Core Insights - Qualys, Inc. has extended its partnership with the San Francisco Unicorns as the Major Partner and Official Cybersecurity Partner for the 2026 and 2027 seasons of Major League Cricket (MLC) [1] - The partnership aims to promote cricket in the Bay Area and strengthen community connections, following a successful inaugural season in 2025 [1] Company Overview - Qualys is a leading provider of cloud-based IT, security, and compliance solutions, serving over 10,000 subscription customers globally, including a majority of the Forbes Global 100 and Fortune 100 [1] - The company offers a unified platform for security and compliance, enabling organizations to automate vulnerability detection and protection across various IT environments [1] Partnership Details - Under the renewed agreement, Qualys will maintain its logo on the front of the Unicorns' matchday and training jerseys, symbolizing a tech-first approach inspired by Silicon Valley [1] - The partnership includes continued engagement with the "Sparkle Army," the dedicated fan community that supports the Unicorns [1] Upcoming Season - The San Francisco Unicorns will compete in the 2026 MLC season under new head coach Cameron White, with the season scheduled from June 18 to July 18, 2026 [1]

Core Insights - Qualys, Inc. reported a revenue growth of 10% year-over-year for both Q4 and the full year 2025, with Q4 revenues reaching $175.3 million and full year revenues totaling $669.1 million [1][11] - The company announced a $200 million increase to its share repurchase program, indicating confidence in its financial position and future growth prospects [1] Financial Performance - **Q4 2025 Financial Highlights**: - Revenues increased by 10% to $175.3 million compared to $159.2 million in Q4 2024 [3] - GAAP gross profit rose by 12% to $146.1 million, with a gross margin of 83% [4] - GAAP operating income increased by 19% to $58.8 million, representing 34% of revenues [5] - GAAP net income grew by 21% to $53.2 million, or $1.47 per diluted share [6] - Adjusted EBITDA increased by 11% to $82.6 million, maintaining a margin of 47% [7] - Operating cash flow surged by 59% to $75.7 million, accounting for 43% of revenues [8] - **Full Year 2025 Financial Highlights**: - Revenues increased by 10% to $669.1 million compared to $607.6 million in 2024 [11] - GAAP gross profit rose by 12% to $554.4 million, with a gross margin of 83% [11] - GAAP operating income increased by 19% to $222.0 million, representing 33% of revenues [12] - GAAP net income grew by 14% to $198.3 million, or $5.44 per diluted share [13] - Adjusted EBITDA increased by 11% to $313.4 million, with a margin of 47% [14] - Operating cash flow increased by 27% to $309.4 million, accounting for 46% of revenues [14] Business Developments - Qualys introduced several enhancements to its Enterprise TruRisk Management solution, including identity security and industry-specific threat prioritization [9][23] - The company successfully launched its TotalAppSec solution, integrating various security features for comprehensive application risk management [23] - Qualys achieved FedRAMP High Authorization for its GovCloud Platform, expanding its support for federal and defense agencies [23] - The company hosted its reimagined user conference series, ROCon, with attendance up over 20% from the previous year [10][23] Market Recognition - Qualys was recognized as a leader in multiple security categories by independent analyst firms, including GigaOm and IDC [17] - The company received accolades for its TotalCloud and Cybersecurity Asset Management solutions, highlighting its contributions to technology and cybersecurity [17]

Core Insights - Qualys, Inc. will report its financial results for the fourth quarter of 2025 on February 5, 2026, after market close [1] - A conference call and live webcast will be held on the same day at 5:00 p.m. Eastern Time to discuss the financial results [2] Company Overview - Qualys is a leading provider of cloud-based IT, security, and compliance solutions, serving over 10,000 subscription customers globally, including many from the Forbes Global 100 and Fortune 100 [3] - The company offers the Qualys Enterprise TruRisk Platform, which automates vulnerability detection, compliance, and protection across various IT environments [4] - Founded in 1999, Qualys has established strategic partnerships with major cloud service providers like Amazon Web Services, Google Cloud Platform, and Microsoft Azure [4]