Research analysts who have asked questions during CHECK POINT SOFTWARE TECHNOLOGIES earnings calls.
Adam Tindle
Raymond James
6 questions for CHKP
Also covers: ALRM, ARLO, CDW +15 more
Joseph Gallo
Jefferies & Company Inc.
6 questions for CHKP
Also covers: AVPT, CRWD, CYBR +11 more
PC
Patrick Colville
Scotiabank
6 questions for CHKP
Also covers: AKAM, CRWD, DDOG +16 more
Saket Kalia
Barclays Capital
6 questions for CHKP
Also covers: ADBE, ADSK, ALKT +26 more
BZ
Brad Zelnick
Credit Suisse
5 questions for CHKP
Also covers: ADBE, CFLT, CLBT +21 more
RB
Roger Boyd
UBS
5 questions for CHKP
Also covers: AKAM, CRWD, CYBR +10 more
BE
Brian Essex
JPMorgan Chase & Co.
4 questions for CHKP
Also covers: AI, CLBT, CRWD +18 more
Keith Bachman
BMO Capital Markets
4 questions for CHKP
Also covers: ACN, ADBE, CRWD +17 more
SE
Shaul Eyal
TD Cowen
4 questions for CHKP
Also covers: ALLT, CGNT, CLBT +14 more
SK
Shrenik Kothari
Robert W. Baird & Co.
4 questions for CHKP
Also covers: CVLT, ESTC, FROG +13 more
Andrew Nowinski
Wells Fargo
3 questions for CHKP
Also covers: CRWD, CYBR, DT +14 more
JH
Jonathan Ho
William Blair & Company
3 questions for CHKP
Also covers: AKAM, ALLT, AXON +16 more
JT
Joshua Tilton
Wolfe Research
3 questions for CHKP
Also covers: ADSK, ALTR, BSY +17 more
Junaid Siddiqui
Truist Securities
3 questions for CHKP
Also covers: CVLT, CYBR, FTNT +8 more
RO
Robbie Owens
Piper Sandler
3 questions for CHKP
Also covers: BJ, CYBR, DT +12 more
Tal Liani
Bank of America
3 questions for CHKP
Also covers: ANET, CIEN, CRWD +11 more
A
Anil
Susquehanna
2 questions for CHKP
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
Peter Levine
Evercore ISI
2 questions for CHKP
Also covers: CANF, CGNT, CRWD +8 more
SP
Shyam Patil
Susquehanna Financial Group
2 questions for CHKP
Also covers: MGNI, MNTN, RAMP +3 more
TW
Todd Weller
Stephens
2 questions for CHKP
Also covers: SAIL, ZS
Benjamin Bollin
Cleveland Research Company
1 question for CHKP
Also covers: AAPL, ANET, GRMN +2 more
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 +27 more
GM
Gregg Moskowitz
Mizuho
1 question for CHKP
Also covers: CFLT, CRWD, CRWV +13 more
John DiFucci
Guggenheim Securities
1 question for CHKP
Also covers: AKAM, ARM, CRWD +13 more
Keith Weiss
Morgan Stanley
1 question for CHKP
Also covers: ADBE, APPN, BILL +19 more
Rob Owens
Piper Sandler Companies
1 question for CHKP
Also covers: CFLT, CRWD, DOCU +12 more
Recent press releases and 8-K filings for CHKP.
Check Point Software Technologies Reports Q4 and Full-Year 2025 Results, Outlines 2026 Outlook and Strategic Acquisitions
CHKP
Earnings
Guidance Update
M&A
- Check Point Software Technologies reported Q4 2025 revenues of $745 million, a 6% year-over-year increase, driven by 11% growth in subscription revenues. For the full year 2025, revenues reached $2.725 billion, representing 6% year-over-year growth.
- Non-GAAP diluted EPS for Q4 2025 was $3.40, which included a $0.52 one-time tax benefit, while full-year non-GAAP EPS was $11.89, including a $1.90 tax benefit.
- The company expanded its platform with new pillars for security for AI and exposure management, making acquisitions of Cyclops, Lakera, Rotate's talent, and Cyada to strengthen these areas and workspace security.
- For 2026, Check Point expects approximately 6% total revenue growth and 6%-7% total billings growth. The company anticipates a 1-point impact on gross margin from memory price increases and a 1 to 1.5-point headwind on operating margin from foreign exchange.
- Financial flexibility was enhanced by a $2 billion zero coupon convertible notes offering in December 2025 , and the estimated tax rate for 2026 is 16%-17% due to the OECD Pillar Two Framework.
Feb 12, 2026, 1:30 PM
Check Point Software Technologies Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
CHKP
Earnings
Guidance Update
M&A
- Check Point Software Technologies reported Q4 2025 revenues of $745 million, a 6% year-over-year increase, and full-year 2025 revenues of $2.725 billion, also up 6%.
- Non-GAAP EPS for Q4 2025 was $3.40 and $11.89 for the full year 2025, both exceeding guidance, partly due to significant one-time tax benefits.
- The company issued FY 2026 revenue guidance of $2.83 billion to $2.95 billion and non-GAAP EPS guidance of $10.05 to $10.85.
