Mission Statement, Vision, & Core Values of Qualys, Inc. (QLYS)

When a cybersecurity powerhouse like Qualys, Inc. (QLYS) projects full-year 2025 revenue between $665.8 million and $667.8 million, you have to ask: what is the fundamental philosophy driving that kind of growth in a defintely competitive market? The strategic documents-Mission Statement, Vision, and Core Values-are not just boilerplate; they are the bedrock that allows for a non-GAAP net income per diluted share forecast of up to $7.00.

You're looking for a clear map of their future, so how does their stated mission-to revolutionize how organizations secure their digital assets by providing a single platform for comprehensive, always-on security and compliance-translate into tangible investor value and operational execution? Let's break down the core principles of innovation, customer success, and integrity that underpin their Enterprise TruRisk Management solution.

Qualys, Inc. (QLYS) Overview

You're looking for a clear-eyed view of Qualys, Inc., and the takeaway is simple: this is a profitable, cloud-native pioneer that's successfully shifting its focus from just finding vulnerabilities to managing the entire cyber risk surface. They've been around for a while, but their latest financial results show they're defintely not resting on past success.

Qualys was founded back in 1999, making it one of the original Software-as-a-Service (SaaS) security vendors, long before the term became a buzzword. Their core offering is the Qualys Cloud Platform, which provides a unified, continuous view of an organization's IT assets and security posture. This platform is the engine behind key products like Vulnerability Management, Detection and Response (VMDR) and the newer, more strategic Enterprise TruRisk Management (ETM) solution.

This integrated, cloud-first approach is what still sets them apart. For the full 2025 fiscal year, the company has raised its revenue guidance to a range of $665.8 million to $667.8 million, showing a steady, predictable growth trajectory in a volatile sector. One clean one-liner: They built the cloud security model before the cloud was cool.

Q3 2025 Financial Performance and Growth Drivers

The latest numbers from the third quarter of 2025 (Q3 2025) confirm Qualys's ability to execute with both growth and high profitability, a rare combination in the cybersecurity space. Total revenue for the quarter hit $169.9 million, which is a solid 10% increase over the same period last year. Here's the quick math: that $169.9 million in revenue translated into a non-GAAP gross margin of 85% and an Adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) of $82.6 million, representing a high 49% margin. That's a fundamentally healthy business.

The growth is coming from a clear strategic shift toward their Enterprise TruRisk Management (ETM) platform, which uses Agentic AI (Artificial Intelligence) to centralize an organization's response to cyber risk. Plus, their channel strategy is paying off handsomely; partner-led sales now account for a full 50% of total revenues, with channel partner revenues growing by a significant 17%. This expansion through partners, coupled with strategic wins in the federal sector-like securing FedRAMP High Authorization for their GovCloud Platform-is driving market penetration.

• Q3 2025 Revenue: $169.9 million (up 10%).
• Adjusted EBITDA Margin: 49%.
• Partner-Led Sales: 50% of total revenue.
• Channel Partner Revenue Growth: 17%.

Qualys: A Leader in Pre-Breach Cyber Risk Management

In the crowded world of cybersecurity, Qualys has cemented its position not just as a participant, but as a trusted leader in pre-breach cyber risk management. This isn't just marketing talk; it's validated by their adoption among the world's largest enterprises. For example, a staggering 72% of the Forbes Global 50 rely on Qualys to manage their security and compliance. That's a huge vote of confidence from companies with the most complex security needs and the deepest pockets for due diligence.

The industry also recognizes this strength. In the IDC MarketScape: Worldwide Cloud-Native Application Protection Platform (CNAPP) 2025 Vendor Assessment, Qualys was named a Major Player. This is because their TotalCloud solution-which combines Cloud Security Posture Management (CSPM), Cloud Workload Protection (CWP), and other services-was built natively on their unified platform, not bolted on like many competitors. This integration simplifies security operations for you, which is the real value proposition. To dive deeper into the mechanics of this financial strength, you should check out Breaking Down Qualys, Inc. (QLYS) Financial Health: Key Insights for Investors.

Qualys, Inc. (QLYS) Mission Statement

You're looking for the bedrock of Qualys, Inc.'s strategy, and that starts with the mission statement. For a cloud-native cybersecurity pioneer, the mission isn't just a poster on the wall; it's the blueprint for how they allocate capital and drive product development. Qualys' mission is: To revolutionize how organizations secure their digital assets by providing a single platform for comprehensive, always-on security and compliance. This statement is significant because it guides their long-term goal of unifying the fragmented world of security tools into one cohesive, cloud-based solution, which is a massive value proposition for any enterprise.

The mission directly informs why they've invested heavily in their Enterprise TruRisk Management (ETM) platform, moving the industry focus from just vulnerability scanning to proactive, automated cyber risk management. Here's the quick math: managing fewer tools means lower operational expense for clients, which translates into sticky, high-margin subscription revenue for Qualys. That's a smart strategic loop.

