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Check Point Software Technologies (CHKP) investor relations material
Check Point Software Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Achieved strong Q3 results with 7% revenue growth to $678M and 20% year-over-year growth in calculated billings, driven by robust demand across all product lines and geographies.
Non-GAAP EPS rose 75% to $3.94, including a $1.47 per share one-time tax benefit; GAAP EPS increased 79% to $3.28.
Strategic focus on AI-powered security, open platform philosophy, and hybrid mesh connectivity, with significant investments in R&D and targeted acquisitions like Lakera and Veriti to enhance AI and exposure management capabilities.
Leadership strengthened with new appointments in sales and marketing to drive future growth and operational excellence.
Operating cash flow remained strong at $241M, up 23% excluding a one-time $66M tax payment.
Financial highlights
Q3 total revenues reached $678M, up 7% year-over-year, with security subscriptions up 10% to $305M.
Non-GAAP net income was $431M, up 69% year-over-year; non-GAAP operating income at $282M (42% margin); GAAP operating income was $199M (29% margin).
Calculated billings grew 20% year-over-year to $672M; deferred revenues increased 8% to $1.887B; remaining performance obligation rose 9% to $2.4B.
Gross profit increased to $602M with a gross margin of 89%.
Cash, marketable securities, and short-term deposits totaled $2.8B at quarter-end.
Outlook and guidance
Q4 revenue guidance set at $724M–$764M (3%–8% YoY growth); non-GAAP EPS expected between $2.70–$2.80.
Full-year revenue guidance midpoint raised to $2.725B (6% YoY growth); non-GAAP EPS expected between $11.22–$11.32, up 22%–24% YoY.
Q4 guidance reflects hardware-heavy quarter and potential FX and acquisition-related margin headwinds.
GAAP EPS for FY2025 expected to be approximately $2.28–$2.30 less than non-GAAP EPS.
Management highlighted strong demand for hybrid-mesh network, workspace, and external risk management solutions.
Q3 EPS excluding tax settlement benefit?
How does Lakera advance the AI First strategy?
What are capital allocation priorities going forward?
Future AI security M&A focus?
What drives sustainable billings growth?
Open platform: early success examples?
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Next Check Point Software Technologies earnings date
Q4 202529 Jan, 2026
Next Check Point Software Technologies earnings date
Q4 202529 Jan, 2026
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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.
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