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Sep 30, 2025
Qualys Q3 2025 Earnings Report
Qualys reported strong financial results with revenue and profitability growth in Q3 2025.
Key Takeaways
Qualys delivered a solid Q3 2025 with $169.9M in revenue and $50.3M in net income. Non-GAAP EPS reached $1.86, supported by strong operating income and EBITDA margins.
Revenue reached $169.9M, reflecting a 10% YoY increase
GAAP Net Income totaled $50.3M with a 30% margin
Adjusted EBITDA grew to $82.6M, representing 49% of revenue
Operating cash flow surged 48% YoY to $90.4M
Forward Guidance
Qualys raised its full-year 2025 revenue guidance and provided strong EPS expectations for Q4, reflecting confidence in continued growth and profitability.
Positive Outlook
- Q4 2025 revenue expected between $172.0M and $174.0M
- FY2025 revenue guidance raised to $665.8M–$667.8M
- GAAP EPS for Q4 projected between $1.26–$1.33
- Non-GAAP EPS for Q4 projected between $1.73–$1.80
- Strong adoption of flexible pricing model cited
Challenges Ahead
- Deferred revenues decreased sequentially from Q2 to Q3
- GAAP effective tax rate projected at 22% for Q4
- EPS guidance implies potential margin pressure in Q4
- No detailed guidance on billings growth
- No reconciliation of non-GAAP EPS to GAAP due to item variability
Historical Earnings Impact
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Avg. Return Before/After Earnings
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