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Sep 30, 2025
Check Point Q3 2025 Earnings Report
Check Point posted strong Q3 2025 results with growth in revenue, EPS, and billings driven by heightened demand for security subscriptions and AI investments.
Key Takeaways
Check Point Software delivered solid financial results in Q3 2025, marked by a 7% revenue growth and a significant increase in net income and EPS. The company benefitted from strong demand in security subscriptions and advanced its AI strategy through the acquisition of Lakera.
Revenue reached $677.5 million in Q3 2025, up from $635.1 million a year ago
Net income rose to $358.7 million, driven by a favorable tax settlement
Non-GAAP EPS increased to $3.94, supported by a $1.47 per share tax benefit
Cash flow from operations was $241 million, despite a $66 million one-time tax payment
Revenue by Segment
Forward Guidance
Check Point plans to continue expanding its AI-powered cybersecurity stack following the Lakera acquisition and sees growing demand for its Hybrid-Mesh and ERM offerings.
Positive Outlook
- Strong demand for Hybrid-Mesh-Network solutions
- Advancement of AI-first strategy via Lakera acquisition
- Expanded AI-powered security platform offerings
- Continued leadership in next-gen cyber defense
- Solid financial position with $2.8B in cash and securities
Challenges Ahead
- Cash flow impacted by a one-time $66M tax payment
- Decline in total assets compared to end of 2024
- Reduced trade receivables and deferred revenues
- Decrease in marketable securities
- Large repurchase of shares ($325M) reduced treasury
Historical Earnings Impact
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Avg. Return Before/After Earnings
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