Acquisition ImpactThe Lakera acquisition positions Check Point strongly in helping enterprises secure GenAI, LLMs, and autonomous agents by adding significant runtime protection, prompt injection defense, and data leakage safeguards to its AI security portfolio.
Product Revenue GrowthProduct revenue growth was strong, up 11.7% vs Street’s 5.7%, on firewall refresh cycle and improved execution, per management.
Strategic InitiativesCHKP's expanding product portfolio and revamped go-to-market strategy continue to power growth within its emerging technologies portfolio.