)
Edge6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Check Point Software Technologies
Check Point Software Technologies (CHKP) investor relations material
Check Point Software Technologies 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.47th Annual Raymond James Institutional Investor Conference summary2 Mar, 2026
Industry positioning and evolution
Over 32 years, the company evolved from firewall pioneer to integrated security platform provider, focusing on protection and prevention rather than just detection and remediation.
Industry consolidation has centered around firewall providers, with the company emphasizing its unique integrated approach and low vulnerability profile.
New management, including a charismatic CEO, has flattened the organization and increased customer focus, aiming for more active engagement and sales.
AI and technology strategy
AI is seen as a transformative force in cybersecurity, with both attackers and defenders leveraging it; the company embeds AI across four pillars: hybrid mesh network, Workspace, CTEM, and AI.
Recent acquisitions, such as Cyata and Lakera, have enhanced predictive and preventative AI capabilities, including red teaming and gamified security training.
AI is integrated throughout the platform, including DLP solutions to prevent data leakage via public LLMs.
Financial guidance and performance
Provided expanded 2026 guidance, including cash flow and subscription revenue, with a goal to beat and raise; finished last year with 6% revenue growth and 9% billings growth.
Maintains a wide guidance band and aims for upward mobility, acknowledging economic uncertainties and the complementary role of AI in security.
Detail Check Point's AI stack and predictive capabilities
SASE strategy and Perimeter 81's enterprise scale
Discuss margin-growth trade-off and future capital allocation
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Check Point Software Technologies earnings date
Q1 202622 Apr, 2026
Check Point Software Technologies
Next Check Point Software Technologies earnings date
Q1 202622 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Check Point Software Technologies Ltd. provides network security, endpoint security, data security, and management solutions. It offers advanced threat prevention solutions that are designed to detect and block known and unknown threats; sandblast network solution that protects against advanced persistent threats and zero-day attacks at the gateway; threat emulation that performs in-depth inspection of suspicious files; and threat extraction that removes potential document-based threats from documents before they are delivered to endpoints. Check Point Software Technologies Ltd. was incorporated in 1993 and is headquartered in Tel Aviv, Israel.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage