Valuation Update With 7 Day Price Move • May 20
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €86.24, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Software industry in Germany. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €117 per share. Aankondiging • Apr 23
Qualys, Inc., Annual General Meeting, Jun 10, 2026 Qualys, Inc., Annual General Meeting, Jun 10, 2026. Aankondiging • Apr 22
Qualys, Inc. to Report Q1, 2026 Results on May 05, 2026 Qualys, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026 Aankondiging • Mar 23
Qualys, Inc. Launches Agent Val Within Enterprise TruRisk Management Qualys, Inc. launched Agent Val within Enterprise TruRisk Management (ETM) to bring safe, agent-led exploit validation and autonomous risk remediation to the Risk Operations Center (ROC). Agent Val represents a fundamental shift in vulnerability and exposure management from assumption-driven prioritization to evidence-based execution, accelerating response, reducing wasted effort, and delivering measurable reductions to cyber risk. Agent Val, powered by TruConfirm, serves as the agentic AI orchestration layer within ETM. It coordinates and identifies high-risk exposures, validates exploitability in production using business context and asset criticality, and feeds confirmed results directly into ETM to drive prioritized remediation and measurable risk reduction with minimal manual effort, shifting security teams from chasing volume to reducing verified risk. Agent Val enables organizations to: Validate real exploitability – Agent Val analyzes exposure signals across assets and determines what should be validated first based on attacker relevance, business context, and exposure. Then, it uses TruConfirm to safely test exploitability in the live environment, providing evidence-based confirmation of whether an exploit path is open, blocked by controls, or unreachable. The result is a 90%+ reduction in remediation noise, so security teams can stop chasing findings that cannot be exploited. Mitigate confirmed risks – Once risk is confirmed, ETM prioritizes that exposure to the top of the remediation queue and extends response beyond patching deployment with mitigation controls and isolation, where patching is not feasible. This enables targeted mitigation to reduce exposure quickly, resulting in 70% faster time-to-remediate on confirmed exploitable findings and allowing engineering teams to prioritize exposures that matter. Prove Risk Reduction—After mitigation, Agent Val runs validation again using TruConfirm to verify that the exploit path is closed, controls are working and risk has been reduced. With over 1,600 CVEs covered, Agent Val provides unmatched coverage with no new sensor footprint required. Teams now have proven exploitability evidence captured for board reporting to show measurable risk reduction. Agent Val, powered by TruConfirm, is included as part of Qualys ETM and is now generally available. Aankondiging • Feb 06
Qualys, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026 Qualys, Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects revenues to be in the range of $172.5 million to $174.5 million, representing 8% to 9% growth over the same quarter in 2025. GAAP net income per diluted share is expected to be in the range of $1.29 to $1.36, which assumes an effective income tax rate of 21%. Net income per diluted share estimates are based on approximately 36.0 million weighted average diluted shares outstanding for the quarter.
For the year, the company expects revenues to be in the range of $717.0 million to $725.0 million, representing 7% to 8% growth over 2025. GAAP net income per diluted share is expected to be in the range of $5.20 to $5.48. Net income per diluted share estimates are based on approximately 35.4 million weighted average diluted shares outstanding. Aankondiging • Jan 22
Qualys, Inc. to Report Q4, 2025 Results on Feb 05, 2026 Qualys, Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026 Aankondiging • Nov 04
Qualys, Inc. Appoints Bradford L. Brooks to Its Board of Directors and Will Be on Nominating and Governance Committee Qualys, Inc. announced that Bradford L. Brooks has joined its Board of Directors. Brad, an experienced leader with a background in cybersecurity and SaaS organizations, will be on the Board's nominating and governance committee. Brad is a technology executive with over 30 years of leadership in global technology and cybersecurity. He was most recently CEO of Censys and previously served as president and CEO of OneLogin. His background includes senior roles at DocuSign, Juniper Networks, and Microsoft. An expert in SaaS, AI, and enterprise software, he has served on the boards of ARC Document Solutions and WeTransfer. Brad holds a B.S. in economics from California State University, Chico, and a Master of international management from the Thunderbird School of Global Management. Aankondiging • Oct 21
Qualys, Inc. to Report Q3, 2025 Results on Nov 04, 2025 Qualys, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025 Aankondiging • Oct 15
Qualys, Inc. Expands Enterprise TruRisk Management (ETM) with Built-In Agentic AI Fabric to Include Identity Security, Industry-Specific Threat Prioritization, and Exploit Validation Qualys, Inc. unveiled powerful new capabilities in Qualys Enterprise TruRisk Management (ETM) that strengthen proactive risk management, helping organizations to predict and guard against new and emerging attack vectors in the era of agentic AI. Announced at Qualys' Risk Operations Conference (ROCon) in Houston, the enhancements bolster identity security for both human and non-human identities, improve predictive threat analysis, and provide confirmation of an exposure's exploitability safely, allowing security teams to anticipate and predict cyber risk before a breach happens. The adoption of AI has increased the volume and complexity of attacks, while fueling a surge in non-human and autonomous identities that security teams must manage. As a result, many security teams are stretched thin, struggling to prioritize and respond effectively. Organizations need a proactive, intelligence-driven approach to breach prevention, tailored to their unique risk profile. Qualys ETM delivers this by aligning Identity Risk Posture Management, contextual threat intelligence for prioritization, and exposure exploitability validation with a unified Risk Operation Center (ROC) framework, enabling provable risk reduction at enterprise scale. When combined with TruLens, TruConfirm ensures that remediation efforts are laser-focused on exposures that meaningfully reduce incident likelihood now. Aankondiging • Aug 06
Qualys, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2025 Qualys, Inc. provided earnings guidance for the third quarter and full year 2025. For the quarter, the company expects revenues for the third quarter of 2025 to be in the range of $164.5 million to $167.5 million, representing 7% to 9% growth over the same quarter in 2024. GAAP net income per diluted share is expected to be in the range of $1.00 to $1.10, which assumes an effective income tax rate of 26%.
