Latest news with #AISecurityPostureManagement
Yahoo
2 days ago
- Business
- Yahoo
5 Revealing Analyst Questions From Qualys's Q1 Earnings Call
Qualys delivered first quarter results that exceeded Wall Street's expectations, driven by continued expansion of its cloud-native security platform and rising demand for integrated risk management tools. CEO Sumedh Thakar cited operational execution around its Enterprise TruRisk Management (ETM) solution and the rollout of new AI-powered security features as key contributors. Management also noted strong momentum in international markets, where channel partner-led growth outpaced domestic sales, and highlighted improved gross retention as a positive sign despite ongoing macroeconomic headwinds. Is now the time to buy QLYS? Find out in our full research report (it's free). Revenue: $159.9 million vs analyst estimates of $157.1 million (9.7% year-on-year growth, 1.8% beat) Adjusted EPS: $1.67 vs analyst estimates of $1.47 (13.8% beat) Adjusted Operating Income: $71.22 million vs analyst estimates of $63.8 million (44.5% margin, 11.6% beat) The company slightly lifted its revenue guidance for the full year to $652.5 million at the midpoint from $651 million Management raised its full-year Adjusted EPS guidance to $6.15 at the midpoint, a 7.9% increase Operating Margin: 32.4%, up from 30.7% in the same quarter last year Annual Recurring Revenue: $639.6 million at quarter end, up 9.7% year on year Billings: $153.1 million at quarter end, up 6.1% year on year Market Capitalization: $5.15 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jonathan Ho (William Blair) pressed on how macro uncertainty is impacting customer spend; CEO Sumedh Thakar explained that while cybersecurity remains a priority, increased scrutiny and longer decision cycles are influencing sales and guidance. Patrick Colville (Scotiabank) asked about competitive pressure from new network-based vulnerability management entrants. Thakar responded that Qualys' differentiation is its focus on actionable remediation and unified risk context, not just detection. Kingsley Crane (Canaccord) inquired about market adoption for AI Security Posture Management; Thakar said most customers are still in the exploratory phase, with broader budget impact likely next year rather than in 2025. Rudy Kessinger (D.A. Davidson) questioned the dip in large customer count; Thakar noted stable win rates and improved retention, attributing fluctuations to upsell and downsell dynamics rather than customer losses. Rob Owens (Piper Sandler) asked about weaker North American growth versus international; Thakar attributed this to stronger partner engagement internationally and efforts to replicate this success domestically through expanded partner initiatives. In upcoming quarters, our team will be watching (1) the pace and scale of partner-led new business wins, particularly through mROC offerings, (2) sustained adoption of AI and cloud security modules like TotalAI and CNAPP as customers move beyond proof-of-concept phases, and (3) improvements in upsell rates and net dollar expansion as macro pressures evolve. Execution against these milestones will be key to validating management's growth strategy. Qualys currently trades at $138.60, up from $126.64 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
Yahoo
19-03-2025
- Business
- Yahoo
SentinelOne (NYSE:S) Partners With High Wire Networks To Enhance AI-Driven Cybersecurity Solutions
High Wire Networks recently announced a partnership with SentinelOne to enhance cybersecurity solutions, focusing on hyper-automation and AI-driven security. This collaboration has been instrumental in advancing SentinelOne's Managed Detection and Response (MDR) capabilities, positioning the company favorably in the cybersecurity market. Meanwhile, SentinelOne's recent earnings announcement for the fourth quarter and full year showed revenue growth to $821 million, though a net loss of $288 million was noted. Overall sentiment in equity markets has been cautiously positive as major indices like the Dow Jones and Nasdaq experienced gains, with anticipation surrounding the Federal Reserve's latest statements. During this period, SentinelOne's share price rose by 3.31%, possibly reflecting investor confidence spurred by its partnership strategies and financial outlook, despite broader market volatility and sector-specific challenges. Be aware that SentinelOne is showing 2 weaknesses in our investment analysis. The end of cancer? These 21 emerging AI stocks are developing tech that will allow early idenification of life changing disesaes like cancer and Alzheimer's. SentinelOne experienced a total return decline of 15.23% over the past year. This underperformance stands out in comparison to the broader US Software industry's close performance of a 0.8% decline. Several factors could have been influential in this outcome. Despite robust revenue increases, SentinelOne remains unprofitable with a Price-To-Sales Ratio that appears high relative to industry averages. Significant insider selling in the prior quarter could also signal investor concerns. Furthermore, analysts indicate that, despite a target price that is over 20% higher than the current share price, there is a lack of statistically confident agreement among analysts, which might contribute to uncertainty. Throughout the year, SentinelOne pursued strategic alliances and technological enhancements to bolster its competitive stance. The renewal of partnerships, such as the one with AWS in October 2024, aims to integrate enhanced AI-powered security solutions. Meanwhile, product developments like the launch of AI Security Posture Management in November 2024 further solidify SentinelOne's position in the cybersecurity domain, although these advancements appear insufficient to offset market apprehensions reflected in the total shareholder returns. Click to explore a detailed breakdown of our findings in SentinelOne's financial health report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:S. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
