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[6-K] Check Point Software Technologies Ltd Current Report (Foreign Issuer)

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6-K
Rhea-AI Filing Summary

Check Point Software (CHKP) posted solid Q2-25 results. Revenue rose 6% YoY to $665 m on double-digit growth from Products & Licenses (+12%) and Security Subscriptions (+10%). Calculated billings gained 4% to $642 m, while Remaining Performance Obligation reached $2.4 bn (+6%), underscoring forward visibility.

  • Profitability: GAAP operating income was $204 m (31% margin). Non-GAAP operating income of $271 m generated a 41% margin. GAAP EPS increased 6% to $1.84; non-GAAP EPS climbed 9% to $2.37.
  • Cash & Capital: Operating cash flow improved to $262 m (vs. $200 m a year ago). Total cash, marketable securities and deposits stand at $2.91 bn, down from $3.06 bn YoY, reflecting $270 m of M&A spend and a $325 m buyback of 1.5 m shares.
  • Growth drivers: Management highlighted momentum in Email, SASE and Quantum Force appliances and closed the Veriti acquisition to enhance the Infinity platform.

CEO Nadav Zafrir cites a "healthy pipeline" and strong July indicators heading into H2-25. No formal guidance was provided.

Check Point Software (CHKP) ha pubblicato risultati solidi per il Q2-25. I ricavi sono aumentati del 6% su base annua, raggiungendo 665 milioni di dollari grazie a una crescita a doppia cifra di Prodotti & Licenze (+12%) e Abbonamenti di Sicurezza (+10%). I fatturati calcolati sono cresciuti del 4%, arrivando a 642 milioni di dollari, mentre l'Obbligo di Prestazione Residua ha raggiunto 2,4 miliardi di dollari (+6%), evidenziando una buona visibilit脿 futura.

  • 搁别诲诲颈迟颈惫颈迟脿: Il reddito operativo GAAP 猫 stato di 204 milioni di dollari (margine del 31%). Il reddito operativo non-GAAP 猫 stato di 271 milioni di dollari con un margine del 41%. L'EPS GAAP 猫 aumentato del 6% a 1,84 dollari; l'EPS non-GAAP 猫 salito del 9% a 2,37 dollari.
  • Liquidit脿 e Capitale: Il flusso di cassa operativo 猫 migliorato a 262 milioni di dollari (rispetto a 200 milioni un anno fa). La liquidit脿 totale, titoli negoziabili e depositi ammontano a 2,91 miliardi di dollari, in calo rispetto ai 3,06 miliardi dell'anno precedente, riflettendo una spesa di 270 milioni per fusioni e acquisizioni e un riacquisto di azioni per 325 milioni di dollari pari a 1,5 milioni di azioni.
  • Fattori di crescita: La direzione ha sottolineato lo slancio in Email, SASE e negli apparecchi Quantum Force e ha completato l'acquisizione di Veriti per potenziare la piattaforma Infinity.

Il CEO Nadav Zafrir parla di un "portafoglio ordini sano" e di indicatori positivi per luglio in vista della seconda met脿 del 2025. Non 猫 stata fornita una guida formale.

Check Point Software (CHKP) present贸 s贸lidos resultados en el segundo trimestre de 2025. Los ingresos aumentaron un 6% interanual hasta 665 millones de d贸lares, impulsados por un crecimiento de dos d铆gitos en Productos y Licencias (+12%) y Suscripciones de Seguridad (+10%). Las facturaciones calculadas crecieron un 4% hasta 642 millones de d贸lares, mientras que la Obligaci贸n de Rendimiento Restante alcanz贸 2.400 millones de d贸lares (+6%), lo que subraya la visibilidad futura.

  • Rentabilidad: El ingreso operativo GAAP fue de 204 millones de d贸lares (margen del 31%). El ingreso operativo no GAAP fue de 271 millones de d贸lares con un margen del 41%. Las ganancias por acci贸n GAAP aumentaron un 6% hasta 1,84 d贸lares; las ganancias por acci贸n no GAAP subieron un 9% hasta 2,37 d贸lares.
  • Efectivo y Capital: El flujo de caja operativo mejor贸 hasta 262 millones de d贸lares (frente a 200 millones hace un a帽o). El efectivo total, valores negociables y dep贸sitos suman 2.910 millones de d贸lares, una disminuci贸n respecto a los 3.060 millones del a帽o anterior, reflejando un gasto de 270 millones en fusiones y adquisiciones y una recompra de acciones por 325 millones de d贸lares equivalente a 1,5 millones de acciones.
  • Impulsores de crecimiento: La direcci贸n destac贸 el impulso en Email, SASE y los dispositivos Quantum Force y cerr贸 la adquisici贸n de Veriti para fortalecer la plataforma Infinity.

El CEO Nadav Zafrir menciona un "pipeline saludable" e indicadores s贸lidos en julio de cara a la segunda mitad de 2025. No se proporcion贸 una gu铆a formal.

觳错伂韽澑韸� 靻岉攧韸胳洦鞏�(CHKP)電� 2025雲� 2攵勱赴 瓴碃頃� 鞁れ爜鞚� 氚滍憸頄堨姷雼堧嫟. 毵れ稖鞚� 鞝勲厔 雽�牍� 6% 歃濌皜頃� 6鞏� 6,500毵� 雼煬搿�, 鞝滍拡 氚� 霛检澊靹犾姢(+12%)鞕� 氤挫晥 甑弲(+10%)鞐愳劀 霊� 鞛愲靾� 靹膘灔鞚� 旮半頄堨姷雼堧嫟. 瓿勳偘霅� 觳惮鞎§潃 4% 歃濌皜頃� 6鞏� 4,200毵� 雼煬鞓�鞙茧┌, 氙胳澊頄� 靹标臣 鞚橂電� 24鞏� 雼煬(+6%)鞐� 雼暣 頄ロ泟 鞝勲鞚� 氚濎潓鞚� 氤挫棳欷嶋媹雼�.

