Check Point Software Technologies Ltd. (CHKP): Business Model Canvas

In der sich ständig weiterentwickelnden Landschaft der Cybersicherheit fungiert Check Point Software Technologies Ltd. als hervorragender Wächter und bietet ausgefeilte digitale Abwehrmechanismen, die Unternehmen vor immer komplexeren Cyber-Bedrohungen schützen. Mit einem umfassenden Geschäftsmodell, das modernste Technologieentwicklung, strategische Partnerschaften und innovative Sicherheitslösungen umfasst, hat sich Check Point als weltweit führender Anbieter in den Bereichen Bedrohungsprävention und Cybersicherheitsmanagement positioniert. Ihr einzigartiger Ansatz kombiniert fortschrittliche Softwaretechnologien, globales Fachwissen und ein tiefes Verständnis der Sicherheitsherausforderungen von Unternehmen und macht sie zu einem entscheidenden Akteur beim Schutz digitaler Infrastrukturen in allen Branchen.

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit Cloud-Anbietern

Check Point Software Technologies unterhält wichtige Partnerschaften mit großen Cloud-Anbietern:

Cloud-Anbieter	Einzelheiten zur Partnerschaft	Integrationsstatus
Amazon Web Services (AWS)	CloudGuard-Netzwerksicherheit	Vollständig integriert
Microsoft Azure	Quantensicherheits-Gateway	Umfassender Schutz
Google Cloud-Plattform	Softwaredefinierter Schutz	Erweiterte Sicherheitsmodule

Technologiepartnerschaften

Globale Zusammenarbeit zwischen Systemintegratoren und Wiederverkäufern:

• Deloitte Cyber Risk Services
• Accenture-Sicherheit
• Wipro Cybersicherheitslösungen
• Capgemini-Cybersicherheitspraxis

Forschungskooperationen im Bereich Cybersicherheit

Zu den Partnerschaften zwischen Hochschulen und Forschungseinrichtungen gehören:

Institution	Forschungsschwerpunkt	Partnerschaftsjahr
MIT Cybersecurity Laboratory	Erweiterte Bedrohungserkennung	2022
Stanford Cyber Policy Center	Bedrohungsintelligenz	2023

OEM-Hardware-Partnerschaften

Kooperationen von Netzwerkausrüstungs- und Hardwareherstellern:

• Cisco Systems-Netzwerkintegration
• Sicherheitslösungen von Juniper Networks
• Infrastruktursicherheit von Dell Technologies
• HPE Networking-Sicherheitsplattformen

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Hauptaktivitäten

Entwicklung fortschrittlicher Cybersicherheitssoftware und Lösungen zur Bedrohungsprävention

Check Point investierte im Jahr 2022 468,1 Millionen US-Dollar in Forschung und Entwicklung. Das Unternehmen unterhält eine robuste Softwareentwicklungsinfrastruktur, die sich auf modernste Cybersicherheitstechnologien konzentriert.

F&E-Investitionen	Prozentsatz des Umsatzes
468,1 Millionen US-Dollar	18.4%

Kontinuierliche Forschung und Innovation im Bereich Bedrohungserkennungstechnologien

Die Threat-Intelligence-Plattform von Check Point verarbeitet täglich über 3,5 Milliarden Sicherheitsereignisse in globalen Netzwerken.

• Genauigkeitsrate der Bedrohungserkennung: 99,6 %
• Modelle für maschinelles Lernen, die auf über 250 Millionen Malware-Beispielen trainiert wurden
• Aktualisierungen der Bedrohungsdaten in Echtzeit in über 150 Ländern

Bereitstellung umfassender Sicherheitsberatungs- und Implementierungsdienste

Servicekategorie	Jährlicher Umsatzbeitrag
Professionelle Dienstleistungen	187,3 Millionen US-Dollar
Implementierungsunterstützung	129,6 Millionen US-Dollar

Wartung und Aktualisierung von Sicherheitssoftware und Threat-Intelligence-Plattformen

Check Point-Veröffentlichungen 72 Software-Updates jährlich in seinem gesamten Sicherheitsproduktportfolio.

