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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CHKP's earnings beat/miss a week before the call