For the full year, the company expects revenues for the full year of 2025 to be in the range of $656.0 million to $662.0 million, representing 8% to 9% growth over 2024. This compares to the previous guidance range of $648.0 million to $657.0 million. GAAP net income per diluted share is expected to be in the range of $4.47 to $4.77, up from the previous guidance range of $4.27 to $4.57. Aankondiging • Aug 05
Qualys, Inc. Unveils First Agentic AI-Powered Risk Operations Center Delivering Autonomous Risk Management Qualys, Inc. unveiled several new Agentic AI capabilities on the Qualys platform. The new AI fabric introduces a marketplace of Cyber Risk AI Agents delivering real-time risk insights across all attack surfaces, prioritized by business impact. Additionally, it reduces risk and operational costs by autonomously remediating with speed, scale, and accuracy, all while powering a smarter, more efficient Risk Operations Center (ROC). Amid a surge in the volume and sophistication of cyber threats, amplified by the growing complexity of an ever-evolving attack surface, teams are grappling with millions of exposures while lacking the context to map them against business priorities. Without self-orchestrating AI agents to turn data into insights, and prioritize and remediate risks in real time, security teams face manual bottlenecks and lingering exposures. Qualys addresses this with Agentic AI--eliminating repetitive tasks and enabling autonomous, risk-focused workflows that empower teams and accelerate protection. Adaptive Risk Remediation AI Agents like the Microsoft Patch Tuesday Lifecycle Agent continuously triangulate prioritized vulnerabilities, correlated remediation techniques, and asset context to drive faster, more transparent risk remediation. This reduces cost and time to close vulnerabilities. Build Your Own AI Agent - Security teams can create custom, no-code, pretrained AI agents tailored to their specific business needs. These agents can be trained to perform specialized tasks autonomously and reused as needed--enabling scalable, repeatable automation for risk management workflows unique to each organization. Aankondiging • Jul 22
Qualys, Inc. to Report Q2, 2025 Results on Aug 05, 2025 Qualys, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025 Aankondiging • Apr 29
Qualys, Inc. Expands Platform to Protect Against AI and LLM Model Risk from Development to Deployment Qualys, Inc. announced major updates to its TotalAI solution to secure organizations' complete MLOps pipeline from development to deployment. Organizations will now be able to rapidly test their large language models (LLMs), even during their development testing cycles, with stronger protection against more attacks and on-premises scanning powered by an internal LLM scanner. With the current rush of AI adoption, organizations are moving at an unprecedented pace - often without implementing foundational security controls necessary to manage risk. A recent study revealed 72% of CISOs are concerned generative AI solutions could result in security breaches for their organizations. Enterprises need a better solution to bridge the gap between innovation and secure implementation. TotalAI delivers: Automatic Prioritization of AI Security Risks: Findings are mapped to real-world adversarial tactics with MITRE ATLAS and automatically prioritized through the Qualys TruRisk™? scoring engine, helping security, IT, and MLOps teams zero in on the most business-critical risks. Faster, Safer AI Application Development: With the new internal on-premises LLM scanner, organization can now incorporate comprehensive security testing of their LLM models during development, staging, and deployment - all without ever exposing models externally. This shift-left approach, incorporating security and testing of AI-powered applications into existing CI/CD workflows, strengthens both agility and security posture, while ensuring sensitive models remain protected behind corporate firewalls. Enhanced Defense Against Emerging AI Threats: TotalAI now expands to detect 40 different attack scenarios, including advanced jailbreak techniques, prompt injections and manipulations, multilingual exploits, andias amplification. The expanded scenarios simulate real-world adversarial tactics and strengthen model resilience against exploitation, preventing attackers from manipulating outputs or bypassing safeguards. Protection from Cross-modal Exploits with Multimodal Threat Coverage: TotalAI's enhanced multimodal detection identifies prompts or perturbations hidden inside images, audio, and video files that are designed to manage LLM outputs, helping organizations safeguard against cross-modal exploits. Aankondiging • Apr 24
Qualys, Inc. Unveils Policy Audit with Enhanced Efficiency for Continuous Audit Readiness Qualys, Inc. announced Policy Audit, an enhancement to its policy compliance solution. This update revolutionizes the audit journey through automated efficiencies that drastically cut manual audit preparation time, speed remediation, and ensure organizations remain audit ready at all times. Enterprises are grappling with an increasing compliance burden, with nearly 70% of service organizations subject to at least six frameworks or more regulatory mandates that stretch resources and drive-up costs. Misconfigurations further simplify compliance, often leading to non-compliance and regulatory penalties. Time-consuming tasks like auditing, reporting, and system remediation are prone to human error, underscoring the urgent need for a more efficient, automated approach to managing compliance challenges. Qualys Policy Audit helps organizations avoid security breaches and audit failures by automatically mapping evidence to frameworks like PCI DSS 4.0, DORA, NIST, CMMC and FedRAMP. It includes comprehensive coverage across 450 technologies, over 1,000 out-of-the-box policies and more than 90 frameworks, ensuring continuous compliance and audit readiness while minimizing the risk of audit failures. Policy Audit delivers: Continuous Audit Readiness: Policy Compliance automates continuous evidence collection, minimizes human error, and helps monitor audit gaps with a real-time view of organizations' compliance posture. To further mitigate breach exposure, Qualys is also introducing Audit Fix as an optional but powerful addition to Policy Audit. Audit Fix allows users to proactively repair audit findings before they escalate into compliance issues using a library of pre-defined, out-of-the- box scripts and golden policies that integrate into CI/CD pipelines. Customizable remediation workflows integrated into Policy Audit help to significantly reduce breach exposure and accelerate continuous compliance. Availability: Qualys Policy Audit will be available in second quarter. For a 30-day trial, visit qualys.com/forms/policy-audit or to learn more, read their blog, "Qualys Policy Audit, the New Standard for Audit Readiness", or attend their Policy Audit webinar. Aankondiging • Apr 22
Qualys, Inc. to Report Q1, 2025 Results on May 06, 2025 Qualys, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025 Aankondiging • Apr 14
Qualys, Inc., Annual General Meeting, Jun 11, 2025 Qualys, Inc., Annual General Meeting, Jun 11, 2025. Aankondiging • Feb 07
Qualys, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025 Qualys, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenues to be in the range of $155.5 million to $158.5 million, representing 7% to 9% growth over the same quarter in 2024. GAAP net income per diluted share is expected to be in the range of $0.95 to $1.05.
