Finding the best no-brainer growth stocks to buy with a high probability of success demands careful analysis and consideration. However, certain opportunities emerge as no-brainers, displaying the utmost potential for surefire success. These companies are often market leaders, spearheading growth in their respective industries. Undoubtedly, artificial intelligence will continue to be a recurring talking point on Wall Street in 2024. The growth stocks mentioned below stand as compelling choices for astute in ...

BANGKOK, Thailand, Jan. 30, 2024 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ:CHKP), a leading AI-powered, cloud-delivered cyber security platform provider, today announced the launch of the first-generation Infinity AI Copilot. Leveraging the convergence of AI and cloud technologies, Infinity AI Copilot addresses the growing global shortage of cyber security practitioners by boosting the efficiency and effectiveness of security teams. "With Infinity AI Copilot, we are ushering in a ne ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Check Point Software (CHKP) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on F ...

BANGKOK, Thailand, Jan. 29, 2024 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ:CHKP), a leading AI-powered, cloud-delivered cyber security platform provider, today announced the launch of its innovative new Partner Program. Amidst an ever-evolving cyber security landscape, this program aims to strengthen partner capabilities and fuel growth. The cyber security sector is experiencing rapid growth and transformation. According to Canalys, cyber security spending hit $19 billion recently, ...

财务数据和关键指标变化 - 收入达5.96亿美元,超过中值9百万美元 [10] - 非GAAP每股收益达2.07美元,达到预期上限 [10] - 递延收入增长4%至17.09亿美元,其中短期递延收入增长6%至12.46亿美元 [11] - 计算账单达5.31亿美元,其中短期计算账单达5.35亿美元 [11] - 由于高利率环境,客户愿意预付多年交易的意愿降低,账单期限缩短 [11] - Infinity业务占总收入超过10%,增长强劲 [14] 各条业务线数据和关键指标变化 - 安全订阅收入增长15%,为2017年以来最高增速 [13] - 主要由Harmony产品家族需求强劲带动,尤其是Harmony电子邮件安全 [13] - 产品收入下降14%,由于客户推迟执行更新项目 [13] - 但客户续订业务保持健康 [13] 各个市场数据和关键指标变化 - 46%收入来自EMEA地区,43%来自美洲,11%来自亚太地区 [14] 公司战略和发展方向及行业竞争 - 公司在过去60天内完成3项收购,包括Perimeter 81、Atmosec和[indiscernible] [22][23] - 收购Perimeter 81进入34亿美元的SASE市场,推出Quantum SASE产品 [22][24][26] - 推出Horizon Playblocks实现安全技术的协作和自动化 [31][32][33] - 公司在Gartner、Frost & Sullivan等分析师报告中持续保持领导地位 [37] 管理层对经营环境和未来前景的评论 - 第三季度开始出现一些积极迹象,但仍存在很大不确定性 [39][40] - 预计第四季度收入在6.36亿至6.86亿美元之间,非GAAP每股收益在2.35美元至2.55美元之间 [40][41] - 全年收入和利润预计将落在年初预测范围内 [41][42] 问答环节重要的提问和回答 问题1 **Gabriela Borges 提问** 询问公司2024年的规划假设,以及对账单增长的预期 [45] **Gil Shwed 回答** 公司正在制定2024年计划,看到三方面积极信号:技术创新、客户参与度提高、以及市场环境改善 [46][47][48][49][50] 问题2 **Adam Borg 提问** 询问Perimeter 81收购的整合重点和资本支出影响 [55] **Gil Shwed 和 Roei Golan 回答** 将采取模块化的整合方式,保留Perimeter 81的独立性,同时与Check Point的研发和销售进行深度整合 [56][57] Perimeter 81收购预计每年将带来数百万美元的资本支出 [58][59] 问题3 **Tal Liani 提问** 询问公司如何将技术优势转化为更高的收入增长 [68] **Gil Shwed 回答** 公司需要进一步提高销售和营销执行力,加强与客户的互动和参与度,预计这将在未来一年内逐步体现 [70][71][72][73]

We're watching very, very carefully to see whether it's a kind of a loss or a refresh. And that's why we see the trend between the renewal and the refresh. So we are seeing that the retention rate of customers that we have is strong. The renewal rate is actually stronger because in our model we calculate that X percent of customers want renewal and instead refresh. And what we see is the phenomena when less refresh, more renew. So we see that phenomena. And again, some of it is identified opportunity. I can ...

©2023 Check Point Software Technologies Ltd. 1 | --- | --- | --- | |---------------|--------------|-------------------| | | | | | Gil Shwed | Roei Golan | Kip E. Meintzer | | Founder & CEO | CFO | Global Head of IR | Our expectations regarding our products and solutions, and expectations related to cybersecurity and other threats. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual ...

