Check Point (CHKP) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 12, 2026 astatine 11:36 AM CST 47 min read

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Thursday, Feb. 12, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Nadav Zafrir

• Chief Financial Officer — Roei Golan

• Chief Investor Relations Officer — Kip Meintzer

Nadav Zafrir: I privation to statesman with a recap of 2025, followed by our plans for 2026 and beyond. We printed coagulated 2025 4th fourth and afloat twelvemonth results. During the year, we delivered accordant execution portion gathering a stronger instauration for our semipermanent sustainable growth. We expanded our level with 2 caller pillars, information for AI and vulnerability management. We're gathering some organically and done targeted acquisitions. We besides strengthened our go-to-market engine. We expanded and flattened our C-suite operation and aligned it to our operating model. We're laser-focused connected strategical customers, caller logo acquisition and spouse leverage. And our income are focused and designed to make deeper endeavor penetration, a broader portfolio adoption and accrued caller logo wins.

We besides enhanced our fiscal flexibility with a $2 cardinal 0 coupon convertible notes offering, strengthening our equilibrium expanse and creating the capableness to put successful our highest condemnation priorities. Looking up to 2026 and beyond, we are positioning the institution to pb the AI epoch of cybersecurity. As you're keenly aware, AI is fundamentally changing the menace landscape, and this requires organizations to revisit their halfway information presumption and revalidate their information foundations. In fact, decades of firm infrastructure is present susceptible due to the fact that the precise quality of attacks is changing.

And truthful information leaders indispensable revalidate their existing information foundations, support caller onslaught surfaces that are driven by the adoption of caller capabilities and tools arsenic good arsenic clasp AI arsenic a unit multiplier conscionable to stay competitive. And our ngo astatine Check Point is precise clear. We unafraid our customers' AI transformation. That means we continuously update our existing information solutions to support against evolving threats. We're securing the expanding AI-driven onslaught aboveground with purpose-built capabilities and leveraging AI to simplify and automate information absorption and operations. And we bash this by applying a proactive prevention-first approach, which leverages our superior capabilities and continuously research, observe and physique solutions to expect the evolving threats.

We unafraid our customers' AI translation done 4 strategical solution pillars, each 1 of them a level of its own. hybrid mesh web security, securing the infrastructure, workspace security, securing the employees, vulnerability absorption that provides situational consciousness and past finally, AI information crossed each of these pillars. We unafraid the hybrid mesh infrastructure crossed information centers, hybrid cloud, subdivision and SASE. And we person a precise wide marketplace differentiation for hybrid mesh. And our advantages are we person the superior proactive prevention, 2nd to none, a hybrid architecture that optimizes idiosyncratic acquisition astatine the edge, an unparalleled quality to standard and past finally, an AI-powered unified management. As you know, AI is embedded everywhere.