Check Point Software Technologies (NasdaqGS:CHKP) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsKip Meintzer - Global Head of Investor RelationsNadav Zafrir - CEORoei Golan - CFOShaul Eyal - Managing Director of Equity ResearchConference Call ParticipantsAdam Tindle - AnalystBrad Zelnick - Equity Research AnalystBrian Essex - Equity Research AnalystJoseph Gallo - Equity Research AnalystJoshua Tilton - Equity Research AnalystJunaid Siddiqui - Equity Research AnalystKeith Bachman - E ...

Check Point Software Technologies (NasdaqGS:CHKP) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker7Greetings, and welcome to Check Point Software's 2025 fourth quarter and full year financial results video conference. I'm Kip Meintzer, Global Head of Investor Relations, and joining me today, our Chief Executive Officer, Nadav Zafrir, and our Chief Financial Officer, Roei Golan. Before we begin, I'd like to remind everyone that the conference is being recorded and will be available for replay on o ...

Key Takeaways Cisco fell 7% post Q2 beat as fiscal 2026 revenue outlook missed Wall Street expectations. Cisco expects up to $61.7B in fiscal 2026 revenues and over $3B AI revenues from hyperscalers.Investors may consider ETFs like IYZ and CIBR to gain exposure while limiting single-stock risk. Shares of Cisco Systems (CSCO) slipped 7% in extended trading yesterday (as cited in CNBC), despite the company beating analysts’ expectations on both the top and bottom lines in the second quarter of fiscal 2026. Th ...

Company Leadership Changes - Andrew McKenna has been promoted to the roles of Chief Operating Officer and Chief Financial Officer at ZeroFox, overseeing finance, operations, and corporate strategy to drive execution and long-term growth [1][2] - McKenna joined ZeroFox in 2024 and has significantly contributed to the company's financial stability and growth trajectory, including the successful divestment of IDX [2] Company Strategy and Innovation - ZeroFox emphasizes the need for alignment between strategy and execution to achieve growth, with McKenna expressing eagerness to enhance core priorities and empower teams [3] - The company is recognized for its relentless innovation and sustained growth in the external cybersecurity landscape, positioning itself as a leader in protecting organizations from threats beyond traditional perimeters [3] Competitive Advantage - ZeroFox differentiates itself through a combination of AI-driven technology, comprehensive threat intelligence, and expert-led response capabilities, addressing risks such as phishing and brand abuse [4] - The platform is designed for mature enterprises seeking a best-in-class security posture, providing rapid exposure and remediation of external threats while fostering long-term resilience [4] Company Overview - ZeroFox is a trusted solution for defending organizations against daily cyber threats, unifying various cybersecurity services into one platform [5] - The company has over a decade of SaaS expertise and serves thousands of customers across multiple sectors, including finance, media, and government, delivering actionable intelligence to reduce risk and enhance response [5]

Core Insights - Tenable Holdings, Inc. has been recognized as a leader in AI-powered exposure assessment by Gartner in its 2025 AI Vendor Race, highlighting its strong position in the cybersecurity market [1][2]. Company Overview - Tenable is identified as an exposure management company that focuses on closing cybersecurity gaps that can undermine business value, reputation, and trust [6]. - The company serves over 40,000 customers globally, providing a platform that unifies security visibility, insight, and action across various attack surfaces [6]. AI and Exposure Management - Tenable's recognition is attributed to its effective use of AI in enhancing vulnerability assessment, asset discovery, and attack surface analysis [2]. - The company employs AI to aggregate and normalize data related to assets, exposures, and threats, which aids in proactive defense strategies [2][3]. - Tenable One, the company's exposure management platform, integrates discovery, protection, and governance for AI across enterprises, including SaaS platforms and cloud services [3]. Strategic Positioning - Gartner notes that Tenable is positioning its platform as a comprehensive source for all exposure data, which will improve risk assessment and remediation workflows [3]. - The company emphasizes the importance of mastering both defensive AI capabilities and securing AI from threats, positioning itself as a leader in both areas [3].

Core Insights - CrowdStrike has been recognized as the Customers' Choice in the 2026 Gartner Peer Insights™ 'Voice of the Customer' for User Authentication report [1] - The company received the most 5-star reviews and the highest product capability rating of 4.7, tied with other vendors [1] - CrowdStrike achieved a 96% Willingness to Recommend score based on 179 overall responses as of January 2026 [1] Company Performance - CrowdStrike is noted for having the most verified reviews among vendors in the report [1] - The platform is highlighted as the only one that secures user authentication effectively [1]

Group 1: Company Updates - Palo Alto Networks has completed its acquisition of CyberArk for $45 per share in cash and 2.2005 shares of Palo Alto stock [1] - Millrose Properties is set to release its fourth-quarter financial results on February 26 [2] - Visa reported quarterly earnings of $3.17 per share, exceeding the consensus estimate of $3.14, with quarterly revenue of $10.9 billion, surpassing the Street estimate of $10.69 billion [3] - Apple reported fiscal first-quarter revenue of $143.76 billion, beating analyst estimates of $138.42 billion, and earnings of $2.84 per share, exceeding estimates of $2.66 per share [4] Group 2: Stock Performance - Palo Alto shares fell 0.1% to close at $165.30 [5] - Millrose Properties shares gained 1.1% to close at $31.84 [5] - Visa shares gained 0.3% to settle at $329.24 [5] - Apple shares gained 0.7% to settle at $275.50 [5]

Core Insights - Tenable is a cybersecurity company focused on exposure management, providing tools to help enterprises patch vulnerabilities before exploitation [1] - With a market capitalization of $2.5 billion, Tenable is significantly smaller than competitors like CrowdStrike and Palo Alto Networks, which are valued around $100 billion [2] - Analysts are optimistic about Tenable, with a consensus rating of "buy" and a price target indicating potential upside [3] Company Overview - Tenable owns Nessus, a widely adopted vulnerability management solution that scans for vulnerabilities in operating systems, networks, and devices [4] - In 2022, Tenable launched Tenable One, a comprehensive exposure management solution that integrates AI to enhance vulnerability identification [5] Financial Performance - In Q4 2025, Tenable One contributed to 46% of new business, indicating strong demand for AI-powered cybersecurity solutions [6] - Tenable achieved a record revenue of $999.4 million in 2025, an 11% increase from the previous year, surpassing management's guidance [7]

Power grid and other critical utilities to benefit from authID’s biometric platform Denver,CO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- authID (Nasdaq: AUID), authID, a leader in biometric identity, today announced the availability of its biometric security solution aligned with the Personal Identity Verification (PIV) security framework for energy infrastructure companies and other utilities. authID’s industry-leading suite of biometric identity assurance solutions allows utility companies to secure US electrical ...

Core Insights - N-able, Inc. has announced the Empower 2026 event, scheduled for April 13-15, 2026, in Fort Lauderdale at the Omni Hotel [1] - The event will focus on the evolving landscape of cybersecurity, particularly in the context of increasing AI-driven attacks [1] - Discussions will cover effective strategies, shortcomings, and future trends in building business resilience against cyber threats [1] Company Highlights - N-able, Inc. is positioned as a global cybersecurity company dedicated to enhancing business resilience [1] - The company aims to address the challenges posed by smarter and stronger cyber attacks fueled by advancements in AI [1] Industry Trends - The cybersecurity industry is witnessing a shift towards more sophisticated attack methods, necessitating ongoing efforts to build resilience [1] - Empower 2026 will serve as a platform for technology leaders to share insights on current successes and future directions in cybersecurity [1]