QLYS
Market read
The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Invalidation: The isolated read changes if QLYS's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Revenues increased by $33.9 million for the six months ended June 30, 2026 compared to the same period in 2025, driven by increased demand for our subscription services by our end customers .”10-Q · Aug 4, 2026 ↗
“Research and development expenses increased by $0.3 million for the six months ended June 30, 2026 compared to the same period in 2025, an increase in overhead allocations of $1.4 million, partially offset by lower average personnel costs, including stock-bas…”10-Q · Aug 4, 2026 ↗
“Total other income, net decreased by $4.7 million for the six months ended June 30, 2026, compared to the same periods in 2025, primarily due to unfavorable changes in foreign currency of $2.5 million, an impairment to our non-marketable security of $2.0 mill…”10-Q · Aug 4, 2026 ↗
“or expansion of our office spaces, as compared to $6.4 million of cash generated from sales and maturities of marketable securities net of purchases, partially offset by $3.1 million of cash used in capital expenditures mainly related to purchases of computer…”10-Q · Aug 5, 2025 ↗
Valuation discipline
Price/sales 8.2× · EV/sales 7.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for QLYS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-04 against the comparable filing from 2025-08-05.
Capital and cash conversion
Capital spending consumed more revenue while free-cash-flow margin declined.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“During the six months ended June 30, 2025, we generated $13.3 million of cash from changes in working capital, of which $13.5 million was related to the net favorable change in accounts receivable and deferred revenue due to the timing of collections and billings, and a $4.4 million favorable change in payables and accrued liabilities primarily driven by the timing of payments, partially offset by a $4.6 million unfavorable change in prepaid expenses primarily driven by the timing of payments.”
“In addition, we also generated $1.3 million of cash from changes in working capital during the six months ended June 30, 2026, of which $15.8 million was related to a net favorable change in accounts receivable and deferred revenue due to the timing of billings and collections, partially offset by an $14.5 million net unfavorable change in prepaid expenses and payables and accrued liabilities primarily due to the timing of payments.”
“Revenues increased by $33.9 million for the six months ended June 30, 2026 compared to the same period in 2025, driven by increased demand for our subscription services by our end customers .”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We compete with large and small public companies, such as CrowdStrike, Palo Alto Networks, Rapid7, and Tenable Holdings, as well as privately held security providers including Invicti, Tanium, and Wiz (which has announced a pending acquisition by Google).”
“We compete with large and small public companies, such as CrowdStrike, Palo Alto Networks, Rapid7, and Tenable Holdings, as well as privately held security providers including Invicti, Tanium, and Wiz (which has announced a pending acquisition by Google).”
Depended on by
“Our competitors include: vulnerability management and assessment vendors, including Qualys and Rapid7; diversified security software and services vendors; endpoint security vendors with vulnerability assessment capabilities, including CrowdStrike;”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
QLYS is currently a Follower in the organic co-movement group Cybersecurity Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.