For the full year of 2025, the company expects revenues to be in the range of $645.0 million to $657.0 million, representing 6% to 8% growth over 2024. GAAP net income per diluted share is expected to be in the range of $3.62 to $4.02. Aankondiging • Feb 03
Qualys, Inc. Unveils TotalAppSec: New Comprehensive Application Risk Management Solution Qualys, Inc. announced TotalAppSec, its new AI-powered application risk management solution to enable organizations to monitor and mitigate cyber risk from critical web applications and APIs. Qualys TotalAppSec unifies API security, web application scanning, and web malware detection across on-premises to hybrid and multi-cloud environments, providing companies with a comprehensive view of their application security risk and posture. This allows organizations to immediately assess and prioritize their most critical application risks across the entire enterprise and streamlines remediation efforts to quickly reduce their risk. Web applications and APIs have reshaped the digital landscape and significantly contribute to enterprise risk. According to the 2024 Verizon DBIR Report, web applications remain the top entry point for breaches--with 68% of breaches involving the human element and 32% leveraging ransomware attacks, which are frequently delivered through compromised web applications and APIs. Security teams often struggle with disjointed and incomplete risk assessments because application security is treated as a collection of independent layers - web applications, APIs, and the infrastructure that supports them. In contrast, cyber adversaries have been known to chain vulnerabilities across these layers to maximize impact. Furthermore, traditional, siloed security tools fail to provide visibility into business criticality and threat intelligence or address vulnerabilities like API misconfigurations, Broken Object Level Authorization (BOLA), and sensitive data exposure. A new approach is needed - one that simplifies and consolidates application risk management while aligning security efforts with business priorities. Existing Web Application Security (WAS) customers can contact their respective Technical Account Managers (TAMs) to upgrade to TotalAppSec. Aankondiging • Jan 24
Qualys, Inc. to Report Q4, 2024 Results on Feb 06, 2025 Qualys, Inc. announced that they will report Q4, 2024 results After-Market on Feb 06, 2025 Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to €145, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the Software industry in Germany. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €244 per share. Aankondiging • Nov 07
Qualys Reportedly Explores Potential Sale Qualys, Inc. (NasdaqGS:QLYS) is exploring options, including a potential sale, after receiving takeover interest, people familiar with the matter said, as consolidation is expected to accelerate in the cybersecurity sector. The stock rose as much as 33%. The cybersecurity software company is working with advisers as it weighs options, according to the people, who asked not to be identified discussing confidential information. New Risk • Nov 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 07
Third quarter 2024 earnings released: EPS: US$1.26 (vs US$1.27 in 3Q 2023) Third quarter 2024 results: EPS: US$1.26 (down from US$1.27 in 3Q 2023). Revenue: US$153.9m (up 8.4% from 3Q 2023). Net income: US$46.2m (flat on 3Q 2023). Profit margin: 30% (down from 33% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Aankondiging • Oct 22
Qualys, Inc. to Report Q3, 2024 Results on Nov 05, 2024 Qualys, Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024 Reported Earnings • Aug 07
Second quarter 2024 earnings released: EPS: US$1.19 (vs US$0.96 in 2Q 2023) Second quarter 2024 results: EPS: US$1.19 (up from US$0.96 in 2Q 2023). Revenue: US$148.7m (up 8.4% from 2Q 2023). Net income: US$43.8m (up 24% from 2Q 2023). Profit margin: 29% (up from 26% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Aankondiging • Aug 01
Qualys Expands Trurisk Eliminate Platform, Empowering Organizations to Mitigate Cyber Risk Without Patching Qualys, Inc. is unveiling TruRisk Eliminate at Black Hat 2024. Qualys TruRisk Eliminate is a comprehensive remediation solution that extends beyond patching to help organizations further reduce risk. It provides additional innovative remediation methods when patching isn't feasible. This approach uses patchless patching, targeted isolation, and other mitigation strategies to ensure robust protection. Patch management is a core capability for remediating vulnerabilities, but it is not always the most viable or only option. Addressing all vulnerabilities is increasingly difficult due to potential business disruptions from patching, the unavailability of patches for zero days, and the limitations of traditional patch management tools that rely solely on agents. The Qualys Threat Research Unit (TRU) identified five million instances of CISA Known At-risk assets that can't be patched present vulnerabilities exploitable by hackers, leading to ransomware and data breaches. Cybersecurity and IT teams need effective mechanisms to mitigate the risks of unpatched vulnerabilities while maintaining business operations. Aankondiging • Jul 23
Qualys, Inc. to Report Q2, 2024 Results on Aug 06, 2024 Qualys, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024 Aankondiging • May 23
Qualys, Inc. Expands Its Focus on the Government Sector by Enhancing and Operationalizing the Capabilities of the Qualys Enterprise TruRisk Platform Qualys, Inc. 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 to accelerate support for federal zero-trust strategies through automated asset visibility and attack surface risk management as defined by OMB M-24-04, CISA BOD 23-01 and the broader FISMA guidelines. As defined in EO 14028, federal agencies must show progress in their zero-trust implementation (OMB M-22-09). To further help operationalize zero trust, the OMB released FY24 FISMA Guidance (M-24-04) to focus on the visibility and security of the entire attack surface, specifically on monitoring and real-time reporting on vulnerabilities and threats. The Qualys Enterprise TruRisk Platform's integrated solutions, CyberSecurity Asset Management, Vulnerability Management, Detection and Response (VMDR) and Patch Management, now seamlessly help federal agencies fast-track the implementation of zero-trust strategies with continuous compliance and posture visibility into M24-04 and FISMA's broader risk assessment and remediation requirements. With the Qualys platform, agencies get visibility and reporting for all their high-value assets, physically and virtually connected devices, including OT and IoT devices and their applications. The Qualys Enterprise TruRisk Platform, with its unified view, allows agencies to: Clearly understand the assets and attack surface in compliance with OMB M-24-04:Qualys allows agencies to discover and inventory both the known and unknown internal and external attack surface of IT, IoT, cloud, and mobile assets across hybrid environments, along with software and applications, including open-source packages, while also identifying high-value assets. Address FISMA patching requirements per CISA BOD 23-01: In addition to discovering high-value assets, detecting, and assessing vulnerabilities and prioritizing risks according to the CISA catalog, Qualys allows patching from within the same integrated solution to minimize the risk of exploitation of federal assets. Showcase and fast-track measurable progress to zero-trust implementation: Qualys helps agencies identify and manage the entire attack surface along with integrated detection, prioritization, and remediation of vulnerability risks, allowing agencies to easily implement FISMA's foundational guidance. Availability: The enhanced and operationalized Enterprise TruRisk Platform supporting the federal zero-trust journey is immediately available. Reported Earnings • May 08
First quarter 2024 earnings released: EPS: US$1.08 (vs US$0.79 in 1Q 2023) First quarter 2024 results: EPS: US$1.08 (up from US$0.79 in 1Q 2023). Revenue: US$145.8m (up 12% from 1Q 2023). Net income: US$39.7m (up 37% from 1Q 2023). Profit margin: 27% (up from 22% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Aankondiging • May 03
