Financial PerformanceProduct revenue growth improved to 4% year-over-year, nicely above the Street's +2% forecast.
Product DemandInfinity platform showed resilience, and Harmony Email surpassed $100M ARR, indicating strong demand.
Revenue GrowthAny potential re-acceleration story for Check Point has to come from Infinity, which makes up about 15% of total revenue and is growing at least 30% year-over-year.