secwatch.observer — SEC 8-K summary
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Issuer:     QUALYS, INC. (QLYS)
CIK:        0001107843
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001107843-26-000013
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Qualys Q1 rev +10% to $175.6M, GAAP EPS $1.42, raises FY2026 revenue guidance to $721-727M
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- Revenue $175.6M (+10% YoY); GAAP net income $50.6M, diluted EPS $1.42; non-GAAP EPS $1.95.
- Adjusted EBITDA $83.3M, margin 47%; operating cash flow $95.3M, down 13% YoY.
- Full-year 2026 revenue guidance raised to $721.0-$727.0 million.
- Introduced Agent Val (agentic AI) for risk validation; TotalCloud named Leader in Forrester Wave CNAPP.
- CEO highlights AI-native Risk Operations Center and early adoption of QFlex platform.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1107843/000110784326000013/0001107843-26-000013-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1107843/000110784326000013/qlys-20260505.htm
  HTML page:      https://secwatch.observer/filing/0001107843-26-000013

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer