Check Point Software Technologies (CHKP) reported third-quarter 2024 results, wherein the  bottom line match the Zacks Consensus Estimate while top-line missed estimates by 0.5%.This IT security solutions provider reported non-GAAP earnings of $2.25 per share. The bottom line increased 9% from the year-ago quarter’s earnings of $2.07 per share.Check Point’s quarterly revenues increased 7% year over year to $635 million.  This upside was driven by double-digit growth in Harmony Email and Infinity Platform re ...

My previous investment thought on Check Point Software (NASDAQ: CHKP ) (published on 5 th August) was a buy rating because I saw the potential for growth to accelerate based on multiple data points, such as the I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimatel ...

Could Check Point be undervalued today? Here's how the cybersecurity expert hit every third-quarter target and still suffered a share price correction. Shares of Check Point Software Technologies (CHKP -14.47%) fell as much as 16.8% on Tuesday, hamstrung by an uninspiring earnings report. The cybersecurity expert's shares recovered slightly to a 13% drop by 2:30 p.m. ET. How Check Point met every target and still disappointed investors Check Point's third-quarter revenue rose 7% year over year to $635 milli ...

财务数据和关键指标变化 - 第三季度公司收入增长7%，达到6.35亿美元，超出预期中点300万美元 [6] - 非GAAP每股收益增长9%，达到2.25美元，超出预期中点0.01美元 [6] - 计算账单达到5.62亿美元，同比增长6% [6][7] - 当前计算账单增长5%，达到5.63亿美元 [6] 各条业务线数据和关键指标变化 - 订阅收入增长12%，达到2.77亿美元 [6] - 产品和订阅收入总计增长至3.96亿美元，产品收入增长4% [7] - Infinity平台继续强劲增长，占总收入的约15% [8] 各个市场数据和关键指标变化 - 美洲市场收入占总收入的41%，同比增长3% [9] - EMEA市场收入占总收入的46%，同比增长7% [9] - 亚太地区收入增长17% [9] 公司战略和发展方向和行业竞争 - 公司继续投资于Infinity全球服务，扩展SOC市场 [13] - 完成对Cyberint的收购，旨在增强安全运营和威胁情报能力 [19][26] - 公司在公共部门、金融服务和医疗保健等多个领域赢得新客户 [15] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持乐观态度，认为美国市场表现良好，内部指标积极 [27][44] - 对于2025年的展望，管理层保持谨慎，强调健康的销售管道 [46] - 预计第四季度将有强劲的业绩，尽管存在一些不确定性 [34][110] 其他重要信息 - 公司在第三季度的运营现金流为2.49亿美元，现金余额为29亿美元 [11] - 公司在本季度回购了3.25亿美元的股票，平均价格为182美元每股 [11] 问答环节所有提问和回答 问题: 关于账单的缺失 - 管理层表示，部分交易从第三季度推迟到第四季度，预计不会对财务结果产生影响 [36] 问题: 关于内部指标的积极性 - 管理层提到，尽管外部报告可能不如预期，但内部指标显示出积极的趋势，尤其是在美国市场 [44][47] 问题: 关于供应商融资的看法 - 管理层表示，虽然不进行融资，但在账单条款上提供了更大的灵活性 [53] 问题: 关于Perimeter 81的整合进展 - 管理层表示，Perimeter 81的整合进展顺利，销售额有所增长 [58] 问题: 关于Cyberint的收购 - 管理层指出，Cyberint的收购在第四季度不会对财务产生显著影响 [116]

业绩总结 - 第三季度总收入为6.35亿美元，同比增长7%[7] - 每股收益（EPS）为2.25美元，同比增长9%[13] - 公司在第三季度的净收入为2.55亿美元，同比增长5%[13] - 预计第四季度收入将在6.75亿至7.15亿美元之间[32] - 更新后的2024年收入预期为26.25亿美元[33] - 2024年第三季度总收入为6.351亿美元，同比增长6.5%[34] - 2024年前九个月总收入为18.613亿美元，同比增长6.3%[35] 用户数据 - 安全订阅收入为2.77亿美元，同比增长12%[7] - 安全订阅收入在前九个月达到8.120亿美元，同比增长13.5%[35] - Infinity平台和Harmony Email的年化经常性收入（ARR）均超过1亿美元[18][24] 财务数据 - 计算账单总额达到5.62亿美元，同比增长6%[7] - 延期收入为17.45亿美元，同比增长2%[7] - 第三季度运营现金流为29亿美元[15] - 2024年第三季度净收入为2.069亿美元，同比下降18.9%[34] - 每股摊薄收益为1.83美元，同比下降4.0%[34] - 2024年前九个月净收入为5.882亿美元，同比下降20.0%[35] - 每股摊薄收益在前九个月为5.16美元，同比下降11.6%[35] 产品与技术 - 产品和许可证收入为1.189亿美元，同比增长4.1%[34] - 安全订阅收入为2.769亿美元，同比增长11.5%[34] - 软件更新和维护收入为2.393亿美元，同比增长2.4%[34]

Check Point Software (CHKP) reported $635.1 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 6.5%. EPS of $2.25 for the same period compares to $2.07 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $635.43 million, representing a surprise of -0.05%. The company has not delivered EPS surprise, with the consensus EPS estimate being $2.25.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

Check Point Software (CHKP) came out with quarterly earnings of $2.25 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.07 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this data security company would post earnings of $2.16 per share when it actually produced earnings of $2.17, delivering a surprise of 0.46%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Check Po ...

REDWOOD CITY, Calif., Oct. 29, 2024 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), today announced its financial results for the third quarter ended September 30, 2024. Third Quarter 2024: Total Revenues: $635 million, a 7 percent increase year over yearSecurity Subscriptions Revenues: $277 million, a 12 percent increase year over yearGAAP Operating Income: $218 million, representing 34 percent of revenuesNon-GAAP Operating Income: $274 million, representing 43 percent of revenu ...

We are in the first half of the third-quarter 2024 earnings season. So far, the results have come in line with expectations. Market participants are closely monitoring the third-quarter results to draw conclusions on the health of the U.S. economy. Several U.S. corporate behemoths will report next week. Market participants' focus' will be on five of the "Magnificent 7" stocks that will report their quarterly financial numbers. Apart from these next-generation investors' darlings of Wall Street, several larg ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Check Point Software (CHKP) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Check Point Software is one of 620 companies in the Computer and Technology group. The Computer and Technology group currently sits at # ...