Research analysts who have asked questions during CHECK POINT SOFTWARE TECHNOLOGIES earnings calls.
Adam Tindle
Raymond James
4 questions for CHKP
Also covers: ALRM, ARLO, CDW +14 more
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
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
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
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
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: ESTC, FROG, FTNT +11 more
SP
Shyam Patil
Susquehanna Financial Group
2 questions for CHKP
Also covers: MGNI, MNTN, RAMP +3 more
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 +20 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 +11 more
JT
Joshua Tilton
Wolfe Research
1 question for CHKP
Also covers: ADSK, ALTR, BSY +17 more
Junaid Siddiqui
Truist Securities
1 question for CHKP
Also covers: CVLT, CYBR, FTNT +8 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 +11 more
Recent press releases and 8-K filings for CHKP.
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
Check Point Announces Strong Q3 2025 Results and Updates Full-Year Guidance
CHKP
Earnings
Guidance Update
Share Buyback
- Check Point reported strong Q3 2025 Non-GAAP financial results, with revenues reaching $678 million, a 7% year-over-year increase, and Non-GAAP diluted EPS of $3.94, up 75% year-over-year, both exceeding projections. The EPS included a $1.47 tax benefit from a settlement.
- The company experienced robust demand, evidenced by a 20% year-over-year growth in Calculated Billings to $672 million, with Services Calculated Billings accelerating by 21% year-over-year.
- Check Point generated $241 million in operating cash flow and repurchased $325 million of its shares during the quarter.
- For the full year 2025, the company updated its guidance, projecting revenues between $2,705 million and $2,745 million and Non-GAAP diluted EPS between $11.22 and $11.32.
Oct 28, 2025, 12:30 PM
Check Point Software Technologies Announces Q3 2025 Results and Raises Full-Year Revenue Guidance
CHKP
Earnings
Guidance Update
M&A
- Check Point reported Q3 2025 revenue of $678 million, a 7% increase, and non-GAAP EPS of $3.94 per diluted share, which included a $1.47 one-time tax benefit.
- Calculated billings grew 20% year-over-year to $672 million, driven by strong demand across the portfolio and geographies. Operating cash flow was $241 million, growing 23% excluding a one-time tax payment.
- The company raised its midpoint for 2025 revenue guidance by $15 million to a range of $2.705 billion to $2.745 billion. For Q4 2025, revenue is projected between $724 million and $764 million.
- Check Point acquired Lakira, an AI-native security leader, to enhance its full-stack AI-powered security platform, an acquisition expected to result in a half-point headwind for margin in Q4.
- During the quarter, the company repurchased approximately $325 million of shares at an average price of $198.
Oct 28, 2025, 12:30 PM
Quarterly earnings call transcripts for CHECK POINT SOFTWARE TECHNOLOGIES.
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