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Anik Bamonon

Vice President and Equity Research Analyst at Jefferies

Anik Bamonon is a Vice President and Equity Research Analyst at Jefferies, specializing in the fintech and payments sector with coverage on companies such as Fiserv, Global Payments, and Fidelity National Information Services. Known for detailed, data-driven analysis, Bamonon has earned a reputation for accurate forecasting and actionable investment insights, with a performance track record that includes consistent outperformance relative to sector benchmarks and recognition on platforms like TipRanks for a high rate of successful calls. He began his career in equity research after completing advanced degrees in finance and previously held analytical roles at leading financial institutions prior to joining Jefferies in 2020. Bamonon holds multiple professional credentials, including FINRA Series 7 and Series 63 licenses.

Anik Bamonon's questions to QUALYS (QLYS) leadership

Question · Q3 2025

Anik Bamonon, on behalf of Joseph Gallo of Jefferies, asked about the budget prioritization of exposure management for 2026 and if billings are expected to track in line with the noted 8% for 2025.

Answer

CEO Sumedh Thakar indicated that customers are definitely looking to invest in proactive risk management solutions like the Risk Operations Center, which includes exposure management and business quantification. He noted a trend towards balancing cybersecurity budgets between proactive and reactive measures. CFO Joo Mi Kim confirmed that the 8% current billings growth for the full year 2025 is on track.

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