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QLYSBullishEarningsnews
High materiality9/10

Qualys posts 11% Q2 growth and lifts 2026 guidance to $732-738M

Aug 4, 2026, 4:08 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Raised 2026 revenue guidance, solid Q2 profitability, meaningful Federal CNAPP tailwinds via FedRAMP, and insurance-tailwind potential from Converge collaboration hint at durable upside; history shows software/security peers react positively to guidance upgrades and federal program wins.

AI summary

What happened, with direct paths to the underlying reporting

Qualys reported Q2 revenue of $182.2M, up 11% year over year, and raised 2026 revenue guidance to $732–$738M. Key metrics improved: GAAP EPS of $1.50 and non-GAAP EPS of $1.98; Adjusted EBITDA of $83.8M; and operating cash flow of $59.6M. FedRAMP High Authorization for TotalCloud expands CNAPP to federal use, while AI-native risk and ETM momentum, plus a Converge alliance, underscore a larger total addressable market in 2026–2027.

  • Q2 revenue rose 11% YoY to $182.2M; 2026 revenue guidance raised to $732-738M.
  • GAAP EPS $1.50; non-GAAP EPS $1.98; Adjusted EBITDA $83.8M; operating cash flow $59.6M.
  • TotalCloud earned FedRAMP High Authorization, extending CNAPP to federal agencies via DEA.
  • AI for security and ETM adoption highlighted; growing federal pipeline and partnerships.
  • Converge collaboration may lower cyber insurance premiums for Qualys ETM customers.

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