Equity Profile

QLYS

Qualys, Inc.

Information TechnologySystems Software$3.9B

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

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will be closely watched to assess financial health.

Expected to be around $1.95.

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

Not available.

1 more metrics, 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. With a focus on helping businesses protect their IT infrastructure, Qualys plays a crucial role in the growing demand for cybersecurity services as companies increasingly move to cloud environments.

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 EPS of $1.95, significantly beating expectations by 47.39%. However, the stock saw a slight decline the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Continued focus on enhancing product offerings.
Commitment to maintaining high customer satisfaction.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Qualys's upcoming earnings, especially given its strong EPS performance in previous quarters.

Bull Case

If Qualys continues its trend of beating EPS estimates, it could signal robust demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the high implied volatility.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $1.95.

EPS is a key indicator of the company's profitability and will be closely watched to assess financial health.

Revenue Growth

Not available.

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

Customer Retention Rate

Not available.

A high retention rate indicates customer satisfaction and loyalty, which are crucial for subscription-based models like Qualys.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarters?

Given the company's history of beating EPS estimates, this quarter's performance will be critical in shaping investor sentiment.

What is the customer retention rate and any updates on new customer acquisitions?

Understanding customer retention and growth will provide insights into the company's market position and future revenue potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Qualys's ability to maintain high customer retention rates despite competitive pressures.

Supporting Evidence

Qualys has consistently beaten EPS estimates, indicating strong operational performance.

The options market suggests a significant move, reflecting uncertainty that could be mispriced.

Historical trends show that despite strong earnings, the stock often reacts negatively, which may not reflect the underlying business strength.

Key Risk

If customer retention rates exceed 90%, it could significantly bolster the bullish case.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal in determining whether Qualys can sustain its growth trajectory amidst increasing competition in the cybersecurity space.

Bull Confirmed If

An EPS of $2.00 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.80 could indicate potential issues with customer retention or market competition.

Pre-Earnings Positioning

Options Market

Implied Move

±21.87%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty or anticipation surrounding the earnings report.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Qualys beats expectations, history suggests a potential stock increase of around 2.38%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may remain stable, but cautious commentary could lead to a slight decline.

Miss

A miss on EPS could lead to a drop in stock price, with historical patterns suggesting an average decline of around 0.88%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer retention rates and new customer acquisitions.
2Any commentary on competitive pressures in the cybersecurity market.
3Insights into product development and enhancements.
4Management's outlook on revenue growth for the next quarter.
5Responses to analyst questions regarding market expansion strategies.

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Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will be closely watched to assess financial health.

Expected to be around $1.95.

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

Not available.

1 more metrics, 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 EPS of $1.95, significantly beating expectations by 47.39%. However, the stock saw a slight decline the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Continued focus on enhancing product offerings.
Commitment to maintaining high customer satisfaction.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Qualys's upcoming earnings, especially given its strong EPS performance in previous quarters.

Bull Case

If Qualys continues its trend of beating EPS estimates, it could signal robust demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the high implied volatility.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $1.95.

EPS is a key indicator of the company's profitability and will be closely watched to assess financial health.

Revenue Growth

Not available.

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

Customer Retention Rate

Not available.

A high retention rate indicates customer satisfaction and loyalty, which are crucial for subscription-based models like Qualys.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarters?

Given the company's history of beating EPS estimates, this quarter's performance will be critical in shaping investor sentiment.

What is the customer retention rate and any updates on new customer acquisitions?

Understanding customer retention and growth will provide insights into the company's market position and future revenue potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Qualys's ability to maintain high customer retention rates despite competitive pressures.

Supporting Evidence

Qualys has consistently beaten EPS estimates, indicating strong operational performance.

The options market suggests a significant move, reflecting uncertainty that could be mispriced.

Historical trends show that despite strong earnings, the stock often reacts negatively, which may not reflect the underlying business strength.

Key Risk

If customer retention rates exceed 90%, it could significantly bolster the bullish case.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal in determining whether Qualys can sustain its growth trajectory amidst increasing competition in the cybersecurity space.

Bull Confirmed If

An EPS of $2.00 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.80 could indicate potential issues with customer retention or market competition.

Pre-Earnings Positioning

Options Market

Implied Move

±21.87%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty or anticipation surrounding the earnings report.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Qualys beats expectations, history suggests a potential stock increase of around 2.38%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may remain stable, but cautious commentary could lead to a slight decline.

Miss

A miss on EPS could lead to a drop in stock price, with historical patterns suggesting an average decline of around 0.88%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer retention rates and new customer acquisitions.
2Any commentary on competitive pressures in the cybersecurity market.
3Insights into product development and enhancements.
4Management's outlook on revenue growth for the next quarter.
5Responses to analyst questions regarding market expansion strategies.