股权激励计划 - 公司董事会和薪酬委员会已经批准并推荐向首席执行官授予长期期权奖励[38] - 首席执行官将被授予购买50万股Check Point普通股的期权[40] - 期权奖励的行权价格将等于年度股东大会当天Check Point普通股在纳斯达克的收盘价[43] - 期权奖励将在七年后到期[47] - 公司股权奖励占比为7.8%，预计将不超过10%[48] - 建议股东批准向Gil Shwed授予购买50万普通股期权[50] 股东提案和薪酬安排修改 - 建议修改非执行董事的薪酬安排，将年度股权奖励从15,000股减少至5,000股，价值从50,000美元增加至150,000美元[55] - 股东投票需获得多数同意，对非控股股东和无个人利益的股东的投票也有特殊要求[51] - 股东提案需在2024年股东大会前90天提交，公司将在2024年股东大会上讨论董事选举、审计师任命和财务报表[59] - 股东提案必须符合以色列公司法和公司章程的要求，公司有权忽略未及时和有效提交的股东提案[60] 薪酬审批 - 董事会建议投票支持提名的董事人选[68] - 批准对Check Point首席执行官的薪酬[69] - 批准非执行董事的薪酬安排修改[70]

财务数据和关键指标变化 - 公司本季度收入达5.66亿美元,略高于预期中值 [11] - 非GAAP每股收益为1.80美元,超出预期中值0.07美元 [11] - 递延收入增长8%至17.97亿美元,短期递延收入也增长8% [13] - 计算账单额为4.85亿美元,同比下降3%,主要受到客户更倾向于短期付款的影响 [13] - 产品收入同比下降7%,受到市场不确定性影响,客户推迟了更新项目 [14] - 安全订阅收入同比增长13%至2.28亿美元,主要来自CloudGuard和Harmony Email业务的强劲增长 [15] - 经常性收入占总收入的81%,其中50%为订阅收入 [16] 各条业务线数据和关键指标变化 - 安全订阅业务包括CloudGuard和Harmony Email,实现了13%的强劲增长 [15] - Infinity业务收入同比增长超过140% [15] 各个市场数据和关键指标变化 - 来自EMEA地区的收入占45%,来自美洲的收入占43%,来自亚太地区的收入占12% [17] 公司战略和发展方向及行业竞争 - 推出了Infinity Global Services,提供全方位的安全服务,以帮助客户和合作伙伴提升安全水平 [33][34][35] - 推出了Horizon XDR/XPR产品,采用集成预防和响应的方法,与微软等第三方工具无缝连接 [37][38][39][40] - 推出了CloudGuard CNAPP,整合了6种不同的云安全技术,提供更智能的预防能力 [42][43][44] - 公司坚持"3C"战略,即提供全面、统一和协作的安全架构 [46][47] - 公司通过Infinity、Harmony和CloudGuard等产品赢得了多个大客户,展现了公司的技术实力和解决方案优势 [48][49][50][51][52][53] 管理层对经营环境和未来前景的评论 - 尽管面临宏观经济挑战,但公司仍保持了4%的收入增长和15%的非GAAP利润增长 [11][12] - 公司看到客户更倾向于短期付款,推迟了一些更新项目,但经常性收入仍保持健康增长 [13][14] - 管理层对第二季度和全年的业绩预期保持谨慎乐观,预计收入和利润将在既定指引范围内 [57][58][59][60] - 管理层认为,尽管宏观环境存在不确定性,但公司的新产品和解决方案有望在未来带来更强劲的增长 [28][29][30][31][32] 问答环节重要的提问和回答 问题1 **Shaul Eyal 提问** 产品收入下降是否主要由于Infinity业务表现强劲 [63] **Gil Shwed 回答** 产品收入下降主要是由于客户推迟了更新项目,而不是Infinity业务 [64][65] 问题2 **Keith Bachman 提问** 什么因素可以推动业务增长改善,以及公司对2023年全年账单的预期如何 [68] **Gil Shwed 回答** 新产品推出、加强与客户的互动以及经济环境改善都有望推动增长改善,但公司对2023年账单水平保持谨慎 [69][70][71] 问题3 **Patrick Colville 提问** CloudGuard CNAPP整合了哪些新技术,是否有助于公司拓展新客户 [75][76] **Gil Shwed 回答** CNAPP整合了包括管道源代码安全、授权管理等在内的多项新技术,有望为公司带来新客户 [77][78][79][80]

Table of Contents Further, if the necessary infrastructure or complementary products and services are not developed in a timely manner and, consequently, the enterprise security, data security, Internet or intranet markets fail to grow or grow more slowly than we currently anticipate, our business, results of operations and financial condition may be materially adversely affected. Additional details are provided in "Item 4 – Information on Check Point". 2. CloudGuard: Automatically secure your cloud Check P ...