  • 靾橃澋靹�: GAAP 鞓侅梾鞚挫澋鞚� 2鞏� 400毵� 雼煬(毵堨 31%)鞓�鞀惦媹雼�. 牍凣AAP 鞓侅梾鞚挫澋鞚� 2鞏� 7,100毵� 雼煬搿� 41% 毵堨鞚� 旮半頄堨姷雼堧嫟. GAAP 欤茧嫻靾滌澊鞚�(EPS)鞚� 6% 歃濌皜頃� 1.84雼煬, 牍凣AAP EPS電� 9% 靸侅姽頃� 2.37雼煬毳� 旮半頄堨姷雼堧嫟.
  • 順勱笀 氚� 鞛愲掣: 鞓侅梾 順勱笀 頋愲鞚� 2鞏� 6,200毵� 雼煬搿� 臧滌劆霅橃棃鞙茧┌(鞝勲厔 2鞏� 雼煬), 齑� 順勱笀, 鞙犼皜歃濌秾 氚� 鞓堦笀鞚� 29鞏� 1,000毵� 雼煬搿� 鞝勲厔 30鞏� 6,000毵� 雼煬鞐愳劀 臧愳唽頄堧姅雿�, 鞚措姅 2鞏� 7,000毵� 雼煬鞚� 鞚胳垬頃╇硲 歆�於滉臣 1.5氚彪 欤� 欤检嫕 鞛Г鞛呾棎 霐半ジ 3鞏� 2,500毵� 雼煬 歆�於滌潉 氚橃榿頃� 瓴冹瀰雼堧嫟.
  • 靹膘灔 霃欕牓: 瓴届榿歆勳潃 鞚措⿺鞚�, SASE, Quantum Force 鞛ル箘鞚� 氇韰�鞚� 臧曥“頄堨溂氅� Infinity 頂岆灚韽� 臧曧檾毳� 鞙勴暣 Veriti 鞚胳垬毳� 鞕勲頄堨姷雼堧嫟.

CEO 雮橂嫟敫� 鞛愴攧毽ゴ電� "瓯搓皶頃� 韺岇澊頂勲澕鞚�"瓿� 頃橂皹旮� 歆勳瀰鞚� 鞎炿憯 7鞗� 臧曤牓頃� 歆�響滊ゼ 鞏戈笁頄堨溂氅�, 瓿奠嫕 臧�鞚措崢鞀る姅 鞝滉车頃橃 鞎婌晿鞀惦媹雼�.

Check Point Software (CHKP) a publi茅 de solides r茅sultats pour le deuxi猫me trimestre 2025. Le chiffre d'affaires a augment茅 de 6 % en glissement annuel pour atteindre 665 millions de dollars, gr芒ce 脿 une croissance 脿 deux chiffres des Produits & Licences (+12 %) et des Abonnements de S茅curit茅 (+10 %). Les facturations calcul茅es ont progress茅 de 4 % pour atteindre 642 millions de dollars, tandis que l'Obligation de Performance Restante a atteint 2,4 milliards de dollars (+6 %), soulignant une bonne visibilit茅 脿 venir.

  • Rentabilit茅 : Le r茅sultat op茅rationnel GAAP s'茅l猫ve 脿 204 millions de dollars (marge de 31 %). Le r茅sultat op茅rationnel non-GAAP est de 271 millions de dollars avec une marge de 41 %. Le BPA GAAP a augment茅 de 6 % 脿 1,84 dollar ; le BPA non-GAAP a progress茅 de 9 % 脿 2,37 dollars.
  • Tr茅sorerie et Capitaux : Les flux de tr茅sorerie op茅rationnels se sont am茅lior茅s 脿 262 millions de dollars (contre 200 millions un an plus t么t). La tr茅sorerie totale, les titres n茅gociables et les d茅p么ts s'茅l猫vent 脿 2,91 milliards de dollars, en baisse par rapport 脿 3,06 milliards l'an dernier, refl茅tant une d茅pense de 270 millions en fusions et acquisitions et un rachat d'actions de 325 millions de dollars pour 1,5 million d'actions.
  • Facteurs de croissance : La direction a soulign茅 la dynamique dans les domaines Email, SASE et les appareils Quantum Force et a finalis茅 l'acquisition de Veriti pour renforcer la plateforme Infinity.

Le PDG Nadav Zafrir 茅voque un 芦 pipeline sain 禄 et de solides indicateurs en juillet 脿 l'approche du second semestre 2025. Aucune pr茅vision formelle n鈥檃 茅t茅 donn茅e.

Check Point Software (CHKP) hat solide Ergebnisse f眉r das zweite Quartal 2025 ver枚ffentlicht. Der Umsatz stieg im Jahresvergleich um 6 % auf 665 Mio. USD, angetrieben durch zweistelliges Wachstum bei Produkten & Lizenzen (+12 %) sowie Sicherheitsabonnements (+10 %). Die berechneten Rechnungen stiegen um 4 % auf 642 Mio. USD, w盲hrend die verbleibende Leistungsverpflichtung 2,4 Mrd. USD (+6 %) erreichte, was die zuk眉nftige Sichtbarkeit unterstreicht.

