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Qualys (QLYS) guidance and outlook

Qualys (QLYS) raised its guidance on Nov 9, 2026: Revenue $737M–$739M for FY2026; Revenue $191M–$193M for Q4 2026; Revenue +9% to +10% for Q4 2026; EPS $6.08–$6.15 for FY2026. Qualys' 10-Q filed Nov 9, 2026 makes 12 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 9, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 9, 2026

• • our anticipated investments in sales and marketing, our infrastructure, new solutions, research and development, and acquisitions;
• The uncertainty surrounding macroeconomic factors in the U.S. and globally characterized by inflationary pressure, high interest rates, significant volatility of global markets, reduced spending and extended sales cycles, tariff and non-tariff trade barriers, economic and regulatory uncertainty, and geopolitical conflicts could have a material adverse effect on our long-term business and could lead to further…
• We will continue to evaluate the nature and extent of the impact to our business, financial position, results of operations and cash flows.
• We expect to continue to expand our shared cloud platform infrastructures and invest in our customer support and operations teams to support our customers and operations, which in turn, is expected to increase the cost of revenues in absolute dollars.
• We expect to continue to devote resources to research and development in an effort to continuously improve our existing solutions as well as develop new solutions and capabilities, which in turn, is expected to increase the research and development expenses in absolute dollars.
• We expect to continue to invest in sales and marketing teams and also in more marketing programs to support new solutions on our platform, which in turn, is expected to increase sales and marketing expenses in absolute dollars.
• We expect to continue to invest in our people and incur professional services to support our growth and compliance with legal and regulatory requirements, which in turn, is expected to increase general and administrative expenses in absolute dollars.
• We will continue to monitor the impact of the OBBBA and the range of potential outcomes, which will depend on facts in each year and anticipated guidance from the U.S.
• With our strong market position driving further demand for our solutions, we expect revenue growth from new and existing customers to continue.
• This represents recurring payments that we expect to receive in the next 12-month period from the cohort of customers that existed on the last day of the same reporting period in the prior year.
• We had fixed operating lease payment obligations of $62.4 million as of September 30, 2026, with $12.9 million expected to be paid within the next 12 months.
• We expect to continue to use cash to repurchase shares in 2026 under our share repurchase program authorized by our board of directors on February 5, 2018.

Qualys' latest quarter

Questions

Did Qualys raise or lower its guidance?

Qualys (QLYS) raised its guidance on Nov 9, 2026: Revenue $737M–$739M for FY2026; Revenue $191M–$193M for Q4 2026; Revenue +9% to +10% for Q4 2026; EPS $6.08–$6.15 for FY2026.

What does Qualys expect?

• our anticipated investments in sales and marketing, our infrastructure, new solutions, research and development, and acquisitions; The uncertainty surrounding macroeconomic factors in the U.S. and globally characterized by inflationary pressure, high interest rates, significant volatility of global markets, reduced spending and extended sales cycles, tariff and non-tariff trade barriers, economic and regulatory uncertainty, and geopolitical conflicts could have a material adverse effect on our long-term business and could lead to further… We will continue to evaluate the nature and extent of

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Updated Nov 10, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.