Equity Profile

QLYS

Qualys, Inc.

Information TechnologySystems Software$6.8B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Qualys, Inc. is a technology company that provides cloud-based security and compliance solutions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of a company's profitability and is closely watched by investors.

$1.78

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is vital in the competitive tech sector.

$179M

Wall Street expectations, options signals, track record, and call prep available with Pro.

QLYS Q2-2026 Earnings Preview

Context

Company Snapshot

Qualys, Inc. is a technology company that provides cloud-based security and compliance solutions. As businesses increasingly move to the cloud and prioritize cybersecurity, Qualys plays a crucial role in helping organizations protect their digital assets.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+65.74%

Avg Stock Reaction

-0.88%

Last Quarter Recap

In Q1 2026, Qualys reported an earnings surprise of 47.39%, with an EPS of $1.95 compared to the estimate of $1.32. However, the stock dipped slightly the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Qualys to continue its strong performance with an EPS of $1.78 and revenue of $179M. The market is keen to see if the company can maintain its momentum.

Bull Case

If Qualys beats expectations again, it could signal strong demand for its services and further solidify its market position.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about future growth and customer retention.

Key Metrics to Watch

EPS

$1.78

Earnings per share is a key indicator of a company's profitability and is closely watched by investors.

Revenue

$179M

Revenue growth reflects the company's ability to attract and retain customers, which is vital in the competitive tech sector.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $1.78, indicating continued strong profitability?

A higher EPS would reinforce investor confidence in the company's growth trajectory.

What are the revenue figures compared to the $179M consensus?

Revenue performance is crucial for assessing the company's market demand and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the demand for Qualys' services, especially given the increasing focus on cybersecurity.

Supporting Evidence

Qualys has consistently beaten EPS estimates, indicating stronger-than-expected performance.

The options market is pricing in a significant move, suggesting that traders anticipate volatility and potential surprises.

Key Risk

If revenue comes in significantly below $179M, it could challenge the bullish narrative around the company's growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Qualys can sustain its recent growth momentum amid increasing competition.

Bull Confirmed If

An EPS of $1.85 or higher would confirm strong demand and profitability.

Bear Confirmed If

An EPS below $1.70 would raise concerns about growth and customer retention.

Pre-Earnings Positioning

Options Market

Implied Move

±21.87%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±21.9% while QLYS has averaged ±2.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

53.7%

Calls (16K)P/C Ratio: 0.02Puts (100)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Qualys beats expectations, history suggests the stock could rise, confirming strong demand and potentially leading to a 2.38% average one-day move.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may react neutrally, reflecting uncertainty.

Miss

If the company misses expectations, history suggests a potential decline, with an average one-day move of -0.88%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into the competitive landscape and how Qualys is positioning itself.
3Details on new product offerings or enhancements.
4Management's outlook on future revenue growth and market trends.
5Any commentary on macroeconomic factors impacting the business.

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Company Snapshot

Qualys, Inc. is a technology company that provides cloud-based security and compliance solutions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of a company's profitability and is closely watched by investors.

$1.78

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is vital in the competitive tech sector.

$179M

Wall Street expectations, options signals, track record, and call prep available with Pro.

QLYS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+65.74%

Avg Stock Reaction

-0.88%

Last Quarter Recap

In Q1 2026, Qualys reported an earnings surprise of 47.39%, with an EPS of $1.95 compared to the estimate of $1.32. However, the stock dipped slightly the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Qualys to continue its strong performance with an EPS of $1.78 and revenue of $179M. The market is keen to see if the company can maintain its momentum.

Bull Case

If Qualys beats expectations again, it could signal strong demand for its services and further solidify its market position.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about future growth and customer retention.

Key Metrics to Watch

EPS

$1.78

Earnings per share is a key indicator of a company's profitability and is closely watched by investors.

Revenue

$179M

Revenue growth reflects the company's ability to attract and retain customers, which is vital in the competitive tech sector.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $1.78, indicating continued strong profitability?

A higher EPS would reinforce investor confidence in the company's growth trajectory.

What are the revenue figures compared to the $179M consensus?

Revenue performance is crucial for assessing the company's market demand and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the demand for Qualys' services, especially given the increasing focus on cybersecurity.

Supporting Evidence

Qualys has consistently beaten EPS estimates, indicating stronger-than-expected performance.

The options market is pricing in a significant move, suggesting that traders anticipate volatility and potential surprises.

Key Risk

If revenue comes in significantly below $179M, it could challenge the bullish narrative around the company's growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Qualys can sustain its recent growth momentum amid increasing competition.

Bull Confirmed If

An EPS of $1.85 or higher would confirm strong demand and profitability.

Bear Confirmed If

An EPS below $1.70 would raise concerns about growth and customer retention.

Pre-Earnings Positioning

Options Market

Implied Move

±21.87%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±21.9% while QLYS has averaged ±2.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

53.7%

Calls (16K)P/C Ratio: 0.02Puts (100)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Qualys beats expectations, history suggests the stock could rise, confirming strong demand and potentially leading to a 2.38% average one-day move.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may react neutrally, reflecting uncertainty.

Miss

If the company misses expectations, history suggests a potential decline, with an average one-day move of -0.88%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into the competitive landscape and how Qualys is positioning itself.
3Details on new product offerings or enhancements.
4Management's outlook on future revenue growth and market trends.
5Any commentary on macroeconomic factors impacting the business.