QUALYS, INC.(QLYS)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
QUALYS, INC. (QLYS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores QLYS at 68.3/100 on a 32-signal composite quality model, placing it at rank #325 of 2,961 stocks — the top 25% of the AI-ranked universe. QLYS scores in the top quartile across balance sheet strength (96.0), free cash flow (93.0), profitability (88.2). Shareholder dilution risk is elevated at 14.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), QUALYS, INC. reports quarterly revenue of $182.2M, net income of $52.4M, an operating margin of 34.0%. Top institutional holders of QLYS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. QLYS trades on the Nasdaq exchange and files with the SEC under CIK 1107843. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate QLYS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for QUALYS, INC. directly from SEC EDGAR.
AI Quality Score
68.3/100
AI Rank
#325
Revenue
$182.2M
Net Income
$52.4M
Free Cash Flow
$55.9M
Operating Margin
34.0%
QLYS key financials by period
QUALYS, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$669.1M
$198.3M
33.2%
FY 2024
10-K
$607.6M
$173.7M
30.8%
FY 2023
10-K
$554.5M
$151.6M
29.4%
FY 2022
10-K
$489.7M
$108.0M
26.7%
FY 2021
10-K
$411.2M
$71.0M
21.3%
FY 2020
10-K
$363.0M
$91.6M
26.6%
Institutions holding QLYS
Institutional investors reporting a position in QUALYS, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Qualys grew Q2 revenue 11% YoY to $182.2M, with nearly all of the incremental growth (98%) coming from channel partners rather than direct sales.
Biggest Revenue Drivers
Partner$98.0M+22% YoY
98% of the total quarterly revenue increase came from partner channel sales
Direct$84.2M+0.4% YoY
Only 2% of the total quarterly revenue increase came from direct customers
Biggest Revenue Drivers
Total revenue: $182.2M+11% YoY
Partner$98.0M+22% YoY
98% of the total quarterly revenue increase came from partner channel sales
Direct$84.2M+0.4% YoY
Only 2% of the total quarterly revenue increase came from direct customers
Largest Expense Items
Sales and marketing$41.0M+15% YoY
Increase in personnel costs of $4.6M driven by higher headcount and sales commissions/incentive compensation
Research and development$30.7M+1% YoY
Increase in overhead allocations of $1.0M, partially offset by lower average personnel costs from geographic headcount mix
Cost of revenues$30.2M+5% YoY
Increase in personnel costs of $0.9M and shared cloud platform costs of $0.4M to support business growth
General and administrative$18.3M+3% YoY
Increase in personnel costs of $0.9M from higher headcount and incentive compensation
Margins: Gross margin improved to 83% from 82% and operating margin rose to 34% from 31% YoY, as total operating expenses fell to 49% of revenue from 51%. Adjusted EBITDA margin was 46% versus 45% a year ago.
Watch Items from the Filing
98% of the quarter's $18.1M revenue increase came from partner-channel sales, with partners now representing 54% of total Q2 revenue versus 46% direct.
Net dollar expansion rate was 105% as of June 30, 2026, up modestly from 104% a year earlier.
Effective tax rate rose to 21.9% from 19.6% YoY, driven by higher pretax income, a lower federal R&D credit, and discrete share-based compensation adjustments.
Approximately 79% of employees are located outside the United States, with 71% of the total workforce based in India.
Company repurchased $130.7M of stock in the first six months of 2026 under its $1.6B authorized program, with $229.8M remaining available.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
