Every material Form 8-K Qualys has filed with the SEC since November 02, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Qualys reported second quarter 2026 revenue of $182.2 million, up 11% from a year earlier, with GAAP diluted EPS of $1.50 and non-GAAP diluted EPS of $1.98. The company raised its full-year 2026 revenue guidance to $732.0 million to $738.0 million and its non-GAAP EPS guidance to $7.74 to $7.88, which gives shareholders a higher outlook for the year.
Q2 2026 revenue rose 11% to $182.2 million; GAAP net income was $52.4 million, up 11%.
Non-GAAP net income per diluted share was $1.98, versus $1.68 a year earlier.
Full-year 2026 revenue guidance raised to $732.0 million to $738.0 million, from $721.0 million to $727.0 million.
Full-year 2026 non-GAAP EPS guidance raised to $7.74 to $7.88, from $7.44 to $7.65.
At its June 10, 2026 annual meeting, Qualys stockholders elected three Class II directors, ratified Grant Thornton LLP as auditor for 2026, approved an advisory say-on-pay vote, and approved an amended and restated 2012 Equity Incentive Plan. The votes were routine governance actions with no change to reported financial results or guidance.
Annual meeting held June 10, 2026; holders of 31,972,103 shares, about 90.60% of shares entitled to vote, were present
Bradford L. Brooks, Wendy M. Pfeiffer and John A. Zangardi elected as Class II directors with terms through the 2029 annual meeting
Equity Incentive Plan amendment approved with 26,727,299 votes for and 2,143,322 against
Qualys reported first quarter 2026 results on May 5, 2026, with revenue up 10% to $175.6 million and GAAP net income per diluted share of $1.42, compared with $1.29 a year earlier. The company raised its full-year 2026 revenue guidance to $721.0 million to $727.0 million and its GAAP EPS guidance to $5.40 to $5.61, which matters to shareholders because it signals higher expected sales and profit for the year. Operating cash flow fell 13% in the quarter.
Revenue of $175.6 million, up 10% from $159.9 million a year earlier
GAAP EPS of $1.42 vs. $1.29; non-GAAP EPS of $1.95 vs. $1.67
Full-year 2026 revenue guidance raised to $721.0-$727.0 million from $717.0-$725.0 million
Operating cash flow of $95.3 million, down 13% from $109.6 million
Qualys reported fourth-quarter 2025 revenue of $175.3 million, up 10% from a year earlier, and GAAP diluted earnings of $1.47 per share, up from $1.19. The company also raised its share repurchase program by $200 million and forecast full-year 2026 revenue of $717.0 million to $725.0 million, growth of 7% to 8%, which is slower than the 10% growth reported for 2025.
Q4 2025 revenue rose 10% to $175.3 million from $159.2 million; GAAP diluted EPS was $1.47 versus $1.19
Full-year 2025 revenue rose 10% to $669.1 million; GAAP diluted EPS was $5.44 versus $4.65
2026 guidance: full-year revenue of $717.0 million to $725.0 million; Q1 2026 revenue of $172.5 million to $174.5 million
Share repurchase program increased by $200 million
Qualys reported third-quarter 2025 revenue of $169.9 million, up 10% from a year earlier, and GAAP net income of $50.3 million, or $1.39 per diluted share, compared with $1.24 a year earlier. The company raised its full-year 2025 revenue and GAAP earnings per share guidance, which matters to shareholders because it signals higher expected results for the year.
Q3 2025 revenue of $169.9 million, up from $153.9 million in Q3 2024
GAAP net income of $50.3 million, or $1.39 per diluted share, versus $1.24 in Q3 2024
Full-year 2025 revenue guidance raised to $665.8 million to $667.8 million from $656.0 million to $662.0 million; GAAP EPS guidance raised to $5.23 to $5.30 from $4.47 to $4.77
Qualys reported second-quarter 2025 revenue of $164.1 million, up 10% from a year earlier, and GAAP diluted earnings of $1.29 per share, up from $1.17. The company raised its full-year 2025 revenue and per-share earnings guidance, which is favorable for shareholders, though operating cash flow fell 32% in the quarter.
