Sign in

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

CHECK POINT SOFTWARE TECHNOLOGIES (CHKP)

--

Research analysts who have asked questions during CHECK POINT SOFTWARE TECHNOLOGIES earnings calls.

Adam Tindle

Adam Tindle

Raymond James

4 questions for CHKP

Also covers: ALRM, ARLO, CDW +14 more
Joseph Gallo

Joseph Gallo

Jefferies & Company Inc.

4 questions for CHKP

Also covers: AVPT, CRWD, CYBR +11 more
PC

Patrick Colville

Scotiabank

4 questions for CHKP

Also covers: AKAM, CRWD, DDOG +16 more
Saket Kalia

Saket Kalia

Barclays Capital

4 questions for CHKP

Also covers: ADBE, ADSK, ALRM +24 more
SE

Shaul Eyal

TD Cowen

4 questions for CHKP

Also covers: ALLT, CGNT, CLBT +14 more
Andrew Nowinski

Andrew Nowinski

Wells Fargo

3 questions for CHKP

Also covers: CRWD, CYBR, DT +14 more
BZ

Brad Zelnick

Credit Suisse

3 questions for CHKP

Also covers: ADBE, CFLT, CLBT +20 more
JH

Jonathan Ho

William Blair & Company

3 questions for CHKP

Also covers: AKAM, ALLT, AXON +15 more
RO

Robbie Owens

Piper Sandler

3 questions for CHKP

Also covers: BJ, CYBR, DT +12 more
RB

Roger Boyd

UBS

3 questions for CHKP

Also covers: AKAM, CRWD, CYBR +10 more
Tal Liani

Tal Liani

Bank of America

3 questions for CHKP

Also covers: ANET, CIEN, CRWD +11 more
BE

Brian Essex

JPMorgan Chase & Co.

2 questions for CHKP

Also covers: CLBT, CRWD, CYBR +16 more
HF

Hamza Fodderwala

Morgan Stanley

2 questions for CHKP

Also covers: CRWD, CYBR, FTNT +10 more
JF

Joel Fishbein

Truist Securities

2 questions for CHKP

Also covers: CRWD, ESTC, GTLB +10 more
Keith Bachman

Keith Bachman

BMO Capital Markets

2 questions for CHKP

Also covers: ACN, ADBE, CRWD +16 more
SK

Shrenik Kothari

Robert W. Baird & Co.

2 questions for CHKP

Also covers: CVLT, ESTC, FROG +12 more
SP

Shyam Patil

Susquehanna Financial Group

2 questions for CHKP

Also covers: MGNI, MNTN, RAMP +3 more
Benjamin Bollin

Benjamin Bollin

Cleveland Research Company

1 question for CHKP

Also covers: AAPL, ANET, GRMN +2 more
Fatima Boolani

Fatima Boolani

Citi

1 question for CHKP

Also covers: AKAM, AVPT, CRWD +16 more
GB

Gabriela Borges

Goldman Sachs

1 question for CHKP

Also covers: AVPT, BIGC, BRZE +21 more
GM

Gregg Moskowitz

Mizuho

1 question for CHKP

Also covers: CFLT, CRWD, CRWV +13 more
John DiFucci

John DiFucci

Guggenheim Securities

1 question for CHKP

Also covers: AKAM, ARM, CRWD +11 more
JT

Joshua Tilton

Wolfe Research

1 question for CHKP

Also covers: ADSK, ALTR, BSY +17 more
Junaid Siddiqui

Junaid Siddiqui

Truist Securities

1 question for CHKP

Also covers: CVLT, CYBR, FTNT +8 more
Keith Weiss

Keith Weiss

Morgan Stanley

1 question for CHKP

Also covers: ADBE, APPN, BILL +19 more
Rob Owens

Rob Owens

Piper Sandler Companies

1 question for CHKP

Also covers: CFLT, CRWD, DOCU +11 more

Recent press releases and 8-K filings for CHKP.

