Qualys (QLYS) Q2 2025 Earnings Call Transcript

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Tuesday, Aug. 5, 2025 astatine 5:00 p.m. ET

• President and Chief Executive Officer — Sumedh S. Thakar

• Chief Financial Officer — Joo Mi Kim

Sumedh S. Thakar: Thank you, Blair, and invited to our 2nd 4th net call. In Q2, we continued to execute well, resulting successful different 4th of coagulated gross maturation and profitability. In this caller epoch of cybersecurity driven by precocious information analytics, automation and AI, Qualys is pioneering a caller hazard operations halfway class successful cybersecurity and redefining however organizations negociate cyber risk. While accepted information operations halfway SOC focuses connected detecting breaches aft they happen, the ROC is built for prevention. Qualys' cloud-native ETM endeavor hazard absorption solution powers this transformation.

With implicit 18 trillion information points processed successful existent time, we person unleashed the powerfulness of our level to integrate and normalize signals from some Qualys and non-Qualys tools, including CrowdStrike, SecurityScorecard, Tenable and Wiz. Unlike different continuous menace vulnerability absorption solutions that simply item vulnerability and deficiency effectual remediation oregon concern context, Qualys' ETM solution is simply a almighty orchestration layer, aggregating some Qualys and non-Qualys information findings, applying menace quality and delivering a unified concern contextual presumption of hazard with holistic prioritization and automated remediation.

This business-aligned attack to pre-breach cyber hazard absorption continues to resonate powerfully with customers and boards and positions Qualys astatine the forefront of a paradigm displacement successful cybersecurity, 1 defined not conscionable by the detection of vulnerabilities, but by measurable proactive automated hazard simplification astatine scale. With progressive POCs already converting aft announcing GA conscionable a abbreviated portion ago, we proceed to spot galore parallels betwixt this caller marketplace accidental and the aboriginal days of our VMDR launch, including a important greenfield accidental and increasing demand.

With our latest announcement yesterday, we are precise excited to present Qualys' latest game-changing imaginativeness for the aboriginal of cyber hazard absorption with the motorboat of a afloat reimagined Agentic AI level built connected a unified fibre to seamlessly negociate cyber hazard crossed a multi-vendor environment. At its core, each cyber hazard AI cause represents a specialized autonomous AI cloth equipped to automate analyzable concern processes and autonomously accommodate to customers' situation by accessing divers interior and outer information sources, applications and machines. These agents execute implicit end-to-end outcomes for cybersecurity teams.