- Management has followed a balance approach to growth which has resulted in rapid revenue and net income growth.
- Qualys is improving their already solid product offerings with a web application firewall solution. The solution should sell well individually or as part of a product bundle.
- The policy and compliance industry wants a low cost flexible solution. Qualys' external and private cloud solutions help target this market segment.
- The private cloud helps Qualys better target customers who are unwilling or unable to store data off premises.
- Qualys' success hasn't gone unnoticed. Investors have priced in a significant amount of future growth which has impacted the risk reward profile.