Strong sales growth and strategic …

• Revenue: USD 159.9 million, an increase of 10% compared to the previous year.

• Channel income contribution: 49% of total income, compared to 45% a year ago.

• International sales growth: 16% growth outside the USA compared to 6% domestic growth.

• Adapted EBITDA: 74.8 million US dollars, which corresponds to a margin of 47%.

• Operating costs: Rose by 10% to $ 62.5 million, with sales and marketing rising by 15%.

• EPS: 1.67 USD for the first quarter of 2025.

• Free Cashflow: 107.6 million USD, which corresponds to a margin of 67%.

• Share buyback: 39.6 million US dollars for the buyback of 292,000 shares.

• Any year -old sales advice: 648 million USD to 657 million US dollars, which corresponds to growth of 7% to 8%.

• Sales lines in the second quarter: $ 159.7 million to USD 162.7 million, which corresponds to growth of 7% to 9%.

• Annexual EPS instructions: 6 to 6.3 US dollars, from an earlier range from $ 5.9.

• Investment expenses guidelines: 8 million to 11 million US dollars for the entire year 2025.

Appearance date: May 06, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Qualies Inc (Nasdaq: Qlys) recorded better sales growth, strong profitability and solid cash flow generation in the first quarter of 2025.

• The company has successfully expanded the channel partner, whereby the income of Channel partners has increased by 19%and exceeded direct sales growth.

• Qualys Inc (Nasdaq: Qlys) has launched innovative security solutions, including the solution for Enterprise Trurisk Management (ETM), which offers comprehensive AI-driven orchestration of security results.

• The company has an increased introduction of its cloud security solutions, whereby the total cloud -snap is 5% of the LTM bookings.

• Qualies Inc (Nasdaq: Qlys) has maintained a strong focus on innovation with progress in AI security solutions and examination readiness functions, which improves the competitive advantage.

• The macroeconomic environment remains a challenge, with cyber security expenses and the longer decision-making cycles influence the possibilities on uppsell chances.

• Despite the improvement of the gross retirement rates, the company is faced with a demanding uppsell environment due to macroeconomic uncertainties.

• Qualies Inc (Nasdaq: Qlys) recorded a decline in the number of customers, which spends 500,000 US dollars or more annually, which indicates potential challenges when maintaining large accounts.

• The company's direct turnover was slower compared to its channel partner growth and underlines the need for an improved execution in North America.

• The company expects continued headwind to grow new bookings and influences the ability to achieve higher sales growth rates.