Check Point Software Technologies Ltd. (CHKP) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

So thank you, everyone, for joining us. My name is Keith Weiss. I run the US equity research software franchise here at Morgan Stanley, and very pleased to have from Check Point both CEO Nadav Zafer, as well as head of IR, Kip Meinsner. Brief disclosure on our side of the equation. For important disclosures, please see the Morgan Stanley disclosure website at www.morganstanley.com backslash research disclosures. And not to be outdone, Kip has his own disclosure. Ah, yes. The obligatory safe harbor. During the course of this presentation, there may be forward-looking statements. As with all forward-looking statements, they have risks and uncertainties. If you would like to get some good sleep, you know, you can read our 20F and get a comprehensive view of all of those risks and uncertainties. And as with all forward-looking statements, we only have a duty to update where required by law. And with that, back to you, Keith. Excellent. Thanks. Senator, thank you so much for joining us. You've completed your first quarter as CEO, but I want to take a step back and kind of tap into your expertise as someone who's spent decades in the cybersecurity industry, unit commander in IDF 8200, leading VC efforts in the space, and just kind of get your perspective on where we are right now within the cybersecurity industry and What are the sort of changes, the evolution that you're seeing? And what made you excited about coming to Check Point to kind of leverage those on a go-forward basis? Yeah, thanks. And thanks all for being here. So I've been in this industry for the last 30-odd years. For me, at least, when I think about where we are, cyber has always been a learning competition between offense and defense. It's one of those industries which is quite unique in that sense. You ...