新闻内容分析 - 提供的文档内容不包含任何实质性的新闻、事件、财报或行业信息 文档内容仅为技术性提示 要求用户启用浏览器Javascript和Cookie 或禁用广告拦截器以继续访问 [1]

Qualys (NasdaqGS:QLYS) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBlair King - Senior VP of Investor RelationsJoe Vandrick - Equity Research Associate DirectorJonathan Ho - PartnerJoo Mi Kim - CFOJoshua Tilton - Senior VP of Equity ResearchKingsley Crane - Managing DirectorNehal Chokshi - Managing DirectorSumedh Thakar - President and CEOYun Kim - Managing DirectorConference Call ParticipantsJunaid Siddiqui - Investment AnalystMike Richardson - AnalystRahul Chopra - Equity Analy ...

Qualys (NasdaqGS:QLYS) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker7Ladies and gentlemen, thank you for standing by. Welcome to Qualys's fourth quarter 2025 investor call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question ...

Gen Digital (NasdaqGS:GEN) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Speaker5Good afternoon, everyone. Thank you for standing by. My name is Tamia, and I will be your conference operator today. Today's call is being recorded, and all lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. At this time, for opening remarks, I would like to pass the call over to Jason Starr, Head of Investor Relations.Speaker0Thank you ...

Fortinet (NasdaqGS:FTNT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAnthony Luscri - Vice President of Investor RelationsChristiane Ohlgart - CFOFatima Boolani - Managing DirectorGabriela Borges - Managing DirectorJohn Whittle - COOKen Xie - Founder, Chairman, and CEORob Owens - Managing DirectorShaul Eyal - Managing DirectorConference Call ParticipantsAdam Borg - Equity Research AnalystBrian Essex - Equity Research AnalystJunaid Siddiqui - Equity Research AnalystPatrick Colvill ...

Fortinet (NasdaqGS:FTNT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAnthony Luscri - Vice President of Investor RelationsChristiane Ohlgart - CFOFatima Boolani - Managing DirectorGabriela Borges - Managing DirectorJohn Whittle - COOKen Xie - Founder, Chairman, and CEORob Owens - Managing DirectorShaul Eyal - Managing DirectorConference Call ParticipantsAdam Borg - Equity Research AnalystBrian Essex - Equity Research AnalystJunaid Siddiqui - Equity Research AnalystPatrick Colvill ...

Fortinet (NasdaqGS:FTNT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Speaker1Hello and welcome to Fortinet's fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, we will conduct a question-and-answer session. Please be advised that this call is being recorded. I would now like to hand the call over to Anthony Luscri, Vice President of Investor Relations. Please go ahead.Speaker0Thank you. Good afternoon, and thank y ...

核心财务业绩 - 第四季度每股收益为0.81美元，超出市场一致预期的0.74美元 [2] - 第四季度营收为19.1亿美元，超出市场一致预期的18.6亿美元 [2] - 产品营收同比增长20%，达到6.91亿美元 [4] - 账单金额同比增长18%，达到23.7亿美元 [4] - 非美国通用会计准则营业利润率为37% [4] 业务表现与展望 - 公司对强劲的年度收官表示满意，第四季度表现优异，由产品组合的广泛需求驱动，账单金额超出指引高端 [3] - 统一SASE账单金额增长40% [4] - 公司预计2026财年调整后每股收益在2.94至3美元之间，市场预期为2.94美元 [3] - 公司预计2026财年营收在75亿至77亿美元之间，市场预期为75.1亿美元 [3] 市场反应 - 财报发布后，Fortinet股价在周四的盘后交易中上涨2.69%，至81.62美元 [4]

业绩总结 - 2022年净收入为1.08亿美元，预计到2025年将增长至1.983亿美元[73] - 2022年GAAP经营活动提供的现金流为1.989亿美元，预计到2025年将增长至3.094亿美元[75] - 自由现金流（FCF）在2022年为1.835亿美元，预计到2025年将增长至3.044亿美元，年复合增长率（CAGR）为18%[64] 收入与客户数据 - 2022至2025年间，收入从4.9亿美元增长至6.69亿美元，年增长率为10%[45] - 2022年到2025年，客户数量从160增加到215，年增长率为10%[48] - 2025年新客户和现有客户的收入结构中，大企业（员工超过5000人）占51%[40] - 2025年，Qualys的订阅客户超过10,000个，其中74%为《福布斯》全球50强企业[37] EBITDA与利润率 - 调整后的EBITDA在2022至2025年间从2.19亿美元增长至3.13亿美元，调整后EBITDA百分比保持在47%[45] - 2023年调整后EBITDA利润率为47%[73] - 2024年调整后EBITDA利润率为47%，高于同行业的中位数25%[67] - 2022年到2025年，调整后EBITDA年复合增长率为13%[45] 市场展望 - 2026年第一季度和全年预计收入、EBITDA利润率、资本支出、GAAP每股收益和非GAAP每股收益的指导[5] - 2026年总可寻址市场预计从82亿美元增长至123亿美元，年复合增长率为1.41倍[35] - 2022年美国市场收入占比为60%，预计到2025年将下降至56%[78] - 2022年直接销售占比为40%，预计到2025年将上升至44%[78] 客户续约与扩展 - 2023年净美元扩展率为105%，显示出客户续约和扩展的强劲表现[50] 其他财务指标 - 2026年第一季度和全年预计加权平均稀释股份数和GAAP及非GAAP有效所得税率[5] - 2024年公司规则40（增长率与EBITDA利润率之和）为57%[70]

公司财务信息发布安排 - 公司计划于2026年2月19日美国东部时间上午8:30举行电话会议，讨论其2025年第四季度及全年财务业绩 [1] - 电话会议将通过公司投资者关系网站进行网络直播，直播结束后将提供临时重播 [1] 公司业务描述 - 公司是一家提供业务弹性解决方案的全球网络安全公司 [1]