Question · Q3 2025
Garrett Brookman, on behalf of Jonathan Ho of William Blair, asked about the expected contribution from new product innovations (AI, new VMDR modules, ROC) versus upsell/cross-sell to the existing install base, and the traction and customer conversations around the ROC solution.
Answer
CEO Sumedh Thakar stated that Qualys doesn't break out individual modules but highlighted TotalCloud's 5% booking contribution and the focus on up-leveling VMDR customers to ETM, which includes CSAM and leads to upsells for Eliminate. He described customer conversations around ROC as 'super positive,' emphasizing its differentiation through CRQ, business focus on risk management, native rapid fixing, and AI-based intelligence, leading to a 20% increase in ROCON attendance.
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