Qualys, Inc. (QLYS) Q3 2024 Earnings Call Transcript Summary
Qualys, Inc. (QLYS) Q3 2024 Earnings Call Transcript Summary
The net dollar expansion rate improved to 103%, reflecting stronger upsell performance compared to the previous quarter.The following is a summary of the Qualys, Inc. (QLYS) Q3 2024 Earnings Call Transcript:
以下是Qualys, Inc.（QLYS）2024年第三季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Qualys, Inc. reported a revenue growth of 8% amounting to $153.9 million in Q3 2024, driven by increased channel contributions, which now comprise 47% of the total revenue.
Adjusted EBITDA was $69.7 million with a 45% margin, while operating expenses rose by 12% primarily due to heightened sales and marketing investments.
The net dollar expansion rate improved to 103%, reflecting stronger upsell performance compared to the previous quarter.
EPS for Q3 2024 was reported at $1.56, and the free cash flow stood at $57.6 million, representing a 37% margin.
Qualys, Inc.報告稱，2024年第三季度收入增長了8％，達到1.539億美元，這得益於渠道捐款的增加，目前佔總收入的47％。
調整後的息稅折舊攤銷前利潤爲6,970萬美元，利潤率爲45％，而運營支出增長了12％，這主要是由於銷售和營銷投資的增加。
淨美元擴張率提高至103％，反映出與上一季度相比更強勁的追加銷售表現。
2024年第三季度的每股收益爲1.56美元，自由現金流爲5,760萬美元，利潤率爲37％。
Business Progress:
業務進展：
Launch of Enterprise Threat Management (ETM), a comprehensive cloud-based risk operation platform, which integrates Qualys and non-Qualys data for real-time risk management.
Significant new customer acquisitions and upsells, notably in the federal sector with multi-million-dollar deals, demonstrating successful expansion efforts in this vertical.
Expansion into the Australian market with IRAP assessment at the Protected level and partnership with E&Y for delivering managed services.
Qualys' focus on consolidating cybersecurity solutions has led to increased adoption rates, adding operational and cost efficiencies for clients.
推出企業威脅管理（ETM），這是一個基於雲的綜合風險操作平台，它集成了Qualys和非Qualys數據，用於實時風險管理。
大量新客戶的收購和追加銷售，尤其是在聯邦部門，達成了數百萬美元的交易，這表明該垂直領域的成功擴張。
通過受保護級別的IRAP評估以及與安永合作提供託管服務，向澳大利亞市場擴張。
Qualys專注於整合網絡安全解決方案，從而提高了採用率，提高了客戶的運營和成本效率。
Opportunities:
機會：
The launch of new products like ETM and TruLens, along with innovations in artificial intelligence and cybersecurity risk management, presents significant market opportunities.
Expansion in federal and international markets, particularly with new compliance and standards achievements, opens additional avenues for growth.
eTM 和 TruLens 等新產品的推出，以及人工智能和網絡安全風險管理方面的創新，帶來了巨大的市場機遇。
聯邦和國際市場的擴張，尤其是在實現新的合規和標準後，爲增長開闢了更多途徑。
Risks:
風險：
Concerns around prolonged deal cycles and ongoing budget scrutiny which could affect the sales pipeline and revenue growth in the near term.
對漫長的交易週期和持續的預算審查的擔憂可能會在短期內影響銷售渠道和收入增長。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
溫馨提示：欲了解更多詳情，請參閱投資者關係網站。本文僅供投資者參考，沒有任何指導或建議建議。
譯文內容由第三人軟體翻譯。
