Core Viewpoint - Check Point Software Technologies Ltd. is set to release its financial results for Q4 and the full year ending December 31, 2025, on February 12, 2026, before U.S. markets open [1] Group 1: Financial Results Announcement - The financial results will be announced on February 12, 2026, before the U.S. financial markets open [1] - Management will conduct a video conference call with the investment community at 8:30 AM EST/5:30 AM PST on the same day [1] - A live video webcast of the call will be available on the company's website [1] Group 2: Company Overview - Check Point is a leading provider of cyber security solutions, protecting over 100,000 organizations globally [2] - The company utilizes AI-powered solutions and its Infinity Platform to deliver industry-leading security efficacy while reducing risk [2] - Check Point's hybrid mesh network architecture with SASE at its core unifies management across on-premises, cloud, and workspace environments [2]

Core Insights - Check Point Software Technologies reported strong financial results for Q3 2025, driven by increased demand for its security portfolio and the strategic acquisition of Lakera to enhance its AI capabilities [3][4][7]. Financial Highlights - Earnings per diluted share (EPS) for Q3 2025 were $3.94 (Non-GAAP) and $3.28 (GAAP), compared to $2.25 and $1.83 in Q3 2024, reflecting a significant year-over-year increase of 75% and 79% respectively [4][11]. - Total revenues reached $678 million, marking a 7% increase year-over-year, while calculated billings were $672 million, a 20% increase [11]. - Security subscriptions revenues were $305 million, a 10% increase year-over-year [11]. Cash Flow and Financial Position - Cash flow from operations in Q3 2025 was $241 million, which included a one-time tax payment of approximately $66 million; excluding this payment, cash flow increased by 23% compared to Q3 2024 [6]. - As of September 30, 2025, cash balances, marketable securities, and short-term deposits totaled $2,817 million, slightly down from $2,873 million a year earlier [5][23]. Strategic Developments - The acquisition of Lakera, completed on October 22, 2025, positions Check Point to deliver a comprehensive AI-powered security platform, enhancing its capabilities in next-generation cyber defense [3][7]. - The company executed a share repurchase program, buying back approximately 1.6 million shares for about $325 million during Q3 2025 [5]. Operational Metrics - GAAP operating income was $199 million, representing 29% of total revenues, while Non-GAAP operating income was $282 million, or 42% of total revenues [11]. - The company reported a net income of $358.7 million for Q3 2025, compared to $206.9 million in Q3 2024 [18].