NASDAQ$QLYS

Qualys Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Qualys's Q2 2022 financial results were announced, with revenue growth of 20% year-over-year and GAAP EPS of $0.67; Non-GAAP EPS of $0.89.

Qualys reported a strong second quarter with a 20% increase in revenue year-over-year, reaching $119.9 million. The company's GAAP EPS was $0.67, and non-GAAP EPS was $0.89. Qualys also raised its 2022 revenue guidance to $488.0-$489.5 million and increased both GAAP and non-GAAP EPS guidance.

  • Revenues for the second quarter of 2022 increased by 20% to $119.9 million compared to $99.7 million for the same quarter in 2021.
  • GAAP gross profit for the second quarter of 2022 increased by 21% to $94.8 million compared to $78.2 million for the same quarter in 2021.
  • GAAP net income for the second quarter of 2022 was $26.6 million, or $0.67 per diluted share.
  • Management expects revenues for the third quarter of 2022 to be in the range of $124.5 million to $125.1 million, representing 19% growth over the same quarter in 2021.

Headline financials

Total Revenue

$120M

Previous: $99.7M+20.3%
EPS (adj)

$0.89

Previous: $0.79+12.7%
Capital Expenditures

-$11.2M

Previous: -$12.9M+13.6%
Free Cash Flow

$15.4M

Previous: $8.23M+87.7%
Net Income

$26.6M

Previous: $21.1M+25.8%
Operating Income

$33M

Previous: $29.4M+12.4%
Gross Profit

$94.8M

Previous: $78.2M+21.4%
Cash & Equivalents

$121M

Previous: $97.3M+24.3%
Total Assets

$789M

Previous: $737M+7.0%
Stock-Based Comp

$12.8M

Previous: $8.55M+49.9%

Revenue & EPS history

Qualys · Revenue · Quarterly

$120M

Q2 2022+20.3%vs Q2 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Based on information as of August 8, 2022, Qualys is issuing financial guidance for the third quarter and full year fiscal 2022.

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 Q2 2022

Historical avgQ2 2022

+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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