Qualys, Inc. (QLYS) Social Stream
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$QLYS Few notables from the earnings transcript:M_Mez, published August 10, 2021
"Our highly scalable cloud-based platform allows enterprises to deploy multiple applications using a single agent, which differentiates us in the industry. Furthermore, our scalable platform enables us to handle more than 20 petabytes of data currently indexing over 9 trillion data points on our ElasticSearch clusters, moving more than 28 billion messages a day on our Kafka bus and pumping over 1 million rights per second on our Cassandra clusters."
^^ Sounds good to me.
"The single agent approach provides better security and user experiences and in turn, underpins the continued acceleration of our Cloud Agent subscriptions, which grew 51% year-over-year to $64 million."
^^ Healthy growth.
-"You can see kind of with current billings increasing at a faster rate than revenue. We're very optimistic about the potential reacceleration in bookings."
^^ Accounting Revenue recognition mumbo jumbo but steady stream of revenue coming in.