Qualys Inc (NAS:QLYS)
$ 141.59 2.45 (1.76%) Market Cap: 5.18 Bil Enterprise Value: 4.84 Bil PE Ratio: 31.19 PB Ratio: 11.54 GF Score: 96/100
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Qualys Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 02, 2020 / 09:20PM GMT
Release Date Price: $82.03 (+2.31%)
Melissa A. Franchi
Morgan Stanley, Research Division - VP and Research Analyst

Welcome, everyone. I am Melissa Franchi. I'm the cybersecurity analyst here at Morgan Stanley. I'm very happy today to have with us Philippe Courtot, CEO of Qualys; and Melissa Fisher, CFO of Qualys. Thank you both for being here.

Philippe F. Courtot
Qualys, Inc. - Chairman & CEO

Thank you.

Questions & Answers

Melissa A. Franchi
Morgan Stanley, Research Division - VP and Research Analyst

Let me just start with a high-level question for you, Philippe. So over the past few years or even more than that, we've seen an evolution of your product portfolio. Historically, your core competency is around vulnerability management. That still is the vast majority of your revenues today, but you really come to market with a much broader product portfolio over the past few years, whether that's patch management or EDR capabilities, IT asset inventory. So can you just talk about how your initial customer conversations have changed? And

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