Core Insights - Check Point Software Technologies Ltd. reported strong financial results for Q1 2025, highlighting robust demand for its Quantum Force appliances and AI-driven Infinity Platform, which contributed to double-digit year-over-year growth in product and license revenues [3][8]. Financial Performance - Cash Flow from Operations: $421 million, a 17% increase year-over-year [8] - Calculated Billings reached $553 million, a 7% increase year-over-year [8] - Remaining Performance Obligation (RPO): $2.4 billion, an 11% increase year-over-year [8] - Total Revenues: $638 million, a 7% increase year-over-year [8] - Products & Licenses Revenues: $114 million, a 14% increase year-over-year [8] - Security Subscriptions Revenues: $291 million, a 10% increase year-over-year [8] - GAAP Operating Income: $196 million, representing 31% of total revenues [8] - Non-GAAP Operating Income: $259 million, representing 41% of total revenues [8] - GAAP EPS: $1.71, a 7% increase year-over-year [8] - Non-GAAP EPS: $2.21, a 9% increase year-over-year [8] Company Overview - Check Point is a leading AI-powered, cloud-delivered cybersecurity platform provider, protecting over 100,000 organizations globally [7]. - The company leverages AI to enhance cybersecurity efficiency and accuracy through its Infinity Platform, which includes various technologies for securing workspaces, clouds, and networks [7]. Upcoming Events - Check Point will participate in several investor conferences in Q2 2025, including Barclays Americas Select Franchise Conference and J.P. Morgan Technology, Media, and Telecom Conference [9].

Core Insights - Zscaler and Check Point Software are both significant players in the cybersecurity industry, with Zscaler focusing on cloud-based solutions and Check Point transitioning from on-premises to cloud options [1][9] Industry Overview - The cybersecurity market is expected to grow at a CAGR of 12.63%, with a robust CAGR of 9.4% projected from 2025 to 2030, driven by increasing cyberattacks [2] Zscaler Analysis - Zscaler offers a comprehensive range of enterprise network security solutions, including web security, antivirus, and firewalls, and is well-positioned to benefit from the demand for privileged access security [4][5] - The company has seen a significant increase in sales and marketing (S&M) and research and development (R&D) expenses, which have both been in double digits, impacting near-term profitability [6][7] - Zscaler's fiscal 2026 earnings are estimated at $3.08, reflecting a year-over-year decline of 3.5% [7][8] Check Point Analysis - Check Point provides a variety of software and hardware solutions for IT infrastructure security, with a focus on cloud solutions and subscription-based models that ensure stable recurring revenues [9][10][11] - The company reported security subscription revenues of $292.2 million in Q4 2024, marking a 9.9% year-over-year increase, with 2025 earnings projected at $9.95, indicating an 8.6% growth [11][12] Stock Performance and Valuation - Over the past year, Check Point's stock has increased by 28.9%, while Zscaler's shares have returned 9.5% [13] - Check Point trades at a forward sales multiple of 8.28X, significantly lower than the Zacks Security industry's average of 12.53X, while Zscaler trades at 9.91X, making Check Point's valuation more attractive [14] Conclusion - Check Point is gaining traction with its Quantum Force, Harmony Email, and Infinity platforms, while Zscaler faces challenges from rising operational costs and declining profit margins. Check Point holds a Zacks Rank 2 (Buy), making it a stronger investment option compared to Zscaler, which has a Zacks Rank 3 (Hold) [16]

Learn more about this accolade on our blog and access a free copy of the GigaOm Radar for Enterprise Firewalls here. Follow Check Point via: X (Formerly known as Twitter): https://www.twitter.com/checkpointsw Facebook: https://www.facebook.com/checkpointsoftware REDWOOD CITY, Calif., April 21, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ:CHKP), a pioneer and global leader of cyber security solutions, today announced that it has ranked as a Leader and the only Outperformer for its ...

Check Point Software Technologies Ltd. (NASDAQ: CHKP ) is due to report its Q1 ’25 earnings on the 23 of April before the market opens, so I wanted to take a look at what should we expect in termsMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I ...