Qualys Enhances Partner Program with New Global Mssp Portal Designed to Streamline Partner Operations Qualys, Inc. announced the launch of its Managed Security Services Partner (MSSP) Portal as part of the growth and evolution of its partner management strategy. Qualys' global MSSP partners now have access to a unified platform that streamlines client, subscription, and security services management for enhanced operational efficiencies, enabling increased revenue opportunities and improved operating margins. The demand for MSSPs is increasing as organizations look to outsource their cybersecurity needs to experts who can provide advanced protection and proactive threat management. This has led to significant growth in the MSSP market, which is expected to reach $68.3 billion in 2028.1 However, this growth has resulted in complex authentication processes, licensing confusion, and inefficient user management practices for both MSSPs and their clients. The Qualys MSSP Portal addresses these challenges by providing a unified platform with a holistic view of all client accounts, licenses, and user roles, simplifying the partner management process and enhancing overall security posture. With nearly 50 partners already onboarded, the Qualys MSSP Portal delivers built-in efficiencies, enhanced security, and reduced operational complexities, including: Enhanced User Access Experience: The portal's single sign-on feature allows partners to access client accounts without repeatedly entering credentials, streamlining the authentication process while maintaining strict security protocols. Streamlined Management for Quick, Informed Decisions: Integrates management of all partner and client activities into a single dashboard for a comprehensive view of operations, security status, and client interactions reducing the time and effort needed to oversee accounts. It enables the creation of user accounts with role-based access, ensuring users have the appropriate level of access to client resources. Increased Efficiency from Automated Workflows: Automates repetitive tasks across multiple subscriptions and interfaces, such as updating security settings, report generation and deploying patches. Aankondiging • Apr 26
Qualys, Inc., Annual General Meeting, Jun 12, 2024 Qualys, Inc., Annual General Meeting, Jun 12, 2024, at 11:00 Pacific Standard Time. Agenda: To elect two Class III directors to serve until the 2027 annual meeting of stockholders or until their successors are duly elected and qualified; to ratify the appointment of Grant Thornton LLP as company's independent registered public accounting firm for company's fiscal year ending December 31, 2024; to approve, on an advisory and non-binding basis, the compensation of company's named executive officers as described in this proxy statement; to approve company's 2012 Equity Incentive Plan, as amended and restated; and to transact such other business as may properly come before the meeting or any adjournments or postponements thereof. Aankondiging • Apr 24
Qualys, Inc. to Report Q1, 2024 Results on May 07, 2024 Qualys, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024 Aankondiging • Apr 04
Qualys, Inc. Announces William Berutti Will Stand for Re-Election On April 2, 2024, William Berutti notified the Board of Directors of Qualys, Inc. that he would not stand for re-election at the annual meeting of stockholders taking place on or about June 12, 2024. Mr. Berutti’s notice is not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Board Change • Mar 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. President, CEO & Director Sumedh Thakar was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Feb 25
Full year 2023 earnings released: EPS: US$4.11 (vs US$2.81 in FY 2022) Full year 2023 results: EPS: US$4.11 (up from US$2.81 in FY 2022). Revenue: US$554.5m (up 13% from FY 2022). Net income: US$151.6m (up 40% from FY 2022). Profit margin: 27% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 23% per year. Reported Earnings • Feb 08
Full year 2023 earnings released: EPS: US$4.11 (vs US$2.81 in FY 2022) Full year 2023 results: EPS: US$4.11 (up from US$2.81 in FY 2022). Revenue: US$554.5m (up 13% from FY 2022). Net income: US$151.6m (up 40% from FY 2022). Profit margin: 27% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year. Aankondiging • Feb 08
Qualys, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2024 Qualys, Inc. provided earnings guidance for the first quarter and full year 2024. For the quarter, the Management expects revenues to be in the range of $144.5 million to $146.5 million, representing 11% to 12% growth over the same quarter in 2023. GAAP net income per diluted share is expected to be in the range of $0.84 to $0.92, which assumes an effective income tax rate of 22%. For the year, the Management expects revenues to be in the range of $600.0 million to $610.0 million, representing 8% to 10% growth over 2023. GAAP net income per diluted share is expected to be in the range of $3.11 to $3.43. This assumes an effective income tax rate of 22%. Aankondiging • Feb 07
Qualys Unveils Totalcloud 2.0 with TruRisk Insights to Measure, Communicate, and Eliminate Cyber Risk in Cloud and Saas Applications Qualys, Inc. TotalCloud 2.0. This significant upgrade to Qualys' AI-powered cloud native application protection platform (CNAPP) delivers a single prioritized view of cloud risk and is the first to extend its protection to SaaS applications. The shift toward multi-cloud and SaaS environments presents organizations with the opportunity for innovation and agility but also introduces complex security challenges. This has led to the adoption of numerous security tools, each providing different and sometimes conflicting perspectives on the organization's risk level. Navigating these diverse risks across fragmented environments poses a challenge for organizations, impeding effective risk prioritization, reporting and remediation.TotalCloud 2.0 with TruRisk Insights provides a single, prioritized view of cloud risk. The solution correlates unique indicators from diverse Qualys sources, such as Cloud Workload Protection (CWP), Cloud Security Posture Management (CSPM), and Cloud Detection and Response (CDR). It combines these with SaaS and infrastructure posture to allow organizations to fix the most harmful threats quickly. Qualys TotalCloud 2.0's enhancements streamline operations by providing: TruRisk Insights: Singular, Prioritized View of Cloud Risk – TruRisk Insights streamlines the identification of the highest-risk assets. In analyzing anonymized customer data1, Qualys found 120,000+ internet-accessible cloud workloads, with less than 10% having confirmed vulnerabilities. Qualys TruRisk Insights correlated risk indicators and identified less than 0.3% of workloads with a confluence of suspicious activities, malware, and misconfigurations. This streamlined focus allowed organizations to prioritize critical issues by eliminating 99% of workloads that didn't require immediate attention. Additionally, TotalCloud 2.0 integrates data from the External Attack Surface Management (EASM) solutions, giving people visibility into how external threats may perceive and target the cloud assets. Comprehensive Protection for SaaS Applications – Today's threats extend beyond public cloud into organizations' critical SaaS applications. Without adequate protection, these applications can serve as entry points for lateral movement into the cloud environment. The recent SEC regulation mandates that all public companies are now obligated to disclose cyber incidents and meet cybersecurity readiness requirements for data stored in SaaS systems. TotalCloud is the first CNAPP solution to incorporate SaaS security posture management (SSPM) ensuring that configurations and permissions in apps like Microsoft 365, Zoom, Slack, Google Workspace, etc. are seamlessly integrated into the overall security posture for enhanced decision making. Supply Chain Risk Mitigation – TotalCloud effortlessly scans all open-source software pre-and-post deployment across various compute workloads, including containers, utilizing both agent and agentless techniques. This comprehensive approach significantly diminishes supply chain risk by identifying vulnerabilities across multi-cloud environments. Operationalized Risk Reduction – Streamlines operations and removes silos between IT and security with ITSM integrations. Automatically assign tickets and enable orchestration of remediation with the ITSM tools such as ServiceNow and JIRA to significantly reduce risk and speed mean time to remediation. Aankondiging • Feb 03
