Check Point Software Technologies closed 2025 with revenue of $2.72 billion and profit growth, driven by steady demand for its security services and higher subscription sales.
The company said net income for the year reached $1.06 billion, up from $845.7 million in 2024. Earnings per share also climbed, with GAAP EPS rising 29% to $9.62.
In the fourth quarter alone, revenue came in at $745 million, a 6% increase year on year. Subscription revenue stood out, rising 11% to $325 million.
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Growth is not coming from one-off sales, it is being driven by recurring security subscriptions, which now account for a large share of total income.
The company also reported calculated billings of $2.9 billion for the full year, up 9%. Remaining performance obligations, which show future contracted revenue, reached $2.73 billion.
Chief Executive Officer Nadav Zafrir said: “We delivered solid fourth quarter and full year 2025 results, with revenue landing above the midpoint of our outlook and EPS exceeding expectations. Our performance remained resilient throughout the year, driven by continued customer adoption across our Hybrid Mesh Network and Workspace platforms.”
He added: “In 2026, our strategy is centred 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.
“Today’s announced acquisition of Cyata further expands our AI security stack, enabling full discovery, governance, and control of AI agents as organisations accelerate their AI journeys.”
Beyond earnings, the company moved to strengthen its product offering. It announced three acquisitions in early 2026, covering AI security, asset monitoring, and managed service platforms.
Cash reserves more than doubled during the year. Cash, marketable securities and short-term deposits rose to $4.34 billion from $2.78 billion. The increase followed proceeds from a $2 billion convertible notes offering.
At the same time, Check Point returned money to shareholders. It repurchased about 6.8 million shares in 2025 at a total cost of $1.4 billion.
Cash flow from operations also improved, reaching $1.23 billion for the year despite a one-off tax payment linked to prior years.
Check Point is growing steadily, with stronger revenue in 2025, thriving subscriptions, and a larger cash position in 2026.
