The earnings call highlighted several positive achievements, including revenue and EPS in line with projections, growth in new product lines, and strong operating cash flow. However, there were challenges such as a back-end loaded quarter, slip deals, and currency fluctuations impacting margins. The company is also focusing on accelerating growth and addressing go-to-market challenges.

Company Guidance

In the recent call, Check Point Software provided detailed guidance for the upcoming quarters, emphasizing their commitment to maintaining strong growth and operational efficiency. They reported second-quarter revenues of $665 million, surpassing their midpoint projection by $3 million, with a non-GAAP EPS of $2.37, reflecting a 9% year-over-year growth. The company highlighted a 6% revenue growth, driven by robust product revenue and subscription growth, particularly in AI-powered Quantum Force firewalls, which saw a 12% year-over-year increase. Despite some back-end-loaded deals slipping into the third quarter, the company remains confident, reiterating their 2025 guidance and projecting third-quarter revenues between $657 million and $687 million, with a non-GAAP EPS forecast of $2.40 to $2.50. They are also investing heavily in AI and go-to-market strategies to enhance their long-term growth trajectory, while acknowledging potential headwinds from foreign exchange rates and anticipated operational expenses.

Revenue and EPS in Line with Outlook

Check Point's revenue exceeded the midpoint of projections by $3 million, achieving $665 million, with non-GAAP EPS at $2.37, representing 9% growth year-over-year.

Quantum Force AI-Powered Firewalls Growth

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

Strong Demand for New Product Lines

New product lines such as email, SASE, and ERM are growing at over 40% year-over-year, showing healthy growth and contributing positively to the company's portfolio.

Inclusion in Gartner Magic Quadrant for SASE

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

Strong Operating Cash Flow

The company achieved a strong operating cash flow of $262 million, a 31% growth year-over-year.

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.