Qualys Is a Small Vendor Building Its Own Platform
We view Qualys as a strong cybersecurity vendor focused on providing cloud-based security and compliance solutions to its clients. The firm’s primary solutions revolve around vulnerability management, or VM, and are designed to help clients identify and mitigate vulnerabilities in their IT infrastructure. We view VM as a space poised for high-single-digit growth over the next few years, thereby providing Qualys with an additional uplift as demand for its products is expected to remain robust. We believe the company has built a narrow economic moat by developing a sticky product portfolio.
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