QLYS Earnings Prediction
The chart below shows how QLYS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, QLYS sees a +2.42% change in stock price 10 days leading up to the earnings, and a -0.67% change 10 days following the report. On the earnings day itself, the stock moves by -0.16%. This data can give you a slight idea of what to expect for the next quarter's release.
QLYS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
153.87M
8.36%
3.47%
Gross Margin
81.26%
0.11%
-1.19%
Operating Margin
29.22%
-4.82%
-9.59%
Net Margin
30.03%
-8.33%
2.04%
EPS
1.24
0.00%
5.98%
No Data Available
QLYS Earnings Analysis
Qualys, Inc. Common Stock Corporation (QLYS.O) Earnings Conference Call
Positive
Revenue Growth and Channel Contribution: Revenue growth of 8% to $153.9 million, with channel contributions increasing to 47% of total revenues compared to 43% a year ago.
Channel Partner Revenue Growth: Channel partner revenues grew by 17%, outpacing direct revenues which grew by 1%.
International vs. Domestic Growth: International revenue growth was 14%, outperforming domestic business which grew by 5%.
Adjusted EBITDA Margin Analysis: Adjusted EBITDA for Q3 was $69.7 million, representing a 45% margin, compared to a 48% margin a year ago.
Free Cash Flow Margin: Free cash flow was $57.6 million, representing a 37% margin, compared to 64% in the prior year.
Negative
Operating Expenses Increase: Operating expenses in Q3 increased by 12% to $61.8 million, primarily driven by an 18% increase in sales and marketing investments aimed at capturing market opportunities.
Free Cash Flow Analysis: Our free cash flow was $57.6 million, representing a 37% margin, compared to 64% in the prior year.
Earnings and EBITDA Performance: Earnings per share for the third quarter of 2024 was $1.56, and our adjusted EBITDA for the third quarter was $69.7 million, representing a 45% margin, compared to a 48% margin a year ago.
High-Value Customer Growth Slowdown: Customer spending of $500,000 or more with us in Q3 grew 15% from a year ago to 200, indicating a slowdown in high-value customer growth.
Rising Operating Expenses: Operating expenses are expected to continue to increase in Q4, which may impact profitability.
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QLYS Earning Call Sentiment
Qualys, Inc. (QLYS) Q3 2024 Earnings Call Transcript
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00:00
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QLYS.O
-2.3%Positive
The earnings call reveals strong financial performance with 8% revenue growth and positive channel partner contributions. Despite some concerns about economic climate and operational efficiency, the company has a stable retention rate and successful upsell performance. Share repurchase activity is strong, and new product developments are well-received. While management's responses were occasionally vague, the overall sentiment from analysts was positive. The guidance for 2024 is optimistic, suggesting potential stock price growth in the short term.
