Latest news with #Thakar
Yahoo
27-06-2025
- 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.
Time of India
06-06-2025
- General
- Time of India
Rooftop dining for endangered vultures in Halol!
Vadodara: In the foothills of Pavagadh, one of the revered shaktipeeths (seat of divine feminine power), a unique restaurant is shaping up. The menu is fixed, there are no waiters, and certainly no table service! But this joint promises to become a lifeline for nature's scavengers - the endangered vultures. The municipality of Halol, some 45km from Vadodara, has firmed up plans to set up 'Giddh (Vulture) Restaurant' perched atop a 20 m RCC tower, an initiative aimed at conserving 15-odd long-billed vultures that reside in the hills of Pavagadh. The facility is being planned at Jambudi village near the town whose aerial distance from Pavagadh is two to three kilometres, sources said. This makes it the ideal location for the feeding facility, common in many countries, but claimed to be the first of its kind in the country. An initiative for vulture conservation at Raigad in Maharashtra used open plots to put partially skinned carcasses out for vultures. In Oman, scavenger feeding facilities are being planned near solid waste disposal sites. "We plan to have an RCC tower with a tabletop and a lift, like those used at construction sites, to lift the food up for the vultures. Water will also be provided on the platform. It will be the equivalent of five floors high," said Halol municipality chief officer Hiral Thakar. The restaurant is planned near the solid waste disposal site in Jambudi. "The location is towards the side of the Pavagadh hill where vultures live. They usually identify places where they find food and will come there," said Thakar. A survey in 2022 revealed that at least 10 adult vultures were surviving on the hill. Officials say the number could be as high as 15. A birder and project manager with the Community for Conservation of Nature (Cocoon), Venus Joshi, who worked extensively in the area, said such initiatives are much needed and could help vulture conservation. He, however, said there were some quarries where mining was still taking place and a police shooting range near the site. "These could disturb the vultures. The area has a good presence of raptors and owls too. I suggest that some experts should also be roped in for the project," Joshi said. Get the latest lifestyle updates on Times of India, along with Eid wishes , messages , and quotes !
