Compared to Estimates, Check Point (CHKP) Q2 Earnings: A Look at Key Metrics

Core Insights - Check Point Software (CHKP) reported revenue of $665.2 million for the quarter ended June 2025, marking a year-over-year increase of 6% and an EPS of $2.37 compared to $2.17 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $660.83 million, resulting in a surprise of +0.66%, while the EPS also surpassed the consensus estimate of $2.36 with a surprise of +0.42% [1] Financial Performance Metrics - Calculated Billings were $642 million, slightly below the estimated $648.39 million [4] - Total revenues from products and security subscriptions reached $429.8 million, exceeding the average estimate of $423.58 million, representing a year-over-year change of +10.3% [4] - Revenues from software updates and maintenance were $235.4 million, slightly below the average estimate of $237.06 million, reflecting a year-over-year decrease of -0.9% [4] - Revenues from products and licenses amounted to $131.9 million, surpassing the average estimate of $123.35 million, indicating a year-over-year increase of +11.7% [4] - Revenues from security subscriptions totaled $297.9 million, close to the average estimate of $300.62 million, with a year-over-year change of +9.6% [4] Stock Performance - Shares of Check Point have returned -1.2% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]