Qualys Inc. Expands Qualys CyberSecurity Asset Management to Detect Unauthorized Devices Across Hybrid Environments Qualys, Inc. announced it is expanding Qualys CyberSecurity Asset Management (CSAM) to identify unmanaged and untrusted devices in real-time. Leveraging the Qualys Cloud Agent to continuously monitor the network, this passive discovery method complements scans, agents, and API-based discovery to build a comprehensive asset inventory, calculate the TruRisk of every asset, and eliminate risk based on business impact. With this new capability, Qualys CyberSecurity Asset Management strengthens its position as the industry leader in combining internal and external attack surface management. By leveraging Qualys Cloud Agents to sniff network traffic, customers have identified an average of 34% more unmanaged and untrusted assets, seamlessly integrating them into their vulnerability management programs with business context and risk assessment. Qualys CyberSecurity Asset Management with passive sensing provides organizations with: Complete Internal Attack Surface Coverage: Incorporates the final component of a comprehensive asset inventory to detect risk from IoT devices, unauthorized cloud instances and any network devices that may have been previously missed. By adding previously unmanaged and untrusted network device inventory, organizations can perform automated vulnerability management and compliance scans to identify vulnerabilities and misconfigurations, calculate TruRisk, and prioritize remediation actions based on business risk—all within a single platform. Lays the Foundation for Zero Trust Security Architecture: CyberSecurity Asset Management proactively identifies devices connected to the network that are not authenticated, missing security agents, or otherwise untrusted in real-time. This provides cyber risk assessment—without additional overhead, cost, or resource deployment. Turbocharges CMDB Accuracy and Coverage: Automatically add discovered assets to the configuration management database (CMDB), enabling IT with comprehensive visibility required to manage asset inventory lifecycle and remediate cyber risk. Aankondiging • Jan 30
Qualys, Inc. to Report Q4, 2023 Results on Feb 12, 2024 Qualys, Inc. announced that they will report Q4, 2023 results After-Market on Feb 12, 2024 Buying Opportunity • Dec 15
Now 20% undervalued Over the last 90 days, the stock is up 25%. The fair value is estimated to be €219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 7.1% per annum over the same time period. Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: US$1.27 (vs US$0.72 in 3Q 2022) Third quarter 2023 results: EPS: US$1.27 (up from US$0.72 in 3Q 2022). Revenue: US$142.0m (up 13% from 3Q 2022). Net income: US$46.5m (up 68% from 3Q 2022). Profit margin: 33% (up from 22% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year. Aankondiging • Nov 01
Qualys, Inc. Announces TruRisk, FixIT and ProtectIT Packages in AWS Marketplace Qualys, Inc. announced the availability of its award-winning VMDR TruRisk, FixIT and ProtectIT capabilities in AWS Marketplace priced and packaged for small-to-medium sized businesses (SMBs) and small-to-medium enterprises (SMEs). AWS Marketplace is a digital catalog with thousands of software listings from independent software vendors that makes it easy to find, test, buy and deploy software that runs on Amazon Web Services (AWS). The Qualys offering will help SMBs and SMEs get the most out of their cybersecurity budgets by reducing cyber risk across their infrastructure and driving business growth. The package includes vulnerability, patch and Endpoint Detection and Response (EDR) capabilities. Customers will be able to access three of Qualys' products via a single engine: VMDR TruRisk - Brings the power of Qualys Cloud Platform and the capabilities of VMDR to small and medium-sized businesses. With VMDR TruRisk, smaller organizations can now access enterprise-grade asset visibility, vulnerability management, risk assessment, and prioritized remediation workflows. VMDR TruRisk FixIT - Provides all the benefits of VMDR TruRisk as well as Qualys Patch Management for risk-based detection and remediation. With VMDR TruR Risk FixIT, customers can prioritize vulnerabilities and automate patching based on business criticality. Customers will be able to choose either an annual or consumption-based pricing model. Additionally, Qualys leverages AWS services such as Amazon Elastic Compute Cloud (Amazon EC2), AWS Lambda, and Amazon Simple Storage Service (Amazon S3) to contrast and deploy its deep learning artificial intelligence (AI)-based threat detection platform. The Qualys deep learning AI built on AWS is the core AI platform used through the Qualys Cloud Platform. Using AWS, Qualys can scale its deep learning AI infrastructure to meet the needs of its large customer base. Aankondiging • Oct 20
Qualys, Inc. to Report Q3, 2023 Results on Nov 02, 2023 Qualys, Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023 Aankondiging • Aug 26
Qualys Appoints Tom Berquist to its Board of Directors Qualys, Inc. announced Tom Berquist joined its Board of Directors. Tom, a longstanding technology industry veteran, has extensive experience in enterprise cloud software. Tom Berquist is chief financial officer at Cloud Software Group. He previously held CEO and CFO roles at software companies including TIBCO, Saba, Corel, and Actian. In addition, he spent 10 years on Wall Street with Citigroup, Goldman Sachs, and Piper Jaffray and six years at Deloitte. Tom holds a bachelor's degree in accounting and an MBA in management and marketing from the University of St. Thomas, St. Paul Minnesota. Aankondiging • Aug 04
Qualys, Inc. Announces First-Party Software Risk Management Solution Qualys, Inc. announced it is opening up its award winning risk management platform to AppSec teams to bring their own detections to assess, prioritize and remediate the risk associated with first-party software and its embedded open source components. In the digital transformation era, every organization develops its own software to run its business. This first-party, or company-developed, software often lacks the disciplined vulnerability and configuration management practices used for third-party software. Studies have shown that over 90% of first-party software includes open source components while more than 40% have high risks such as exploitable vulnerabilities. Today, application and security operations teams rely on manual checks or siloed scripts to evaluate the security of first-party software, resulting in ad-hoc security assessment that impedes the ability to prioritize and remediation effectively. Furthermore, traditional vulnerability assessment or software composition analysis tools do not detect the presence of embedded open source packages across the production environment. As a result, security teams face challenges in comprehending the true risk, particularly in security breaches like the Log4J incident. The new Qualys solution enables organizations to bring their own detection and remediation scripts created using popular languages like PowerShell and Python to Qualys Vulnerability Management, Detection and Response (VMDR) as Qualys ID (QIDs), which the Qualys Cloud Agent executes in a secure and controlled manner. Qualys TruRisk then detects and prioritizes the findings in the same workflow and reporting as used for the third-party software findings. The new Qualys platform capabilities allow teams to: Easily Build Your Own Signatures: Create Qualys Detections (QIDs) and remediations based on your own logic or scripts leveraging major scripting languages such as Python, PowerShell and others. These detections integrate directly into VMDR workflows and TruRisk scoring, helping SecOps teams unify and manage risk across first and third-party applications in their environment. This information allows security teams to rapidly mitigate the risk of high-profile security issues such as zero-day threats and Log4J outbreaks by crafting custom detection and responses. Effectively Communicate Risk with Unified Reporting and Dashboarding: With native integration to VMDR workflows, effectively communicate the unified view of risk in first and third-party software to the right stakeholders via real-time dashboards and reports. Integration with ticketing systems such as ServiceNow and JIRA enables the automatic assigning of detailed remediation tickets to the right owners through a common view to quickly close tickets and reduce risk. Enhancements to the Qualys Cloud Platform, including Custom Assessments and Remediation via VMDR integrations, will be available by the end of August. Qualys helps organizations streamline and automate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings. The Qualys Cloud Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and data applications across on premises, and web applications across on premises. Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: US$0.96 (vs US$0.69 in 2Q 2022) Second quarter 2023 results: EPS: US$0.96 (up from US$0.69 in 2Q 2022). Revenue: US$137.2m (up 14% from 2Q 2022). Net income: US$35.4m (up 33% from 2Q 2022). Profit margin: 26% (up from 22% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Aankondiging • Jul 23
Qualys, Inc. to Report Q2, 2023 Results on Aug 03, 2023 Qualys, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023 Aankondiging • Jul 11
