Key Takeaways CHKP posted Q2 EPS of $2.37 and revenues of $665.2M, beating estimates and rising y/y.Product and license revenues grew 11.7%, fueled by Quantum Force demand and tech refreshes.CHKP raised its Q3 guidance but maintained the 2025 outlook for both EPS and revenues.Check Point Software Technologies Ltd. (CHKP) reported second-quarter 2025 non-GAAP earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 0.42%. The figure came within management’s guidance of $2.32-$2.42. The b ...

Core Insights - Check Point Software Technologies has been recognized as a Leader and Outperformer for its Harmony Email & Collaboration security solution in GigaOm's latest Radar for Anti-Phishing report, highlighting its advanced phishing and malware prevention capabilities driven by innovations like Infinity AI Copilot [1][2] Group 1: Recognition and Evaluation - GigaOm evaluated 16 leading solutions for anti-phishing, with Check Point's Harmony Email & Collaboration earning top scores in emerging features and business criteria, showcasing its effectiveness against AI-driven phishing attacks [2][3] - The recognition emphasizes Check Point's commitment to redefining threat prevention across communication channels and endpoints, with a comprehensive platform that stops various threats before they reach users [2] Group 2: Innovations and Features - Check Point was classified as an Outperformer due to its strong focus on emerging threats and a comprehensive set of innovations, including Infinity AI Copilot and an extensive security roadmap [3] - The Harmony Email & Collaboration solution integrates seamlessly with a wide range of security tools, enabling automated threat response and streamlined operations across existing security stacks [5] Group 3: Advanced Threat Intelligence - The solution leverages ThreatCloud AI's 300+ machine learning features to analyze metadata, attachments, and behavior patterns, automatically blocking compromised accounts and extending phishing protection to mobile devices [5] - Flexible consumption options are available, allowing organizations to tailor protection to their needs with various packages and optional add-ons [5]

Check Point Software (CHKP) Q2 2025 Earnings Call July 30, 2025 08:30 AM ET Company ParticipantsKip Meintzer - Head of Global Investor RelationsNadav Zafrir - CEO & DirectorRoei Golan - CFOAdam Tindle - Managing DirectorJoseph Gallo - SVPBrian Essex - Executive DirectorShaul Eyal - MD - Equity ResearchSaket Kalia - Managing DirectorConference Call ParticipantsTal Liani - Technology AnalystJunaid Siddiqui - Investment Analyst - SoftwareRob Owens - MD & Senior Research AnalystKeith Bachman - Senior Research A ...

Check Point Software (CHKP) Q2 2025 Earnings Call July 30, 2025 08:30 AM ET Speaker0Relations and joining me today are chief executive officer, Nadav Zafir, and our Chief Financial Officer, Roy Ghulan. Before we begin, I'd like to remind everyone that this conference is being recorded and will be available for replay on our website at checkpoint.com. During the formal presentation, all participants are in a listen only mode that will be followed by a Q and A session. During this presentation, Check Point's ...

2025 Second Quarter Financial Results July 30 , 2025 Nadav Zafrir CEO Roei Golan CFO Kip E. Meintzer Global Head of IR ©2025 Check Point Software Technologies Ltd. 1 Forward Looking Statement This presentation may contain certain forward-looking statements. These forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this report include, but are not limited to: Our expectations regarding our products and solutions, expecta ...

Check Point Software (CHKP) came out with quarterly earnings of $2.37 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $2.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.42%. A quarter ago, it was expected that this data security company would post earnings of $2.19 per share when it actually produced earnings of $2.21, delivering a surprise of +0.91%.Over the last four qua ...