  • 笔谤辞蹿颈迟补产颈濒颈迟盲迟: Der GAAP-Betriebsgewinn betrug 204 Mio. USD (Marge 31 %). Der Non-GAAP-Betriebsgewinn lag bei 271 Mio. USD mit einer Marge von 41 %. Das GAAP-Ergebnis je Aktie (EPS) stieg um 6 % auf 1,84 USD; das Non-GAAP-EPS kletterte um 9 % auf 2,37 USD.
  • Barmittel & Kapital: Der operative Cashflow verbesserte sich auf 262 Mio. USD (gegen眉ber 200 Mio. USD im Vorjahr). Die gesamten Barmittel, marktg盲ngigen Wertpapiere und Einlagen belaufen sich auf 2,91 Mrd. USD, ein R眉ckgang gegen眉ber 3,06 Mrd. USD im Vorjahr, was Ausgaben von 270 Mio. USD f眉r Fusionen & 脺bernahmen sowie einen Aktienr眉ckkauf im Wert von 325 Mio. USD f眉r 1,5 Mio. Aktien widerspiegelt.
  • Wachstumstreiber: Das Management hob die Dynamik bei E-Mail, SASE und Quantum Force-Ger盲ten hervor und schloss die 脺bernahme von Veriti ab, um die Infinity-Plattform zu st盲rken.

CEO Nadav Zafrir spricht von einer "gesunden Pipeline" und starken Indikatoren f眉r Juli mit Blick auf das zweite Halbjahr 2025. Eine formelle Prognose wurde nicht abgegeben.

Positive
  • Revenue up 6% YoY to $665 m, outpacing prior-year growth.
  • Non-GAAP EPS rose 9% to $2.37 and operating margin held at 41%.
  • RPO reached $2.4 bn (+6%), supporting future revenue visibility.
  • Operating cash flow surged 31% YoY to $262 m.
  • $325 m share repurchase demonstrates confidence and boosts per-share metrics.
Negative
  • Total cash and investments fell $145 m YoY due to M&A and buybacks.
  • GAAP operating income declined 3% YoY to $204 m.
  • Current deferred revenue decreased sequentially, which could pressure near-term billings if not reversed.

Insights

TL;DR: Revenue & EPS beat, margins resilient, cash used on buybacks and M&A.

The 6% top-line growth exceeded many mid-single-digit street models, while a 41% non-GAAP operating margin confirms disciplined cost control. Subscription revenue mix continues to rise, improving visibility and RPO. Cash deployment toward Veriti and an aggressive $325 m repurchase signal confidence but trimmed net cash by ~5%. Deferred revenue slipped sequentially, yet 6% RPO growth and improved billings suggest demand remains intact. Overall, the print should be modestly positive for valuation given durable growth, expanding TAM in SASE/AI-driven security and shareholder returns.

TL;DR: High free cash flow, shareholder friendly; watch cash drawdown.

Operating cash flow conversion of 129% of GAAP net income and a $2.9 bn liquidity pool provide strategic flexibility. Management reinvested in growth via acquisitions while simultaneously retiring 1% of shares鈥攕upportive for EPS accretion. However, cash burn and declining current deferred revenue warrant monitoring if macro slows. With non-GAAP EPS up 9% and robust pipeline commentary, I view the quarter as incrementally bullish, rating impact +1.

Check Point Software (CHKP) ha pubblicato risultati solidi per il Q2-25. I ricavi sono aumentati del 6% su base annua, raggiungendo 665 milioni di dollari grazie a una crescita a doppia cifra di Prodotti & Licenze (+12%) e Abbonamenti di Sicurezza (+10%). I fatturati calcolati sono cresciuti del 4%, arrivando a 642 milioni di dollari, mentre l'Obbligo di Prestazione Residua ha raggiunto 2,4 miliardi di dollari (+6%), evidenziando una buona visibilit脿 futura.

  • 搁别诲诲颈迟颈惫颈迟脿: Il reddito operativo GAAP 猫 stato di 204 milioni di dollari (margine del 31%). Il reddito operativo non-GAAP 猫 stato di 271 milioni di dollari con un margine del 41%. L'EPS GAAP 猫 aumentato del 6% a 1,84 dollari; l'EPS non-GAAP 猫 salito del 9% a 2,37 dollari.
  • Liquidit脿 e Capitale: Il flusso di cassa operativo 猫 migliorato a 262 milioni di dollari (rispetto a 200 milioni un anno fa). La liquidit脿 totale, titoli negoziabili e depositi ammontano a 2,91 miliardi di dollari, in calo rispetto ai 3,06 miliardi dell'anno precedente, riflettendo una spesa di 270 milioni per fusioni e acquisizioni e un riacquisto di azioni per 325 milioni di dollari pari a 1,5 milioni di azioni.
  • Fattori di crescita: La direzione ha sottolineato lo slancio in Email, SASE e negli apparecchi Quantum Force e ha completato l'acquisizione di Veriti per potenziare la piattaforma Infinity.

Il CEO Nadav Zafrir parla di un "portafoglio ordini sano" e di indicatori positivi per luglio in vista della seconda met脿 del 2025. Non 猫 stata fornita una guida formale.

Check Point Software (CHKP) present贸 s贸lidos resultados en el segundo trimestre de 2025. Los ingresos aumentaron un 6% interanual hasta 665 millones de d贸lares, impulsados por un crecimiento de dos d铆gitos en Productos y Licencias (+12%) y Suscripciones de Seguridad (+10%). Las facturaciones calculadas crecieron un 4% hasta 642 millones de d贸lares, mientras que la Obligaci贸n de Rendimiento Restante alcanz贸 2.400 millones de d贸lares (+6%), lo que subraya la visibilidad futura.

  • Rentabilidad: El ingreso operativo GAAP fue de 204 millones de d贸lares (margen del 31%). El ingreso operativo no GAAP fue de 271 millones de d贸lares con un margen del 41%. Las ganancias por acci贸n GAAP aumentaron un 6% hasta 1,84 d贸lares; las ganancias por acci贸n no GAAP subieron un 9% hasta 2,37 d贸lares.
  • Efectivo y Capital: El flujo de caja operativo mejor贸 hasta 262 millones de d贸lares (frente a 200 millones hace un a帽o). El efectivo total, valores negociables y dep贸sitos suman 2.910 millones de d贸lares, una disminuci贸n respecto a los 3.060 millones del a帽o anterior, reflejando un gasto de 270 millones en fusiones y adquisiciones y una recompra de acciones por 325 millones de d贸lares equivalente a 1,5 millones de acciones.
  • Impulsores de crecimiento: La direcci贸n destac贸 el impulso en Email, SASE y los dispositivos Quantum Force y cerr贸 la adquisici贸n de Veriti para fortalecer la plataforma Infinity.