• Häufigkeit der Softwareaktualisierungen: Vierteljährliche Hauptversionen
• Abdeckung der Cloud-Sicherheitsplattform: Über 100 Cloud-Umgebungen
• Endpunktschutz: Über 250.000 Unternehmenskunden

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Schlüsselressourcen

Hochqualifiziertes Forschungs- und Entwicklungsteam für Cybersicherheit

Im vierten Quartal 2023 beschäftigte Check Point insgesamt 5.780 Mitarbeiter, davon waren etwa 1.200 in der Forschung und Entwicklung tätig.

F&E-Investitionen	Betrag 2023
Gesamte F&E-Ausgaben	474,2 Millionen US-Dollar
F&E in % des Umsatzes	17.4%

Proprietäre Softwaretechnologien zur Bedrohungsprävention und Sicherheit

• CloudGuard-Plattform
• Quantensicherheits-Gateway
• Harmony Endpoint Security
• ThreatCloud KI-gestützte Bedrohungsinformationen

Globales Netzwerk von Sicherheitsbetriebszentren und Datenzentren

Globale Präsenz	Nummer
Sicherheits-Einsatzzentren	12
Rechenzentren	7
Globale Bürostandorte	45

Umfangreiches Portfolio an geistigem Eigentum und Cybersicherheitspatenten

Geistiges Eigentum	Menge
Gesamtzahl der aktiven Patente	387
Ausstehende Patentanmeldungen	126

Wichtige Finanzkennzahlen im Zusammenhang mit Schlüsselressourcen

Finanzkennzahl	Wert 2023
Gesamtumsatz	2,72 Milliarden US-Dollar
Nettoeinkommen	769,5 Millionen US-Dollar

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Wertversprechen

Umfassende End-to-End-Cybersicherheitslösungen für Unternehmen

Check Point Software Technologies bietet Cybersicherheitslösungen für Unternehmen mit den folgenden Schlüsselkennzahlen:

Produktkategorie	Jahresumsatz (2023)	Marktabdeckung
Sicherheitslösungen für Unternehmen	2,1 Milliarden US-Dollar	Über 180 Länder
Cloud-Sicherheitsprodukte	612 Millionen Dollar	65 % der Fortune-500-Unternehmen

Erweiterte Bedrohungsprävention und Echtzeitschutz

Zu den Bedrohungspräventionsfunktionen von Check Point gehören:

• Bedrohungserkennungsrate: 99,6 %
• Durchschnittliche Reaktionszeit: 0,3 Sekunden
• Schutz vor Malware: Über 100 Bedrohungsvektoren

Einheitliches Sicherheitsmanagement über mehrere Plattformen hinweg

Plattformunterstützung	Abdeckungsprozentsatz
Cloud-Umgebungen	98%
Mobile Plattformen	95%
Netzwerkinfrastruktur	92%

Skalierbare und anpassbare Sicherheitslösungen

Skalierbarkeitsmetriken für Unternehmenskunden:

• Maximal geschützte Endpunkte: 250.000 pro Bereitstellung
• Verarbeitung des Netzwerkverkehrs: Bis zu 1 Tbit/s
• Durchschnittlicher Kundenvertragswert: 487.000 $

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Kundenbeziehungen

Dedizierte technische Support- und Kundendienstteams

Check Point unterhält eine globale Kundensupport-Infrastruktur mit technischer Unterstützung rund um die Uhr über mehrere Kanäle. Ab 2024 betreibt das Unternehmen:

Support-Kanal	Globale Abdeckung	Reaktionszeit
Telefonsupport	42 Länder	Durchschnittlich 30 Minuten
E-Mail-Support	Global	4-6 Stunden
Online-Portal	Weltweit	Sofortiger Zugriff

Laufende Sicherheitsschulungen und Bildungsressourcen

Check Point-Forschungs- und Schulungsprogramme Bieten Sie umfassende Cybersicherheitsschulungen an:

• Online-Schulungsmodule: 127 verschiedene Kurse
• Programme für zertifizierte Sicherheitsexperten: 8 Zertifizierungsstufen
• Jährliche Schulungsteilnehmer: Ungefähr 25.000 Cybersicherheitsexperten

Personalisierte Sicherheitsberatung und Risikobewertungsdienste

Check Point bietet maßgeschneiderte Beratungsleistungen im Bereich Cybersicherheit mit den folgenden Spezialisierungen:

