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Qualys Strengthens Its Competitive Moat With Integrated Cyber Asset Mastery; What’s Next?

Qualys’s fourth-quarter 2025 earnings report indicates that the company is maintaining a strong position in the cybersecurity sector, showcasing both robust revenue growth and notable advancements in AI-driven solutions. The company’s focus on integrating AI into their pre-breach risk management platform is aimed at enhancing their customers’ ability to manage cybersecurity threats more effectively, aligning security operations with business priorities. Qualys reported revenues of $175.3 million for the quarter, marking a 10% year-over-year increase. For the full year, revenue reached $669.1 million, up by 10%. The company’s adjusted EBITDA margin remained strong at 47%, and free cash flow for the year stood at $304.4 million, indicating healthy operational cash generation. A significant portion of Qualys’s growth has been driven by its channel partners, which contributed to 51% of total revenues, compared to 48% the previous year. International sales also outpaced domestic growth, with a 15% increase compared to the U.S.