Check Point Software Technologies Ltd
Check Point Software Technologies Ltd. develops cybersecurity software and services for enterprises, service providers, and public-sector organizations. Its portfolio centers on network, cloud, endpoint, and mobile security delivered through software licenses and subscriptions, with operations and customers spanning the United States, Europe, and other international markets.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaRecurring subscription access to cybersecurity software, threat intelligence, and updates.
Perpetual or term licenses for security software and related products.
Support, updates, and maintenance tied to installed security software.
Implementation, advisory, and support services around security deployments.
Tuotteet
Raportoitu · osuus liikevaihdosta- Security Subscriptions44,7 %
- Software Updates and Maintenance35,2 %
- Network Security Gateways18,6 %
- Other Product1,5 %
Lähde: 20-F FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
The company sells primarily to enterprises and organizations that need to secure networks, users, applications, and cloud environments. Customers buy Check Point products to reduce cyber risk, enforce policy, and consolidate security controls across distributed IT environments.
Buy network, cloud, and endpoint security platforms to protect distributed infrastructure and users.
Buy security controls and policy enforcement for compliance and resilience.
Buy security capabilities to resell or bundle into managed security services.
Buy simplified security subscriptions to cover core IT and remote-work environments.
Strategia
The company’s strategy is centered on expanding recurring security subscriptions while maintaining a broad cybersecurity platform across network, cloud, endpoint, and mobile use cases. It also relies on ongoing product development, integrated threat prevention, and customer retention to defend its installed base and deepen platform adoption.
Recurring revenue improves visibility and deepens customer relationships.
A wider platform increases cross-sell opportunities and switching costs.
Cybersecurity buyers demand current protection against evolving threats.
Maantiede
2025Check Point is headquartered in Tel Aviv, Israel and operates globally, with reporting and investor communications spanning the United States and international markets. The business is geographically diversified, and its customer base and channel relationships extend across North America, Europe, and other regions, which helps reduce dependence on any single market.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Check Point faces the usual cybersecurity risks of intense competition, rapid technology change, and the need to keep pace with new attack methods. Because much of its revenue depends on renewals and subscriptions, customer retention, product relevance, and execution in large enterprise accounts are central to performance.
- Rapid cybersecurity technology shiftsVaikutus: KorkeaTodennäköisyys: Korkea
Products must keep up with new threat vectors and customer requirements.
Kohdistuu: product portfolio relevance
- Intense competitionVaikutus: KorkeaTodennäköisyys: Korkea
Enterprise security budgets are contested by platform and point-solution vendors.
Kohdistuu: pricing and market share
- Renewal and subscription retention riskVaikutus: KorkeaTodennäköisyys: Kohtalainen
A large share of demand is recurring, so non-renewals hit revenue visibility.
Kohdistuu: security subscriptions and support
- Geopolitical and cross-border exposureVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Global operations and customers can be affected by trade or regional disruptions.
Kohdistuu
Kirjanpito
Harkinnanvaraiset erätDifferent cybersecurity offerings can be recognized at different points in time or over time.
Vaikutus: Affects quarter-to-quarter revenue mix and deferred revenue balances
Subscription and support contracts create future performance obligations.
Vaikutus: Affects visibility into future recognized revenue
A large non-cash expense is excluded from non-GAAP measures.
Vaikutus: Can materially change GAAP vs non-GAAP earnings
Intangible asset amortization depends on prior acquisitions and purchase accounting.
Vaikutus: Affects operating income and net income comparisons
Government grants can offset research expense when recognized.
Vaikutus: Can lower reported R&D expense in the period received
Samankaltaisia listattuja yhtiöitä
Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.
Allot Ltd.
ALLT · Computer Communications Equipment
Hub Cyber Security Ltd.
HUBCZ · Computer Communications Equipment
WidePoint Corporation
WYY · Services-Computer Integrated Systems Design
SentinelOne, Inc.
S · Services-Prepackaged Software
SentinelOne is a U.S.-based cybersecurity software company built around its Singularity platform for endpoint, cloud, identity, and data protection.
CyberArk Software Ltd.
Services-Prepackaged Software
Cellebrite DI Ltd.
CLBT · Services-Prepackaged Software
Päivitetty: 28.9.2026