CLAIM #65862 · Qualys Inc (QLYS) · 2025Q1 earnings call · May 6, 2025 · due Dec 31, 2025
“In our guidance, what we're kind of assuming is not a meaningful improvement from what we see today.”
Joo Mi Kim · CFO
In context
“Joo Mi Kim (CFO): Yes, we've been satisfied with the progress that we've been making on the partner side. Relative to the direct business, we've seen like pipeline increase success in increasing the deal reg. In our guidance, what we're kind of assuming is not a meaningful improvement from what we see today. It's kind of stayed the course, given that we are expecting an increase in budget scrutiny given the macro. So we've adjusted, we've taken that into consideration when setting guidance. But with that said, we are very happy with the progress that we're making with partners. We kind of are hoping that once the macro improves, we will see meaningful improvements there.”
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SEC filings for QLYS ↗ · Claim quote is verbatim from the 2025Q1 earnings call.