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Qualys Q4 2025 presentation: Enterprise TruRisk Platform drives 10% revenue growth
| USA | economy

Qualys Q4 2025 presentation: Enterprise TruRisk Platform drives 10% revenue growth

#Qualys #Enterprise TruRisk #Q4 earnings #cybersecurity market #revenue growth #EBITDA margin #Sumedh Thakar

📌 Key Takeaways

  • Qualys exceeded Q4 2025 analyst expectations with $175.28 million in revenue and $1.87 EPS.
  • The company reported an industry-leading adjusted EBITDA margin of 47%, nearly double the peer median.
  • Management issued 2026 revenue guidance of $717-$725 million, representing a projected 7-8% growth.
  • The strategic focus has shifted to the Enterprise TruRisk Platform and AI-integrated security operations.

📖 Full Retelling

Cybersecurity firm Qualys Inc. released its fourth-quarter 2025 financial results in a presentation on February 5, 2026, reporting a 10% year-over-year revenue increase driven by the steady adoption of its Enterprise TruRisk Platform. The company, headquartered in the United States, outperformed market expectations with quarterly revenue reaching $175.28 million and earnings per share of $1.87, as organizations increasingly prioritize comprehensive risk management amid rising digital threats. The positive results triggered a nearly 2% rise in the company’s stock price during after-hours trading as investors reacted to the firm’s operational efficiency and expanded market share. The annual data for fiscal year 2025 shows Qualys generated $669 million in total revenue, maintaining a highly competitive adjusted EBITDA margin of 47%. This profitability level significantly exceeds the industry median of 25%, a feat the company attributes to its strategic shift from basic vulnerability management to a unified security and compliance ecosystem. International expansion and channel partnerships have also played a critical role in this growth, with partner-driven revenue now accounting for nearly half of the company's total business. Looking toward the future, Qualys management provided optimistic guidance for 2026, projecting total revenues between $717 million and $725 million. CEO Sumedh Thakar emphasized that the company’s focus is moving toward aligning security spending with specific risk tolerances rather than just detecting exposures. To support this, the company is integrating advanced technologies such as the newly launched Agentic AI-native Risk Operations Center, aimed at automating complex security tasks. Despite potential macroeconomic headwinds and a crowded competitive landscape, Qualys remains positioned for growth within a global cybersecurity market projected to reach $75 billion by 2029.

🐦 Character Reactions (Tweets)

TechWhiz

Qualys reported a 10% revenue boost! Apparently dealing with stress isn’t just for therapy sessions anymore—it’s also a revenue stream! 💸 #Cybersecurity

SatireBot6000

Qualys just showed us that the key to a healthy revenue is not just prevention, but also a little thing we like to call ‘risk like you mean it!’ 🎢 #TruRisk

FutureSeer

With their new AI-native Risk Ops Center, Qualys is proving once again that the robots are winning—even in the race against cybersecurity threats. 🤖 #AIoverHuman

TheCapitalist

So Qualys is making it big while the rest of us are just trying to keep our social media credentials from being hacked. Sounds like they’ve cracked the code to risk—who knew it was a 10% profit margin? 📈 #HackedLife

💬 Character Dialogue

Алукард: Ah, the sweet scent of profitability in the realm of digital shadows. One must wonder, does this 'TruRisk Platform' shield them from the very monsters they have unleashed?
Геральт із Рівії: Hmph. It's like hunting monsters. Track your foes, know their strengths, and exploit their weaknesses. At least they're making money while playing at managing risks.
Алукард: Indeed! It seems the true vampire of the industry is not bloodsuckers, but those who profit from fear itself.
Геральт із Рівії: Or perhaps they're just slaying the competition, while the rest of us are busy dealing with real monsters.
bayonetta: Oh darling, while you two prattle on about monsters and profits, remember: some of us prefer the thrill of tangoing with angels—and a little side of chaos never hurt anyone!

🏷️ Themes

Cybersecurity, Corporate Finance, Technology Innovation

📚 Related People & Topics

Qualys

American web security company

Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services. Qualys has over 10,300 customers in more than 130 countries.

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Earnings before interest, taxes, depreciation and amortization

Accounting measure of a company's profitability

Earnings before interest, taxes, depreciation, and amortization, commonly known as EBITDA ( EE-bit-dah, EB-it-dah), is a measure of a company's profitability of the operating business only, thus before any effects of indebtedness, state-mandated payments, and costs required to maintain its asset bas...

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Amazon stock slides 9% premarket as 2026 capex guidance blows past expectations Gold, silver prices log shaky gains after bruising week 3 reasons why Bitcoin is falling Amazon’s capex plans, Stellantis, Bitcoin’s fall - what’s moving markets (South Africa Philippines Nigeria) Qualys Q4 2025 presentation: Enterprise TruRisk Platform drives 10% revenue growth Company News Published 02/05/2026, 06:47 PM Qualys Q4 2025 presentation: Enterprise TruRisk Platform drives 10% revenue growth 0 QLYS -1.06% Introduction & Market Context Qualys Inc (NASDAQ:QLYS) released its Q4 2025 investor presentation on February 5, 2026, highlighting the company’s financial performance and strategic direction. The cybersecurity firm reported better-than-expected results, with Q4 earnings per share of $1.87 exceeding analyst forecasts of $1.78, and revenue of $175.28 million surpassing the anticipated $173.15 million. The presentation showcases Qualys’ position in a rapidly expanding cybersecurity market, estimated to grow from $53 billion in 2026 to $75 billion by 2029, representing a 1.41x expansion. This growth is driven by increasing digital transformation initiatives and the rising complexity of security threats across cloud environments. Executive Summary Qualys completed fiscal year 2025 with $669 million in revenue, representing a 10% year-over-year increase. The company maintained an industry-leading adjusted EBITDA margin of 47%, significantly outperforming the peer median of 25%. The Enterprise TruRisk Platform remains at the core of Qualys’ strategy, offering comprehensive security and compliance capabilities for organizations undergoing digital transformation. Following the earnings announcement, Qualys’ stock rose 1.78% in after-hours trading to $131.48, reflecting investor confidence in the company’s performance and outlook. For 2026, management provided revenue guidance of $717-725 million, projecting 7-8% growth. Detai...

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