Qualys earnings date
Qualys (QLYS) Q3 2026 Earnings Report
MX:QLYS Q3 2026 EPS Results
- Actual EPS
- MXN 39.44
- Consensus EPS
- MXN 36.39
- Beat/Miss
- Beat by +MXN 3.05
- One Year Ago EPS
- MXN 34.60
MX:QLYS Q3 2026 Revenue Results
- Actual Revenue
- MXN 3.52B
- Expected Revenue
- MXN 3.47B
- Beat/Miss
- Beat by +MXN 45.54M
- YoY Revenue Growth
- +11.31%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 11/09/2026
- Time
- After Close
- Conference Call
- Monday, November 9, 2026
Qualys's next earnings date is estimated for February 11, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
The call was strongly positive overall, supported by 11% third-quarter revenue growth, raised full-year revenue and EPS guidance, strong free cash flow, expanding large-customer and federal activity, increased adoption of ETM and Patch Management, and measurable progress in autonomous remediation. The main cautions were flat overall net dollar expansion, a 2% decline in direct revenue, lower adjusted EBITDA margin, increased operating expenses, a lower 8% fourth-quarter calculated current billings base case, and timing-related revenue linearity issues.
For full year 2026, Qualys expects revenues to be in the range of $736.9 million to $738.9 million, representing a growth rate of 10%, 46% EBITDA margin, a low double-digit increase in operating expenses, free cash flow margin in the low 40s, and EPS in the range of $8.07 to $8.14; planned capital expenditures are expected to be in the range of $9.5 million to $11.5 million. For the fourth quarter of 2026, it expects revenues in the range of $191 million to $193 million, representing a growth rate of 9% to 10%, EPS in the range of $2.05 to $2.12, and capital expenditures in the range of $2.3 million to $4.3 million. Management expects 8% as a base case for calculated current billings, ending the full year at 11%, with revenue closing the year at 10%, and said it is not expecting a tick down in Q4 from the 105% net dollar expansion rate.
- Third-Quarter Revenue Growth and ProfitabilityThird-quarter revenue grew 11% to $188 million. Adjusted EBITDA was $89.9 million, representing a 48% margin, while EPS was $2.12 per diluted share and free cash flow was $100 million, or a 53.2% margin compared with 52.7% in the third quarter of last year.
- Raised Full-Year Revenue and EPS GuidanceQualys raised full-year 2026 revenue guidance to $736.9 million-$738.9 million, representing 10% growth, compared with prior guidance of $732 million-$738 million. Full-year EPS guidance increased to $8.07-$8.14 from $7.74-$7.88.
- Strong Vulnerability Detection and Exploit Validation PerformanceAgent Insta, powered by InstaScan, detected newly exposed vulnerabilities in customer systems in less than 60 minutes of disclosure on average. Agent Val, powered by TruConfirm, performed approximately 9 million exploit validations, with 11% confirmed exploitable and 89% of the evaluated exposure noise eliminated.
- Expansion of Autonomous Patch RemediationTruRisk Eliminate with Agent Sara helped customers deploy over 180 million patches in the last 12 months, with 60% running autonomously, up from 30% a year ago. Rollbacks were fewer than 1 in 8,000.
- Large-Scale Patch Reliability and AdoptionQualys reported more than 0.5 billion patches delivered to date, including more than 200 million executed autonomously, with rollback rates below 0.1%. Patch deployments increased 47% from the advent of frontier models in early April, while autonomous deployments grew even faster.
- TruRisk Eliminate 2.0 and TruConfidence LaunchQualys announced autonomous RemOps through TruRisk Eliminate 2.0 with TruConfidence. The capabilities assess existing third-party controls, extend remediation coverage to cloud applications, perimeter and edge assets, and use post-deployment monitoring and AI-powered Patch Failure Analysis to help verify system stability and recommend corrective action.
- Industry RecognitionIn the 2026 Forrester Wave for Proactive Security Platforms, Qualys received the highest rating among evaluated vendors on network visibility and exposure, business-driven prioritization, and remediation. KuppingerCole named Qualys the highest-rated leader in its 2026 Leadership Compass for Attack Surface Management, with the top position in both product and market leadership.
- Growth in Large CustomersThe number of customers spending $500,000 or more with Qualys increased 15% year over year to 243.
- Significant Federal and Government WinsQualys closed a new low 7-figure annual booking deal with a large government agency that adopted seven Qualys modules on a FedRAMP High-authorized platform. The company also completed a 7-figure annual bookings upsell with an existing large federal agency, adding ETM and TruRisk Eliminate while expanding its Qualys footprint. Several other 6- and 7-figure federal and state wins were reported in the quarter.
- Federal Customer Deployment ResultsOne federal customer deployed Qualys within less than six weeks, had tens of thousands of agents deployed, and deployed 300,000 patches with zero outages. Another federal customer is using Qualys across nine bureaus to combine Agent Insta detection, Agent Val exploitability-based prioritization, and Agent Sara wave-based remediation.
- QFlex Early AdoptionIn the first full quarter following general availability, QFlex customers increased average annual bookings by over 20% compared with their prior-year annual bookings, while many added new modules to their subscriptions.
- Channel and International Revenue GrowthChannel revenue grew 24% and represented 55% of total revenue, up from 50% a year ago, offsetting a 2% decline in direct revenue. Revenue outside the United States grew 15%, ahead of U.S. growth of 7%, with the revenue mix at 54% U.S. and 46% international.
- Higher-Value Product MixETM and CSAM represented 12% of total bookings and 14% of new bookings on an LTM basis, up from 10% and 11%, respectively, a year ago. Patch Management represented 9% of total bookings and 18% of new bookings, up from 8% and 16%, respectively, last year.
- Share Repurchases and Balance-Sheet DeploymentQualys repurchased 330,000 shares for $53.6 million during the quarter and had $176.1 million remaining in its share repurchase program. The company also invested $1.8 million in capital expenditures.
- Strategic Technology IntegrationsQualys delivered new technology integrations spanning mobile, identity, IoT, and OT systems, which management said would extend the coverage of its AI-native risk fabric and strengthen its multi-vendor architecture.
- Stable Retention and Improved ETM/CSAM Cohort ExpansionOverall net dollar expansion remained 105%, while the net dollar expansion rate for customers with prior-year ETM or CSAM subscriptions improved to 108% from 107% in the prior quarter.
MX:QLYS Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 11, 2027 | 2026 (Q4) | 38.58- | 34.79 | ― | ― |
| Nov 09, 2026 | 2026 (Q3) | 36.3939.44 | 34.6 | 13.98% (+4.84) | |
| Aug 04, 2026 | 2026 (Q2) | 33.1136.83 | 31.25 | 17.86% (+5.58) | |
| May 05, 2026 | 2026 (Q1) | 33.5036.28 | 31.07 | 16.77% (+5.21) | |
| Feb 05, 2026 | 2025 (Q4) | 33.1534.79 | 29.76 | 16.88% (+5.02) | |
| Nov 04, 2025 | 2025 (Q3) | 29.0434.60 | 29.02 | 19.23% (+5.58) | |
| Aug 05, 2025 | 2025 (Q2) | 27.5731.25 | 28.28 | 10.53% (+2.98) | |
| May 06, 2025 | 2025 (Q1) | 27.2231.07 | 26.97 | 15.17% (+4.09) | |
| Feb 06, 2025 | 2024 (Q4) | 25.5229.76 | 26.04 | 14.29% (+3.72) | |
| Nov 05, 2024 | 2024 (Q3) | 24.9829.02 | 28.09 | 3.31% (+0.93) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