El CEO Nadav Zafrir menciona un "pipeline saludable" e indicadores s贸lidos en julio de cara a la segunda mitad de 2025. No se proporcion贸 una gu铆a formal.

觳错伂韽澑韸� 靻岉攧韸胳洦鞏�(CHKP)電� 2025雲� 2攵勱赴 瓴碃頃� 鞁れ爜鞚� 氚滍憸頄堨姷雼堧嫟. 毵れ稖鞚� 鞝勲厔 雽�牍� 6% 歃濌皜頃� 6鞏� 6,500毵� 雼煬搿�, 鞝滍拡 氚� 霛检澊靹犾姢(+12%)鞕� 氤挫晥 甑弲(+10%)鞐愳劀 霊� 鞛愲靾� 靹膘灔鞚� 旮半頄堨姷雼堧嫟. 瓿勳偘霅� 觳惮鞎§潃 4% 歃濌皜頃� 6鞏� 4,200毵� 雼煬鞓�鞙茧┌, 氙胳澊頄� 靹标臣 鞚橂電� 24鞏� 雼煬(+6%)鞐� 雼暣 頄ロ泟 鞝勲鞚� 氚濎潓鞚� 氤挫棳欷嶋媹雼�.

  • 靾橃澋靹�: GAAP 鞓侅梾鞚挫澋鞚� 2鞏� 400毵� 雼煬(毵堨 31%)鞓�鞀惦媹雼�. 牍凣AAP 鞓侅梾鞚挫澋鞚� 2鞏� 7,100毵� 雼煬搿� 41% 毵堨鞚� 旮半頄堨姷雼堧嫟. GAAP 欤茧嫻靾滌澊鞚�(EPS)鞚� 6% 歃濌皜頃� 1.84雼煬, 牍凣AAP EPS電� 9% 靸侅姽頃� 2.37雼煬毳� 旮半頄堨姷雼堧嫟.
  • 順勱笀 氚� 鞛愲掣: 鞓侅梾 順勱笀 頋愲鞚� 2鞏� 6,200毵� 雼煬搿� 臧滌劆霅橃棃鞙茧┌(鞝勲厔 2鞏� 雼煬), 齑� 順勱笀, 鞙犼皜歃濌秾 氚� 鞓堦笀鞚� 29鞏� 1,000毵� 雼煬搿� 鞝勲厔 30鞏� 6,000毵� 雼煬鞐愳劀 臧愳唽頄堧姅雿�, 鞚措姅 2鞏� 7,000毵� 雼煬鞚� 鞚胳垬頃╇硲 歆�於滉臣 1.5氚彪 欤� 欤检嫕 鞛Г鞛呾棎 霐半ジ 3鞏� 2,500毵� 雼煬 歆�於滌潉 氚橃榿頃� 瓴冹瀰雼堧嫟.
  • 靹膘灔 霃欕牓: 瓴届榿歆勳潃 鞚措⿺鞚�, SASE, Quantum Force 鞛ル箘鞚� 氇韰�鞚� 臧曥“頄堨溂氅� Infinity 頂岆灚韽� 臧曧檾毳� 鞙勴暣 Veriti 鞚胳垬毳� 鞕勲頄堨姷雼堧嫟.

CEO 雮橂嫟敫� 鞛愴攧毽ゴ電� "瓯搓皶頃� 韺岇澊頂勲澕鞚�"瓿� 頃橂皹旮� 歆勳瀰鞚� 鞎炿憯 7鞗� 臧曤牓頃� 歆�響滊ゼ 鞏戈笁頄堨溂氅�, 瓿奠嫕 臧�鞚措崢鞀る姅 鞝滉车頃橃 鞎婌晿鞀惦媹雼�.

Check Point Software (CHKP) a publi茅 de solides r茅sultats pour le deuxi猫me trimestre 2025. Le chiffre d'affaires a augment茅 de 6 % en glissement annuel pour atteindre 665 millions de dollars, gr芒ce 脿 une croissance 脿 deux chiffres des Produits & Licences (+12 %) et des Abonnements de S茅curit茅 (+10 %). Les facturations calcul茅es ont progress茅 de 4 % pour atteindre 642 millions de dollars, tandis que l'Obligation de Performance Restante a atteint 2,4 milliards de dollars (+6 %), soulignant une bonne visibilit茅 脿 venir.

  • Rentabilit茅 : Le r茅sultat op茅rationnel GAAP s'茅l猫ve 脿 204 millions de dollars (marge de 31 %). Le r茅sultat op茅rationnel non-GAAP est de 271 millions de dollars avec une marge de 41 %. Le BPA GAAP a augment茅 de 6 % 脿 1,84 dollar ; le BPA non-GAAP a progress茅 de 9 % 脿 2,37 dollars.
  • Tr茅sorerie et Capitaux : Les flux de tr茅sorerie op茅rationnels se sont am茅lior茅s 脿 262 millions de dollars (contre 200 millions un an plus t么t). La tr茅sorerie totale, les titres n茅gociables et les d茅p么ts s'茅l猫vent 脿 2,91 milliards de dollars, en baisse par rapport 脿 3,06 milliards l'an dernier, refl茅tant une d茅pense de 270 millions en fusions et acquisitions et un rachat d'actions de 325 millions de dollars pour 1,5 million d'actions.
  • Facteurs de croissance : La direction a soulign茅 la dynamique dans les domaines Email, SASE et les appareils Quantum Force et a finalis茅 l'acquisition de Veriti pour renforcer la plateforme Infinity.