Q2 2025 revenue $164.1 million, up 10% from $148.7 million; GAAP diluted EPS $1.29 vs. $1.17; non-GAAP diluted EPS $1.68 vs. $1.52
Full-year 2025 revenue guidance raised to $656.0 million to $662.0 million from $648.0 million to $657.0 million
Full-year 2025 GAAP EPS guidance raised to $4.47 to $4.77 from $4.27 to $4.57; non-GAAP EPS guidance raised to $6.20 to $6.50 from $6.00 to $6.30
Q2 operating cash flow fell 32% to $33.8 million from $49.8 million
Qualys reported first-quarter 2025 revenue of $159.9 million, up 10% from a year earlier, and GAAP net income of $47.5 million, or $1.29 per diluted share, up from $1.05. The company raised its full-year 2025 revenue and per-share earnings guidance, which is a positive signal for shareholders, though the filing notes that reconciling items are likely to significantly affect GAAP earnings.
Q1 2025 revenue was $159.9 million, up 10% from $145.8 million in Q1 2024.
GAAP diluted EPS was $1.29 vs. $1.05 a year earlier; non-GAAP diluted EPS was $1.67 vs. $1.45.
Full-year 2025 revenue guidance is $648.0 million to $657.0 million, up from a prior range of $645.0 million to $657.0 million.
Full-year 2025 GAAP EPS guidance is $4.27 to $4.57, up from $3.62 to $4.02; non-GAAP EPS guidance is $6.00 to $6.30, up from $5.50 to $5.90.
Qualys reported fourth-quarter 2024 revenue of $159.2 million, up 10% year over year, with GAAP net income of $44.0 million and GAAP diluted EPS of $1.19 versus $1.08 a year earlier. The company also guided 2025 revenue to $645.0 million to $657.0 million (6% to 8% growth) and non-GAAP diluted EPS to $5.50 to $5.90, below the $6.13 reported for 2024, and said it would increase its share repurchase program by $200 million.
Q4 2024 non-GAAP net income was $59.4 million, or $1.60 per diluted share, versus $1.40 a year earlier.
Full-year 2024 revenue was $607.6 million, up 10%, and GAAP net income was $173.7 million, or $4.65 per diluted share.
2025 guidance: full-year GAAP EPS of $3.62 to $4.02 and non-GAAP EPS of $5.50 to $5.90; Q1 2025 revenue of $155.5 million to $158.5 million.
Share repurchase program increased by $200 million; 2024 repurchases of common stock totaled $139.9 million.
Qualys reported third-quarter 2024 revenue of $153.9 million, up 8% from a year earlier, and GAAP diluted EPS of $1.24, flat from the same quarter in 2023. The company raised its full-year 2024 revenue, GAAP EPS and non-GAAP EPS guidance, but operating cash flow for the quarter fell 34% to $61.0 million.
Q3 2024 revenue was $153.9 million, up 8% from $142.0 million; non-GAAP diluted EPS was $1.56 versus $1.51.
Full-year 2024 revenue guidance was raised to $602.9 million-$605.9 million from $597.5 million-$601.5 million.
Full-year 2024 GAAP EPS guidance was raised to $4.31-$4.41 from $3.85-$4.01; non-GAAP EPS guidance was raised to $5.81-$5.91 from $5.46-$5.62.
Q3 2024 operating cash flow was $61.0 million, down 34% from $92.4 million a year earlier.
Qualys reported second quarter 2024 revenue of $148.7 million, up 8% from a year earlier, and GAAP diluted EPS of $1.17 versus $0.95. The company lowered its full-year 2024 revenue guidance to $597.5 million-$601.5 million from $601.5 million-$608.5 million, while raising its full-year EPS guidance, which matters to shareholders because the revenue and profit outlooks moved in different directions.
Q2 2024 revenue was $148.7 million, up 8% from $137.2 million; GAAP net income rose 24% to $43.8 million.
Full-year 2024 revenue guidance was cut to $597.5 million-$601.5 million from $601.5 million-$608.5 million.
