Financial Data and Key Metrics Changes - The company reported revenues of $665 million, exceeding the midpoint of projections by $3 million, representing a 6% year-over-year growth [20][21] - Non-GAAP EPS was $2.37, reflecting a 9% growth year-over-year [20] - Calculated billings grew by 4% to $642 million, while remaining performance obligations (RPO) increased by 6% to $2.4 billion [22] - Gross profit rose from $557 million to $585 million, resulting in a gross margin of 88% [23] - Operating cash flow reached $262 million, marking a 31% year-over-year growth [26] Business Line Data and Key Metrics Changes - Product revenues experienced strong growth driven by customer demand for new appliances and higher volumes of product refreshes [21] - Subscription revenues saw a slight deceleration, while support revenues experienced a slight decline due to bundling deals [21] - The QuantumForce AI-powered firewalls grew by 12% year-over-year, indicating strong demand for AI-powered inspection [7] Market Data and Key Metrics Changes - The Americas and EMEA regions grew by 5%, while APAC experienced a robust 15% growth year-over-year [23] - The company noted a healthy pipeline for the remainder of the year, with strong indicators for Q3 [4][30] Company Strategy and Development Direction - The company is focused on four guiding principles: securing the connectivity fabric, a prevention-first ethos, an open platform philosophy, and AI-first security [5][6] - The company is investing in SASE and has opened a new R&D center in India, doubling the size of its SASE R&D team [8] - The acquisition of Verity enhances the company's capabilities in automated threat intelligence and real-time remediation [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong start to Q3, with several deals closed in July that were pushed from Q2 [22][72] - The company is optimistic about the third quarter and the remainder of the year, citing a healthy demand for its products [30][72] - Management acknowledged the impact of foreign exchange rates on operating expenses, projecting a potential headwind of $50 million to $60 million in 2026 if current rates persist [25] Other Important Information - The company completed the acquisition of Verity for approximately $90 million and purchased land for a new campus in Tel Aviv for $160 million [27][28] - The company is willing to sacrifice some margin points to achieve faster growth and is actively assessing acquisition opportunities [121][122] Q&A Session Summary Question: Impact of Palo Alto's acquisition of CyberArk - Management indicated that the impact on Check Point is minimal as it does not operate in the identity space and will focus on its strengths in connectivity fabric and AI [33][36] Question: Challenges in accelerating growth - Management acknowledged that growth acceleration takes time and emphasized the need for a strong go-to-market approach and investment in AI [41][44] Question: Confidence in long-term growth despite discounting - Management expressed confidence in long-term growth driven by strong demand for appliances and the increasing annual recurring revenue (ARR) from existing customers [51][55] Question: Update on SASE acquisition and differentiation - Management reported solid growth in SASE and emphasized the unique hybrid architecture that enhances user experience and controls costs [62][66] Question: Insights on slipped deals - Management noted that slipped deals were more prevalent this quarter but were all closed in the first few weeks of Q3, indicating confidence in future performance [69][72] Question: Quantum product cycle and customer spending - Management highlighted ongoing investments in the Quantum product line and the potential for significant growth in the refresh cycle [76][84] Question: Growth in Harmony email and slipped deals - Management confirmed that Harmony email continues to grow at a healthy rate and that slipped deals were not geographically concentrated [88][90] Question: Subscription line growth and discounting impact - Management acknowledged the headwind from discounting but expects growth in subscription revenues driven by email and SASE products [95][100] Question: Importance of identity security in SASE - Management stated that identity security is part of the overall strategy but does not significantly impact the SASE solution [103][106] Question: Monetization of AI-powered prevention - Management outlined plans for monetizing AI capabilities through standalone products and integration into existing offerings [110][116] Question: Margin sacrifice for growth - Management reiterated that sacrificing some margin points is part of the strategy to achieve sustainable growth through investments and acquisitions [119][122] Question: Go-to-market changes and their impact - Management discussed leadership changes and cultural shifts aimed at enhancing the go-to-market strategy [126][129]

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 ...