Beratungsdienst	Durchschnittliche Engagementkosten	Dauer
Unternehmensrisikobewertung	$75,000 - $250,000	4-8 Wochen
Erweiterte Bedrohungsanalyse	$45,000 - $150,000	2-6 Wochen
Überprüfung der Compliance-Bereitschaft	$35,000 - $100,000	3-5 Wochen

Regelmäßige Software-Updates und Austausch von Bedrohungsinformationen

Check Point bietet kontinuierliche Sicherheitsupdates und Bedrohungsinformationen:

• Aktualisierungen der Bedrohungsinformationen: Erkennung von Bedrohungen in Echtzeit
• Software-Patch-Häufigkeit: Wöchentliche Sicherheitsupdates
• Bedrohungsdatenbank: Über 4,5 Millionen bekannte Bedrohungssignaturen
• Globale Bedrohungsüberwachungszentren: 7 Standorte weltweit

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Kanäle

Direktvertriebsteam für Unternehmens- und Mittelstandskunden

Check Point verfügt ab 2023 über ein globales Direktvertriebsteam von 1.850 Vertriebsprofis, das sich auf Cybersicherheitskunden aus Unternehmen und mittelständischen Unternehmen in mehreren Regionen konzentriert.

Vertriebsteam-Metrik	Daten für 2023
Gesamtzahl der Vertriebsmitarbeiter	1,850
Geografische Abdeckung	Nordamerika, Europa, Asien-Pazifik, Naher Osten
Durchschnittliche Unternehmensgeschäftsgröße	$375,000

Online-Verkaufsplattform und E-Commerce-Website

Die Online-Verkaufsplattform von Check Point wickelt etwa 22 % des gesamten Software- und Hardware-Umsatzes ab, wobei die digitalen Transaktionen im Jahr 2023 im Vergleich zum Vorjahr um 15 % zunehmen.

• Die Online-Plattform unterstützt den Produktkauf rund um die Uhr
• Bietet sofortige Angebotserstellung
• Bietet sofortige Softwarelizenzierung

Globales Netzwerk autorisierter Wiederverkäufer und Partner

Partnernetzwerk-Metrik	Daten für 2023
Gesamtzahl der autorisierten Partner	4,200
Partner-Umsatzbeitrag	38 % des Gesamtumsatzes des Unternehmens
Partnertypen	Managed Service Provider, Systemintegratoren, Value Added Reseller

Teilnahme an der Konferenz für digitales Marketing und Cybersicherheit

Check Point investierte im Jahr 2023 42,3 Millionen US-Dollar in digitales Marketing und Konferenzteilnahmen und richtete sich dabei an Technologie-Entscheidungsträger aus allen Branchen.

• Teilnahme an 67 globalen Cybersicherheitskonferenzen
• Ausrichtung von 12 exklusiven Kundenevents
• Generierung von 3.400 qualifizierten Vertriebs-Leads über Marketingkanäle

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Kundensegmente

Große Unternehmensorganisationen in mehreren Branchen

Check Point bedient große Unternehmenskunden aus verschiedenen Branchen mit anspruchsvollen Cybersicherheitsanforderungen.

Branchensegment	Prozentsatz der Unternehmenskunden
Finanzdienstleistungen	22%
Gesundheitswesen	18%
Herstellung	16%
Technologie	15%
Einzelhandel	12%
Andere Branchen	17%

Regierung und Institutionen des öffentlichen Sektors

Check Point bietet Cybersicherheitslösungen für Regierungsbehörden weltweit.

• Bundesbehörden
• Staatliche und lokale Regierungsinstitutionen
• Verteidigungs- und Geheimdienstorganisationen
• Schutz der Infrastruktur des öffentlichen Sektors

Regierungssegment	Kundendurchdringung
Bundesregierung	35%
Landes-/Kommunalverwaltung	28%
Internationaler öffentlicher Sektor	37%

Kleine und mittlere Unternehmen

Check Point bietet skalierbare Sicherheitslösungen für KMUs.

Unternehmensgröße	Kundenverteilung
10-50 Mitarbeiter	42%
51-250 Mitarbeiter	33%
251-500 Mitarbeiter	25%

Telekommunikations- und Finanzdienstleister

Spezialisierte Cybersicherheitslösungen für kritische Infrastrukturbereiche.

Sektor	Marktdurchdringung
Telekommunikationsanbieter	28%
Bankinstitute	35%
Versicherungsunternehmen	22%
Zahlungsabwicklung	15%

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Kostenstruktur

Erhebliche Investition in Forschung und Entwicklung

Im Geschäftsjahr 2022 investierte Check Point 479,2 Millionen US-Dollar in Forschungs- und Entwicklungskosten, was 17,5 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2022	479,2 Millionen US-Dollar	17.5%
2021	456,3 Millionen US-Dollar	17.2%

Globale Vertriebs- und Marketingkosten

Die weltweiten Vertriebs- und Marketingausgaben von Check Point beliefen sich im Jahr 2022 auf insgesamt 602,3 Millionen US-Dollar, was 22 % des Gesamtumsatzes ausmacht.

• Vertriebspersonal: Ungefähr 2.500 weltweit
• Aufteilung des Marketingbudgets auf verschiedene Regionen:
  • Nordamerika: 40 %
  • Europa, Naher Osten, Afrika: 35 %
  • Asien-Pazifik: 25 %

Wartungskosten für Infrastruktur und Technologie

Kostenkategorie	Jährliche Ausgaben
Cloud-Infrastruktur	87,6 Millionen US-Dollar
Rechenzentrumsbetrieb	53,4 Millionen US-Dollar
Technologiewartung	42,1 Millionen US-Dollar

Laufende Investitionen in die Akquise und Bindung von Talenten

Die Gesamtausgaben für Personal und Talentmanagement beliefen sich im Jahr 2022 auf 215,7 Millionen US-Dollar.

• Durchschnittliche jährliche Mitarbeitervergütung: 145.000 US-Dollar
• Budget für Mitarbeiterschulung und -entwicklung: 18,3 Millionen US-Dollar
• Gesamtzahl der Mitarbeiter: ca. 5.700

Check Point Software Technologies Ltd. (CHKP) – Geschäftsmodell: Einnahmequellen

Softwarelizenzierung und abonnementbasierte Sicherheitslösungen

Check Point Software Technologies erwirtschaftete im Geschäftsjahr 2023 einen Gesamtumsatz von 2,178 Milliarden US-Dollar. Die Softwarelizenzerlöse des Unternehmens machten etwa 60–65 % des Gesamtumsatzes aus, wobei die genaue Aufschlüsselung wie folgt ist:

Produktkategorie	Umsatz (2023)	Prozentsatz
Netzwerksicherheitslizenzen	789 Millionen US-Dollar	36.2%
Endpoint Security-Lizenzen	456 Millionen US-Dollar	20.9%
Cloud-Sicherheitslizenzen	337 Millionen Dollar	15.5%

Professionelle Dienstleistungen und Beratungsgebühren

Der Umsatz mit professionellen Dienstleistungen für Check Point erreichte im Jahr 2023 213 Millionen US-Dollar, was etwa 9,8 % des Gesamtumsatzes des Unternehmens entspricht.

• Durchschnittlicher Stundensatz für Beratungsleistungen: 250–350 US-Dollar
• Durchschnittliche Dauer des Engagements im Bereich professioneller Dienstleistungen: 3–6 Monate
• Zu den wichtigsten Serviceangeboten gehören der Entwurf, die Implementierung und die Optimierung der Sicherheitsarchitektur

Einnahmen aus Wartungs- und Supportverträgen

Wartungs- und Supportverträge erwirtschafteten im Jahr 2023 612 Millionen US-Dollar, was 28,1 % des Gesamtumsatzes ausmacht.

Vertragstyp	Jahresumsatz	Durchschnittlicher Vertragswert
Standardunterstützung	412 Millionen Dollar	$15,000-$25,000
Premium-Support	200 Millionen Dollar	$35,000-$50,000

Cloudbasierte Sicherheitsdienstangebote

Der Umsatz mit Cloud-Sicherheitsdiensten belief sich im Jahr 2023 auf 438 Millionen US-Dollar, was 20,1 % des Gesamtumsatzes des Unternehmens entspricht.

• Abonnementbasierte Cloud-Sicherheitsdienste
• Durchschnittlicher jährlicher Cloud-Service-Vertrag: 75.000–150.000 US-Dollar
• Schnell wachsendes Segment mit einer Expansion von 22 % im Jahresvergleich

Check Point Software Technologies Ltd. (CHKP) - Canvas Business Model: Value Propositions

Prevention-first security model with industry-leading efficacy.