Full-year 2024 GAAP EPS guidance was raised to $3.85-$4.01 from $3.26-$3.50; non-GAAP EPS guidance was raised to $5.46-$5.62 from $5.06-$5.30.
Q2 operating cash flow fell 3% to $49.8 million from $51.5 million a year earlier.
At its June 12, 2024 annual meeting, Qualys stockholders re-elected Jeffrey P. Hank and Sumedh S. Thakar as Class III directors, ratified Grant Thornton LLP as auditor for fiscal 2024, approved the advisory executive compensation vote, and approved the amended and restated 2012 Equity Incentive Plan. The filing also notes that director William S. Berutti resigned effective as of the meeting, leaving a six-member board.
Holders of 34,103,351 shares, about 92.29% of shares outstanding and entitled to vote, were present at the meeting.
Jeffrey P. Hank received 29,645,653 votes for and Sumedh S. Thakar received 30,671,727 votes for, with both serving until the 2027 annual meeting.
Stockholders approved the 2012 Equity Incentive Plan with 29,556,818 votes for and 1,398,067 against.
William S. Berutti resigned from the board effective as of the Annual Meeting.
Qualys reported first-quarter 2024 revenue of $145.8 million, up 12% from a year earlier, and GAAP diluted EPS of $1.05 versus $0.77. The company raised its full-year 2024 GAAP EPS guidance to $3.26 to $3.50 and non-GAAP EPS guidance to $5.06 to $5.30, while narrowing its full-year revenue guidance to $601.5 million to $608.5 million. For shareholders, the filing points to higher profit and a higher earnings outlook for 2024.
Q1 2024 revenue of $145.8 million, up 12% from $130.7 million in Q1 2023
GAAP net income of $39.7 million, or $1.05 per diluted share, versus $0.77 a year earlier
Full-year 2024 GAAP EPS guidance raised to $3.26 to $3.50 from $3.11 to $3.43
Second-quarter 2024 revenue guidance of $147.5 million to $149.5 million
Qualys director William Berutti told the board on April 2, 2024 that he will not seek re-election at the annual stockholder meeting on or about June 12, 2024. The filing states the decision is not due to any disagreement with the company on its operations, policies, or practices.
Notice given to the board on April 2, 2024
Berutti will not stand for re-election at the annual meeting on or about June 12, 2024
Filing states no disagreement with the company on operations, policies, or practices
Qualys reported fourth-quarter and full-year 2023 results that showed revenue and profit growth, and it guided to 2024 revenue growth of 8% to 10%, below the 13% it posted for 2023. The company also raised its share repurchase program by $200 million, which gives shareholders a larger buyback authorization.
Q4 2023 revenue was $144.6 million, up 10% from $130.8 million; GAAP diluted EPS was $1.08 versus $0.74 a year earlier.
Full-year 2023 revenue was $554.5 million, up 13%; GAAP diluted EPS was $4.03 versus $2.74 in 2022.
2024 guidance: revenue of $600 million to $610 million (8% to 10% growth) and non-GAAP diluted EPS of $4.95 to $5.27.
Q4 operating cash flow fell 23% to $33.8 million, and the share repurchase increase is $200 million.
Qualys reported third-quarter 2023 revenue of $142.0 million, up 13% from a year earlier, and GAAP net income of $46.5 million, or $1.24 per diluted share, versus $0.71 a year earlier. The company raised its full-year 2023 GAAP EPS guidance to $3.71-$3.81 from $3.07-$3.22, which is a positive signal for shareholders, though the filing notes that about $0.29 of the quarter's EPS came from a change in tax estimates.
Q3 2023 revenue was $142.0 million, up 13% from $125.6 million in Q3 2022.
GAAP net income was $46.5 million, or $1.24 per diluted share, versus $0.71 a year earlier; about $0.29 per share reflected a tax estimate change.
Full-year 2023 GAAP EPS guidance was raised to $3.71-$3.81 from $3.07-$3.22; non-GAAP EPS guidance rose to $5.04-$5.14 from $4.50-$4.65.
Q3 operating cash flow was $92.4 million, up 119% from $42.2 million.
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