Le PDG Nadav Zafrir 茅voque un 芦 pipeline sain 禄 et de solides indicateurs en juillet 脿 l'approche du second semestre 2025. Aucune pr茅vision formelle n鈥檃 茅t茅 donn茅e.

Check Point Software (CHKP) hat solide Ergebnisse f眉r das zweite Quartal 2025 ver枚ffentlicht. Der Umsatz stieg im Jahresvergleich um 6 % auf 665 Mio. USD, angetrieben durch zweistelliges Wachstum bei Produkten & Lizenzen (+12 %) sowie Sicherheitsabonnements (+10 %). Die berechneten Rechnungen stiegen um 4 % auf 642 Mio. USD, w盲hrend die verbleibende Leistungsverpflichtung 2,4 Mrd. USD (+6 %) erreichte, was die zuk眉nftige Sichtbarkeit unterstreicht.

  • 笔谤辞蹿颈迟补产颈濒颈迟盲迟: Der GAAP-Betriebsgewinn betrug 204 Mio. USD (Marge 31 %). Der Non-GAAP-Betriebsgewinn lag bei 271 Mio. USD mit einer Marge von 41 %. Das GAAP-Ergebnis je Aktie (EPS) stieg um 6 % auf 1,84 USD; das Non-GAAP-EPS kletterte um 9 % auf 2,37 USD.
  • Barmittel & Kapital: Der operative Cashflow verbesserte sich auf 262 Mio. USD (gegen眉ber 200 Mio. USD im Vorjahr). Die gesamten Barmittel, marktg盲ngigen Wertpapiere und Einlagen belaufen sich auf 2,91 Mrd. USD, ein R眉ckgang gegen眉ber 3,06 Mrd. USD im Vorjahr, was Ausgaben von 270 Mio. USD f眉r Fusionen & 脺bernahmen sowie einen Aktienr眉ckkauf im Wert von 325 Mio. USD f眉r 1,5 Mio. Aktien widerspiegelt.
  • Wachstumstreiber: Das Management hob die Dynamik bei E-Mail, SASE und Quantum Force-Ger盲ten hervor und schloss die 脺bernahme von Veriti ab, um die Infinity-Plattform zu st盲rken.

CEO Nadav Zafrir spricht von einer "gesunden Pipeline" und starken Indikatoren f眉r Juli mit Blick auf das zweite Halbjahr 2025. Eine formelle Prognose wurde nicht abgegeben.


UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO
RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT
OF 1934
 
For the Month of July 2025

Commission File Number 0-28584

Check Point Software Technologies Ltd.
(Translation of registrant’s name into English)

5 Ha’solelim Street, Tel Aviv, Israel
 (Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.

Form 20-F ☒      Form 40-F ☐

Indicate by check mark whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.

Yes ☐        No ☒

If “Yes” is marked, indicate below the file number assigned to the registrant in connection with Rule 12g3-2(b): N/A


INVESTOR CONTACT:
Kip E. Meintzer
Check Point Software
+1.650.628.2040
MEDIA CONTACT:
Gil Messing
Check Point Software
+1.650.628.2260

Check Point Software Reports 2025 Second Quarter Financial Results
 
Tel Aviv, Israel – Wednesday, July 30, 2025 – Check Point® Software Technologies Ltd. (NASDAQ: CHKP), today announced its financial results for the quarter ended June 30th, 2025.

Second Quarter 2025 Financial Highlights:

•          Total Revenues: $665 million, a 6 percent increase year over year
 
•          Products & Licenses Revenues: $132 million, a 12 percent increase year over year
 
•          Security Subscriptions Revenues: $298 million, a 10 percent increase year over year
 
•          Calculated Billings*: $642 million, a 4 percent increase year over year
 
•          Remaining Performance Obligation (RPO)**: $2.4 billion, a 6 percent increase year over year
 
•          GAAP Operating Income: $204 million, representing 31 percent of total revenues
 
•          Non-GAAP Operating Income: $271 million, representing 41 percent of total revenues
 
•          GAAP EPS: $1.84, a 6 percent increase year over year
 
•          Non-GAAP EPS: $2.37, a 9 percent increase year over year
 
“We delivered solid second-quarter results, driven by growth in our emerging technologies portfolio including Email, SASE, and Enterprise Risk Management. Quantum Force appliances continued a double-digit growth trajectory, reflecting strong customer trust in our innovation and prevention-first ethos,” said CEO Nadav Zafrir. “We continued to advance our strategic roadmap with the acquisition of Veriti, strengthening the Infinity platform’s open-garden architecture. The third quarter is shaping up well with strong July indicators. We have a healthy pipeline heading into the second half of the year underscoring our full-year outlook.”
 
Financial Commentary

Cash Balances, Marketable Securities & Short-Term Deposits: $2,913 million as of June 30, 2025, compared to $3,058 million as of June 30, 2024. The decrease in cash is primarily a result of $186 million and $84 million net of cash consideration utilized for Cyberint Ltd. and Veriti Ltd acquisitions in 2024 and 2025, respectively.

Share Repurchase Program: During the second quarter of 2025, the company re-purchased approximately 1.5 million shares at a total cost of approximately $325 million.

Cash Flow: Cash flow from operations in the second quarter of 2025 was $262 million, which included $50 million in benefit related to our currency hedging transactions, while acquisition-related costs were $6 million. This compares to $200 million in the second quarter of 2024, which included $14 million of expenses related to our currency hedging transactions, while acquisition-related costs were insignificant.

For information regarding the non-GAAP financial measures discussed in this release, as well as a reconciliation of such non-GAAP financial measures to the most directly comparable GAAP financial measures, please see “Use of Non-GAAP Financial Information” and “Reconciliation of GAAP to Non-GAAP Financial Information.”

 * Calculated Billings is a measure that we defined as total revenues recognized in accordance with GAAP plus the change in Total Deferred Revenues during the period.
 ** Remaining Performance Obligation (RPO) is a measure that represents the total value of non-cancellable contracted products and/or services that are yet to be recognized as Revenue as of June 30, 2025.

