Check Point Software Technologies Ltd. (CHKP) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you, Keith. And good to see you all. So we delivered a strong third quarter marked by double digit growth in calculated billings, driven by disciplined execution and the rising demand across all of our portfolio. And, you know, nearly a month into Q4, we remain confident in our trajectory, and we're raising our midpoint for 2025 revenue guidance, and Royu will share more on this shortly. As we discussed during our second quarter earnings call, our strategy continues to be anchored in four core principles that we believe define the foundation of a modern cybersecurity stack. shaped predominantly by the accelerating adoption of AI. As we continue to shape the future of cybersecurity, our strategy is guided by these fourth principles. First, securing the connectivity fabric as it evolves from a traditional infrastructure into an agentic autonomous reality. Second, our prevention first approach. which I believe is now more important than ever. As attackers leverage sophisticated agent capabilities, it's literally imperative that we dramatically improve the signal-to-noise ratio and limit our reliance on detection to a minimum. Our open platform philosophy. The open platform philosophy is not the easiest path, but it's the only viable one for achieving security resilience. Building an open, collaborative ecosystem among vendors demands communication and cooperation, sometimes even with fierce competitors. Yet, I can tell you from the trenches of cybersecurity, it's clear to us that it's essential. And our recent acquisition of Veri is a powerful example of how we're advancing this vision. By integrating Verity into our exposure management organizations, we've expanded integrations across endpoint, firewall, cloud providers, reaching over 100 deployments, and deliver...