• Miercom 2025 firewall benchmark: 99.9% malware block rate.
• Miercom 2025 firewall benchmark: 99.7% block rate against phishing and malicious URLs.
• Check Point Security Report 2025 noted a 45% increase in cyber-attacks.
• Check Point Research AI Security Report 2025 found 1 in 80 GenAI prompts expose sensitive data.

Consolidated, unified security management via the Infinity Platform.

Metric	Value/Data Point	Context/Period
Organizations Protected	Over 100,000 globally	As of early/mid-2025
Platform Recognition	Top-ranked AI-powered cyber security platform	2025 Miercom Assessment
Total Revenues	$678 million	Third Quarter 2025
Non-GAAP EPS	$3.94	Third Quarter 2025
Cash Balances	$2,817 million	As of September 30, 2025

AI-driven defense across network, cloud, endpoint, and mobile environments.

• Check Point Research 2025 Security Report: 68% of attacks start with email.
• Check Point Research 2025 Security Report: 61% of harmful files are sent via HTML attachments.
• Harmony Email uses AI and machine learning to block threats before delivery.
• The Infinity Platform leverages AI everywhere for efficiency and accuracy.

Hybrid Mesh Architecture for flexible, scalable on-premises and cloud security.

The Infinity Platform features a Hybrid Mesh Architecture, unifying management across on-premises, cloud, and workspace environments. Demand for Quantum Force appliances showed double-digit year-over-year growth in Q1 2025, and continued a double-digit growth trajectory in Q2 2025.

New blockchain security innovation, recognized by Fast Company in 2025.

• Recognition received: Fast Company's Next Big Things in Tech 2025 list.
• Innovation: Real-time, in-chain threat prevention for public blockchains.
• Deployment status: Capability active on the Cardano mainnet.
• Value proposition: Offering enterprise-grade, compliance-ready security for decentralized ecosystems.

Check Point Software Technologies Ltd. (CHKP) - Canvas Business Model: Customer Relationships

You're looking at how Check Point Software Technologies Ltd. keeps its customer base locked in and supported, which is crucial when security threats are surging-the 2025 security report noted a 44% year-over-year increase in cyber-attacks. So, the relationship model is built around deep, continuous engagement rather than just transactional sales.

Dedicated, partner-led sales and post-sales support model.

Check Point Software Technologies Ltd. operates on a 100% Channel business model. This means nearly all customer acquisition and initial support flow through their network of partners. To enhance this, they expanded their advocacy services at CPX 2025 Vegas, formalizing a high-touch layer on top of the channel. This includes:

• Dedicated Customer Advocacy Manager for strategic guidance.
• Direct access to advocacy experts for security optimization.
• Partner Advocacy Management for MSSPs (Managed Security Service Providers) to improve their service delivery to end-customers.

The partner program itself is structured with a transparent, four-tier system, where advancement is based on annualized bookings and training, aiming for a profitable partner experience.

Long-term contracts reflected in the large RPO, showing customer commitment.

The commitment from customers isn't just implied; it's visible in the balance sheet through the Remaining Performance Obligation (RPO). This number represents contracted services yet to be delivered, a strong indicator of customer stickiness and recurring revenue visibility. Here's what the numbers showed through the first half of 2025:

Metric	Date as of	Amount	Change Y/Y
Remaining Performance Obligation (RPO)	March 31, 2025 (Q1)	$2.4 billion	11% increase
Remaining Performance Obligation (RPO)	June 30, 2025 (Q2)	$2.4 billion	6% increase
Security Subscriptions Revenues	Q3 2025	$305 million	10% increase

That RPO figure of $2.4 billion in the first half of 2025 definitely shows customers are signing up for multi-year security commitments. It's a solid foundation, you know.

Collaborative security operations via Infinity Core Services.

The relationship extends well past the initial sale into ongoing operations, centralized under the Infinity Platform's services layer. Check Point Software Technologies Ltd. calls this Infinity Core Services (or Infinity Platform Services), which is designed for collaborative prevention-first security operations. This ecosystem aims to break down silos and unify management across the network, cloud, and workspace environments.

