QLYS Qualys (QLYS) Q2 FY26 earnings call
Qualys delivered a strong quarter, driven by robust revenue growth and expanding profitability, fueled by increasing adoption of its AI-native Enterprise TruRisk Management (ETM) solution. The company is strategically leveraging its partner ecosystem and QFlex model to accelerate platform expansion and address the rapidly evolving AI-driven threat landscape with autonomous risk operations and remediation capabilities. Management expressed confidence in reaccelerating long-term growth, emphasizing the urgency for customers to adopt AI-speed detection and autonomous remediation.
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QLYS operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Net revenue retention rate | 104%In Q1, as expected, there was no meaningful movement in our net dollar expansion rate, closing the quarter at 104%, and slightly up from 103% last quarter.Source: earnings call transcript | 105%In Q2, our overall upsell execution improved, with our net dollar expansion rate at 105%, up from 104% last quarter.Source: earnings call transcript | +1 pt |
| Net revenue retention rate ETM CSAM cohort | 107%In Q1, the net dollar expansion rate of ETM CSAM cohort was 107%.Source: earnings call transcript | 107%The net dollar expansion rate of customers with prior year purchase of ETM or CSAM subscriptions in Q2 was [ 107% ], consistent to last quarter.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.