Core Insights - Check Point Software Technologies has been recognized as a Leader in The Forrester Wave™: Zero Trust Platforms, Q3 2025, highlighting its unified, prevention-first security platform that encompasses network, cloud, and endpoint controls across hybrid environments [1][5] Group 1: Recognition and Evaluation - Check Point received the highest possible scores (5 out of 5) in four critical criteria: centralized management and usability, least-privileged-access enforcement, segmentation and control, and deployment [2] - The company also achieved 5/5 scores in the roadmap and supporting services and offerings criteria, reinforcing its strong vision and customer-centric approach [2] Group 2: Strategic Vision - The recognition by Forrester affirms Check Point's leadership in delivering comprehensive Zero Trust security, which is intuitive and designed for an AI-driven, hyperconnected world [3] - Check Point's AI-powered Infinity Platform is designed to secure users, assets, and data through centralized management, intelligent policy enforcement, and flexible deployment across various environments [3] Group 3: Market Positioning - Forrester noted that organizations seeking a centralized, easy-to-manage, and holistic network security platform should consider Check Point [5] - This leadership position reinforces Check Point's commitment to a prevention-first strategy, aiding enterprises in proactively securing their infrastructure against modern threats while accelerating Zero Trust adoption [5]

Company Overview - Check Point Software Technologies is an Israeli company with a strong background in cybersecurity, actively combating digital threats for over three decades [1] - The company currently protects more than 100,000 organizations globally [1] Market Position - Check Point has established itself as a significant player in the cybersecurity industry, indicating a robust market presence and customer trust [1] Future Outlook - The company is expected to continue its growth trajectory, leveraging its extensive experience and established reputation in the cybersecurity sector [1]

Core Insights - The cybersecurity landscape is rapidly evolving, with network security being a critical priority for enterprises globally. Fortinet (FTNT) and Check Point Software Technologies (CHKP) are leading providers of network security solutions, offering comprehensive platforms to protect organizations from sophisticated threats [1][2] Group 1: Company Performance - Fortinet is experiencing exceptional growth momentum across multiple business segments, with a unified SASE strategy gaining traction, leading to security service building growth exceeding 110% and unified SASE representing 25% of total business [4][6] - Fortinet's Quantum Force appliances have driven product revenues up by 14% year over year, with 73% of large enterprise customers adopting their SD-WAN solution, facilitating FortiSASE expansion [5] - Check Point's Quantum Force appliances show strong demand, with revenues exceeding the midpoint of guidance ranges, and the Infinity platform demonstrating over 15% of total revenues with strong double-digit growth year over year [8][11] Group 2: Leadership and Strategy - Fortinet is well-positioned for growth with a record free cash flow of $783 million and a margin of 51%, benefiting from an anticipated firewall refresh cycle in the second half of 2025 [6] - Check Point is under new CEO Nadav Zafrir's leadership, implementing a transformation strategy focused on growth and enhancing go-to-market capabilities, including a strategic partnership with Wiz for cloud security [9][10] Group 3: Financial Metrics and Valuation - Fortinet's Zacks Consensus Estimate for 2025 earnings is $2.48 per share, indicating a growth of 4.64% year-over-year, while Check Point's estimate is $9.91 per share, reflecting an 8.91% growth year-over-year [7][12] - Fortinet's shares gained 11.6% in three months, outperforming Check Point's 5.8% return, with both stocks trading at premium valuations; Fortinet has a price-to-sales ratio of 11.5x compared to CHKP's 8.91x [13][15] Group 4: Investment Outlook - Fortinet is identified as the superior investment choice for 2025 due to stronger revenue growth momentum, a better-positioned SASE strategy, and clear catalysts like the firewall refresh cycle [19] - Check Point offers stability and transformation potential but faces execution risks and a slower growth trajectory, suggesting investors may consider holding existing positions or waiting for more attractive entry points [19]

Group 1 - Cybersecurity stocks have shown strong performance year to date, with the Global X Cybersecurity ETF (BUG) increasing by 17% [1] - The article emphasizes the importance of top-down investors continuously reviewing industry performance from both an industry and company perspective [1] Group 2 - The author has expertise in thematic investing, market events, and analyzing stock market sectors, which contributes to the narrative around financial data [1] - The focus is on producing evidence-based narratives using empirical data to effectively communicate financial insights [1]