CHKP
Check Point Software Technologies Ltd.188.19
+0.90+0.48%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A stresses execution, macro prudence
Q&A largely reaffirms the prepared script, emphasizing execution on new C-suite, four-pillar GTM, and AI security to drive acceleration—yet guides product flat to low-single-digits amid memory shortages curbing CapEx. Nadav framed AI security as more foundational than cloud, spurring organic and tuck-in bets without large M&A. Roei detailed Q4 product softness from subscription price allocation shifts, with minimal acquisition top-line lift. Analysts probed growth patience; management stayed measured. Execution now rules. Investors will eye subscription durability and hardware recovery.
Key Stats
Market Cap
20.20BP/E (TTM)
20.66Basic EPS (TTM)
9.11Dividend Yield
0%IPO
Website
Employees
Sector
Industry
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