Check Point Software Releases 2026 Cyber Security Report
CHKP
  • Check Point Software released its Cyber Security Report 2026 on January 28, 2026, revealing that organizations experienced an average of 1,968 cyber attacks per week in 2025, a 70% increase since 2023.
  • The report highlights that AI is accelerating the threat landscape, with attackers leveraging automation and AI to conduct more autonomous, scalable, and coordinated attacks.
  • Key findings indicate a 53% year-over-year increase in extorted ransomware victims and a 50% rise in new ransomware-as-a-service groups, with AI being utilized to enhance these operations.
  • Additionally, 89% of organizations encountered risky AI prompts during a three-month period, and security weaknesses were identified in 40% of 10,000 Model Context Protocol (MCP) servers reviewed by a Check Point company.
  • Check Point recommends that organizations revalidate security foundations for the AI era, enable AI adoption securely, and adopt a prevention-first approach to defend against these evolving threats.
8 days ago
Check Point Software Technologies Noted in Quantum-Safe Software-Defined Perimeter Market Report
CHKP
New Projects/Investments
Demand Weakening
  • The quantum-safe software-defined perimeter market is projected to grow from $1.78 billion in 2025 to $5.71 billion by 2029, at a Compound Annual Growth Rate (CAGR) of 33.9%.
  • This market expansion is driven by an increasing focus on quantum-resistant security strategies, demand for secure remote access, data privacy regulations, and a surge in targeted cyberattacks, with Check Point Software Technologies Ltd. reporting a 38% increase in cyberattacks in 2022.
  • Key industry players, including Microsoft Corporation, IBM, Broadcom Inc., Palo Alto Networks Inc., Fortinet Inc., and Thales Group, are focusing on next-generation firewalls to combat quantum threats.
  • In 2025, the IT sector, particularly hardware manufacturing and software deployment, is facing challenges from escalating U.S. tariffs, which are straining global IT supply chains and diminishing international demand for U.S. technologies.
Jan 14, 2026, 2:22 PM
Check Point Software Technologies Ltd. Closes $2.0 Billion Convertible Senior Notes Offering
CHKP
Debt Issuance
Share Buyback
New Projects/Investments
  • Check Point Software Technologies Ltd. (CHKP) closed a private offering of $2.0 billion principal amount of 0.00% convertible senior notes due 2030 on December 8, 2025, which included $250 million from the initial purchasers' option.
  • The offering resulted in approximately $1.97 billion in net proceeds for the company.
  • The company plans to use $192.0 million of the net proceeds for Capped Call Transactions and approximately $225.0 million to repurchase 1.18 million ordinary shares under its existing share repurchase program.
  • The remaining net proceeds are designated for general corporate purposes, including additional share repurchases, potential mergers and acquisitions, business development, and the development of new products and technologies.
  • The convertible notes have an initial conversion rate of 4.1042 ordinary shares per $1,000 principal amount, which is equivalent to a conversion price of approximately $243.65 per ordinary share.
Dec 8, 2025, 9:05 PM
Check Point Software Prices $1.75 Billion Convertible Senior Notes
CHKP
Debt Issuance
Share Buyback
New Projects/Investments
  • Check Point Software Technologies Ltd. (CHKP) priced $1.75 billion of 0.00% Convertible Senior Notes due 2030 in a private offering, an increase from the initial $1.5 billion offering size.
  • The Notes, which are senior unsecured obligations, will mature on December 15, 2030, with an initial conversion price of approximately $243.65 per share, representing a 27.5% premium to the December 3, 2025, ordinary share price.
  • The company expects net proceeds of approximately $1.72 billion, intending to use $168.0 million for capped call transactions and approximately $225.0 million to repurchase approximately 1.18 million ordinary shares.
  • The remaining net proceeds will be allocated to general corporate purposes, including additional share repurchases, potential mergers and acquisitions, and product development.
Dec 4, 2025, 11:00 AM
Check Point Software Prices $1.75 Billion Convertible Senior Notes Offering
CHKP
Debt Issuance
Share Buyback
Convertible Preferred Issuance
  • Check Point Software Technologies Ltd. priced an upsized private offering of $1.75 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030.
  • The Notes will mature on December 15, 2030, and have an initial conversion rate of 4.1042 ordinary shares per $1,000 principal amount, equivalent to an initial conversion price of approximately $243.65 per share.
  • The estimated net proceeds of approximately $1.72 billion will be used to pay $168.0 million for capped call transactions and approximately $225.0 million to repurchase approximately 1.18 million ordinary shares, with the remainder allocated for general corporate purposes.