 
Conference Call and Webcast Information
Check Point will host a conference call with the investment community on July 30, 2025, at 8:30 AM ET/5:30 AM PT. To listen to the live video cast or replay, please visit the website: www.checkpoint.com/ir.
 
Third Quarter Investor Conference Participation Schedule:
 
•
Oppenheimer 28th Annual Virtual Technology, Internet & Communications Conference
August 13, 2025 – Virtual 1x1’s
 
•
NASDAQ 5th Annual Asia Virtual Conference
August 19 - 21, 2025 – Virtual 1x1’s
 
•
Deutsche Bank 2025 Technology Conference
August 27 - 28, 2025, Dana Point, CA – 1x1’s
 
•
Citi 2025 Global Technology Conference
September 3-5, 2025, New York, NY – Fireside Chat & 1x1’s
 
•
Goldman Sachs 2025 Communicopia + Technology Conference
September 8, 2025, San Francisco, CA – Fireside Chat &1x1’s
 
•
Jefferies TechTrek 2025 Conference
September 9-10, 2025, Tel Aviv, Israel– Fireside Chat & 1x1’s
 
•
Piper Sandler 2025 Growth Frontiers Conference
September 10-11, 2025, Nashville, TN – 1x1’s
 
Members of Check Point's management team are expected to present at these conferences and discuss the latest company strategies and initiatives. Check Point’s conference presentations are expected to be available via webcast on the company's web site. To hear these presentations and access the most updated information please visit the company's web site at www.checkpoint.com/ir. The schedule is subject to change.

Follow Check Point via:
Twitter: http://www.twitter.com/checkpointsw
Facebook: https://www.facebook.com/checkpointsoftware
Blog: http://blog.checkpoint.com
YouTube: http://www.youtube.com/user/CPGlobal
LinkedIn: https://www.linkedin.com/company/check-point-software-technologies

About Check Point Software Technologies Ltd.
Check Point Software Technologies Ltd. (http://www.checkpoint.com) is a leading AI-powered, cloud-delivered cyber security platform provider protecting over 100,000 organizations worldwide. Check Point leverages the power of AI everywhere to enhance cyber security efficiency and accuracy through its Infinity Platform, with industry-leading catch rates enabling proactive threat anticipation and smarter, faster response times. The comprehensive platform includes cloud-delivered technologies consisting of Check Point Harmony to secure the workspace, Check Point CloudGuard to secure the cloud, Check Point Quantum to secure the network, and Check Point Infinity Core Services for collaborative security operations and services.

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, expectations regarding our products and solutions, expectations regarding our full-year outlook and our participation in investor conferences and other events during the third quarter of 2025. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. These risks include our ability to continue to develop platform capabilities and solutions; customer acceptance and purchase of our existing solutions and new solutions; the market for IT security continuing to develop; competition from other products and services; appointments and departures of our executive officers; and general market, political, economic, and business conditions, including acts of terrorism or war. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 17, 2025. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law.

Use of Non-GAAP Financial Information
In addition to reporting financial results in accordance with generally accepted accounting principles, or GAAP, Check Point uses non-GAAP measures of operating income, net income and earnings per diluted share, which are adjustments from results based on GAAP to exclude, as applicable, stock-based compensation expenses, amortization of intangible assets and acquisition related expenses and the related tax affects. Check Point’s management believes the non-GAAP financial information provided in this release is useful to investors’ understanding and assessment of Check Point’s ongoing core operations and prospects for the future. Historically, Check Point has also publicly presented these supplemental non-GAAP financial measures to assist the investment community to see the company “through the eyes of management,” and thereby enhance understanding of its operating performance. The presentation of this non-GAAP financial information is not intended to be considered in isolation or as a substitute for results prepared in accordance with GAAP. A reconciliation of the non-GAAP financial measures discussed in this press release to the most directly comparable GAAP financial measures is included with the financial statements contained in this press release. Management uses both GAAP and non-GAAP information in evaluating and operating business internally and as such has determined that it is important to provide this information to investors.

 
CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CONSOLIDATED STATEMENT OF INCOME
 (Unaudited, in millions, except per share amounts)

   
Three Months Ended
    
Six Months Ended
  
   
June 30,
    
June 30,
  
   
2025
    
2024
    
2025
    
2024
  
Revenues:
                        
   Products and licenses
  
$
131.9
    
$
118.1
    
$
246.0
    
$
218.4
  
   Security subscriptions
    
297.9
      
271.7
      
588.5
      
535.1
  
Total revenues from products and security subscriptions
    
429.8
      
389.8
      
834.5
      
753.5
  
   Software updates, maintenance and services
    
235.4
      
237.6
      
468.5
      
472.7
  
Total revenues
    
665.2
      
627.4
      
1,303.0
      
1,226.2
  
                                 
Operating expenses:
                                