Qualys, Inc. Appoints Dino DiMarino as Chief Revenue Officer Qualys, Inc. announced Dino DiMarino has been appointed as Chief Revenue Officer (CRO). In this role, Dino will be responsible for leading the global sales and partner organizations along with all aspects of revenue performance focusing on delivering sustainable customer value and business outcomes. Dino brings over 20 years of experience leading go-to-market teams within cybersecurity and information technology companies. Most recently, he served as the CRO for Snyk, an industry leader in developer security, where he was responsible for all customer-facing go-to-market functions. Prior to Snyk, Dino held various positions at Mimecast including CRO. Earlier in his career, Dino had senior go-to-market leadership positions at EMC and RSA Security spanning more than 12 years. Dino has a degree in business administration from Wilfrid Laurier University in Waterloo, Canada. Reported Earnings • May 05
First quarter 2023 earnings released: EPS: US$0.79 (vs US$0.65 in 1Q 2022) First quarter 2023 results: EPS: US$0.79 (up from US$0.65 in 1Q 2022). Revenue: US$130.7m (up 15% from 1Q 2022). Net income: US$29.1m (up 14% from 1Q 2022). Profit margin: 22% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 10
Full year 2022 earnings released: EPS: US$2.81 (vs US$1.82 in FY 2021) Full year 2022 results: EPS: US$2.81 (up from US$1.82 in FY 2021). Revenue: US$489.7m (up 19% from FY 2021). Net income: US$108.0m (up 52% from FY 2021). Profit margin: 22% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year. Aankondiging • Feb 10
Qualys, Inc. Provides Financial Guidance for the First Quarter and Full Fiscal Year 2023 Qualys, Inc. provided financial guidance for the first quarter and full fiscal year 2023. First the quarter, the company expects revenues to be in the range of $130.2 million to $131.0 million, representing 15% to 16% growth over the same quarter in 2022. GAAP net income per diluted share is expected to be in the range of $0.59 to $0.61. First quarter 2023 net income per diluted share estimates are based on approximately 37.6 million weighted average diluted shares outstanding for the quarter.For the full Year 2023, the company expects revenues to be in the range of $553 million to $557 million, representing 13% to 14% growth over 2022. GAAP net income per diluted share is expected to be in the range of $2.54 to $2.62. Full year 2023 net income per diluted share estimates are based on approximately 37.4 million weighted average diluted shares outstanding. Aankondiging • Feb 09
Qualys Expands Cloud Platform for Both Large Enterprises and Small/Medium Businesses Looking to Prioritize and Reduce Risk Qualys, Inc. announced the expansion of its TruRisk platform to serve the needs of both large enterprises and small and medium-sized businesses. The new offerings, VMDR TruRisk packages and Enterprise TruRisk Management, will help organizations reduce cyber risk across their infrastructure and drive business growth. Cybersecurity Solutions Tailored for Small and Medium Businesses Qualys' new packaging combines Vulnerability Management Detection and Response (VMDR), Patch Management and Multi- Vector EDR into tailored offerings for small and medium-sized businesses. These packages, VMDR TruRisk, VMDR TruRisk FixIT and VMDR TruRisk ProtectIT, offer simple, easy-to-deploy, all-inclusive cybersecurity solutions to manage, remediate and protect against continuously emerging cyber threats and reduce risk. The convenient packaging and pricing allow its partners to bring more Qualys offerings to customers and streamline the onboarding process. Aankondiging • Feb 02
Qualys, Inc. Announces Board Changes On January 27, 2023, Sandra E. Bergeron notified the Board of Directors of Qualys, Inc. that she would retire from the Board, effective January 28, 2023. Ms. Bergeron, who is Chair of the Board, has served as a director of the Company since 2006. Ms. Bergeron’s retirement is not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. On January 30, 2023, the Board appointed Jeffrey P. Hank as Chair of the Company. Aankondiging • Feb 01
Qualys Introduces GovCloud, A Fedramp Ready (High Impact Level) Cybersecurity Platform Qualys, Inc. announced its new GovCloud platform along with the achievement of FedRAMP Ready status at the High impact level, from the Federal Risk and Authorization Management Program (FedRAMP). Qualys GovCloud, including its integrated capabilities, is 'ready' to meet the stringent cybersecurity assurance requirements of FedRAMP at the High impact level. High certification is the most stringent with 421 security and risk management controls. Qualys GovCloud is a comprehensive offering including - asset inventory with external attack surface visibility, vulnerability risk and remediation management and compliance management - that federal agencies can use as the foundation for their cybersecurity programs. Its integrated platform includes all the critical security and compliance solutions needed to address Executive Orders and aligns with NIST 800-53 v5 standards eliminating the need to stitch together siloed solutions. The highly scalable GovCloud platform supports federal and commercial organizations cost-effectively, delivering integrated capabilities, 24x7 support and training while maintaining the highest level of protection. Qualys GovCloud includes: Cybersecurity Asset Management with External Attack Surface Management – to identify, discover inventory and classify all known and unknown assets with security context. The solution also syncs with your CMDB, helping address CISA BOD 23-01 and comprehensively report against the NIST 800-53 v5 requirement of CM-8. Vulnerability Management Detection and Response (VMDR) - assess, prioritize, and remediate vulnerabilities based on TruRisk to meet Executive order 14028, OMB M-21-31 as well as monitor posture against NIST requirement of RA-5. Configuration and Policy Compliance - GovCloud's Regulatory Compliance Management with Policy Compliance capability allows government agencies to assess configuration posture against DISA while auditing and reporting their compliance with a wide range of standards, including NIST 800-53/FedRAMP, NIST 800-171, NIST CSF, CMMC, CERT Resiliency, etc. File Integrity Monitoring – detects and alerts on unauthorized changes to software firmware and information to align with the NIST SI-7 requirement. Container Security - continuously discover, track, and secure containers from build to runtime, aligning with the key federal DevOps initiative while addressing the additional FedRAMP requirement of NIST RA-5 regarding assessing containers for vulnerability risk. Aankondiging • Jan 27
Qualys, Inc. to Report Q4, 2022 Results on Feb 09, 2023 Qualys, Inc. announced that they will report Q4, 2022 results After-Market on Feb 09, 2023 Valuation Update With 7 Day Price Move • Nov 09
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €116, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 19x in the Software industry in Germany. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €210 per share. Reported Earnings • Nov 03
Third quarter 2022 earnings released: EPS: US$0.72 (vs US$0.71 in 3Q 2021) Third quarter 2022 results: EPS: US$0.72. Revenue: US$125.6m (up 20% from 3Q 2021). Net income: US$27.7m (flat on 3Q 2021). Profit margin: 22% (down from 27% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Aankondiging • Nov 03
Qualys, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2022 Qualys, Inc. provided earnings guidance for the fourth quarter and full year 2022. Management expects revenues for the fourth quarter of 2022 to be in the range of $129.7 million to $130.7 million, representing 18% to 19% growth over the same quarter in 2021. GAAP net income per diluted share is expected to be in the range of $0.52 to $0.54, which assumes an effective income tax rate of 26%. For the Full Year 2022 Guidance, the management now expects revenues to be in the range of $488.6 million to $489.6 million, representing 19% growth over 2021, up from the previous guidance range of $488.0 million to $489.5 million. GAAP net income per diluted share is expected to be in the range of $2.52 to $2.54, up from the previous guidance range of $2.39 to $2.44. This assumes an effective income tax rate of 22%. Aankondiging • Nov 02
