The earnings call reflects a positive sentiment, with strong financial performance, product demand, and strategic initiatives for future growth. However, challenges such as increased operating expenses and competition in North America remain areas to address.

Company Guidance

During the fourth quarter and full-year financial results conference call for Check Point Software, several key financial metrics and guidance were discussed. The company reported Q4 revenues of $704 million, surpassing the projection midpoint by $9 million, with a non-GAAP EPS at the top end of projections at $2.70. For the fiscal year 2024, revenues reached $2.565 billion, $50 million above the initial projection midpoint, with a non-GAAP EPS of $9.60, reflecting a 9% year-over-year growth and $0.16 above midpoint projections. Deferred revenues increased by 5% to $2 billion, while calculated billings rose by 11% to $959 million. The operating margin for the year increased by 10% to $1.181 billion, with operating expenses growing by 10%, largely due to the acquisition of Cyberint. The company's annual operating cash flow was strong at $1.059 billion, and it continued its share buyback program, purchasing shares for $325 million in Q4 and $1.3 billion for the full year. Looking ahead to 2025, Check Point forecasts revenues between $2.66 billion and $2.76 billion, with a non-GAAP EPS ranging from $9.60 to $10.20.

Record Revenue and EPS Growth

For the fiscal year 2024, Check Point achieved revenues of $2.565 billion, $50 million above the midpoint of projections, with a non-GAAP EPS growth of 9% year-over-year to $9.60.

Strong Demand for Quantum Force Appliances

Quantum Force appliances saw a strong demand, with an 8% growth in revenues. The product line has been a key driver of the company's performance.

Global Revenue Growth

All geographic regions experienced revenue growth, with new business bookings increasing by double digits in all geographies.

Deferred Revenue and Billing Increases

Deferred revenues grew by 5% to $2 billion, and calculated billing grew by 11% to $959 million.

Solid Cash Flow and Share Buyback

Operating cash flow was strong at $1.059 billion for the year, with $325 million worth of shares bought back in Q4, totaling $1.3 billion for the year.

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Check Point (CHKP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CHKP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 23, 2025	2025 (Q1)	2.18 / -	2.04	―	―	―
Jan 30, 2025	2024 (Q4)	2.65 / 2.70	2.57	5.06% (+0.13)
Oct 29, 2024	2024 (Q3)	2.25 / 2.25	2.07	8.70% (+0.18)
Jul 24, 2024	2024 (Q2)	2.16 / 2.17	2	8.50% (+0.17)
Apr 25, 2024	2024 (Q1)	2.01 / 2.04	1.8	13.33% (+0.24)
Feb 06, 2024	2023 (Q4)	2.48 / 2.57	2.45	4.90% (+0.12)
Oct 30, 2023	2023 (Q3)	2.02 / 2.07	1.77	16.95% (+0.30)
Jul 26, 2023	2023 (Q2)	1.90 / 2.00	1.64	21.95% (+0.36)
May 01, 2023	2023 (Q1)	1.74 / 1.80	1.57	14.65% (+0.23)
Feb 13, 2023	2022 (Q4)	2.36 / 2.45	2.25	8.89% (+0.20)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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CHKP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 30, 2025	$203.90	$218.99	+7.40%
Oct 29, 2024	$207.96	$177.87	-14.47%
Jul 24, 2024	$170.00	$180.07	+5.92%
Apr 25, 2024	$161.00	$152.95	-5.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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