10-Q quarterly report · filed Aug 4, 2026

QUALYS, INC. (QLYS) Q2 2026 10-Q Quarterly Report

Short answer

QUALYS, INC. (QLYS) filed its Q2 2026 10-Q quarterly report on Aug 4, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $182M (up 11.0% year over year) with net income of $52M.

Q2 2026 key financials · XBRL

Revenue
$182M
+11.0% YoY · +3.7% QoQ
Net income
$52M
+10.8% YoY · +3.5% QoQ
Operating margin
34.0%
Gross margin
83.4%
EPS (diluted)
$1.49
+14.6% YoY · +4.9% QoQ

Source: XBRL data from the QUALYS, INC. (QLYS) Q2 2026 10-Q on SEC EDGAR. USD.

QUALYS, INC. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $182.2M, up 11% YoY from $164.1M, driven by subscription demand
  • Operating margin 34% vs 31% YoY; gross margin 83% vs 82%
  • Sales and marketing highest-growth expense, $41.0M, up 15% YoY
  • Other income $5.2M, down 30% YoY, primarily from unfavorable foreign-currency changes
  • Outlook: continued revenue growth; macro headwinds include reduced spending and extended sales cycles

Risk Factors

  • Newly added competitive risk: Google’s March 2026 acquisition of Wiz may intensify competition through greater resources and broader security offerings
  • Most materially updated cyber risk: AI/machine-learning adoption introduces additional technical-error and attack-related security vulnerabilities
  • Regulatory risk: Security incidents could trigger investigations, litigation, notification obligations, and potential loss of FedRAMP authorization
  • Operational risk: Solutions delivered across 15 shared cloud platforms, with some facilities lacking redundancy
  • Market risk: Sales cycles typically six to twelve months and may exceed eighteen months, delaying revenue realization

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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