Companies · CHKP
Check Point Software
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Latest analysis
Updated Nov 2, 2026
Check Point Q3 2026: Revenue decline halts, subscriptions surge 11%, CEO signals recovery ahead
Check Point Software reported Q3 2026 revenue of $670 million, down 1% year-over-year, but security subscriptions revenue accelerated 11% to $339 million, signaling strong demand for Email, CTEM, and AI Security products. CEO Nadav Zafrir stated the company believes revenue 'reached a trough in the third quarter' and expects 'gradual improvement beginning in the fourth quarter,' though he acknowledged the recovery is taking longer than anticipated. Remaining Performance Obligation grew 5% to $2.5 billion, and adjusted free cash flow was $258 million (38% margin), supported by a $1.8 billion convertible debt offering completed in the quarter.
Tone: cautiousRevenue
$2.7B
CHKP 20-F · FY 2025
Revenue growth YoY
+6%
Founded
1993
Headquarters
Tel Aviv, Israel
Profile
CHKP 20-F Item 4.B · Mar 31, 2026Check Point Software Technologies is a global cybersecurity company that develops, markets, and supports a broad portfolio of network security, cloud security, endpoint, email, and AI security products and services. The company operates through a unified platform architecture called Infinity, organized across four strategic pillars: Hybrid Mesh Network Security, Workspace Security, Exposure Management, and AI Security. Products are sold primarily through a two-tier channel model of distributors and resellers serving enterprises, service providers, SMBs, and consumers worldwide.
Read filing description ↓ Collapse description ↑
We develop, market and support a wide range of products and services for IT security by offering a multilevel security architecture that defends enterprises' cloud, network, mobile devices, Endpoints information and IOT solutions. Our solutions operate under a unified security architecture, Infinity, that enables end-to-end security with a single line of unified security gateways and allow a single agent for all endpoint security that can be managed from a single unified management console. This unified management allows for ease of deployment and centralized control and is supported by, and reinforced with, real-time threat intelligence and autonomous security updates. Our products and services are sold to enterprises, service providers, small and medium sized businesses and consumers. Our open platform framework allows customers to extend the capabilities of our products and services with third-party hardware and security software applications. Our products are sold, integrated and serviced by a network of channel partners worldwide. Check Point secures organization's AI transformation with unified security architecture of the Hybrid Mesh Networks, Workspace, Exposure Management and AI Security Platform. Through its Check Point Services product, Check Point provides comprehensive technical services to fulfill the cyber security needs of its global customers. Check Point assists organizations in defending against AI-driven attacks, securing the new AI attack surfaces they are creating, and using AI to make security operations faster and simpler. To secure this transformation, organizations need a simpler and more unified approach to cybersecurity - one that protects networks, users, exposures, and AI systems as part of a single security strategy.
Primary products
- Check Point Firewall (Data Center, Perimeter, Branch)
- Check Point Maestro Hyperscale Firewall
- Firewall Software R82.10
- Check Point Spark Firewall
- AI Powered Security Management
- Check Point Email Security
Business segments
End markets
Geographies
“Gartner® Magic Quadrant™ Leader for Hybrid Mesh Firewalls becoming the only vendor to be listed as a Leader for the 24th time, 2025” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Reported in USD. Total revenues in 2025 increased by 6% compared to 2024, driven primarily by a $115 million, or 10%, increase in security subscription revenues.
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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.