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SEC filings, financial facts, source resources, and Goglides workspace context for Qualys, Inc..
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Rubrik reported FY2026 revenue of $1.3 billion, FY2026 operating cash flow of $282.9 million, a FY2026 net loss of $348.8 million and $380.2 million of cash. The thesis depends on subscription durability, data security demand, operating leverage, cash conversi
OpenQualys reported FY2025 revenue of $669.1 million and Q1 2026 revenue of $175.6 million. The thesis depends on cloud-security consolidation, subscription retention, free cash flow quality and evidence that the platform can keep expanding beyond vulnerability ma
OpenA Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
OpenA Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
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