Amiya Kolpa
Analyst, Patrick Colville
Replay available
Check Point Software Technologies Ltd. (CHKP) Q3 2025 Earnings Call
Check Point Software Technologies Ltd. (NASDAQ: CHKP) Q3 2025 earnings conference call, held 2025-10-28. Replay captured from the company's public earnings webcast.
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Joseph Gallo
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Adam Tindall
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Rob Owens
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Keith Bachman
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John DeFucci
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Srenik Kathardis
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Joshua Tilton
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Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Check Point Software Technologies Ltd..
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:04.262 Thank you, Keith. And good to see you all. 00:00:04.262 -- 00:00:09.736 So we delivered a strong third quarter marked by double digit growth in calculated 00:00:09.736 -- 00:00:14.969 billings, driven by disciplined execution and the rising demand 00:00:14.969 -- 00:00:21.108 across all of our portfolio. And, you know, nearly a month into Q4, 00:00:21.108 -- 00:00:26.877 we remain confident in our trajectory, and we're raising our midpoint for 2025 00:00:26.877 -- 00:00:31.821 revenue guidance, and Royu will share more on this shortly. 00:00:32.385 -- 00:00:37.292 As we discussed during our second quarter earnings call, our strategy continues to be 00:00:37.292 -- 00:00:42.500 anchored in four core principles that we believe define the foundation of a modern 00:00:42.500 -- 00:00:45.750 cybersecurity stack. shaped 00:00:45.750 -- 00:00:49.795 predominantly by the accelerating adoption of AI. 00:00:49.795 -- 00:00:53.639 As we continue to shape the future of cybersecurity, 00:00:53.639 -- 00:00:57.945 our strategy is guided by these fourth principles. 00:00:57.945 -- 00:01:02.530 First, securing the connectivity fabric as it evolves from a traditional infrastructure 00:01:02.530 -- 00:01:06.335 into an agentic autonomous reality. 00:01:06.335 -- 00:01:11.546 Second, our prevention first approach. which I believe is now more important than 00:01:11.546 -- 00:01:16.792 ever. As attackers leverage sophisticated agent capabilities, it's literally 00:01:16.792 -- 00:01:18.314 imperative 00:01:18.314 -- 00:01:23.580 that we dramatically improve the signal-to-noise ratio and limit our reliance 00:01:23.580 -- 00:01:26.263 on detection to a minimum. 00:01:26.263 -- 00:01:29.087 Our open platform philosophy. 00:01:29.087 -- 00:01:34.093 The ...