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Qualys Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $1.81 |
| EPS actual | $1.95 |
| EPS Surprise | 7.73% |
| Revenue estimate | 173.633M |
| Revenue actual | 175.638M |
| Revenue Surprise | 1.15% |
| Release date | Feb 05, 2026 |
| EPS estimate | $1.78 |
| EPS actual | $1.87 |
| EPS Surprise | 5.06% |
| Revenue estimate | 173.164M |
| Revenue actual | 175.282M |
| Revenue Surprise | 1.22% |
| Release date | Nov 04, 2025 |
| EPS estimate | $1.56 |
| EPS actual | $1.86 |
| EPS Surprise | 19.23% |
| Revenue estimate | 173.179M |
| Revenue actual | 169.882M |
| Revenue Surprise | -1.90% |
| Release date | Aug 05, 2025 |
| EPS estimate | $1.47 |
| EPS actual | $1.68 |
| EPS Surprise | 14.29% |
| Revenue estimate | 161.262M |
| Revenue actual | 164.062M |
| Revenue Surprise | 1.74% |
Last 4 Quarters for Qualys
Below you can see how QLYS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $130.61 |
| EPS estimate | $1.47 |
| EPS actual | $1.68 |
| EPS surprise | 14.29% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $135.53 |
| Jul 31, 2025 | $133.07 |
| Aug 01, 2025 | $130.53 |
| Aug 04, 2025 | $135.82 |
| Aug 05, 2025 | $130.61 |
| Aug 06, 2025 | $130.33 |
| Aug 07, 2025 | $128.63 |
| Aug 08, 2025 | $128.46 |
| Aug 11, 2025 | $127.89 |
| 4 days before | -3.63% |
| 4 days after | -2.08% |
| On release day | -0.214% |
| Change in period | -5.64% |
| Release date | Nov 04, 2025 |
| Price on release | $121.21 |
| EPS estimate | $1.56 |
| EPS actual | $1.86 |
| EPS surprise | 19.23% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $122.56 |
| Oct 30, 2025 | $123.79 |
| Oct 31, 2025 | $123.26 |
| Nov 03, 2025 | $125.12 |
| Nov 04, 2025 | $121.21 |
| Nov 05, 2025 | $146.13 |
| Nov 06, 2025 | $147.02 |
| Nov 07, 2025 | $149.73 |
| Nov 10, 2025 | $151.99 |
| 4 days before | -1.10% |
| 4 days after | 25.39% |
| On release day | 20.56% |
| Change in period | 24.01% |
| Release date | Feb 05, 2026 |
| Price on release | $127.81 |
| EPS estimate | $1.78 |
| EPS actual | $1.87 |
| EPS surprise | 5.06% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $131.90 |
| Feb 02, 2026 | $135.00 |
| Feb 03, 2026 | $127.52 |
| Feb 04, 2026 | $129.18 |
| Feb 05, 2026 | $127.81 |
| Feb 06, 2026 | $110.80 |
| Feb 09, 2026 | $109.15 |
| Feb 10, 2026 | $113.27 |
| Feb 11, 2026 | $110.28 |
| 4 days before | -3.10% |
| 4 days after | -13.72% |
| On release day | -13.31% |
| Change in period | -16.39% |
| Release date | May 05, 2026 |
| Price on release | $92.14 |
| EPS estimate | $1.81 |
| EPS actual | $1.95 |
| EPS surprise | 7.73% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $89.60 |
| Apr 30, 2026 | $86.93 |
| May 01, 2026 | $88.53 |
| May 04, 2026 | $92.49 |
| May 05, 2026 | $92.14 |
| May 06, 2026 | $90.84 |
| May 07, 2026 | $94.93 |
| May 08, 2026 | $94.28 |
| May 11, 2026 | $91.53 |
| 4 days before | 2.83% |
| 4 days after | -0.662% |
| On release day | -1.41% |
| Change in period | 2.15% |
Qualys Earnings Call Transcript Summary of Q1 2026
Key points for investors: Qualys reported a solid Q1 2026: revenue grew 10% year-over-year to $175.6M, adjusted EBITDA was $83.3M (47% margin), diluted EPS was $1.95, and free cash flow was $93.6M (53% margin). Channel contribution increased to 52% of revenue and international grew faster (+15%) than the U.S. (+6%). Management raised full-year revenue guidance modestly to $721M–$727M (8%–9% growth) and reiterated mid-40s EBITDA margin guidance; Q2 revenue guidance is $177.5M–$179.5M. Net dollar retention (company-wide) remains ~104% and management began disclosing a new cohort metric — net dollar expansion rate for customers with prior-year ATM/CSAM purchases — which was 107% in Q1. Product and go-to-market highlights: ETM (their enterprise risk management fabric) and autonomous remediation are central to the strategy; Agent Vail (autonomous exploit validation and remediation powered by TruConfirm) is now GA; patch management and AI-driven “TruRisk/TruConfirm” capabilities are selling points. Partnerships include programs with OpenAI and Anthropic, a cyber insurance alliance with Converge, and expanded MRO/channel partnerships. Management is rolling out Q-Flex (a flexible procurement/credit model) later this year and continues to push federal/fedramp traction. Capital allocation: $53.9M spent on share repurchases in the quarter (program remaining ~$306.6M). Risks/near-term considerations: ETM and autonomous remediation adoption is still early (management is prudent in modeling NRR impact), macro/geopolitical factors could lengthen sales cycles, and incremental investments are planned in sales & marketing to accelerate GTM and partner expansion.
