Core Insights - Qualys, Inc. reported a revenue growth of 10% year-over-year for Q3 2025, with revenues reaching $169.9 million compared to $153.9 million in Q3 2024 [3][6] - The company raised its revenue guidance for the full year 2025 to a range of $665.8 million to $667.8 million, reflecting a 10% growth over 2024 [12] Financial Performance - **Revenue**: Q3 2025 revenues increased by 10% to $169.9 million from $153.9 million in Q3 2024 [3] - **Gross Profit**: GAAP gross profit rose by 14% to $142.1 million, with a gross margin of 84% in Q3 2025 compared to 81% in Q3 2024 [4] - **Operating Income**: GAAP operating income increased by 33% to $60.0 million, representing 35% of revenues, up from 29% in Q3 2024 [5] - **Net Income**: GAAP net income for Q3 2025 was $50.3 million, or $1.39 per diluted share, a 9% increase from $46.2 million, or $1.24 per diluted share, in Q3 2024 [6] - **Adjusted EBITDA**: Adjusted EBITDA grew by 19% to $82.6 million, accounting for 49% of revenues, compared to 45% in Q3 2024 [7] - **Operating Cash Flow**: Operating cash flow increased by 48% to $90.4 million, representing 53% of revenues [8] Business Highlights - Qualys received FedRAMP High Authorization for its GovCloud Platform, enhancing its ability to support federal agencies [15] - The company launched a marketplace of AI-powered agents to improve cyber risk operations [15] - Qualys was recognized with two Pwnie Awards for its Threat Research Unit, which supports its Enterprise TruRisk Management Platform [15] - The company appointed May Mitchell as Chief Marketing Officer to lead global marketing strategies [15] Future Guidance - **Q4 2025 Guidance**: Expected revenues between $172.0 million and $174.0 million, indicating 8% to 9% growth year-over-year [11] - **Full Year 2025 Guidance**: Revenue guidance raised to $665.8 million to $667.8 million, with GAAP net income per diluted share expected between $5.23 and $5.30 [12]

Core Insights - Qualys, Inc. has become the Major Partner and official Cybersecurity Partner of the San Francisco Unicorns for the 2025 Cognizant Major League Cricket season, highlighting its commitment to community engagement and support for local sporting events [1][3][5] Group 1: Partnership Details - The partnership includes the Qualys logo prominently displayed on the Unicorns' matchday and training jerseys, as well as branding opportunities across various media assets [4] - Qualys aims to reflect its values of innovation and determination through this partnership, aligning with the Unicorns' mission to promote cricket in the U.S. [3][5] Group 2: Team and Event Information - The San Francisco Unicorns debuted in Major League Cricket in 2023 and are set to play their first three games of the 2025 season at the Oakland Coliseum, starting with a match against Washington Freedom on June 12 [6][9] - The team features top international cricket talents, including Cooper Connolly, Jake Fraser-McGurk, and Matt Short, promising exciting performances for fans [3][9] Group 3: Company Overview - Qualys, Inc. is a leading provider of cloud-based security, compliance, and IT solutions, serving over 10,000 subscription customers globally, including many from the Forbes Global 100 and Fortune 100 [10] - The company specializes in automating security and compliance solutions, offering significant cost savings and improved business outcomes for organizations [10][11]