Core Viewpoint - Check Point Software (CHKP) reported quarterly earnings of $2.37 per share, exceeding the Zacks Consensus Estimate of $2.36 per share, and showing an increase from $2.17 per share a year ago, indicating a positive earnings surprise of +0.42% [1][2] Financial Performance - The company achieved revenues of $665.2 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.66% and reflecting a year-over-year increase from $627.4 million [2] - Over the last four quarters, Check Point has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance - Check Point shares have increased approximately 16.9% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $2.44 for the coming quarter and $9.91 for the current fiscal year, alongside expected revenues of $670.82 million and $2.71 billion respectively [7] - The Zacks Industry Rank places the Security industry in the top 13% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the Month of July 2025 Commission File Number 0-28584 Check Point Software Technologies Ltd. (Translation of registrant's name into English) 5 Ha'solelim Street, Tel Aviv, Israel (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F ...

Core Insights - Check Point Software Technologies Ltd. reported solid second-quarter results for 2025, driven by growth in emerging technologies such as Email, SASE, and Enterprise Risk Management, with Quantum Force appliances showing double-digit growth [3][11] - The company has a healthy pipeline heading into the second half of the year, with strong indicators observed in July [3] Financial Highlights - Total revenues for the second quarter of 2025 reached $665 million, marking a 6% increase year over year [11] - Product and licenses revenues were $132 million, a 12% increase year over year [11] - Security subscriptions revenues amounted to $298 million, reflecting a 10% increase year over year [11] - Calculated billings were $642 million, a 4% increase year over year [11] - Remaining Performance Obligation (RPO) stood at $2.4 billion, a 6% increase year over year [11] - GAAP operating income was $204 million, representing 31% of total revenues, while non-GAAP operating income was $271 million, representing 41% of total revenues [11] - GAAP EPS was $1.84, a 6% increase year over year, and non-GAAP EPS was $2.37, a 9% increase year over year [11] Cash Flow and Balance Sheet - Cash flow from operations in the second quarter of 2025 was $262 million, which included a $50 million benefit from currency hedging transactions [6] - Cash balances, marketable securities, and short-term deposits totaled $2,913 million as of June 30, 2025, down from $3,058 million a year earlier, primarily due to cash used for acquisitions [4][30] - The company repurchased approximately 1.5 million shares at a total cost of approximately $325 million during the second quarter [5] Strategic Developments - The acquisition of Veriti was highlighted as a strategic move to strengthen the Infinity platform's open-garden architecture [3] - The company continues to advance its strategic roadmap, indicating a focus on innovation and customer trust [3]

With that in mind, let's delve into the average projections of some Check Point metrics that are commonly tracked and projected by analysts on Wall Street. The consensus among analysts is that 'Revenues- Total revenues from products and security subscriptions' will reach $423.58 million. The estimate suggests a change of +8.7% year over year. It is projected by analysts that the 'Revenues- Software updates and maintenance' will reach $237.06 million. The estimate points to a change of -0.2% from the year-ag ...

Seasoned technologist and former Trigo CTO to lead Check Point's global cyber security and AI strategy and AI centers REDWOOD CITY, Calif., July 21, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced the appointment of Jonathan Zanger as Chief Technology Officer (CTO). Zanger will lead Check Point's global cyber security and AI strategy and AI centers. He will also shape the company's AI innovation efforts. ...

Core Insights - Check Point Software Technologies Ltd. released its 2024 Environmental, Social, and Governance (ESG) Report titled "Sustainability in Security," highlighting the company's commitment to a secure and sustainable digital future [1][2] Environmental Progress and Innovation - The company achieved significant environmental milestones in 2024, including the use of 100% renewable energy at its International Headquarters and Tel Aviv offices [5] - Introduction of new power-efficient security appliances aimed at reducing power consumption while enhancing protection [5] Social Impact - Check Point is making progress towards its goal of training 1 million people in cyber security by 2028, addressing the global talent shortage [5] - Ongoing investments in cyber security education and workforce development are part of the company's social responsibility initiatives [5] Governance - Strong governance is central to Check Point's ESG approach, with a focus on board independence, comprehensive compliance training, and responsible AI practices [5] - The company emphasizes data privacy, supply chain ethics, and transparent business operations as part of its governance framework [5] Vision for the Future - The 2024 ESG report articulates that security, sustainability, and ethical leadership are interconnected imperatives for future success [3] - Organizations that integrate robust cyber security with responsible business practices are positioned to lead in an accelerating innovation landscape [3]

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]