"Throughout 2023 we made significant progress on our ESG commitments to our customers, society and the planet, from more efficient power consumption per throughput for our Quantum Force security gateways to training the next generation in cyber security and more," said Gil Shwed, Founder and CEO, Check Point Software Technologies. "I am proud of our achievements in the past year, and we remain committed to continuing our focus on sound corporate responsibility and ESG action in 2024 in service of our goal o ...

REDWOOD CITY, Calif., July 15, 2024 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a leading AI-powered, cloud-delivered cyber security platform provider, today released its 2023 ESG Report: Security through Sustainability and Action. This annual ESG report outlines the company's approach, commitments, and progress made on the environmental, social, and governance issues that matter most to Check Point and our stakeholders. Cyber Security Awareness for a Safer Digital World Corpo ...

About Check Point Software Technologies Ltd. © 2024 Check Point Software Technologies Ltd. All Rights Reserved As of June 30, 2024, Check Point had approximately 111 million ordinary shares outstanding, and since the beginning of the share repurchase program, Check Point has repurchased approximately 218 million shares for a total purchase price of approximately $15 billion. The updated plan extends the company's existing repurchase authorization from February 2023, which is expected to be completed during ...

REDWOOD CITY, Calif., July 01, 2024 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ:CHKP), a leading provider of cyber security solutions globally, today announced that it will release its financial results for the second quarter ended June 30, 2024, on Wednesday, July 24, 2024, before the U.S. financial markets open. Management will host a video conference call with the investment community at 8:30 AM EST/5:30 AM PST on July 24, 2024. A live videocast of the call will be hosted on the c ...

文章核心观点 - 尽管Check Point Software Technologies的第一季度财务业绩优于预期,但其股价表现却未能反映这一点,这可能是由于公司第二季度的收入指引增长率只有5.6%,低于第一季度的5.76% [1][2] - 但分析师认为,公司的三大增长驱动因素(Infinity AI Copilot、Harmony SaaS和Quantum Force)将推动收入和利润超出预期 [3][5][8][9] 行业和公司分析 增长驱动因素 1. Infinity AI Copilot与微软Azure OpenAI合作,可以大幅提高安全管理任务的效率,受到客户青睐 [5][6][7] 2. Harmony SaaS可以减少公司云应用的攻击面,降低数据泄露风险 [8] 3. Quantum Force是一款基于Nvidia ASIC技术的AI驱动防火墙,在Gartner报告中评分最高 [9][14] 盈利能力和估值 1. 公司毛利率高达89%,表明其产品定价能力强 [12] 2. 销售和营销费用相对较低,体现出良好的成本控制能力 [12] 3. 与同行相比,公司股价仍有18.63%的上涨空间 [16] 风险因素 1. 公司在EMEA地区的业务占比较高,受到地缘政治因素影响 [17][18] 2. AI数据中心业务的拓展可能需要一定时间 [19] 3. 行业出现"平台化"趋势,可能导致价格竞争加剧 [19] 总结 尽管存在一些风险因素,但公司的三大增长驱动因素以及良好的盈利能力,都表明其有望超出市场预期,因此值得投资[20][21][22]

CloudGuard WAFaaS is an essential component of Check Point's prevention-first cloud security solution. With features ranging from AI-based threat detection, API discovery bot prevention, file security, and rate limiting, CloudGuard WAFaaS offers a comprehensive suite of application and API protection for multiple cloud and modern architectures and includes DDoS prevention and automated certificate management. As part of the Check Point Infinity Platform to defend the cloud, key features for CloudGuard WAFaa ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. It also includes access to the Zacks Style Scores. What are ...

REDWOOD CITY, Calif., May 22, 2024 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ:CHKP), a leading AI-powered, cloud-delivered cyber security platform provider, reinforces its Web Application Firewall with the powerful API Discovery feature, aimed at strengthening organizations' cloud assets. This innovative tool, combined with its cloud native prevention first capabilities, has positioned Check Point as a leading performer in GigaOm's latest Radar for Application and API Security. Amids ...

Check Point Software Technologies (CHKP) reported first-quarter 2024 results, wherein both the bottom and top lines surpassed the Zacks Consensus Estimate and improved year over year.The IT security solutions provider reported non-GAAP earnings of $2.04 per share, beating the Zacks Consensus Estimate of $2.01. The bottom line increased 13% from the year-ago quarter’s earnings of $1.8 per share.Check Point’s quarterly revenues increased 6% year over year to $598.8 million and surpassed the Zacks Consensus Es ...

财务数据和关键指标变化 - 公司Q1营收达5.99亿美元,同比增长6%,超过中值预期 [15] - 公司Q1每股收益2.04美元,同比增长13%,超过中值预期 [15] - 公司Q1净利润2.35亿美元,同比增长8% [15] - 公司Q1递延收入达18.26亿美元,同比增长2% [16] - 公司Q1计算账单达5.7亿美元,同比增长7% [16] 各条业务线数据和关键指标变化 - 公司订阅收入达2.63亿美元,同比增长15%,主要来自Infinity和Harmony E-mail业务的强劲表现 [18] - Infinity业务收入占公司总收入13%,成为公司重要业务 [20] - 公司新业务年化订单实现双位数增长,连续两个季度保持这一趋势 [19] 各个市场数据和关键指标变化 - 公司EMEA地区收入占46%,美洲占42%,亚太占12%,各地区收入均实现增长 [21] - 新业务增长方面,EMEA地区表现最为出色 [21] 公司战略和发展方向及行业竞争 - 公司持续推进Infinity平台战略,Infinity业务占比不断提升 [29][30][31][32] - 公司推出AI Copilot、SaaS应用安全和新一代Quantum Force网关等新产品,提升安全能力 [40][41][42] - 公司与英伟达合作推出AI基础设施防火墙,保护云端AI服务器 [44][45][46] - 行业竞争加剧,公司强调提供最佳安全性而非价格优势 [67][68][69] 管理层对经营环境和未来前景的评论 - 整体安全市场保持健康,但客户预算仍相对谨慎 [51][52][53] - 公司看好未来增长潜力,但短期内客户预算可能仍有所收紧 [72][73][74] - 公司有信心通过新产品、订阅业务和SASE等推动未来双位数收入增长 [62][63][64][141][142][143][144] 问答环节重要的提问和回答 问题1 **Joseph Gallo 提问** 询问公司1Q业务环境及未来指引 [51] **Gil Shwed 回答** 总体市场健康,但客户预算仍相对谨慎,公司保持谨慎态度 [52][53][54] 问题2 **Tal Liani 提问** 询问公司实现双位数收入增长的关键驱动因素 [61] **Roei Golan 回答** 产品收入、SASE业务和Harmony E-mail等有望成为未来增长动力 [62][63] 问题3 **Adam Tindle 提问** 询问公司在竞争加剧环境下的应对策略 [66][67] **Gil Shwed 回答** 公司将继续提供最佳安全性,不会轻易让利,并加强客户教育 [68][69][70]