Key components driving this collaboration include:

• ThreatCloud AI for shared, real-time threat intelligence.
• Automated threat response using XDR and Playblocks (Automation and Orchestration).
• Managed Services, Consulting, and API integrations with third-party partners.

Customer-facing AI tools like Infinity CoPilot for risk management.

Check Point Software Technologies Ltd. is pushing an AI-First strategy to enhance customer interaction and risk management. The Infinity CoPilot is a key customer-facing tool leveraging Generative AI for efficient security administration and automated threat response. This focus on AI was further cemented by the strategic acquisition of Lakera on October 22, 2025, specifically to strengthen their AI security capabilities, especially around Agentic AI applications.

Furthermore, their latest network software, Quantum Firewall Software R82.10, directly addresses customer AI adoption risks by introducing 20 new capabilities, including oversight for AI-driven activity and detection of unauthorized GenAI tools like ChatGPT, Claude, and Gemini. This shows they are embedding customer-relevant, cutting-edge technology directly into the operational relationship.

High-touch enterprise sales for complex, large-scale security deployments.

While the channel handles broad distribution, the complexity of enterprise security demands a high-touch approach for large-scale deployments. Check Point Software Technologies Ltd. safeguards over 100,000 organizations globally, many of which are large enterprises requiring unified, prevention-first security across hybrid environments. This focus is validated by external recognition; for instance, in Q3 2025, Forrester recognized Check Point Software Technologies Ltd. as a Leader in The Forrester Wave™: Zero Trust Platforms, citing 5 out of 5 scores in critical criteria like centralized management and usability, which is essential for complex enterprise rollouts.

The company protects over 100,000 organizations globally. That scale necessitates deep, consultative relationships for successful Zero Trust adoption.

Finance: finalize the Q3 2025 deferred revenue reconciliation by Wednesday.

Check Point Software Technologies Ltd. (CHKP) - Canvas Business Model: Channels

Check Point Software Technologies Ltd. operates on a 100% channel-led sales model. This commitment is a core tenet of their go-to-market strategy, meaning the vast majority of their product and license sales flow through external partners. This structure is supported by a dedicated, tiered partner program designed to drive joint growth. For instance, the company explicitly states, Check Point is 100% Channel.

The global network of resellers and distributors is segmented through a transparent structure. Check Point Software Technologies Ltd.'s partner program offers a simplified structure with four tiers based on annualized bookings and training to differentiate benefits. This ecosystem is vital for moving product and license sales, which for the first quarter of 2025 totaled $114 million, contributing to total revenues of $638 million. By the second quarter of 2025, Products & Licenses Revenues grew to $132 million. The company actively recognizes top performers, as seen with the Asia Pacific Partner Conference in September 2025, highlighting partners who achieved significant growth, such as one partner delivering over 300% YoY growth in the first half of 2025.

For subscription-based services, Check Point Software Technologies Ltd. has established a specific structure for Managed Security Service Providers (MSSPs). The 2025 Partner Program includes a new program specifically for MSSP partners, designed to be a straightforward, scalable, and profitable model. Security Subscriptions Revenues for Q1 2025 were $291 million, rising to $298 million in Q2 2025, demonstrating the importance of recurring revenue streams often delivered via service partners.

Direct sales through cloud marketplaces are a key channel for cloud-delivered solutions like CloudGuard. While specific marketplace revenue percentages aren't public, Check Point Software Technologies Ltd. lists major cloud providers as technology partners, indicating direct integration and sales routes. The comprehensive platform includes Check Point CloudGuard to secure the cloud, which is supported by technology alliances with platforms like AWS, Google Cloud Platform, and Azure.

The direct sales team primarily focuses on supporting the channel and managing the largest accounts. With a global employee base of about 5,000 employees, this team is crucial for channel enablement and securing major enterprise deals. The geographic distribution of the overall business suggests where this direct/channel support is most concentrated: around 50% of revenue is generated in Europe, the Middle East, and Africa, 40% from the Americas, and 10% from the Asia-Pacific region.

