NASDAQ$QLYS

Qualys Inc. · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Qualys reported Q1 2025, revenue of $159.9M, net income of $47.5M, diluted EPS of $1.29.

For Q1 2025, Qualys reported revenue of $159.9M, net income of $47.5M, diluted EPS was $1.29. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $159.9M.
  • Net income $47.5M.
  • Diluted EPS $1.29.

Headline financials

Total Revenue

$160M

Previous: $146M+9.7%
EPS (adj)

$1.29

Previous: $1.05+22.9%
GAAP Gross Margin

82.0%

Previous: 81.0%+1.2%
Non-GAAP Gross Margin

84.0%

Previous: 83.0%+1.2%
GAAP Operating Income Percentage

32.0%

Previous: 31.0%+3.2%
Non-GAAP Operating Income Percentage

45.0%

Previous: 44.0%+2.3%
GAAP Net Income Percentage

30.0%

Previous: 27.0%+11.1%
Non-GAAP Net Income Percentage

38.0%

Previous: 38.0%+0.0%
Adjusted EBITDA

$74.8M

Previous: $69M+8.4%
Adjusted EBITDA Percentage

47.0%

Previous: 47.0%+0.0%
Operating Cash Flow Percentage

69.0%

Previous: 59.0%+16.9%
Calculated Current Billings

$155M

Previous: $145M+7.3%
Calculated Current Billings Growth

7.0%

Previous: 8.0%-12.5%
Capital Expenditures

-$2.04M

Previous: -$2.05M+0.6%
Net Income

$47.5M

Previous: $39.7M+19.6%
Operating Income

$51.8M

Previous: $44.8M+15.6%
Gross Profit

$131M

Previous: $119M+10.4%

Revenue & EPS history

Qualys · Revenue · Quarterly

$160M

Q1 2025+9.7%vs Q1 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.5%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.3%

Avg return

30 days after

56%

33 / 59 earnings

Positive

+27.8%

Q3 2024

Best reaction

-29.0%

Q1 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.7%-0.7%+19.3%
Q4 2025-13.3%-13.7%-22.8%
Q3 2025+20.7%+25.4%+20.5%
Q1 2025+0.7%+7.6%+11.9%
Q4 2024-3.7%-1.9%-9.5%
Q3 2024+27.8%+23.6%+25.8%
Q2 2024-5.8%-5.3%-7.0%
Q1 2024-12.0%-11.7%-20.6%
Q4 2023-4.0%-2.9%-4.6%
Q3 2023+11.9%+13.3%+23.7%
Q2 2023+6.2%+6.2%+15.3%
Q1 2023+8.3%+6.2%+20.8%
Q4 2022-1.2%-3.2%-4.2%
Q3 2022-19.6%-20.9%-12.8%
Q2 2022+11.7%+17.0%+17.8%
Q1 2022-3.0%-15.8%-1.9%
Q4 2021-15.4%-10.1%-6.5%
Q3 2021+9.7%+11.7%+2.1%
Q2 2021+7.5%+8.0%+14.8%
Q1 2021+3.5%+6.2%+5.4%
Q4 2020-19.0%-20.2%-22.5%
Q3 2020+3.8%+1.0%+1.3%
Q2 2020-13.0%-14.5%-14.0%
Q1 2020-1.0%-0.6%+3.0%
Q4 2019+0.5%+3.2%-20.4%
Q3 2019+3.3%+2.6%+5.9%
Q2 2019-5.4%-9.2%-10.7%
Q1 2019+1.7%-0.6%-1.8%
Q4 2018-13.1%-14.8%-10.5%
Q3 2018-2.6%+2.4%+5.6%
Q2 2018-3.7%-3.6%+0.8%
Q1 2018-2.5%-3.4%+0.0%
Q4 2017+12.4%+20.6%+28.7%
Q3 2017+6.9%+10.0%+12.9%
Q2 2017+10.7%+11.8%+15.2%
Q1 2017+5.4%+5.4%+10.2%
Q4 2016-4.8%-4.5%-5.0%
Q3 2016-4.9%-1.9%-11.5%
Q2 2016+3.4%+1.4%+14.8%
Q1 2016+2.1%
Q4 2015-27.6%
Q3 2015+0.7%
Q2 2015+5.0%
Q1 2015-29.0%
Q4 2014+16.3%
Q3 2014+8.5%
Q2 2014+23.7%
Q1 2014+8.5%
Q4 2013+1.8%
Q3 2013+2.6%
Q2 2013+13.3%
Q1 2013+1.4%
Q1 2011-1.9%
Q2 2011-1.9%
Q4 2010-1.9%
Q4 2012-4.1%
Q3 2011+1.7%
Q4 2011+1.7%
Q3 2012+2.1%
Q2 2012
Q1 2012

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