Revolutionizing Security with a Single, Unified Platform

The first core component is the commitment to revolutionize security by offering a single platform. This is a direct challenge to the old-school model where companies had to stitch together a dozen different security products, creating what we call 'tool sprawl' (a mess of incompatible security software). Qualys solves this by delivering its solutions through the Qualys Cloud Platform.

Their latest push, the Risk Operations Center (ROC) and the Enterprise TruRisk Management (ETM) solution, are concrete examples of this component in action. ETM uses Agentic AI (Artificial Intelligence) to unify security findings from both Qualys and third-party sources, turning raw data into prioritized, actionable insights. This simplification is clearly resonating with the market; the company's full year 2025 revenue guidance was recently raised to a range of $665.8 million to $667.8 million, representing a solid 10% year-over-year growth. They are defintely moving the needle.

• Unify security tools for lower total cost of ownership.
• Prioritize threats using AI-powered risk scoring.
• Drive channel-led growth, which accounted for 50% of Q3 2025 total revenues.

Comprehensive, Always-On Security and Compliance

The second pillar is providing comprehensive, always-on security and compliance. In the cloud era, a company's digital perimeter is everywhere-on-premises, in the public cloud, on endpoints, and in containers. A security solution that only checks in once a week is essentially blind. Qualys' cloud-native architecture means continuous, real-time visibility (always-on) across all these environments.

This commitment to high quality and breadth is validated by external benchmarks. In 2025, Qualys' TotalCloud solution was named the Best Cloud Security Solution at the SC Awards Europe, and its Vulnerability Management, Detection and Response (VMDR) solution won the Best Vulnerability Management Solution for the third consecutive year. Furthermore, their GovCloud Platform earned FedRAMP High Authorization in Q3 2025, a rigorous federal standard that proves their commitment to the highest level of security and compliance for government-wide use.

Securing Digital Assets and Driving Customer Success

The final, and most critical, component is the ultimate goal: securing digital assets, which translates directly to customer success. You can see this commitment in their customer profile. Qualys serves more than 10,000 subscription customers worldwide, from small businesses to the largest enterprises. This isn't just a vanity metric; it demonstrates trust in their platform.

The financial health of the company reflects the value customers are getting. For the third quarter of 2025, the GAAP gross margin was an impressive 84%, up from 81% in the prior year, suggesting high efficiency in service delivery and strong pricing power because customers value the security outcomes. When a product works as promised-simplifying operations and reducing cyber risk-customers stick around. The company's focus on customer value is the engine behind its strong Q3 2025 non-GAAP net income per diluted share of $1.86. For a deeper dive into the company's financial stability, you should check out Breaking Down Qualys, Inc. (QLYS) Financial Health: Key Insights for Investors.

Qualys, Inc. (QLYS) Vision Statement

You're looking for a clear map of where Qualys, Inc. (QLYS) is heading, and honestly, their vision is less a lofty statement and more a direct operational blueprint. The core takeaway is this: Qualys aims to be the leading cloud-based security and compliance platform by shifting the industry from reactive vulnerability management to proactive, quantified cyber risk management.

This isn't just marketing fluff. It's backed by a strategic push into their Enterprise TruRisk Management (ETM) solution, which is designed to unify security workflows and is expected to drive an uplift of up to 100% over a standard vulnerability management deal. That kind of potential revenue per customer shows they're serious about becoming the single platform you choose for securing your digital transformation. It's a smart pivot.

Platform of Choice for Digital Transformation

The vision to be the platform of choice directly addresses the complexity you face daily. Qualys' mission is to revolutionize how organizations secure digital assets by providing a single, always-on platform. They serve over 10,000 subscription customers worldwide, including a majority of the Forbes Global 100, which proves the platform's enterprise-grade scale.

Their focus is on consolidation-getting you off multiple point solutions and onto their cloud-native architecture. This strategy is paying off in their channel-led growth; partner-driven revenue reached 50% of total revenues in the third quarter of 2025, up from 47% a year prior. That partner momentum is a strong indicator that their platform-centric vision is resonating across the global security ecosystem. If you want to dive deeper into the financial mechanics of this growth, you should check out Breaking Down Qualys, Inc. (QLYS) Financial Health: Key Insights for Investors.

Driving Innovation with AI and Real-Time Data

A key pillar of their vision is continuous innovation, and right now, that means AI. They are positioning themselves at the forefront of a new cybersecurity paradigm powered by real-time data, automation, and Agentic AI capabilities.

The new Risk Operations Center (ROC) is the tangible manifestation of this. Unlike traditional Security Operations Centers (SOCs) that focus on post-breach detection, the ROC aims to reduce the likelihood of a breach by optimizing your cyber spend where the risk is highest. This is a move toward proactive risk management, which is defintely where the market is headed. The total addressable market (TAM) for their solutions is estimated to grow from $55 billion in 2025 to $79 billion by 2028, so the runway for their innovation is massive.

