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Mike Richardson

Research Analyst at RBC Capital Markets

Mike Richardson's questions to QUALYS (QLYS) leadership

Question · Q4 2025

Mike Richardson asked about the implications of Anthropic's new model release, emphasizing cybersecurity, vulnerability discovery, and patching, for Qualys and the broader cybersecurity industry.

Answer

Sumedh Thakar, President and CEO of Qualys, acknowledged that Anthropic's development highlights the use of autonomous AI for vulnerability discovery in open-source code. He emphasized that Qualys's ETM platform, with agentic AI like Agent Val, is crucial for quickly validating these discovered vulnerabilities in a customer's specific runtime environment, considering all existing controls, and then autonomously patching them. He believes this empowers customers to stay ahead of attackers who are also leveraging AI for exploitation.

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Question · Q4 2025

Mike Richardson asked about the implications of Anthropic's new model release, which emphasizes cybersecurity, particularly vulnerability discovery and patching, for Qualys and the broader cybersecurity industry as model providers delve deeper into this area.

Answer

Sumedh Thakar (President and CEO, Qualys) acknowledged Anthropic's development in using AI for vulnerability discovery in open-source code. He explained that Qualys's ETM platform, with Agent Val, complements this by quickly assessing and validating exploitability in a customer's specific runtime environment, beyond just code discovery. This allows for rapid, autonomous patching and mitigation, helping customers stay ahead of attackers who also leverage AI for exploitation.

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