Qualys与Orange Cyberdefense合作 - Qualys最近与Orange Cyberdefense合作，将其Vulnerability Management，Detection and Response（VMDR）集成到Orange Cyberdefense的Managed Vulnerability Intelligence Service中[1] - Orange Cyberdefense的客户将通过这一合作获得增强的资产发现、检测、风险评估和优先级排序功能，使用TruRisk来量化风险，跟踪、减轻和主动降低风险暴露[3] Qualys的VMDR解决方案 - Qualys的VMDR可以帮助组织快速发现和分类已知和未知文件，持续识别未管理的资产，并创建自动化工作流程来管理未知资产[2] - Qualys的VMDR解决方案正在稳步被客户采用，上一季度公司报告称，其VMDR解决方案被其客户群体中的54%采用[4]

FOSTER CITY, Calif., Jan. 29, 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 fourth quarter 2023 after the market closes on Monday, February 12, 2024.Qualys will host a conference call and live webcast to discuss its fourth quarter 2023 financial results at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) on Monday, February 12, 2024. To ...

Qualys VMDR with TruRisk enables Orange Cyberdefense managed service customers to de-risk their business FOSTER CITY, Calif., Jan. 29, 2024 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer and leading provider of disruptive cloud-based IT, security, and compliance solutions, today announced that it is expanding its partnership with Orange Cyberdefense. This expansion signifies that Qualys' industry-leading capabilities such as Vulnerability Management, Detection and Response (VMDR) will be included in ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Qualys (QLYS) , which belongs to the Zacks Security industry.This maker of security-analysis software has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 29.07%.For the last reported quarter, Qualys came out with earnings of $1.51 per ...

Qualys, Inc. (NASDAQ:QLYS) Q3 2023 Earnings Conference Call November 2, 2023 5:00 PM ET Company Participants Blair King - Vice President-Investor Relations & Corporate Development Sumedh Thakar - President & Chief Executive Officer Joo Mi Kim - Chief Financial Officer Conference Call Participants Mike Walkley - Canaccord Genuity Anushtha Mittal - RBC Capital Markets Jonathan Ho - William Blair Brian Colley - Stephens Rudy Kessinger - DA Davidson Joshua Tilton - Wolfe Research Matt Saltzman - Morgan Stanley ...

业绩总结 - 2023年第三季度的收入为4.1亿美元，同比增长14%[22] - 调整后的EBITDA利润率在2023年第三季度为47%[29] - 2023年第三季度的自由现金流利润率为50%[31] - 2023年第三季度至今的非GAAP自由现金流为2.035亿美元，较2022年同期的1.426亿美元增长42.7%[54] - 2023年第三季度至今的GAAP经营活动现金流为2.108亿美元，较2022年同期的1.550亿美元增长35.8%[54] 用户数据 - 2023年第三季度，Qualys的客户数量达到174个，较2020年增长了70%[25] - 2023年，Qualys的订阅客户超过10,000个[16] - 2023年第三季度，VMDR（漏洞管理、检测和响应）客户渗透率达到54%[24] 市场展望 - 2023年，Qualys的总可寻址市场预计将达到64亿美元[15] - 2023年第三季度至今的美国市场收入占比为57%，外国市场占比为43%[56] 财务数据 - 2022年净收入为1.080亿美元，较2021年的7100万美元增长52.1%[52] - 2022年调整后的EBITDA为2.186亿美元，较2021年的1.912亿美元增长14.3%[52] - 2022年折旧和摊销费用为2880万美元，较2021年的2920万美元下降1.4%[52] - 2022年股权激励费用为5340万美元，较2021年的6760万美元下降20.9%[52] - 2022年税收支出为2570万美元，较2021年的1840万美元增长39.9%[52] 销售渠道 - 2022年直接销售占比为60%，合作伙伴销售占比为40%[55]

公司业务概况 - 公司是一家领先的云平台提供商，提供信息技术（IT）、安全和合规解决方案，帮助组织识别IT基础设施的安全风险，保护IT系统和应用程序免受不断演变的网络攻击，并实现内部政策和外部法规的合规性[68] - 公司通过软件即服务模式提供解决方案，主要是可续订的年度订阅，客户需要支付费用才能访问每个云解决方案[69] - 公司的收入主要来自销售IT、安全和合规解决方案的订阅，订阅费用使客户能够通过统一的基于Web的界面访问云端IT、安全和合规解决方案[72] 财务表现 - 2023年第三季度，公司营收为141,996,000美元，同比增长13%[75] - 2023年第三季度，公司成本费用为26,739,000美元，同比增长3%[76] - 2023年第三季度，研发费用为27,782,000美元，同比增长9%[76] - 2023年第三季度，销售和营销费用为27,881,000美元，同比增长11%[77] - 2023年第三季度，总其他收入（费用）净额为4,428,000美元，同比增长800%[77] - 2023年第三季度，所得税费用为1,508,000美元，同比减少76%[78] - 2023年第三季度，公司的净利润率为33%[75] - 2023年第三季度，公司的净增长率为106%[80] 财务指标 - 公司调整后的EBITDA为非GAAP财务指标，用于分析公司的财务业绩[81] - 2023年9月30日，公司的调整后EBITDA为68,811千美元，较2022年同期的54,858千美元增长25.5%[82] - 公司现金、现金等价物和可市场证券总额为461.1百万美元，较2022年同期的155.0百万美元增长35.5%[83] - 公司预计将继续使用现金进行股票回购计划，截至2023年9月30日，剩余可用于回购的金额约为106.8百万美元[84]

Investor Presentation Security and Compliance for the Digital Transformation Sumedh Thakar, President and CEO Joo Mi Kim, CFO August 3, 2023 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 a ...

Qualys, Inc. (NASDAQ:QLYS) Q2 2023 Earnings Conference Call August 3, 2023 5:00 PM ET Company Participants Blair King – Vice President-Investor Relations and Corporate Development Sumedh Thakar – President and Chief Executive Officer Joo Mi Kim – Chief Financial Officer Conference Call Participants Jonathan Ho – William Blair Anushtha Mittal – RBC Capital Markets Rudy Kessinger – D.A. Davidson Mike Walkley – Canaccord Genuity Yun Kim – Loop Capital Markets Matt Saltzman – Morgan Stanley Operator Good day an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________ FORM 10-Q __________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended June 30, 2023 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-35662 __________________ QUALYS, INC. (Exact name of registrant as specified in its charter) ____________ ...