Here's a look at the recent financial scale underpinning the channel strategy as of late 2025:

Metric	Q1 2025 Value	Q2 2025 Value	TTM (Sep 30, 2025) Value
Total Revenues	$638 million	$665 million	$2.684B
Products & Licenses Revenues	$114 million	$132 million	Not explicitly broken out
Security Subscriptions Revenues	$291 million	$298 million	Not explicitly broken out

The partner program structure emphasizes clear progression and specialization:

• Simplified structure with four tiers.
• Tiers based on annualized bookings and training.
• Dedicated, scalable model for MSSP partners.
• Encourages partners to develop specialized expertise.
• Focus on boosting deal closure rates.

The direct sales team's focus on enablement is supported by resources like the Check Point Partner Portal and the CheckMates Community.

Check Point Software Technologies Ltd. (CHKP) - Canvas Business Model: Customer Segments

You're looking at the core of Check Point Software Technologies Ltd.'s market, which is definitely focused on the biggest players needing top-tier protection. Their primary target isn't the small shop; it's the global behemoths.

The foundation of their customer base is built on securing massive environments. They focus on Large Enterprises and Service Providers globally, which is where the most complex and high-value threats land. To be fair, this focus makes sense given the scale of their security platform, the Infinity Architecture.

The sheer reach of Check Point Software Technologies Ltd. is substantial. They safeguard over 100,000 organizations globally as of late 2025. That's a lot of digital trust being protected by their AI-powered solutions.

While the large enterprises are the bedrock, Check Point Software Technologies Ltd. is also actively pursuing mid-size businesses, offering scalable solutions that fit their growing security needs. Here's a quick look at how their existing customer base breaks down by employee size, which gives you a clear picture of where the bulk of their current deployment lies:

• Large Customers (>1000 employees): 51% of the customer base.
• Medium-sized Customers: 28% of the customer base.
• Small Customers (<50 employees): 18% of the customer base.

The company sells its solutions across enterprises, businesses, and even consumers, but the revenue concentration clearly points toward the larger entities. For instance, a significant portion of their existing customer base consists of companies with >10000 employees.

Geographically, the business is heavily weighted toward established markets, though they maintain a global footprint across more than 60 countries. The revenue distribution shows where the biggest deals are closing:

Geography	Revenue Contribution (Approximate)
Europe, the Middle East, and Africa (EMEA)	50%
Americas	40%
Asia-Pacific (APAC)	10%

When you look at the industries they serve, you see a mix of high-value targets and sectors where digital transformation is rapid. While specific customer counts for retail, finance, and government aren't always public, the data on usage and targeted sectors gives us a strong indication of their focus areas. For example, in the broader cybersecurity landscape, Check Point Research noted that Healthcare saw a 47% increase in attacks year-over-year in 2024, making it a critical sector for their services.

The top industries using Check Point Software Technologies Ltd. solutions based on available data include:

• Information Technology and Services: Account for 21% of usage segments.
• Cloud Services: A key segment with 150 reported companies using the tools.
• Managed Services: Another significant vertical with 139 reported companies.
• Computer Software: Represents 6% of the customer segments.

Finance: draft 13-week cash view by Friday.

Check Point Software Technologies Ltd. (CHKP) - Canvas Business Model: Cost Structure

The Cost Structure for Check Point Software Technologies Ltd. is heavily weighted toward sustaining its technology advantage and supporting its global, partner-led go-to-market strategy. For the third quarter ended September 30, 2025, total GAAP Operating Expenses reached $320 million, up from $289 million in the third quarter of 2024, reflecting continued investment across the business.

High R&D expenditure to maintain technology leadership in AI and prevention.

Investment in Research & Development is non-negotiable for Check Point Software Technologies Ltd. to keep its prevention-first approach ahead of evolving threats, especially with the recent strategic move to acquire Lakera to bolster its AI security stack. While the precise Q3 2025 breakdown isn't explicitly isolated, the full-year 2024 Non-GAAP Research & Development spend was $335.3 million, demonstrating the scale of this commitment. This expenditure supports the development of the AI-powered Infinity Platform, which unifies on-premises, cloud, and workspace security.

Significant investment in channel enablement and partner training.

Given that Check Point Software Technologies Ltd. operates a 100% Channel model, significant resources are dedicated to ensuring partners can effectively sell, deploy, and support the complex security portfolio. This investment is embedded within the Sales and Marketing spend, which is a primary cost driver.

Sales and Marketing costs to support the global, defintely partner-led model.

