Check Point Software Technologies Ltd. (CHKP): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en constante evolución de la seguridad cibernética, Check Point Software Technologies Ltd. se erige como un tutor formidable, que ofrece sofisticados mecanismos de defensa digital que protegen a las organizaciones de amenazas cibernéticas cada vez más complejas. Con un modelo comercial integral que abarca el desarrollo de tecnología de vanguardia, las asociaciones estratégicas y las soluciones de seguridad innovadoras, Check Point se ha posicionado como un líder mundial en prevención de amenazas y gestión de seguridad cibernética. Su enfoque único combina tecnologías de software avanzadas, experiencia global y una comprensión profunda de los desafíos de seguridad empresarial, lo que los convierte en un jugador crítico para salvaguardar las infraestructuras digitales en todas las industrias.

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocio: asociaciones clave

Alianzas estratégicas con proveedores de nubes

Check Point Software Technologies mantiene asociaciones críticas con los principales proveedores de la nube:

Proveedor de nubes	Detalles de la asociación	Estado de integración
Servicios web de Amazon (AWS)	Seguridad de la red de guardaespaldas	Totalmente integrado
Microsoft Azure	Puerta de enlace de seguridad cuántica	Protección integral
Plataforma en la nube de Google	Protección definida de software	Módulos de seguridad avanzados

Asociaciones tecnológicas

Integradores de sistemas y revendedores globales:

• Servicios de riesgo cibernético de Deloitte
• Accenture Security
• Soluciones de ciberseguridad de Wipro
• Práctica de ciberseguridad de Capgemini

Colaboraciones de investigación de ciberseguridad

Las asociaciones académicas y de la institución de investigación incluyen:

Institución	Enfoque de investigación	Año de asociación
Laboratorio de Ciberseguridad MIT	Detección de amenazas avanzadas	2022
Centro de Políticas Cibernéticas de Stanford	Inteligencia de amenazas	2023

Asociaciones de hardware OEM

Equipos de red y colaboraciones de fabricantes de hardware:

• Integración de red de sistemas de Cisco
• Soluciones de seguridad de Juniper Networks
• Dell Technologies Infraestructura Seguridad
• Plataformas de seguridad de redes HPE

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocio: actividades clave

Desarrollo de software avanzado de ciberseguridad y soluciones de prevención de amenazas

Check Point invirtió $ 468.1 millones en investigación y desarrollo en 2022. La compañía mantiene una robusta infraestructura de desarrollo de software que se centra en las tecnologías de seguridad cibernética de vanguardia.

Inversión de I + D	Porcentaje de ingresos
$ 468.1 millones	18.4%

Investigación e innovación continua en tecnologías de detección de amenazas

La plataforma de inteligencia de amenazas de Check Point procesa más de 3.500 millones de eventos de seguridad diariamente en redes globales.

• Tasa de precisión de detección de amenazas: 99.6%
• Modelos de aprendizaje automático entrenados en más de 250 millones de muestras de malware
• Actualizaciones de inteligencia de amenazas en tiempo real en más de 150 países

Proporcionar servicios integrales de consultoría e implementación de seguridad

Categoría de servicio	Contribución anual de ingresos
Servicios profesionales	$ 187.3 millones
Soporte de implementación	$ 129.6 millones

Mantener y actualizar el software de seguridad y las plataformas de inteligencia de amenazas

Lanzamientos de Punto de control 72 actualizaciones de software anualmente en su cartera de productos de seguridad.

• Frecuencia de actualización de software: lanzamientos principales trimestrales
• Cobertura de la plataforma de seguridad en la nube: más de 100 entornos en la nube
• Protección de punto final: más de 250,000 clientes empresariales

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocio: recursos clave

Equipo de investigación y desarrollo de ciberseguridad altamente calificada

A partir del cuarto trimestre de 2023, Check Point empleó a 5,780 empleados en total, con aproximadamente 1,200 dedicados a la investigación y el desarrollo.

