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Check Point Software Technologies
Check Point Software Technologies (CHKP) investor relations material
Check Point Software Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Q4 and full-year 2025 revenues and EPS exceeded projections, driven by strong demand for emerging technologies, robust global growth, and consistent execution.
Expanded platform with new pillars in AI security and exposure management, supported by organic growth and acquisitions including Cyclops, Lakera, Rotate, and Cyata.
Enhanced financial flexibility via a $2B zero coupon convertible notes offering, with net proceeds of $1.8B.
Focused on strategic customers, new logo acquisition, and deeper enterprise penetration, with strengthened leadership and go-to-market execution.
Security subscription revenues rose 11% in Q4 and 10% for the full year, reflecting strong customer adoption.
Financial highlights
Q4 2025 revenues: $745M (+6% YoY); full-year 2025 revenues: $2,725M (+6% YoY).
Q4 non-GAAP EPS: $3.40 (+26% YoY), including a $0.52 one-time tax benefit; full-year non-GAAP EPS: $11.89 (+30% YoY), including a $1.90 tax benefit.
Q4 non-GAAP operating income: $302M (41% margin); Q4 GAAP operating income: $233M (31% margin).
Operating cash flow: $310M in Q4 (+24% YoY); $1,234M for the year (+17% YoY), including a $66M one-time tax payment.
Ended 2025 with $4.3B in cash, marketable securities, and short-term deposits.
Outlook and guidance
FY2026 revenue guidance: $2.83B–$2.95B (4–8% growth); subscription revenue expected to grow 10–14%.
Non-GAAP EPS guidance for 2026: $10.05–$10.85; operating margin expected at 39–40%.
Adjusted free cash flow for 2026 projected at $1.15B–$1.25B.
Gross margin expected to decline by ~1 point in 2026 due to memory price increases, mainly in H2.
2026 tax rate estimated at 16–17% due to new global minimum tax; potential $50M benefit from Israeli R&D incentive program.
Detail AI security stack expansion with Cyata
2026 EPS tax benefit outlook
2026 capital allocation strategy
Explain AI security as a core CP investment
Outline path to double-digit total revenue growth
Detail 2026 operating margin drivers
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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
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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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