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Check Point Software Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Achieved strong Q3 results with 7% revenue growth to $678M and 20% calculated billings growth, driven by robust demand and disciplined execution across the portfolio.
Non-GAAP EPS reached $3.94, up 75% year-over-year, including a $1.47 one-time tax benefit; GAAP EPS increased 79% to $3.28.
Strategic focus on AI-powered security, open platform philosophy, and prevention-first approach, with recent acquisitions (Verity, Lakera) enhancing capabilities.
Go-to-market organization strengthened with key leadership hires and FedRAMP authorization for government platform.
Profitability and operating cash flow improved significantly year-over-year.
Financial highlights
Revenue grew 7% year-over-year to $678M, exceeding guidance midpoint by $6M.
Non-GAAP net income was $431M, up 69% year-over-year; GAAP operating income was $199M (29% margin), Non-GAAP operating income $282M (42% margin).
Deferred revenues up 8% to $1.887B; calculated billings up 20% to $672M; remaining performance obligation up 9% to $2.4B.
Operating cash flow was $241M, including a $66M one-time tax payment; excluding this, cash flow grew 23%.
Total cash, marketable securities, and short-term deposits at quarter-end: $2.8B.
Outlook and guidance
Q4 revenue guidance: $724M–$764M (3%–8% year-over-year growth); non-GAAP EPS: $2.70–$2.80.
Full-year revenue guidance midpoint raised by $15M to $2.725B (6% year-over-year growth); non-GAAP EPS expected between $11.22–$11.32.
Q4 guidance reflects hardware-heavy quarter and potential FX and acquisition-related margin headwinds.
Double-digit subscription revenue growth expected in Q4, with mid-single-digit growth for appliances.
GAAP EPS expected to be approximately $2.28–$2.30 less than non-GAAP EPS for FY2025.
Q3 EPS excluding tax settlement benefit?
How does Lakera advance the AI First strategy?
What are capital allocation priorities going forward?
Future AI security M&A focus?
What drives sustainable billings growth?
Open platform: early success examples?
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Next Check Point Software Technologies earnings date
Fireside Chat16 Dec, 2025
Next Check Point Software Technologies earnings date
Fireside Chat16 Dec, 2025
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Frequently asked questions
Check Point Software Technologies Ltd. provides network security, endpoint security, data security, and management solutions. It offers advanced threat prevention solutions that are designed to detect and block known and unknown threats; sandblast network solution that protects against advanced persistent threats and zero-day attacks at the gateway; threat emulation that performs in-depth inspection of suspicious files; and threat extraction that removes potential document-based threats from documents before they are delivered to endpoints. Check Point Software Technologies Ltd. was incorporated in 1993 and is headquartered in Tel Aviv, Israel.
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