Qualys, Inc
Qualys is a U.S.-based software company built around a cloud platform for IT security, vulnerability management, and compliance. Its Enterprise TruRisk Platform helps organizations inventory assets, assess cyber risk, prioritize remediation, and verify that security actions have been completed across on-premises, cloud, container, mobile, and OT environments.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaMulti-tenant cloud software for security, compliance, and risk management workflows.
Tools to discover, assess, and prioritize vulnerabilities across IT assets.
Continuous identification of internal and external IT and OT assets.
Applications that support policy compliance, remediation tracking, and verification.
Security modules for endpoints, cloud workloads, containers, mobile, and developer teams.
Asiakkaat
Qualys sells to enterprises, government entities, and small and medium-sized businesses across many industries, with IT departments as a core end user. Customers buy the platform to centralize asset visibility, reduce vulnerability exposure, and support compliance across distributed environments. A large share of sales also flows through channel partners such as managed security service providers, cloud providers, resellers, and consulting firms.
Large organizations buy the platform to manage security, compliance, and asset visibility across complex environments.
Public-sector buyers use the software for vulnerability management and regulatory compliance.
SMBs purchase subscription modules through inside sales and partners for packaged security coverage.
Managed security service providers, cloud providers, resellers, and consultants buy subscriptions to resell or bundle.
Strategia
Qualys is focused on expanding its cloud security platform by adding solutions that help customers identify assets, quantify cyber risk, and automate remediation. It also relies heavily on channel partners to broaden distribution, especially for enterprise, SMB, and international sales. Product innovation, platform breadth, and partner enablement are central to its competitive position.
Cross-selling more modules increases customer value and deepens platform stickiness.
Partners account for a large share of revenue and are critical to reach and renewals.
A broader, integrated platform supports differentiation and customer retention.
Foreign customers are a meaningful part of the revenue base and diversify demand.
Maantiede
Q1/2026Qualys is headquartered in Foster City, California and sells across the United States and internationally. The company discloses that 56% of 2025 revenue came from U.S. customers based on billing address, indicating a broad foreign revenue base and meaningful international exposure. Its cloud platforms are distributed globally, with multi-tenant platforms hosted in collocated facilities and public cloud environments.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Qualys faces demand, renewal, and sales-cycle risk because its subscriptions are sold into a competitive security market and often through partners. It is also exposed to cyberattacks on its own systems and those of its service providers, which could disrupt service delivery or damage customer trust. Broader macroeconomic weakness, foreign exchange volatility, and geopolitical conflict can slow customer spending and complicate international operations.
- Cybersecurity and service disruptionVaikutus: KriittinenTodennäköisyys: Kohtalainen
The company operates a security platform and is itself a target for attacks on cloud systems and data.
Kohdistuu - Channel partner dependenceVaikutus: KorkeaTodennäköisyys: Kohtalainen
Nearly half of revenue comes through partners, many of whom also sell competing products.
Kohdistuu: 49% of 2025 revenue from channel partners
- Demand and renewal volatilityVaikutus: KorkeaTodennäköisyys: Kohtalainen
Subscription timing, renewals, and customer budget scrutiny can shift revenue between periods.
Kohdistuu - Competitive pressureVaikutus: KeskitasoTodennäköisyys: Kohtalainen
The security software market is crowded and customers can switch or delay purchases.
Kohdistuu: Vulnerability management and cloud security software
- International and macroeconomic exposureVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Foreign revenue and global operations are exposed to FX, inflation, and geopolitical uncertainty.
Kohdistuu: 44% of revenue outside the United States
Kirjanpito
Harkinnanvaraiset erätSubscription contracts and partner sales can shift revenue timing across periods.
Vaikutus: Reported revenue and deferred revenue
Selling through partners affects gross versus net presentation, billing, and renewal timing.
Vaikutus: Revenue timing and customer concentration analysis
Deferred tax assets and tax provisions depend on geographic income mix and future earnings.
Vaikutus: Tax expense and effective tax rate
Equity awards are a recurring estimate in operating expenses and earnings.
Vaikutus: Operating margin and diluted EPS
Non-cancelable commitments for cloud services affect future cash needs.
Vaikutus: Liquidity and cash flow planning
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Päivitetty: 24.9.2026