Companies and customers are going all in on artificial intelligence, while shifting technology needs ding some vendors. ...

But joining us now for an exclusive interview is Naav Zafrier, Checkpoint Software CEO. Naav, it's great to have you back on the show. Uh, welcome.And I do want to start with the AI factories and this deal with Nvidia. I think first just like let's take a step back. What are we talking about when we talk about AI factories and what is so special about them in terms of securing the data and the infrastructure.>> Yeah. Hi Morgan and thank you. So um as we are all struggling to stay relevant, we're moving thro ...

Core Insights - Checkpoint Software is focusing on AI factories and a partnership with Nvidia to enhance data security and infrastructure efficiency [3][5][6] - The company aims to provide comprehensive AI security solutions as customers transition through various stages of AI adoption [6][7][10] - The CEO believes the current phase of AI development represents a significant technological revolution, with most organizations still in the early stages of adoption [9][10] Group 1: AI Factories and Security - AI factories are essential for processing raw data into intelligence, but they also present new security challenges such as prompt injection and model tampering [3] - The partnership with Nvidia allows Checkpoint to enhance protection at the chip level, improving efficiency and reducing latency [3][4] Group 2: Customer Adoption and Strategy - Checkpoint is observing customer adoption of AI through various phases, which introduces new security implications that the company aims to address proactively [6][10] - The recent acquisition of Lira provides Checkpoint with a unique pre-trained model, further supporting its strategy to lead in AI security [7] Group 3: Industry Perspective - The CEO emphasizes the importance of embracing AI technology to avoid obsolescence, while also recognizing the new security challenges it brings [10] - There is a consensus that the current AI revolution is one of the most significant technological shifts, with many organizations still in the initial phase of adoption [9][10]

Key Points Check Point Software's stock popped after it delivered excellent earnings yesterday. While it is less flashy than its firewall peers, there is still a lot to like about the cybersecurity stock. Since 2005, Check Point has bought back over half of its shares outstanding. 10 stocks we like better than Check Point Software Technologies › Shares of cybersecurity leader Check Point Software (NASDAQ: CHKP) were up 7% as of noon ET on Tuesday, according to data provided by S&P Global Market I ...

The market is wild today. Some of the companies that beat on earnings dipped, but some, like Check Point Software Technologies Ltd. (NASDAQ: CHKP ), impressed with the stock surging up +8%I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-re ...

AI Cloud Protect safeguards AI models, workloads, and agentic AI applications from the latest cyber threatsREDWOOD CITY, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced it is working with NVIDIA to deliver an integrated security solution built for AI factories. AI Cloud Protect is now available for on-premises enterprise deployments to secure AI model development, agentic AI applications ...

Core Insights - Check Point Software Technologies Ltd. and Lakera have announced the release of the backbone breaker benchmark (b3), an open-source security evaluation specifically designed for assessing the security of large language models (LLMs) within AI agents [1] Company Overview - Check Point Software Technologies Ltd. is recognized as a pioneer and global leader in cyber security solutions [1] - Lakera is identified as a world-leading AI-native security platform focused on Agentic AI applications [1] Industry Context - The collaboration between Check Point and Lakera, along with researchers from The UK AI Security Institute, highlights the growing importance of security evaluations in the rapidly evolving field of AI [1] - The b3 benchmark aims to address security concerns related to LLMs, which are increasingly integrated into various AI applications [1]

Check Point Software (NasdaqGS:CHKP) Q3 2025 Earnings Call October 28, 2025 08:30 AM ET Speaker0Thank you, Keith, and good to see you all. So we delivered a strong third quarter marked by double digit growth in calculated billings, driven by disciplined execution and the rising demand across all of our portfolio. And nearly a month into Q4, we remain confident in our trajectory and we're raising our midpoint for 2025 revenue guidance and Rui will share more on this shortly. As we discussed during our second ...

2025 Third Quarter Financial Results Roei Golan CFO October 28, 2025 Kip E. Meintzer Global Head of IR ©2025 Check Point Software Technologies Ltd. 1 Nadav Zafrir CEO Forward Looking Statement Q3-25 Revenues & EPS 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: Non-GAAP** Our expectations regarding ou ...

Check Point Software (CHKP) came out with quarterly earnings of $3.94 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $2.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +60.82%. A quarter ago, it was expected that this data security company would post earnings of $2.36 per share when it actually produced earnings of $2.37, delivering a surprise of +0.42%.Over the last four qu ...