The earnings call highlighted strong growth in AI-powered firewalls and strategic recognitions in the SASE market, alongside robust financial performance and cash flow. However, challenges included a slight decline in support revenues due to discounting, foreign exchange impacts, and timing issues with deal closures.

Company Guidance -

Q3 2025

During the call, Check Point Software Technologies provided guidance for their third quarter of 2025, maintaining their full-year guidance. They announced an anticipated revenue range of $657 million to $687 million for Q3, with a midpoint of $672 million. The expected non-GAAP EPS for the third quarter is between $2.40 and $2.50, with the GAAP EPS projected to be $0.68 less. Despite facing challenges such as deal slippage, which impacted Q2 billing by approximately 3 points, they closed these deals early in Q3. The company reaffirmed confidence in reaching the high end of their 2025 guidance, supported by strong indicators in July and a healthy pipeline for the remainder of the year. Check Point also emphasized continued investment in AI and product innovations, including a newly opened R&D center in India, which is contributing to their growth strategies alongside a focus on enhancing their go-to-market approach. Additionally, Check Point highlighted growth in their Quantum Force AI-powered firewalls, which grew 12% year-over-year, and substantial growth in SASE, e-mail, and ERM offerings, each growing over 40% year-over-year, reinforcing their strategic focus areas.

Strong Quantum Force AI-Powered Firewall Growth

Quantum Force AI-powered firewalls posted a robust quarter, growing 12% year-over-year, driven by refresh momentum and increased demand for AI-powered inspection.

Inclusion in Gartner Magic Quadrant for SASE

Check Point's progress acknowledged with inclusion in the 2025 Gartner Magic Quadrant for SASE and recognition as a leader in the Forrester Wave for Zero Trust Platforms.

Healthy Revenue and EPS Growth

Revenues exceeded projections by $3 million, achieving $665 million with a non-GAAP EPS of $2.37, presenting a 9% growth year-over-year.

Strong Operating Cash Flow

Operating cash flow achieved $262 million, a 31% growth year-over-year.

Strong Performance in APAC Region

APAC saw double-digit growth, reaching 15% year-over-year growth this quarter.

Check Point (CHKP) Earnings, Revenues Date & History

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CHKP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	2.45 / -	2.25	―	―	―
Jul 30, 2025	2025 (Q2)	2.36 / 2.37	2.17	9.22% (+0.20)
Apr 23, 2025	2025 (Q1)	2.19 / 2.21	2.04	8.33% (+0.17)
Jan 30, 2025	2024 (Q4)	2.65 / 2.70	2.57	5.06% (+0.13)
Oct 29, 2024	2024 (Q3)	2.25 / 2.25	2.07	8.70% (+0.18)
Jul 24, 2024	2024 (Q2)	2.16 / 2.17	2	8.50% (+0.17)
Apr 25, 2024	2024 (Q1)	2.01 / 2.04	1.8	13.33% (+0.24)
Feb 06, 2024	2023 (Q4)	2.48 / 2.57	2.45	4.90% (+0.12)
Oct 30, 2023	2023 (Q3)	2.02 / 2.07	1.77	16.95% (+0.30)
Jul 26, 2023	2023 (Q2)	1.90 / 2.00	1.64	21.95% (+0.36)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CHKP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$218.33	$186.67	-14.50%
Apr 23, 2025	$212.31	$204.26	-3.79%
Jan 30, 2025	$203.90	$218.99	+7.40%
Oct 29, 2024	$207.96	$177.87	-14.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.