- Strategic focus areas include AI security and exposure management, supported by recent acquisitions of Cyklops, Lakera, and Rotate.
- In December 2025, Check Point completed a $2 billion zero coupon convertible notes offering, enhancing financial flexibility.
Feb 12, 2026, 1:30 PM
Check Point Software Technologies Announces Q4 and Full-Year 2025 Results and 2026 Outlook
CHKP
Earnings
Guidance Update
M&A
- Check Point Software Technologies reported Q4 2025 revenues of $745 million, a 6% year-over-year increase, and full-year 2025 revenues of $2.725 billion, also up 6%. Non-GAAP EPS for Q4 was $3.40 and for the full year was $11.89, both including significant one-time tax benefits.
- The company provided Q1 2026 revenue guidance of $655 million to $685 million and full-year 2026 revenue guidance of $2.83 billion to $2.95 billion (midpoint 6% growth). Full-year 2026 non-GAAP EPS is projected to be between $10.05 and $10.85.
- Check Point is strategically expanding into AI security and exposure management, supported by recent acquisitions including Cyclops for attack surface management, and Lakera and Cyada for AI security.
- Financial flexibility was enhanced by a $2 billion zero coupon convertible notes offering in December 2025.
- Looking ahead to 2026, the company anticipates a 1-point impact on gross margin due to memory price increases and a 1 to 1.5-point headwind on operating margin from foreign exchange exposure, while the tax rate is expected to be 16%-17% due to the OECD Pillar Two Framework.
Feb 12, 2026, 1:30 PM
Check Point Software Technologies Reports Solid Q4 and Full-Year 2025 Results, Issues 2026 Guidance, and Expands AI Security Focus
CHKP
Earnings
Guidance Update
M&A
- Check Point Software Technologies reported Q4 2025 revenues of $745 million, a 6% year-over-year increase, and full-year 2025 revenues of $2.725 billion, also up 6%, both exceeding projections. Non-GAAP EPS for Q4 was $3.40 per diluted share and $11.89 per diluted share for the full year, including significant one-time tax benefits.
- The company issued Q1 2026 revenue guidance of $655 million to $685 million and full-year 2026 revenue guidance of $2.83 billion to $2.95 billion (midpoint 6% growth), with subscription revenue growth projected at 10%-14% for the full year.
- Strategic initiatives include expanding into security for AI and exposure management, supported by recent acquisitions of Cyclops, Lakera, and Cyada. The company also enhanced its financial flexibility with a $2 billion zero coupon convertible notes offering and repurchased $425 million in shares during Q4 2025.
- Operating cash flow was strong, reaching $310 million in Q4 2025 (24% growth) and $1,234 million for the full year 2025 (17% growth).
Feb 12, 2026, 1:30 PM
Check Point Software Technologies Reports Q4 and Full Year 2025 Results, Announces Acquisitions
CHKP
Earnings
M&A
Share Buyback
- Check Point Software Technologies Ltd. reported Q4 2025 total revenues of $745 million (up 6% year-over-year) and Non-GAAP EPS of $3.40 (up 26% year-over-year). For the full year 2025, total revenues reached $2,725 million (up 6% year-over-year) and Non-GAAP EPS was $11.89 (up 30% year-over-year).
- The Non-GAAP EPS for Q4 and full year 2025 included a significant benefit from tax rate reductions and a tax settlement, amounting to approximately $0.52 for Q4 and $1.90 for the full year.
- The company announced three acquisitions in Q1 2026 (Cyata, Cyclops, and Rotate), with Cyata specifically expanding its AI security stack. Additionally, Check Point completed the acquisition of Lakera AI for approximately $190 million in Q4 2025.
- Check Point generated cash flow from operations of $310 million in Q4 2025 and $1,234 million for the full year 2025 , ending the year with $4,342 million in cash balances, marketable securities, and short-term deposits. The company also repurchased approximately 6.8 million shares for $1.4 billion during the full year 2025.
Feb 12, 2026, 1:19 PM
Check Point Software Reports Q4 and Full Year 2025 Results, Announces Q1 2026 Acquisitions
CHKP
Earnings
M&A
Share Buyback
- Check Point Software Technologies reported total revenues of $745 million for the fourth quarter of 2025 and $2,725 million for the full year 2025, both representing a 6% increase year-over-year.
- Non-GAAP EPS increased by 26% year-over-year to $3.40 for Q4 2025 and by 30% year-over-year to $11.89 for the full year 2025. These EPS figures benefited from a tax rate reduction and updated tax provisions.
- The company announced three acquisitions in Q1 2026: Cyata for AI Security, Cyclops for Exposure Management, and Rotate for MSPs, aligning with its 2026 strategy focused on securing AI transformation.
- As of December 31, 2025, cash balances, marketable securities, and short-term deposits totaled $4,342 million, an increase from $2,784 million at the end of 2024, partly due to a $2 billion convertible notes offering. The company also repurchased approximately 6.8 million shares for $1.4 billion during the full year 2025.
Feb 12, 2026, 10:00 AM
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.
Jan 28, 2026, 2:00 PM
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
Quarterly earnings call transcripts for CHECK POINT SOFTWARE TECHNOLOGIES.
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