Qualys Inc at UBS Global Technology and AI Conference Transcript

Dec 02, 2025 / 09:15PM GMT
Release Date Price: MXN2642.08
Roger Boyd
UBS AG - Analyst

Alright, we'll get going here, but, thank you all for joining the UBS Tech and AI conference day two. I'm Roger Boyd. I cover cybersecurity here. Pleased to have the management team from call us. Sumedh, Thakar is President and CEO, and Joo Mi Kim over there is Chief Financial Officer. So, thank you both for being here.

Sumedh Thakar
Qualys Inc - President, Chief Executive Officer, Director

Thank you for having us, Roger.

Questions & Answers

Roger Boyd
UBS AG - Analyst

Awesome. I wanted to start high level, and I felt like this debate kind of came about. It's been brewing for a while, but I think it manifested last earnings, and one of your peers noted that the AI threat landscape is maybe exposing the limits of traditional reactive security.

I guess what's your take on that? Is there more need, I think this fits into where you've taken the platform, but is there more need for preventative security, more fireproofing versus firefighting, and how does that align with

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