This compares to earnings of $1.09 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 10.69%. A quarter ago, it was expected that this maker of security-analysis software would post earnings of $1.25 per share when it actually produced earnings of $1.40, delivering a surprise of 12%. Over the last four qua ...

财务数据和关键指标变化 - 公司Q1收入为1.458亿美元,同比增长12% [28] - 渠道收入占总收入的45%,同比增长18%,高于直销收入增长7% [28] - 美国和国际收入占比约为60%和40% [29] - 净收益率为47%,同比提升2个百分点 [32] - 经营现金流率为57%,同比提升9个百分点 [35] 各条业务线数据和关键指标变化 - 补丁管理和资产管理业务占LTM新增订单的23% [30] - 云安全解决方案占LTM订单的4% [31] 各个市场数据和关键指标变化 - 国际收入增长13%,高于美国11%的增速 [29] - 新客户增长保持两位数增长三个季度 [30] - 续订率下降至104%,低于上季度105% [30] 公司战略和发展方向 - 公司持续推动创新,推出企业级风险管理平台ETM,整合资产管理、漏洞管理、补丁管理等功能 [18][21][22][23] - 加强与合作伙伴的合作,扩大联盟生态,提升渠道销售占比 [15][16] - 加大对联邦政府市场的投入,获得FedRAMP High认证,拓展政府客户 [54][55][56][57][58][59] 管理层对经营环境和未来前景的评论 - 客户对安全转型的需求持续增长,公司平台能够帮助客户有效管理和降低风险 [9][24] - 续订环境仍然充满挑战,公司将加大新客户获取力度 [30][46][47][48] - 公司有信心通过持续创新和平台整合优势,实现长期增长和股东价值最大化 [40] 问答环节重要的提问和回答 问题1 **Daniel Park 提问** 续订率下降对公司的影响,以及公司采取的应对措施 [45][46][47][48] **Sumedh Thakar 回答** 公司正在采取多项措施,包括加强营销力度、CISO教育、优化销售流程等,以提升续订环境 [46][47][48] 问题2 **Shrenik Kothari 提问** 公司在联邦政府市场的发展情况和未来规划 [54][55][56][57][58][59] **Sumedh Thakar 回答** 公司正在加大对联邦政府市场的投入,包括组建专门团队、获取FedRAMP High认证等,看好未来发展前景 [54][55][56][57][58][59] 问题3 **Joe Vandrick 提问** 公司云安全业务的发展情况,客户采购模式和需求重点 [65][66][67][68][69] **Sumedh Thakar 回答** 公司的云安全解决方案TotalCloud受到客户欢迎,可以与VMDR产品无缝集成,满足客户对云和非云资产统一管理的需求,未来将继续加大投入 [65][66][67][68][69]