Inversión de I + D	Cantidad de 2023
Gastos totales de I + D	$ 474.2 millones
I + D como % de ingresos	17.4%

Tecnologías de software de prevención de amenazas y software

• Plataforma de guardaespaldas
• Puerta de enlace de seguridad cuántica
• Seguridad de punto final de armonía
• Inteligencia de amenazas de AI amenazas con IA

Red global de centros de operaciones de seguridad y centros de datos

Presencia global	Número
Centros de operaciones de seguridad	12
Centros de datos	7
Ubicaciones de oficinas globales	45

Extensas cartera de propiedades intelectuales y patentes de ciberseguridad

Propiedad intelectual	Cantidad
Patentes activas totales	387
Solicitudes de patente pendientes	126

Métricas financieras clave relacionadas con recursos clave

Métrica financiera	Valor 2023
Ingresos totales	$ 2.72 mil millones
Lngresos netos	$ 769.5 millones

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocio: propuestas de valor

Soluciones integrales de ciberseguridad de extremo a extremo para empresas

Check Point Software Technologies ofrece soluciones de seguridad cibernética empresarial con las siguientes métricas clave:

Categoría de productos	Ingresos anuales (2023)	Cobertura del mercado
Soluciones de seguridad empresariales	$ 2.1 mil millones	Más de 180 países
Productos de seguridad en la nube	$ 612 millones	65% de las compañías Fortune 500

Prevención de amenazas avanzadas y protección en tiempo real

Las capacidades de prevención de amenazas de Check Point incluyen:

• Tasa de detección de amenazas: 99.6%
• Tiempo de respuesta promedio: 0.3 segundos
• Cobertura de prevención de malware: más de 100 vectores de amenazas

Gestión de seguridad unificada en múltiples plataformas

Soporte de plataforma	Porcentaje de cobertura
Entornos en la nube	98%
Plataformas móviles	95%
Infraestructura de red	92%

Soluciones de seguridad escalables y adaptables

Métricas de escalabilidad para clientes empresariales:

• Puntos finales protegidos máximos: 250,000 por implementación
• Procesamiento de tráfico de red: hasta 1 TBPS
• Valor promedio del contrato del cliente: $ 487,000

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocios: relaciones con los clientes

Soporte técnico dedicado y equipos de servicio al cliente

Check Point mantiene una infraestructura global de atención al cliente con asistencia técnica 24/7 en múltiples canales. A partir de 2024, la compañía opera:

Canal de soporte	Cobertura global	Tiempo de respuesta
Soporte telefónico	42 países	Promedio de 30 minutos
Soporte por correo electrónico	Global	4-6 horas
Portal en línea	Mundial	Acceso inmediato

Capacitación de seguridad continua y recursos educativos

Programas de investigación y capacitación de puntos de control Proporcionar educación integral de ciberseguridad:

• Módulos de capacitación en línea: 127 cursos diferentes
• Programas profesionales de seguridad certificados: 8 niveles de certificación
• Participantes de capacitación anual: aproximadamente 25,000 profesionales de ciberseguridad

Servicios de consultoría de seguridad y evaluación de riesgos personalizados

Check Point ofrece servicios de consultoría de seguridad cibernética personalizada con las siguientes especializaciones:

Servicio de consultoría	Costo promedio de compromiso	Duración
Evaluación de riesgos empresariales	$75,000 - $250,000	4-8 semanas
Análisis avanzado de amenazas	$45,000 - $150,000	2-6 semanas
Revisión de preparación para el cumplimiento	$35,000 - $100,000	3-5 semanas

Actualizaciones regulares de software y intercambio de inteligencia de amenazas

Check Point proporciona actualizaciones de seguridad continuas e inteligencia de amenazas:

• Actualizaciones de inteligencia de amenazas: detección de amenazas en tiempo real
• Frecuencia del parche de software: actualizaciones de seguridad semanales
• Base de datos de amenazas: más de 4.5 millones de firmas de amenazas conocidas
• Centros de monitoreo de amenazas globales: 7 ubicaciones en todo el mundo

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocio: canales

Equipo de ventas directo dirigido a clientes empresariales y de mercado medio

Check Point mantiene una fuerza de ventas directa global de 1.850 profesionales de ventas a partir de 2023, centrados en clientes de seguridad cibernética empresarial y de mercado medio en múltiples regiones.