   Cost of products and licenses
    
26.2
      
24.0
      
49.2
      
43.9
  
   Cost of security subscriptions
    
23.0
      
16.8
      
44.4
      
33.3
  
Total cost of products and security subscriptions
    
49.2
      
40.8
      
93.6
      
77.2
  
   Cost of Software updates and maintenance
    
34.2
      
31.6
      
66.3
      
60.3
  
   Amortization of technology
    
7.8
      
5.8
      
15.4
      
11.6
  
Total cost of revenues
    
91.2
      
78.2
      
175.3
      
149.1
  
                                 
   Research and development
    
112.8
      
97.1
      
214.9
      
196.3
  
   Selling and marketing
    
227.8
      
215.7
      
453.2
      
421.9
  
   General and administrative
    
29.8
      
27.1
      
60.5
      
55.7
  
Total operating expenses
    
461.6
      
418.1
      
903.9
      
823.0
  
                                 
Operating income
    
203.6
      
209.3
      
399.1
      
403.2
  
Financial income, net
    
28.5
      
23.7
      
55.8
      
46.3
  
Income before taxes on income
    
232.1
      
233.0
      
454.9
      
449.5
  
Taxes on income
    
29.3
      
35.6
      
61.2
      
68.2
  
Net income
  
$
202.8
    
$
197.4
    
$
393.7
    
$
381.3
  
Basic earnings per share
  
$
1.89
    
$
1.78
    
$
3.66
    
$
3.42
  
Number of shares used in computing basic earnings per share
    
107.1
      
111.1
      
107.5
      
111.6
  
Diluted earnings per share
  
$
1.84
    
$
1.74
    
$
3.55
    
$
3.34
  
Number of shares used in computing diluted earnings per share
    
110.4
      
113.6
      
110.9
      
114.2
  


CHECK POINT SOFTWARE TECHNOLOGIES LTD.
SELECTED FINANCIAL METRICS
(Unaudited, in millions, except per share amounts)

   
Three Months Ended
    
Six Months Ended
  
   
June 30,
    
June 30,
  
   
2025
    
2024
    
2025
    
2024
  
                         
Revenues
  
$
665.2
    
$
627.4
    
$
1,303.0
    
$
1,226.2
  
Non-GAAP operating income
    
271.1
      
265.1
      
529.7
      
517.1
  
Non-GAAP net income
    
261.4
      
246.0
      
507.6
      
480.5
  
Diluted Non-GAAP Earnings per share
  
$
2.37
    
$
2.17
    
$
4.58
    
$
4.21
  
Number of shares used in computing diluted Non-GAAP earnings per share
    
110.4
      
113.6
      
110.9
      
114.2
  

CHECK POINT SOFTWARE TECHNOLOGIES LTD.
 
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL
INFORMATION
(Unaudited, in millions, except per share amounts)

   
Three Months Ended
    
Six Months Ended
  
   
June 30,
    
June 30,
  
   
2025
    
2024
    
2025
    
2024
  
                         
GAAP operating income
  
$
203.6
    
$
209.3
    
$
399.1
    
$
403.2
  
Stock-based compensation (1)
    
45.9
      
39.3
      
87.1
      
80.9
  
Amortization of intangible assets and acquisition related expenses (2)
    
21.6
      
16.5
      
43.5
      
33.0
  
Non-GAAP operating income
  
$
271.1
    
$
265.1
    
$
529.7
    
$
517.1
  
                                 
GAAP net income
  
$
202.8
    
$
197.4
    
$
393.7
    
$
381.3
  
Stock-based compensation (1)
    
45.9
      
39.3
      
87.1
      
80.9
  
Amortization of intangible assets and acquisition related expenses (2)
    
21.6
      
16.5
      
43.5
      
33.0
  
Taxes on the above items (3)
    
(8.9
)
    
(7.2
)
    
(16.7
)
    
(14.7
)
Non-GAAP net income
  
$
261.4
    
$
246.0
    
$
507.6
    
$
480.5
  
                                 
Diluted GAAP earnings per share
  
$
1.84
    
$
1.74
    
$
3.55
    
$
3.34
  
Stock-based compensation (1)
    
0.41
      
0.34
      
0.78
      
0.70
  
Amortization of intangible assets and acquisition related expenses (2)
    
0.20
      
0.15
      
0.40
      
0.30
  
Taxes on the above items (3)
    
(0.08
)
    
(0.06
)
    
(0.15
)
    
(0.13
)
Diluted Non-GAAP earnings per share
  
$
2.37
    
$
2.17
    
$
4.58
    
$
4.21
  
                                 
Number of shares used in computing diluted Non-GAAP earnings per share
    
110.4
      
113.6
      
110.9
      
114.2
  
                                 
(1) Stock-based compensation:
                                
   Cost of products and licenses
  
$
0.1
    
$
0.1
    
$
0.2
    
$
0.2
  
   Cost of software updates and maintenance
    
3.2
      
2.2
      
5.3
      
4.4
  
   Research and development
    
17.9
      
13.6
      
32.6
      
28.3
  
   Selling and marketing
    
17.5
      
14.9
      
32.1
      
30.8
  
   General and administrative
    
7.2
      
8.5
      
16.9
      
17.2
  
     
45.9
      
39.3
      
87.1
      
80.9
  
(2) Amortization of intangible assets and acquisition related expenses:
                                
   Amortization of technology-cost of revenues
    
7.8
      
5.8
      
15.4
      
11.6
  
   Research and development
    
1.1
      
1.6
      
2.6
      
3.2
  
   Selling and marketing
    
12.7
      
9.1
      
25.5
      
18.2
  
     
21.6
      
16.5
      
43.5
      
33.0
  
(3) Taxes on the above items
    
(8.9
)
    
(7.2
)
    
(16.7
)
    
(14.7
)
Total, net
  
$
58.6
    
$
48.6
    
$
113.9
    
$
99.2
  

CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CONDENSED CONSOLIDATED BALANCE SHEET DATA
(In millions)
ASSETS

   
June 30,
    
December 31,
  
   
2025
(Unaudited)
    
2024
(Audited)
  
Current assets:
            
Cash and cash equivalents
  
$
611.7
    
$
506.2
  
Marketable securities and short-term deposits
    
912.7
      
865.7
  
Trade receivables, net
    
467.7
      
728.8
  
Prepaid expenses and other current assets
    
104.9
      
92.7
  
Total current assets
    
2,097.0
      
2,193.4
  
                 
Long-term assets:
                
Marketable securities
    
1,389.0
      
1,411.9
  
Property and equipment, net
    
83.6
      
80.8
  
Deferred tax asset, net
    
76.2
      
74.7
  
Goodwill and other intangible assets, net
    
1,949.0
      
1,897.1
  
Other assets
    
91.9
      
96.6
  
Total long-term assets
    
3,589.7
      
3,561.1
  
                 
Total assets
  
$
5,686.7
    
$
5,754.5
  

LIABILITIES AND
SHAREHOLDERS’ EQUITY

Current liabilities:
            
