Check Point Software Technologies Ltd. (CHKP) is a global leader in IT security, providing comprehensive solutions to protect enterprises' cloud, network, mobile devices, endpoints, and IoT solutions. The company offers a multilevel security architecture through its Infinity platform, delivering end-to-end security with unified security gateways and a single agent for endpoint security. CHKP sells a range of products and services, including hardware and software products, subscription-based security services, and software updates and maintenance.
- Security Subscriptions - Offers subscription-based security services, including advanced threat protection, Infinity CloudGuard, and Harmony, providing customers with a suite of security solutions sold as a service.
- Software Updates and Maintenance - Provides software updates, maintenance contracts, and professional services, including rights to software upgrades, technical support, and hardware services.
- Products and Licenses - Sells software and hardware products integrated with essential functionalities, contributing to the company's overall revenue.
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- Considering the unusually high number of slip deals this quarter, what measures will you implement to reduce the timing variability in revenue recognition and ensure more consistent forecast execution?
- With the noted 50 basis point headwind from discounting on subscription revenue, what specific initiatives are you deploying to mitigate this margin pressure in the near term?
- You’ve highlighted significant investments in AI, including the hiring of 500 new experts—how will these AI initiatives be monetized, and what is the expected timeline for these investments to deliver tangible productivity and margin improvements?
- While your SASE strategy is currently driven mainly by upsells from your existing customer base, what concrete plans do you have to secure new customers and differentiate your SASE offering from cloud-native competitors?
- In light of the recent 12-day conflict in Israel, how are you addressing potential operational disruptions from geopolitical instability, and what contingency plans are in place to safeguard ongoing deal closures and overall execution?
Research analysts who have asked questions during CHECK POINT SOFTWARE TECHNOLOGIES earnings calls.
Adam Tindle
Raymond James
4 questions for CHKP
Joseph Gallo
Jefferies & Company Inc.
4 questions for CHKP
Saket Kalia
Barclays Capital
4 questions for CHKP
Shaul Eyal
TD Cowen
4 questions for CHKP
Andrew Nowinski
Wells Fargo
3 questions for CHKP
Brad Zelnick
Credit Suisse
3 questions for CHKP
Jonathan Ho
William Blair & Company
3 questions for CHKP
Robbie Owens
Piper Sandler
3 questions for CHKP
Roger Boyd
UBS
3 questions for CHKP
Tal Liani
Bank of America
3 questions for CHKP
Brian Essex
JPMorgan Chase & Co.
2 questions for CHKP
Hamza Fodderwala
Morgan Stanley
2 questions for CHKP
Keith Bachman
BMO Capital Markets
2 questions for CHKP
Patrick Colville
Scotiabank
2 questions for CHKP
Patrick Edwin Colville
Scotiabank
2 questions for CHKP
Shrenik Kothari
Robert W. Baird & Co.
2 questions for CHKP
Shyam Patil
Susquehanna Financial Group
2 questions for CHKP
Benjamin Bollin
Cleveland Research Company
1 question for CHKP
Fatima Boolani
Citi
1 question for CHKP
Gabriela Borges
Goldman Sachs
1 question for CHKP
Gregg Moskowitz
Mizuho
1 question for CHKP
Joel Fishbein
Truist Securities
1 question for CHKP
Joel P. Fishbein Jr.
Truist Securities
1 question for CHKP
John DiFucci
Guggenheim Securities
1 question for CHKP
Joshua Tilton
Wolfe Research
1 question for CHKP
Junaid Siddiqui
Truist Securities
1 question for CHKP
Keith Weiss
Morgan Stanley
1 question for CHKP
Rob Owens
Piper Sandler Companies
1 question for CHKP
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Veriti Cybersecurity | 2025 | Check Point acquired Veriti Cybersecurity to enhance its Infinity Platform with preemptive threat exposure and automated, cross‑vendor virtual patching capabilities; the deal was valued at $84 million (net of cash) and was scheduled to close by Q2 2025. |
Cyberint Technologies Ltd. | 2024 | Check Point acquired Cyberint Technologies Ltd. to bolster its SOC operations and expand managed threat intelligence offerings by integrating Cyberint’s external risk management capabilities into its Infinity Platform, with a net cash payment of $186 million in Q3 2024. |
Perimeter 81 | 2023 | Check Point acquired Perimeter 81 to accelerate secure access for remote users, sites, and cloud environments by enhancing its SASE offerings; the acquisition, announced in August and completed in September 2023, was executed on a cash‑free, debt‑free basis for approximately $490 million. |
Atmos | 2023 | The Atmos acquisition had a modest impact, with its effect on revenues limited to only a few million dollars and no major strategic or financial details disclosed. |
[Indiscernible] | 2023 | Check Point acquired an indiscernible small Israeli start‑up aimed at expanding its SaaS security technology capabilities, although specific deal terms and detailed information were not provided. |
Source | 2023 | The acquisition of Source enhanced Check Point's Infinity Global Services by adding managed firewall services to its portfolio; the deal was completed approximately 1.5 weeks before the Q3 2023 earnings call. |
Spectral Cyber Technologies Ltd. | 2022 | Check Point acquired Spectral Cyber Technologies Ltd. to extend its CloudGuard solution with developer‑first security tools such as Infrastructure as Code scanning and secrets detection, adding a few million dollars to expenses while targeting enhanced cloud security. |
Recent press releases and 8-K filings for CHKP.
