QUALYS, INC.: management transactions · United States · SEC (Form 4)

About QUALYS, INC.

Qualys, Inc. is a U.S.-based cybersecurity company listed on the NASDAQ under the ticker QLYS, and headquartered in Foster City, California, United States. Founded in 1999, Qualys was one of the early SaaS-native security vendors and has built its strategy around cloud-delivered cyber risk management, vulnerability detection, compliance automation, policy audit, asset visibility, and remediation workflows. For investors, the company is best understood as a platform software business in cybersecurity, with recurring subscription economics and a focus on scalable enterprise deployment. At the center of the business is the Qualys Enterprise TruRisk Platform, a unified cloud platform designed to consolidate key security use cases into a single architecture. These include vulnerability management, asset inventory, policy compliance, web application security, cloud security posture management, container security, exploit validation, threat detection, and risk quantification. Qualys has also expanded its portfolio with branded offerings such as TotalCloud, TotalAppSec, and TotalAI, reflecting an increasing emphasis on cloud workloads, application risk, and emerging AI-related security needs. The company’s product positioning is built around continuous visibility and automated prioritization, helping customers translate technical findings into business risk. Qualys operates in a highly competitive cybersecurity market, where it faces pressure from both specialized point-solution vendors and larger security platforms. Its competitive strengths are its long operating history, integrated SaaS architecture, broad enterprise customer base, and ability to deliver multiple security workflows through a single agent and cloud platform. The company states that it serves more than 10,000 customers worldwide, including a majority of major global enterprises, which supports its standing as an established vendor in the enterprise security segment. Its commercial footprint is global, with customers across North America, Europe, and Asia-Pacific, and with deep integrations across major cloud ecosystems such as Amazon Web Services, Google Cloud Platform, and Microsoft Azure. Recent developments have reinforced the company’s strategic direction. On February 5, 2026, Qualys reported full-year 2025 revenue growth of 10% and announced a $200 million increase to its share repurchase program. More recently, the company highlighted FedRAMP High authorization for parts of its government-focused platform, introduced new AI-related security capabilities, and continued to expand partnerships and public-sector relevance. Overall, Qualys presents itself as a profitable cybersecurity software provider with a strong recurring-revenue model, a differentiated risk-centric platform, and ongoing product expansion across cloud, application, and AI security.