Qualys Inc. Introduces TotalCloud with FlexScan Delivering Cloud-Native VMDR Qualys, Inc. is announcing TotalCloud with FlexScan delivering cloud-native VMDR with Six Sigma Accuracy via agent and agent-less scanning for comprehensive coverage of cloud-native posture management and workload security across multi-cloud and hybrid environments. As business applications and on-premises infrastructure migrate to the cloud, security teams struggle with managing cyber risk across cloud workloads, services, resources, users, and applications. Additionally, teams must deal with a plethora of industry acronym-driven point solutions that provide a fragmented view of risk without context. This approach increases security costs and complexity while leaving cloud applications vulnerable to attacks. With more than 31 million workloads already secured by Qualys, Qualys TotalCloud extends the industry-leading accuracy of VMDR with cloud-native FlexScan assessments to unify Cloud Posture Management and Cloud Workload Security in a single view with risk insights. TotalCloud automates inventory, assessment, prioritization and risk remediation via an easy-to-use drag-and-drop workflow engine for continuous and zero-touch security from code to production cloud applications. Qualys FlexScan: Qualys TotalCloud introduces FlexScan a comprehensive cloud-native assessment solution that allows organizations to combine multiple cloud scanning options for the most accurate security assessment of their cloud environment. Security teams will have multiple hybrid assessment capabilities to secure the entire cloud attack surface including: Zero-touch, agent-less, cloud service provider API-based scanning for fast analysis. Virtual appliance-based scanning to assess unknown workloads over the network for open ports and remotely exploitable vulnerability detection.Snapshot assessment that mounts the workload snapshot for periodic offline scanning including vulnerabilities and OSS scanning. Qualys Cloud Agents in the workload for comprehensive, real-time vulnerability, configuration and security assessment. Qualys TotalCloud provides security teams with: Immediate multi-cloud posture insights - The unified cloud posture dashboard provides inventory, security and compliance posture insights across multi-cloud environments in minutes. Teams can easily identify and prioritize the misconfigurations that cause the highest risk with additional context on workload vulnerability and security posture Unified security view to prioritize cloud risk with TruRisk - A single view of cloud security insights across cloud workloads, services and resources is provided via the console. Additionally, Qualys TruRisk quantifies security risk by workload criticality and vulnerability detections and correlates it with ransomware, malware and exploitation threat intelligence to prioritize, trace and reduce risk. Fast remediation with no code, drag-and-drop workflows - The integration of QFlow technology into TotalCloud saves security and DevOps teams valuable time and resources. Automation and no-code, drag-and-drop workflows help simplify the time-consuming operational tasks of assessing vulnerabilities on ephemeral cloud assets, alerting on high-profile threats, remediating misconfigurations, and quarantining high-risk assets. Shift-left security to catch issues early– TotalCloud provides shift-left security integrated into developers existing CI/CD tools to continuously assess cloud workloads, containers and Infrastructure as C artifacts. This allows for the rapid identification of security exposures and remediation steps during the development, build and pre-deployment stages while providing support for the major cloud providers including AWS, Azure and Google Cloud. Aankondiging • Oct 20
Qualys, Inc. to Report Q3, 2022 Results on Nov 02, 2022 Qualys, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 02, 2022 Aankondiging • Oct 05
Qualys, Inc. (NasdaqGS:QLYS) acquired the assets of Blue Hexagon Inc. Qualys, Inc. (NasdaqGS:QLYS) acquired the assets of Blue Hexagon Inc. on October 4, 2022. All Blue Hexagon employees are joining the Qualys team with Nayeem Islam becoming vice president of product management.
Qualys, Inc. (NasdaqGS:QLYS) completed the acquisition of the assets of Blue Hexagon Inc. on October 4, 2022. Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment improved over the past week After last week's 17% share price gain to €146, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 22x in the Software industry in Germany. Total returns to shareholders of 91% over the past three years. Aankondiging • Aug 09
Qualys, Inc. Revises Earning Guidance for the Full Year of 2022 Qualys, Inc. revised earning guidance for the full year of 2022. The Management now expects revenues for the full year of 2022 to be in the range of $488.0 million to $489.5 million, representing 19% growth over 2021, up from the previous guidance range of $484.0 million to $486.5 million. GAAP net income per diluted share is expected to be in the range of $2.39 to $2.44, up from the previous guidance range of $1.91 to $1.95. Reported Earnings • Aug 09
Second quarter 2022 earnings released: EPS: US$0.69 (vs US$0.54 in 2Q 2021) Second quarter 2022 results: EPS: US$0.69 (up from US$0.54 in 2Q 2021). Revenue: US$119.9m (up 20% from 2Q 2021). Net income: US$26.6m (up 26% from 2Q 2021). Profit margin: 22% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 7.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 04
Qualys Brings External Attack Surface Management (EASM) to the Qualys Cloud Platform Qualys, Inc. announced it is adding External Attack Surface Management (EASM) capabilities to the Qualys Cloud Platform. Integrated into CyberSecurity Asset Management 2.0, the new component adds the external attacker view to identify previously unknown internet-facing assets for a complete and accurate picture of the enterprise attack surface. Digital transformation, increased adoption of cloud and Internet of Things (IoT), a growing remote workforce, and a technology talent shortage have led to an exponential rise in organizations' attack surface. This expansion makes it harder for security teams to correlate externally visible and internally managed assets and govern compromises that occur because of undiscovered, unmanaged, or poorly managed IT assets. Organizations need a new approach to view vulnerable assets from the outside in and execute like an attacker to quickly identify areas of risk. Qualys CyberSecurity Asset Management 2.0 with EASM enables organizations to continuously monitor and reduce the entire enterprise attack surface including internal and internet-facing assets and discover previously unidentified exposures. It also helps synchronize with CMDBs, detect security gaps like unauthorized or end-of-support software, open ports, remotely exploitable vulnerabilities, digital certificate issues, unsanctioned apps and domains, and mitigate risk by taking appropriate actions. Qualys CyberSecurity Asset Management with EASM allows Security and IT teams to: Uncover Gaps Across the Entire Attack Surface - From a single cloud platform, the solution continuously discovers and accurately classifies internal and external internet-facing assets. It automatically finds your subsidiaries, performs horizontal and vertical domain and subdomain enumeration, correlates WHOIS and DNS records and attributes assets to your organization. Get a Reliable, Accurate View Aligning Security and IT Ops - Augment uncertain, outdated data in your CMDB with CyberSecurity Asset Management. Teams can capture unmanaged assets and gain a single source of truth for internet-facing assets, along with location and context, through automatic synchronization with enterprise CMDBs and vulnerability management to streamline ongoing attack surface monitoring and response. Rapidly Remediate Risk with Native VMDR 2.0 Integration - CyberSecurity Asset Management 2.0 and Qualys VMDR 2.0 improve the cybersecurity program posture with TruRisk scoring and automated and one-click orchestration of vulnerability and remediation workflows to convert internet-facing assets into fully managed and patched assets. Availability Qualys CyberSecurity Asset Management 2.0 with EASM is currently in preview and available to existing customers. It will be generally available in mid-September. Aankondiging • Jul 26
Qualys, Inc. to Report Q2, 2022 Results on Aug 08, 2022 Qualys, Inc. announced that they will report Q2, 2022 results After-Market on Aug 08, 2022 Aankondiging • May 26
Qualys, Inc. Unveils VMDR 2.0, New Innovations for Vulnerability Management, Detection and Response at Qualys Security Conference in San Francisco Qualys, Inc. announced it is holding the Qualys Security Conference (QSC) San Francisco in tandem with RSAC on June 7, 2022 to June 8, 2022. At the event, Qualys will unveil significant updates to the company's Vulnerability Management, Detection and Response (VMDR) solution. The new enhancements redefine how enterprises manage cybersecurity risk with an unprecedented capability to prioritize and remediate at scale. Aankondiging • May 24