Cybersecurity encompasses comprehensive security measures designed to protect systems, networks and programs from digital attacks. These attacks often aim to access, alter, or destroy sensitive information, extort money from users through ransomware, or disrupt the integrity of normal business operations. The widespread adoption of AI, IoT devices, and increased digitization across both public and private sectors has heightened vulnerabilities and expanded attack surfaces, necessitating the development of a ...

Core Insights - Check Point Software Technologies has been recognized as the top AI-powered cyber security platform in the 2025 Miercom Assessment, highlighting its leadership in security efficacy, Zero Trust implementation, and ease of use [1][4][5] Company Overview - Check Point Software Technologies is a leading provider of AI-powered, cloud-delivered cyber security solutions, protecting over 100,000 organizations globally [7] - The company leverages AI to enhance cyber security efficiency and accuracy through its Infinity Platform, which includes various technologies for workspace, cloud, and network security [7][9] Industry Context - The 2025 Check Point Security Report indicates a 45% increase in cyber-attacks, emphasizing the need for modernized cyber defenses [2] - Effective security now requires a unified, AI-driven platform capable of real-time protection and visibility across distributed networks [2] Assessment Findings - Miercom's assessment evaluated leading cyber security platforms across ten critical domains, including AI-powered threat analysis and Zero Trust enforcement [3] - Check Point Infinity demonstrated superior security efficacy, consistently outperforming competitors in comprehensive threat prevention and response [4][8] - The platform's user interface enhances ease of use for administrators, facilitating precise decision-making [8] Recognition and Performance - Check Point achieved a block rate of 99.9% against new malware in Miercom's 2025 Enterprise and Hybrid Mesh Firewall Security Report, indicating its effectiveness against the latest cyber threats [5]

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Check Point Software (CHKP) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Check Point Software is one of 611 companies in the Computer and Technology group. The Computer and Technology group currently sits at #6 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of ou ...

Group 1 - Check Point Software Technologies Ltd. will release its financial results for Q1 2025 on April 23, 2025, before U.S. markets open [1] - A video conference call with the investment community is scheduled for 8:30 AM EST/5:30 AM PST on the same day [1] - The call will be available via a live video webcast on the company's website [1] Group 2 - Check Point is a leading AI-powered, cloud-delivered cybersecurity platform provider, protecting over 100,000 organizations globally [2] - The company utilizes AI to enhance cybersecurity efficiency and accuracy through its Infinity Platform, which includes various technologies for securing workspaces, clouds, and networks [2] - The comprehensive platform features Check Point Harmony, Check Point CloudGuard, Check Point Quantum, and Check Point Infinity Core Services for collaborative security operations [2]

Core Insights - Check Point Software Technologies has strengthened its position in Attack Surface Management (ASM) through the acquisition of Cyberint, which is recognized as a top performer in the GigaOm Radar report [1][2] - The integration of Cyberint's ASM expertise into Check Point's External Risk Management solution enhances automated asset discovery and continuous risk monitoring, providing superior attack surface oversight [1][2] - Gartner predicts that by 2026, organizations prioritizing security investments based on continuous exposure management will be three times less likely to experience a breach, underscoring the importance of robust ASM solutions [2] Company Developments - Cyberint's innovative approach to threat intelligence and strong integration capabilities have earned it the status of Outperformer, positioning it for significant market growth [2] - Check Point's External Risk Management solution, part of the Check Point Infinity Platform, offers proactive security capabilities, integrating ongoing asset discovery, advanced threat intelligence, and AI-powered prevention for real-time visibility and automated risk mitigation [2][3] - The company emphasizes its leadership in the ASM space, highlighting the benefits for customers in managing threats related to their assets and simplifying remediation processes [3] Industry Context - The GigaOm Radar for Attack Surface Management evaluated 29 leading ASM solutions, with Cyberint being recognized for its continuous improvement of core features and accurate alerts [2] - The evolving nature of cyber threats necessitates advanced solutions like Check Point's to help organizations stay ahead of adversaries and enhance their security posture [3] - Check Point's platform includes various technologies aimed at securing different aspects of cyber environments, such as cloud, network, and workspace security [5]

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