Empowering Proactive Risk Management (The Mission in Action)

The mission to empower organizations to proactively manage security risks is the ultimate goal of their Enterprise TruRisk Management (ETM) solution. This is where the rubber meets the road for investors and security professionals alike. The company's financial guidance for the full year 2025 reflects confidence in this strategic shift:

• Full-year 2025 Revenue is projected to be between $665.8 million and $667.8 million.
• Non-GAAP Earnings Per Share (EPS) guidance was raised to a range of $6.93 to $7.00.
• Q3 2025 Adjusted EBITDA margin was a stellar 49%, well above industry peers, showing exceptional operational efficiency.

Here's the quick math: high profitability (53% operating cash flow margin in Q3 2025) funds the innovation (ETM, AI) needed to capture a larger share of that growing $55 billion TAM. Their core values-innovation, customer success, and integrity-are the cultural guardrails for this aggressive platform expansion. Your next step should be to model the ETM adoption rate into your long-term revenue projections for Qualys.

Qualys, Inc. (QLYS) Core Values

You're looking for the bedrock principles that drive Qualys, Inc. (QLYS), and for a company in the cybersecurity space, those values aren't just posters on a wall-they are the operational blueprint for risk management. I've spent two decades analyzing firms like this, and what I see is a set of core values, best encapsulated in their Environmental, Social, and Governance (ESG) pillars, that directly map to their financial performance and market strategy.

The key takeaway is that Qualys' commitment to these pillars is directly translating into a strong 2025 fiscal year, with management raising its full-year revenue guidance to a range of $648.0 million to $657.0 million. That's not just growth; it's a tangible return on their value-driven operations.

Governance and Ethical Practices

For a public company, especially one that handles sensitive client data, strong governance isn't a nice-to-have; it's a non-negotiable insurance policy. This value ensures transparent business practices and ethical conduct, which is paramount for building trust in the cybersecurity industry. You simply can't sell security without it.

Qualys demonstrates this commitment through a diverse board structure and rigorous adherence to regulations. A prime example in 2025 is their Government Platform receiving the FedRAMP High Authorization. This authorization, sponsored by the U.S. Drug Enforcement Agency, signifies the highest security level within the Federal Risk and Authorization Management Program. That level of compliance is a powerful differentiator for securing government and high-stakes enterprise contracts.

The financial impact is clear: a solid governance framework reduces regulatory risk, which helps protect the company's strong bottom line. For the third quarter of 2025 alone, Qualys reported GAAP net income of $50.3 million.

Our Customer Commitment

Qualys' success hinges on putting the customer's need for cyber risk reduction at the center of every product. This value drives continuous innovation to stay ahead of an ever-evolving threat landscape. Honestly, if they aren't innovating, their customers are exposed.

Their commitment is best seen in the development and enhancement of the Enterprise TruRisk Management solution. This solution moves customers beyond simple vulnerability scanning to a unified platform for risk assessment and remediation. It's a strategic move to foster enduring customer engagements, which is why their net revenue retention rate has remained steady at 104% despite upsell pressures.

• Innovate to reduce client risk.
• Prioritize platform integration for a streamlined experience.
• Deliver real-time data and automation via the cloud-native architecture.

This focus on a unified, risk-driven platform is what keeps customers in the fold and drives that predictable subscription revenue model. It's a smart business model, defintely.

Supporting Our Team and Community

A cybersecurity firm's primary asset is its talent. This value focuses on investing in employees, fostering diversity, and engaging with the community. If you don't invest in your people, you lose the innovation engine.

Qualys supports this value by taking a holistic approach to human capital management, emphasizing employee learning, career growth, and well-being. This includes efforts to recruit and train the next generation of cybersecurity leaders. They also prioritize community engagement through volunteering and philanthropic endeavors.

Here's the quick math: a highly skilled, motivated workforce translates directly into superior product development, which is critical in a high-margin business like this. The company's GAAP gross margin for the third quarter of 2025 was a very healthy 84%.

Sustainable Business Operations

This value is about environmental stewardship and responsible operations, which is becoming a major factor for institutional investors conducting due diligence. It's not just about saving the planet; it's about long-term operational resilience.

Qualys works to reduce its direct environmental footprint by operating within energy-efficient networks and data centers. They are committed to reducing energy, waste, and materials consumption. This commitment is informed by standards like the SASB (Sustainability Accounting Standards Board) accounting standards relevant to the Software and Information Technology Services industry.

This focus on sustainability, while not a direct revenue driver, is a significant factor in enterprise vendor selection and investor confidence. It's a long-term risk mitigation strategy. If you want to dive deeper into the nuts and bolts of how these values translate to the balance sheet, you should check out Breaking Down Qualys, Inc. (QLYS) Financial Health: Key Insights for Investors. Finance: review ESG impact on long-term capital expenditure by end of month.