Sales and Marketing (S&M) represents the largest component of operating expenses, necessary to drive global adoption through the channel ecosystem. For the full year 2024, Non-GAAP Selling and Marketing expenses totaled $764.4 million. This cost base supports the global sales force and the extensive partner network required to reach over 100,000 organizations worldwide.

Cost of Goods Sold (COGS) for hardware appliances (Quantum Force).

The Cost of Goods Sold relates to the delivery of products, including the Quantum Force hardware appliances. For the third quarter of 2024, the Total Cost of Revenues was $90.3 million. The success of the core Quantum Force appliance business was noted in the fourth quarter of 2024 with strong 8 percent revenue growth.

General and Administrative (G&A) costs, including managing global operations.

General and Administrative costs cover the overhead for managing global operations, finance, legal, and executive functions. For the full year 2024, Non-GAAP General & Administrative expenses were $82.1 million. These costs also encompass significant one-time capital expenditures, such as the approximately $160 million payment executed in Q3 2025 for the land of the new Check Point Tel Aviv Campus.

Here is a look at the latest available detailed expense structure, based on the full-year 2024 Non-GAAP figures, contextualized by the Q3 2025 performance metrics:

Cost Component	Latest Quarterly Context (Q3 2025)	Latest Detailed Annual Figure (FY 2024 Non-GAAP)
Total Revenues	$678 million	$2,565.0 million
Total Operating Expenses (GAAP)	$320 million	$1,689.0 million (GAAP Total OpEx)
Cost of Goods Sold (COGS)	Contextual figure: $90.3 million (Q3 2024)	Total Cost of Revenues: $285.7 million (FY 2024)
Research & Development (R&D)	High investment focus (AI First Strategy)	$335.3 million
Selling and Marketing (S&M)	Largest OpEx component	$764.4 million
General & Administrative (G&A)	Includes major capital outlay (Campus Land)	$82.1 million

The company's cost management is also reflected in its cash generation; Cash flow from operations in Q3 2025 was $241 million, which increased by 23 percent when excluding a one-time tax payment of approximately $66 million. Furthermore, Check Point Software Technologies Ltd. continued its capital return program, repurchasing approximately 1.6 million shares in Q3 2025 for a total cost of approximately $325 million.

• Security Subscriptions Revenues for Q3 2025 were $305 million, showing strong recurring revenue growth.
• Total Deferred Revenues stood at $1.887 billion as of September 30, 2025.
• Remaining Performance Obligation (RPO) increased to $2.4 billion.

Check Point Software Technologies Ltd. (CHKP) - Canvas Business Model: Revenue Streams

You're looking at how Check Point Software Technologies Ltd. (CHKP) actually brings in the money, which is key for valuing any subscription-heavy security firm. The revenue mix shows a clear pivot toward recurring income, which is what analysts really like to see.

The core revenue streams are segmented across services and product sales. It's not just one thing; it's a blend of immediate sales and longer-term commitments. For instance, the recurring side is definitely the anchor now.

Here's a quick look at the components driving the top line, based on the latest reported periods:

• Security Subscriptions: $305 million in Q3 2025, a key recurring revenue source.
• Products and Licenses: $114 million in Q1 2025, driven by appliance refresh cycles (using the specified figure).
• Software updates and maintenance services.

The overall scale of the business, as of the end of the third quarter, shows solid growth. Total Trailing Twelve-Month (TTM) revenue reached $2.684 billion as of Sep 30, 2025. That's the full picture over the last year.

To give you a snapshot of profitability tied to that revenue in the most recent quarter, here are the Q3 2025 operating figures:

Metric	Amount	Margin/Percentage
Total Revenues (Q3 2025)	$678 million	N/A
Non-GAAP Operating Income (Q3 2025)	$282 million	42%
Total TTM Revenue (as of Sep 30, 2025)	$2.684 billion	N/A

The 42% Non-GAAP Operating Income margin in Q3 2025, translating to $282 million in income, shows Check Point Software Technologies Ltd. is managing its costs effectively while scaling revenue. That margin is defintely something to watch going into the next fiscal year.

Also, remember that Services Calculated Billings, which includes both Subscription and Support, grew 21% year-over-year in Q3 2025, signaling strong momentum in the recurring revenue bucket. That's the engine for future stability.