Check Point Software Technologies (NASDAQ:CHKP) edged about 1% higher in U.S. premarket trading after posting fourth-quarter results that exceeded profit expectations, even as revenue came in slightly below consensus.
The cybersecurity group reported earnings per share of $3.40 for the quarter, comfortably ahead of analyst forecasts of $2.76. Revenue reached $744.9 million, marking a 6% year-over-year increase but just under the $746.33 million consensus estimate.
“We delivered solid fourth quarter and full year 2025 results, with revenue landing above the midpoint of our outlook and EPS exceeding expectations,” said CEO Nadav Zafrir.
“In 2026, our strategy is centered on securing our customers’ AI transformation across the enterprise. We are focused on executing against our four strategic pillars, Hybrid Mesh, Workspace, and Exposure Management, while embedding AI driven security throughout our portfolio.”
Calculated billings advanced 8% from a year earlier to $1.04 billion, while remaining performance obligations (RPOs) rose 8% to $2.73 billion.
Revenue from security subscriptions increased 11% year over year to $325 million. Non-GAAP operating income totaled $302 million, representing 41% of overall revenue for the quarter.