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Mar 31

Check Point Q1 2025 Earnings Report

Check Point reported solid financial performance with revenue and earnings growth driven by strong product demand.

Key Takeaways

Check Point Software delivered strong Q1 2025 results, highlighted by growth in both GAAP and non-GAAP EPS, and driven by increased demand for its Quantum Force appliances and AI-driven Infinity Platform.

Total Revenue
$638M
Previous year: $599M
+6.5%
EPS
$2.21
Previous year: $2.04
+8.3%
Cash Flow from Ops
$421M
Previous year: $360M
+17.0%
Calculated Billings
$553M
Previous year: $517M
+7.0%
Remaining Perf. Obligation
$2.4B
Previous year: $2.16B
+11.0%
Gross Profit
$542M
Previous year: $520M
+4.2%
Cash and Equivalents
$1.46B
Previous year: $1.6B
-8.7%
Free Cash Flow
$414M
Total Assets
$5.56B
Previous year: $5.51B
+0.9%

Check Point

Check Point

Check Point Revenue by Segment

Forward Guidance

Check Point anticipates continued momentum through 2025, leveraging its AI-driven Infinity Platform and upcoming product refresh cycles.

Positive Outlook

  • Strong customer demand for Quantum Force appliances
  • Double-digit growth in products and licenses
  • Continued momentum of Infinity Platform
  • Growing subscription-based revenue model
  • Expanded participation in global tech conferences

Challenges Ahead

  • No geographic revenue breakdown provided
  • Limited detail on operating expenses
  • Potential macroeconomic uncertainties
  • Dependence on new project cycles
  • Limited forward revenue guidance granularity

Revenue & Expenses

Visualization of income flow from segment revenue to net income