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Mark Heatzig

Mark Heatzig

Senior Vice President and Analyst in Equity Research at Wolfe Research

New York, NY, US

Mark Heatzig is a Senior Vice President and Analyst in Equity Research at Wolfe Research, based in New York, specializing in coverage of software and technology companies. He has been instrumental in producing research and investment analysis for firms such as Qualys and others in the cybersecurity and enterprise software sectors, although specific performance metrics and rankings are currently not publicly detailed. Heatzig joined Wolfe Research after prior equity research experience and has advanced to his current senior role, contributing to the firm's reputation for rigorous sector analysis. His professional credentials and securities licensing status are not explicitly listed but, given his position, he likely holds FINRA registrations standard for senior research analysts in the industry.

Mark Heatzig's questions to QUALYS (QLYS) leadership

Question · Q4 2024

On behalf of Wolfe Research, Mark Heatzig asked how Qualys is thinking about the federal vertical opportunity in the coming year, considering a potential administration change, and how this is factored into the company's guidance.

Answer

CEO Sumedh Thakar expressed excitement about the federal opportunity, viewing the government's push for modernization as a tailwind against legacy on-prem solutions. He highlighted that the company's pending FedRAMP High certification is a key catalyst. However, due to uncertainty around the timing of the certification, no major contribution from the federal sector is factored into the 2025 guidance.

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