Sign in

You're signed outSign in or to get full access.

Mike Sickles

Senior Analyst at Needham

Mike Sickles is a Senior Analyst at Needham & Company, specializing in equity research focused on the technology sector, including coverage of companies in areas such as software, fintech, and enterprise cloud solutions. He provides investment analysis for firms like Salesforce, RingCentral, Zuora, and other publicly traded software and cloud providers, and has demonstrated strong performance with a success rate that ranks among the top third of analysts on leading research tracking platforms. Sickles began his career in equity research in the mid-2010s, previously holding roles at Oppenheimer & Co. and Jefferies before joining Needham in 2022. He holds FINRA Series 7, 63, and 87 licenses and is frequently recognized for the rigor and accuracy of his investment recommendations.

Mike Sickles's questions to QUALYS (QLYS) leadership

Question · Q3 2025

Mike Sickles of Needham asked if there were any one-time benefits to revenue or current billings (CCB) in the quarter and what factors are needed for the net dollar retention rate to increase from 104%.

Answer

CFO Joo Mi Kim confirmed no specific one-time benefits to call out for CCB, noting it was a solid quarter. She explained that increasing the net dollar retention rate from 104% would depend on existing customers understanding the value of ETM for upsell from CSAM or cross-sell with VMDR.

Ask follow-up questions

Fintool

Fintool can predict QUALYS logo QLYS's earnings beat/miss a week before the call