Deferred revenues
  
$
1,352.7
    
$
1,471.3
  
Trade payables and other accrued liabilities
    
407.4
      
472.9
  
Total current liabilities
    
1,760.1
      
1,944.2
  
                 
Long-term liabilities:
                
Long-term deferred revenues
    
540.0
      
529.0
  
Income tax accrual
    
517.1
      
459.6
  
Other long-term liabilities
    
34.7
      
32.3
  
     
1,091.8
      
1,020.9
  
                 
Total liabilities
    
2,851.9
      
2,965.1
  
                 
Shareholders’ equity:
                
Share capital
    
0.8
      
0.8
  
Additional paid-in capital
    
3,255.4
      
3,049.5
  
Treasury shares at cost
    
(14,860.9
)
    
(14,264.4
)
Accumulated other comprehensive gain (loss)
    
32.0
      
(10.3
)
Retained earnings
    
14,407.5
      
14,013.8
  
Total shareholders’ equity
    
2,834.8
      
2,789.4
  
Total liabilities and shareholders’ equity
  
$
5,686.7
    
$
5,754.5
  
Total cash and cash equivalents, marketable securities and short-term deposits
  
$
2,913.4
    
$
2,783.8
  

CHECK POINT SOFTWARE TECHNOLOGIES LTD.
SELECTED CONSOLIDATED CASH FLOW DATA
(Unaudited, in millions)

   
Three Months Ended
    
Six Months Ended
  
   
June 30,
    
June 30,
  
   
2025
    
2024
    
2025
    
2024
  
Cash flow from operating activities:
                        
Net income
  
$
202.8
    
$
197.4
    
$
393.7
    
$
381.3
  
Adjustments to reconcile net income to net cash provided by operating activities:
                                
Depreciation of property and equipment
    
5.7
      
5.2
      
10.9
      
12.5
  
Amortization of intangible assets
    
19.6
      
13.5
      
38.8
      
27.0
  
Stock-based compensation
    
45.9
      
39.3
      
87.1
      
80.9
  
AG真人官方ized loss on marketable securities
    
-
      
-
      
0.1
      
-
  
Decrease (increase) in trade and other receivables, net
    
(75.0
)
    
(75.0
)
    
254.4
      
190.4
  
Increase (decrease) in deferred revenues, trade payables and other accrued liabilities
    
66.7
      
18.9
      
(75.4
)
    
(121.7
)
Deferred income taxes, net
    
(3.6
)
    
0.6
      
(26.4
)
    
(9.5
)
Net cash provided by operating activities
    
262.1
      
199.9
      
683.2
      
560.9
  
                                 
Cash flow from investing activities:
                                
Payment in conjunction with acquisitions, net of acquired cash
    
(83.7
)
    
-
      
(83.7
)
    
-
  
Investment in property and equipment
    
(6.1
)
    
(6.4
)
    
(13.5
)
    
(12.9
)
Net cash used in investing activities
    
(89.8
)
    
(6.4
)
    
(97.2
)
    
(12.9
)
                                 
Cash flow from financing activities:
                                
Proceeds from issuance of shares upon exercise of options
    
138.7
      
158.6
      
184.7
      
204.2
  
Purchase of treasury shares
    
(325.0
)
    
(325.0
)
    
(650.0
)
    
(650.0
)
Payments related to shares withheld for taxes
    
(12.8
)
    
(12.1
)
    
(14.3
)
    
(13.2
)
Net cash used in financing activities
    
(199.1
)
    
(178.5
)
    
(479.6
)
    
(459.0
)
                                 
Unrealized gain on marketable securities, net
    
8.2
      
7.6
      
23.2
      
9.2
  
                                 
Increase (decrease) in cash and cash equivalents, marketable securities and short-term deposits
    
(18.6
)
    
22.6
      
129.6
      
98.2
  
                                 
Cash and cash equivalents, marketable securities and short-term deposits at the beginning of the period
    
2,932.0
      
3,035.3
      
2,783.8
      
2,959.7
  
                                 
Cash and cash equivalents, marketable securities and short-term deposits at the end of the period
  
$
2,913.4
    
$
3,057.9
    
$
2,913.4
    
$
3,057.9
  


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Check Point Software Technologies Ltd.

By:           /S/ Roei Golan
Name:
Roei Golan
Title:
Chief Financial Officer

Date: July 30, 2025

Source:

FAQ

What were Check Point's Q2 2025 revenues and growth rate?

Total revenue was $665 million, up 6% year over year.

How much did CHKP earn per share in Q2 2025?

GAAP EPS was $1.84 (+6% YoY); non-GAAP EPS was $2.37 (+9% YoY).

What is Check Point's current cash position?

Cash, marketable securities and short-term deposits totaled $2.91 billion as of June 30 2025.

How large was the share repurchase in the quarter?

Check Point repurchased 1.5 million shares for approximately $325 million.

What is the value of Check Point's Remaining Performance Obligation (RPO)?

RPO stood at $2.4 billion, a 6% YoY increase.
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Check Point Software Tech Ltd

NASDAQ:CHKP

CHKP Rankings

#664 Ranked by Market Cap
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CHKP Latest News

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CHKP Latest SEC Filings

Jul 28, 2025
[144] Check Point Software Technologies Ltd SEC Filing
Jul 28, 2025
[6-K] Check Point Software Technologies Ltd Current Report (Foreign Issuer)
Jul 23, 2025
[144] Check Point Software Technologies Ltd SEC Filing
Jul 18, 2025
[6-K] Check Point Software Technologies Ltd Current Report (Foreign Issuer)

CHKP Stock Data

23.44B
83.47M
22.97%
73.72%
2.76%
Software - Infrastructure
Technology
Israel
Tel Aviv