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Check Point Software (CHKP) investor relations material
Check Point Software 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 third quarter with 20% year-over-year growth in calculated billings and 7% revenue growth, driven by disciplined execution, robust demand, and portfolio expansion.
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.
Recent acquisitions (Lakera, Verity) expanded AI and exposure management capabilities, supporting a comprehensive AI-first security platform.
Go-to-market organization fully staffed with key leadership hires to drive technical excellence and brand presence.
Operating cash flow was $241M, up 23% excluding a $66M one-time tax payment.
Financial highlights
Q3 revenues reached $678M, up 7% year-over-year, exceeding midpoint guidance by $6M.
Non-GAAP net income was $431M, a 69% increase year-over-year; GAAP operating income was $199M (29% margin), Non-GAAP operating income $282M (42% margin).
Deferred revenues increased 8% to $1.887B; calculated billings up 20% to $672M.
Services calculated billings (excluding product) grew 21% year-over-year; security subscriptions revenue reached $305M, up 10%.
Share repurchases totaled $325M in the quarter; cash and marketable securities at quarter-end: $2.8B.
Outlook and guidance
Q4 revenue guidance: $724M–$764M (3%–8% year-over-year growth); non-GAAP EPS $2.70–$2.80.
Full-year revenue guidance midpoint raised to $2.725B–$2.745B (6% year-over-year growth); non-GAAP EPS expected between $11.22–$11.32.
Q4 guidance reflects heavier hardware mix, FX headwinds, and Lakera acquisition impact.
Double-digit subscription revenue growth expected in Q4; hardware/appliance growth expected mid-single digits.
GAAP EPS expected to be approximately $2.28–$2.30 less than non-GAAP EPS for FY2025.
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?
AI security: future M&A and market growth?
Outlook for billings growth sustainability in 2026?
New GTM strategy impact on 2026 execution?
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Next Check Point Software earnings date
Fireside Chat16 Dec, 2025
Next Check Point Software earnings date
Fireside Chat16 Dec, 2025
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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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