Qualys, Inc.
qualys.comWhat Do They Do?
Sells cloud-based IT security and compliance software to enterprises, government agencies, and small businesses to identify vulnerabilities and manage cyber risk.
10-K for FY2025, filed Feb 20, 2026
How Do They Make Money?
Customers buy access to Qualys’ cloud IT, security and compliance solutions through renewable subscriptions. Qualys generally bills the full fee at the start of the term, with payment due soon after, while access continues during the subscription.
10-K for FY2025, filed Feb 20, 2026We provide our solutions through a software-as-a-service model, primarily with renewable annual subscriptions. These subscriptions require…View ↗
We typically invoice our customers for the entire subscription amount at the start of the subscription term. Invoiced amounts are reflected…View ↗
The Company's payment terms vary by the type and location of its customers. The term between invoicing and when payment is due is not…View ↗
$669.1M
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10-K for FY2025, filed Feb 20, 2026
$669.1M ↗
Who Are Their Customers?
Enterprises and government agencies are served mainly through field sales, while small and medium-sized businesses are served through inside sales. Channel partners, including security consultants, cloud providers and resellers, also sell subscriptions; Qualys provides end customers direct access to its solutions.
10-K for FY2025, filed Feb 20, 2026Our global sales force is organized into a field sales team, which focuses on enterprises, generally including organizations with more than…View ↗
Our channel partners maintain relationships with their customers throughout the territories in which they operate and provide their…View ↗
For sales involving a channel partner, the channel partner engages with the prospective customer directly and involves our sales team as…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 30 cents of every revenue dollar as net income in FY2025 and turned 45 cents into free cash flow.
10-K for FY2025, filed Feb 20, 2026
$222MView ↗
10-K for FY2025, filed Feb 20, 2026
$198.3MView ↗
10-K for FY2025, filed Feb 20, 2026
$304.4MView ↗
How Are They Changing?
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Aug 4, 2026
Raises full-year revenue guidance
Qualys raised its 2026 revenue guidance to $732.0-$738.0 million.
Sources
8-K, filed Aug 4, 2026
Raises 2026 Revenue Guidance to $732.0-$738.0 millionView ↗
Growing. Revenue grew 63% in 4 years, from $411.2M in FY2021 to $669.1M in FY2025, about 13% a year.
Broader asset and risk coverage
The latest report describes inventorying IT and operational technology assets and quantifying cyber risk. The older overview describes managing IT assets and prioritizing vulnerabilities, without those elements in its description.
10-K for FY2022, filed Feb 23, 2023 10-K for FY2025, filed Feb 20, 2026We are a pioneer and leading provider of a cloud-based platform delivering information technology (IT), security and compliance solutions.…View ↗
We are a leading provider of a cloud-based platform delivering information technology (IT), security and compliance solutions. Our…View ↗
Who Do They Compete With?
Competes with CrowdStrike, Palo Alto Networks, Rapid7, Tenable Holdings, Invicti, Tanium, and Wiz
10-K for FY2025, filed Feb 20, 2026We compete with large and small public companies, such as CrowdStrike, Palo Alto Networks, Rapid7, and Tenable Holdings, as well as…View ↗
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