Qualys Enterprise TruRisk Platform - Qualys Enterprise TruRisk Platform 旨在利用风险分析来交付所需的业务成果[12] - 该平台提供全面的风险降低，通过与 SCCM、ITOps 和开发者工具无缝集成来协调风险降低[21] - 该平台通过统一的资产清单可视化整个攻击面，整合来自 Qualys 和第三方来源的数据，并根据严重性、可利用性、资产重要性和业务影响来量化和确定网络风险的优先级[28] - Qualys Enterprise TruRisk Platform 的优势在于它提供跨整个全球混合 IT 环境的单一视图，允许客户整合他们的堆栈以获得更好的安全结果[31] Market and Customer Base - Qualys 估计其当前的总潜在市场在 2025 年为 550 亿美元，到 2028 年将增长到 790 亿美元[35] - Qualys 拥有 10,000 多个订阅客户[37] - Qualys 的客户包括福布斯全球 50 强的 72%，福布斯全球 500 强的 55% 和福布斯全球 2000 强的 33%[37] Financial Performance - Qualys 在 2024 年的总收入为 6.08 亿美元[45] - 2025 年第三季度累计收入为 4.94 亿美元，同比增长 10%[45] - 2025 年第三季度累计调整后的 EBITDA 为 2.31 亿美元，占收入的 47%[45] - 2025 年第三季度累计自由现金流为 2.29 亿美元，自由现金流利润率为 46%[50]

Qualys Enterprise TruRisk Platform - Qualys is transforming its focus to leverage risk analytics for desired business outcomes with the Qualys Enterprise TruRisk Platform[12] - The Qualys Enterprise TruRisk Platform offers comprehensive risk reduction by eliminating cyber risk, saving time, reducing MTTR, and consolidating the IT-security stack[19, 20] - The Qualys Enterprise TruRisk Platform provides a single view across the entire global hybrid-IT environment, consolidating the stack for better security outcomes, with no hardware to buy or manage[30] Market Opportunity and Customer Base - Qualys estimates its current total addressable market at $55 billion in CY2025E, expanding to $79 billion in CY2028E[34] - Qualys has a blue-chip global customer base, including over 10,000 subscription customers[36] - Qualys serves 72% of the Forbes Global 50, 55% of the Forbes Global 500, and 33% of the Forbes Global 2000[36] Financial Performance - Qualys' revenues grew from $490 million in 2022 to $608 million in 2024, with a 11% CAGR[44] - Adjusted EBITDA increased from $219 million in 2022 to $283 million in 2024, representing a 14% CAGR[44] - The Adjusted EBITDA margin was 47% in 2024[44] - Free cash flow was $232 million in 2024, with a free cash flow margin of 38%[49]