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Jun 30, 2025
Qualys Q2 2025 Earnings Report
Qualys reported strong Q2 2025 financial results with significant revenue growth and profitability, driven by strategic execution and new solution capabilities.
Key Takeaways
Qualys delivered a solid second quarter in 2025, achieving 10% year-over-year revenue growth to $164.1 million and reporting GAAP net income of $47.3 million. The company also saw strong non-GAAP net income and Adjusted EBITDA, demonstrating effective execution against its strategic agenda and profitability goals. Key initiatives included launching new managed Risk Operations Center (mROC) Alliance Partners and expanding its TotalAI solution.
Revenue for Q2 2025 increased by 10% year-over-year to $164.1 million, compared to $148.7 million in Q2 2024.
GAAP net income for the quarter was $47.3 million, or $1.29 per diluted share, an 8% increase from $43.8 million in Q2 2024.
Non-GAAP net income reached $61.2 million, or $1.68 per diluted share, up from $56.9 million in the prior year period.
Adjusted EBITDA grew by 5% to $73.4 million, representing 45% of revenues for the quarter.
Forward Guidance
Qualys has raised its full-year 2025 revenue guidance to a range of $656.0 million to $662.0 million, reflecting an 8% to 9% growth over 2024. The company also increased its GAAP and non-GAAP net income per diluted share guidance for the full year.
Positive Outlook
- Full-year 2025 revenue guidance raised to $656.0 million - $662.0 million, up from $648.0 million - $657.0 million.
- Full-year 2025 GAAP net income per diluted share guidance raised to $4.47 - $4.77, up from $4.27 - $4.57.
- Full-year 2025 non-GAAP net income per diluted share guidance raised to $6.20 - $6.50, up from $6.00 - $6.30.
- Third quarter 2025 revenue expected to be in the range of $164.5 million to $167.5 million, representing 7% to 9% growth.
- Third quarter 2025 non-GAAP net income per diluted share expected to be in the range of $1.50 to $1.60.
Challenges Ahead
- GAAP net income per diluted share for Q3 2025 is projected to be lower than Q2 2025, ranging from $1.00 to $1.10.
- The effective income tax rate for GAAP net income is expected to be 26% for Q3 2025, which is higher than the full-year GAAP effective tax rate of 22%.
Historical Earnings Impact
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