- Check Point Software Technologies Ltd. announced the global rollout of a fully integrated solution uniting its prevention-first cloud network security with Wiz’s Cloud-Native Application Protection Platform (CNAPP).
- This integration, now at general availability, builds on a strategic partnership first announced in February 2025 and aims to help enterprises address cloud security challenges with enhanced visibility and AI-powered prevention.
- The solution facilitates a shift from remediation to prevention, enhances visibility, protects against unknown threats, and reduces configuration risks.
- A new parallel integration with Check Point Infinity Threat Exposure Management (CTEM) automates gateway-based remediation flows, reducing exposure times from hours to minutes.
- Independent testing by CyberRatings.org validated Check Point's efficacy, showing a 100% block rate with zero false positives, while Miercom’s 2025 benchmark report confirmed a 99.9% block rate against Zero+1 day malware and a 99.7% prevention rate for phishing.
- Check Point Software Technologies Ltd. (NASDAQ: CHKP) announced on September 16, 2025, an agreement to acquire Lakera, a leading AI-native security platform for Agentic AI applications.
- This acquisition aims to enable Check Point to deliver a full end-to-end AI security stack, enhancing protection for enterprises as they integrate AI.
- Upon closing, Lakera will form the foundation of Check Point’s Global Center of Excellence for AI Security, accelerating AI security research and innovation.
- Check Point Software Technologies Ltd. launched new AI-powered Quantum Force Branch Office Security Gateways, which deliver up to a 4x increase in threat prevention performance from previous models and an industry-leading 99.9% block rate.
- Existing Quantum Force Security Gateways for data centers and perimeters will automatically receive a 15%-25% performance boost in threat prevention throughput via a software update.
- The new gateways address the increasing cyber threats faced by branch offices, which are experiencing an average of 713 weekly attack attempts per location, marking a 36% rise from the same period last year.
- Check Point Software Technologies Ltd. has entered into a definitive agreement to acquire Veriti Cybersecurity, a pioneer in Preemptive Exposure Management (PEM).
- This acquisition is intended to strengthen Check Point's Infinity Platform by integrating Veriti's automated, multi-vendor pre-emptive threat exposure and mitigation capabilities, enhancing prevention-first security against AI-fueled attacks.
- Veriti's technology offers automated, cross-vendor virtual patching and real-time threat intelligence enforcement across over 70 security vendors, which will be integrated into Check Point's Threat Exposure and Risk Management offering.
- The transaction is subject to customary closing conditions and is expected to close by the end of Q2 2025.
- Check Point's executive, Nadav Zafrir, 149 days into his role, noted the company has solid products but needs to improve its market voice and narrative. He outlined a four-lever strategy for growth focusing on strategic focus, culture, infusing new talent, and balancing profitability with growth.
- The company is strategically focusing on three key product areas: hybrid mesh (with a strong emphasis on SASE), workspace security (building on the success of its email product, which is projected to cross $200 million within a year), and External Risk Management.
- Check Point's Perimeter 81 SASE solution is generally available and has scaled to 60,000 seats. The SASE strategy emphasizes a flexible, hybrid mesh architecture that is not cloud-only, leveraging the company's existing infrastructure and ThreatCloud AI intelligence.
- The company is pursuing an "open garden" partnership philosophy, exemplified by its collaboration with Wiz for CNAPP, cloud observability, and posture management, and with Illumio for segmentation.