  • The capped call transactions, with an initial cap price of approximately $334.43 per share, are expected to reduce potential dilution upon conversion.
Dec 4, 2025, 5:41 AM
Check Point Software Announces Proposed Private Offering of Convertible Senior Notes
CHKP
Debt Issuance
Share Buyback
Convertible Preferred Issuance
  • Check Point Software Technologies Ltd. (CHKP) announced a proposed private offering of $1.5 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 to qualified institutional buyers.
  • The Notes will mature on December 15, 2030, and the initial purchasers have an option to buy up to an additional $225 million in notes.
  • Check Point intends to use the net proceeds to pay for capped call transactions, repurchase up to $225 million of its ordinary shares, and for general corporate purposes, which may include additional share repurchases, mergers and acquisitions, and product development.
  • Capped call transactions are expected to reduce potential dilution to ordinary shares upon conversion and/or offset cash payments Check Point is required to make in excess of the principal amount of converted Notes.
Dec 2, 2025, 9:33 PM
Check Point Software Announces Proposed Private Offering of Convertible Senior Notes
CHKP
Debt Issuance
  • Check Point Software Technologies Ltd. announced its intention to offer $1.5 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 in a private offering to qualified institutional buyers.
  • The company expects to grant the initial purchasers an option to purchase an additional $225 million aggregate principal amount of the Notes.
  • The Notes will be senior, unsecured obligations, will not bear regular interest, and will mature on December 15, 2030.
  • The Notes are convertible under certain conditions and periods, and Check Point may redeem them under specific circumstances, including tax-related events or if the share price meets certain thresholds. Holders may also require repurchase under certain conditions, such as a fundamental change or if the share price falls below a specified percentage of the conversion price on December 15, 2028.
Dec 2, 2025, 9:29 PM
Check Point Software Achieves Highest Security Effectiveness in NSS Labs Enterprise Firewall Test
CHKP
  • Check Point Software was named a Recommended vendor in the NSS Labs 2025 Enterprise Firewall Comparative Report, achieving the highest security effectiveness score.
  • The company's network security firewall demonstrated an outstanding 99.59% overall security effectiveness rating, including 99.91% exploit coverage and 100% protection from evasion strategies.
  • Check Point's firewall outperformed all competitors in security effectiveness, reliability, and stability, with 100% resilience during prolonged attacks and high load conditions.
  • NSS Labs CEO Vikram Phatak highlighted Check Point's consistent security effectiveness, recommending their network security firewall for buyers.
  • Check Point experienced only 1 vulnerability in CISA's Known Exploited Vulnerability tracking, significantly fewer than other leading vendors.
Nov 5, 2025, 7:53 PM
Check Point Software Technologies Reports Strong Q3 2025 Financial Results and Strategic AI Acquisition
CHKP
Earnings
M&A
Share Buyback
  • Check Point Software Technologies Ltd. reported Q3 2025 total revenues of $678 million, a 7 percent increase year over year, and calculated billings of $672 million, a 20 percent increase year over year.
  • GAAP EPS increased by 79 percent to $3.28, and Non-GAAP EPS increased by 75 percent to $3.94 in Q3 2025, with approximately $1.47 of this increase attributed to a tax settlement benefit.
  • The company advanced its AI First strategy by closing the acquisition of Lakera, an AI-native security platform, on October 22, 2025.
  • During Q3 2025, Check Point repurchased approximately 1.6 million shares at a total cost of approximately $325 million.
Oct 28, 2025, 2:01 PM
Check Point Software Technologies Reports Strong Q3 2025 Results and Raises Full-Year Revenue Guidance
CHKP
Earnings
Guidance Update
M&A
  • Check Point Software Technologies reported strong Q3 2025 results, with revenue growing 7% to $678 million and Calculated Billings increasing 20% to $672 million. Non-GAAP EPS reached $3.94, which included a $1.47 one-time tax benefit.
  • The company raised its full-year 2025 revenue guidance midpoint by $15 million to $2.725 billion, representing 6% year-over-year growth. For Q4 2025, revenue is projected between $724-$764 million and non-GAAP EPS between $2.70-$2.80.
  • Strategic initiatives include the acquisition of Lakera, an AI-native security leader, to enhance its full-stack AI security platform, which is expected to cause a 0.5-point headwind for Q4 margin.
  • In Q3 2025, operating cash flow was $241 million, and the company repurchased approximately $325 million of shares. Additionally, $160 million was paid for land for a new campus in Israel.
Oct 28, 2025, 12:30 PM

Quarterly earnings call transcripts for CHECK POINT SOFTWARE TECHNOLOGIES.