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Anil

Research Analyst at Susquehanna

Anil's questions to CHECK POINT SOFTWARE TECHNOLOGIES (CHKP) leadership

Question · Q4 2025

Anil asked about Check Point's levers to secure better deals from suppliers amidst significant memory price increases and how the company is managing these shortages throughout the year.

Answer

CFO Roei Golan explained that Check Point's team works 24/7 with global suppliers to secure the best pricing, but despite these efforts, memory prices have increased significantly. He acknowledged that even with better deals, prices are still higher than a few months ago. He emphasized the ongoing investment in exploring opportunities to obtain the best market pricing.

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Question · Q4 2025

Anil asked about Check Point's strategies and levers to secure better deals from suppliers amidst significantly increasing memory prices, and how the company plans to manage this challenge throughout the year.

Answer

Roei Golan (CFO, Check Point Software) stated that Check Point's teams are working 24/7 with suppliers globally to secure the best possible pricing. However, he acknowledged that despite these efforts, the significant increase in memory prices cannot be entirely avoided, and teams are continuously exploring opportunities to mitigate the impact.

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