Qualys, Inc. reported a significant increase in its financial performance for the fiscal year ending December 31, 2025, with revenues reaching $669.1 million, up 10% from $607.6 million in 2024. The company's net income also rose to $198.3 million, compared to $173.7 million the previous year, resulting in a net income margin of 30%. This growth was primarily driven by increased demand for its subscription services, with 76% of the revenue increase attributed to existing customers and 24% from new customers. The company continues to maintain a strong market position, with a net dollar expansion rate of 103% for both 2025 and 2024.
In terms of operational metrics, Qualys reported a customer base of over 10,000, including a majority of the Forbes Global 100. The company’s sales were split between direct sales, which accounted for 51% of total revenues, and channel partners, which contributed 49%. The company has also expanded its global reach, with 63% of revenue coming from international customers. Qualys has been actively investing in its research and development, with expenses in this area increasing by 5% to $117.3 million, reflecting its commitment to enhancing its cloud platform and developing new solutions.
Qualys has also made strategic moves to bolster its market position, including a share repurchase program that has seen approximately $1.4 billion authorized for buybacks, with $160.5 million remaining as of December 31, 2025. The company repurchased 1.4 million shares for approximately $182.9 million during the year. Additionally, Qualys has been focusing on enhancing its product offerings, including the integration of AI and machine learning technologies into its solutions, which are expected to drive future growth.
Looking ahead, Qualys anticipates continued revenue growth driven by both existing and new customers, despite potential macroeconomic challenges such as inflation and extended sales cycles. The company plans to maintain its investment in research and development to innovate and enhance its cloud solutions, while also expanding its sales and marketing efforts to capture new market opportunities. The management remains optimistic about the future, emphasizing the importance of adapting to changing market conditions and customer needs to sustain its competitive edge.
About QUALYS, INC.
Qualys, Inc. provides cloud-based IT, security, and compliance solutions that enable organizations to discover, manage, and remediate vulnerabilities across on-premises, cloud, and hybrid environments. Its integrated platform offers asset management, vulnerability detection, risk quantification, and compliance tools, serving a global customer base including enterprises and government agencies. The company’s SaaS model emphasizes scalability, real-time visibility, and cost-effective security automation.
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