Qualys Announces Executive Changes On May 18, 2022, Arjet Skenduli, Chief Accounting Officer and principal accounting officer of Qualys, Inc. (the Company"), notified the Company of his resignation from the Company, effective June 15, 2022. Mr. Skenduli's resignation was a personal decision and is not the result of any disagreement with the Company on any matterrelating to the Company's operations, policies or practices, including its accounting principles, practices and controls. Additionally, on May 20, 2022, the Company's board of directors reappointed Joo Mi Kim, the Company's Chief Financial Officer, to serve as principal accounting officer in addition to her role as Chief Financial Officer,effective as of June 15, 2022. Aankondiging • May 18
Qualys, Inc. Adds Custom Assessment and Remediation to Its Cloud Platform Qualys, Inc. unveiled Qualys Custom Assessment and Remediation, opening its Cloud Platform to give security architects access to custom scripts that can be natively integrated with other Qualys solutions. This new solution significantly reduces response time by empowering security teams to orchestrate workflows, secure custom applications, and take immediate action to counter threats like zero-day attacks lessening the need to rely on the IT operations teams. When threats hit, security teams need to quickly discover, assess and remediate both their third-party and custom applications. A typical response involves creating new out-of-band processes and custom scripts that need to be rolled out across hundreds or thousands of applications and endpoints by the security teams using a variety of techniques and ITSM tools. This approach creates a blind spot from an auditing and tracking standpoint and negatively impacts responsiveness. Qualys Custom Assessment and Remediation leverages the comprehensive capabilities of the Qualys Cloud Platform to speed up your ability to respond to a detected security issue. It provides centralized control while helping teams remediate issues within their existing tools and workflows, saving them from inefficient, costly out-of-band rework cycles." Qualys Custom Assessment and Remediation opens the Qualys Platform for security architects allowing the creation of custom scripts in popular scripting languages, user-defined controls and automation, all seamlessly integrated within existing programs to quickly assess, respond and remediate threats across your global hybrid environment. Qualys Custom Assessment and Remediation enables security teams to: Quickly Address Zero-Day Threats-- The solution puts the power to rapidly respond to zero-day vulnerabilities directly in the hands of the security team by automating processes such as collecting and evaluating data, synthesizing third- party threat intelligence feeds, and performing appropriate remediation actions, such as configuration changes, deleting suspicious files or deploying registry changes. The result is an accelerated MTTR, which is critical to containing an attack. Secure and Audit Custom Applications -- Security teams can add customized controls and processes, without IT intervention, for various organizational activities including remediation actions eliminating the need to reinvent new scripts. This improves efficiency and allows security practitioners time to focus on more strategic activities. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$0.65 (vs US$0.006 in 1Q 2021) First quarter 2022 results: EPS: US$0.65 (up from US$0.006 in 1Q 2021). Revenue: US$113.4m (up 17% from 1Q 2021). Net income: US$25.4m (up US$25.2m from 1Q 2021). Profit margin: 22% (up from 0.2% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Apr 22
Qualys, Inc., Annual General Meeting, Jun 08, 2022 Qualys, Inc., Annual General Meeting, Jun 08, 2022, at 11:00 Pacific Standard Time. Agenda: To elect two Class I directors to serve until the 2025 annual meeting of stockholders or until their successors are duly elected and qualified; to ratify the appointment of Grant Thornton LLP as our independent registered public accounting firm for our fiscal year ending December 31, 2022; to approve, on an advisory and non-binding basis, the compensation of our named executive officers as described in the proxy statement; to approve the Qualys, Inc. 2012 Equity Incentive Plan, as amended, restated and extended; and to transact such other business as may properly come before the meeting or any adjournments or postponements thereof. Aankondiging • Apr 21
Qualys, Inc. to Report Q1, 2022 Results on May 04, 2022 Qualys, Inc. announced that they will report Q1, 2022 results After-Market on May 04, 2022 Aankondiging • Apr 06
Qualys, Inc. Delivers Multi-Vector EDR 2.0 with Enhanced Prioritization to Quickly Surface Most the Critical Incidents Qualys, Inc. announced Multi-Vector EDR 2.0 with additional threat-hunting and risk mitigation capabilities improving alert prioritization and reducing the time needed to respond to threats. Security practitioners are inundated with alerts, which burdens them to prioritize the ones that represent the riskiest threats, wastes their valuable time, and exposes their organizations to increased risk. Yet, traditional endpoint detection and response (EDR) solutions still focus solely on endpoint activity to detect attacks and incorporate only MITRE ATT&CK techniques – not tactics. As a result, practitioners are forced to rely on additional tools to improve their cyber risk posture leading to slow and incomplete threat remediation actions. EDR needs to evolve to scale and provide more meaningful threat context, in near real time, to meet the challenges of the modern threat landscape. The updated Qualys Multi-Vector EDR operationalizes MITRE ATT&CK tactics and techniques allowing security practitioners to quickly analyze and respond to threats. Additionally, the Qualys Cloud Platform's extended prediction and prevention capabilities provide orchestrated access to multiple context vectors including asset criticality, vulnerabilities, system misconfigurations, and recommended patches via a single agent and unified dashboard. Qualys Multi-Vector EDR's comprehensive approach prevents future attacks by identifying and eliminating vulnerabilities exploited by malware. Through native integration with Qualys VMDR, practitioners can pivot from a single malware incident, such as Conti, to identifying all assets susceptible to CVEs associated with the malware and then patch via Qualys Patch Management. Qualys Multi-Vector EDR provides: Comprehensive Threat Response - the solution leverages dynamic analysis from MITRE ATT&CK Threat Context Mapping and the rich Qualys Cloud Threat Database to prioritize threat response and improve the remediation of vulnerabilities and system misconfigurations; Holistic Multi-Vector Security - Native integration with other Qualys Cloud Platform apps provides the risk posture and rich asset criticality context that eliminates the blind spots of stand-alone EDR solutions while also improving remediation and response times; Easy to Deploy, Use and Manage - Organizations can enable EDR with one click on a single agent providing asset inventory and vulnerability risk context along with patch management to comprehensively reduce the risk of compromise. Valuation Update With 7 Day Price Move • Mar 03
Investor sentiment improved over the past week After last week's 25% share price gain to €117, the stock trades at a forward P/E ratio of 78x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 60% over the past three years. Aankondiging • Feb 24
Qualys, Inc. Appoints Arjet Skenduli as Chief Accounting Officer Qualys, Inc. announced that Arjet Skenduli has joined the company as chief accounting officer. Skenduli brings significant financial experience to the company. Prior to joining Qualys, he served as vice president of finance, corporate controller at Talend S.A. Aankondiging • Feb 11
Qualys, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2022 Qualys, Inc. provided earnings guidance for the first quarter and full year 2022. For the quarter, the company expects revenues to be in the range of $112.5 million to $113.1 million, representing 16% to 17% growth over the same quarter in 2021. GAAP net income per diluted share is expected to be in the range of $0.51 to $0.53, net income per diluted share estimates are based on approximately 40.2 million weighted average diluted shares outstanding for the quarter. For the full year, the company expects revenues to be in the range of $482.0 million to $485.0 million, representing 17% to 18% growth over 2021. GAAP net income per diluted share is expected to be in the range of $1.59 to $1.64, net income per diluted share estimates are based on approximately 40.2 million weighted average diluted shares outstanding. Reported Earnings • Feb 11
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$1.82 (down from US$2.34 in FY 2020). Revenue: US$411.2m (up 13% from FY 2020). Net income: US$71.0m (down 23% from FY 2020). Profit margin: 17% (down from 25% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.