Métrica del equipo de ventas	2023 datos
Representantes de ventas totales	1,850
Cobertura geográfica	América del Norte, Europa, Asia-Pacífico, Medio Oriente
Tamaño promedio de la oferta empresarial	$375,000

Plataforma de ventas en línea y sitio web de comercio electrónico

La plataforma de ventas en línea de Check Point procesa aproximadamente el 22% de las ventas totales de software y hardware, con transacciones digitales que aumentan el 15% año tras año en 2023.

• La plataforma en línea admite la compra de productos 24/7
• Ofrece generación de cotizaciones instantáneas
• Proporciona licencias de software inmediatas

Red global de revendedores y socios autorizados

Métrica de la red de socios	2023 datos
Total de socios autorizados	4,200
Contribución de ingresos de socio	38% de los ingresos totales de la empresa
Tipos de pareja	Proveedores de servicios administrados, integradores de sistemas, revendedores de valor agregado

Participación de la conferencia de marketing digital y ciberseguridad

Check Point invirtió $ 42.3 millones en marketing digital y participación en la conferencia en 2023, dirigida a los tomadores de decisiones tecnológicos en todas las industrias.

• Participó en 67 conferencias globales de ciberseguridad
• Organizó 12 eventos exclusivos para clientes
• Generó 3.400 clientes potenciales de ventas calificados a través de canales de comercialización

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocio: segmentos de clientes

Grandes organizaciones empresariales en múltiples industrias

Check Point atiende a grandes clientes empresariales en varios sectores con sofisticadas necesidades de ciberseguridad.

Segmento de la industria	Porcentaje de clientes empresariales
Servicios financieros	22%
Cuidado de la salud	18%
Fabricación	16%
Tecnología	15%
Minorista	12%
Otras industrias	17%

Instituciones gubernamentales y del sector público

Check Point proporciona soluciones de ciberseguridad para entidades gubernamentales a nivel mundial.

• Agencias del gobierno federal
• Instituciones gubernamentales estatales y locales
• Organizaciones de defensa e inteligencia
• Protección de infraestructura del sector público

Segmento gubernamental	Penetración del cliente
Gobierno federal	35%
Gobierno estatal/local	28%
Sector público internacional	37%

Pequeñas y medianas empresas

Check Point ofrece soluciones de seguridad escalables para las PYME.

Tamaño de negocio	Distribución del cliente
10-50 empleados	42%
51-250 empleados	33%
251-500 empleados	25%

Telecomunicaciones y proveedores de servicios financieros

Soluciones de ciberseguridad especializadas para sectores de infraestructura crítica.

Sector	Penetración del mercado
Proveedores de telecomunicaciones	28%
Instituciones bancarias	35%
Compañías de seguros	22%
Procesamiento de pagos	15%

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocio: Estructura de costos

Inversión significativa en investigación y desarrollo

En el año fiscal 2022, Check Point invirtió $ 479.2 millones en gastos de investigación y desarrollo, lo que representa el 17.5% de los ingresos totales.

Año fiscal	Gastos de I + D	Porcentaje de ingresos
2022	$ 479.2 millones	17.5%
2021	$ 456.3 millones	17.2%

Gastos globales de ventas y marketing

Los gastos mundiales de ventas y marketing de Check Point totalizaron $ 602.3 millones en 2022, lo que representa el 22% de los ingresos totales.

• Personal de ventas: aproximadamente 2,500 a nivel mundial
• Asignación de presupuesto de marketing en todas las regiones:
  • América del Norte: 40%
  • Europa, Medio Oriente, África: 35%
  • Asia Pacífico: 25%

Costos de mantenimiento de infraestructura y tecnología

Categoría de costos	Gasto anual
Infraestructura en la nube	$ 87.6 millones
Operaciones del centro de datos	$ 53.4 millones
Mantenimiento de la tecnología	$ 42.1 millones

Inversiones de adquisición y retención de talentos continuos

Los gastos totales de recursos humanos y gestión del talento en 2022 alcanzaron $ 215.7 millones.

• Compensación anual promedio de empleados: $ 145,000
• Presupuesto de capacitación y desarrollo de empleados: $ 18.3 millones
• Número total de empleados: aproximadamente 5.700

Check Point Software Technologies Ltd. (CHKP) - Modelo de negocios: flujos de ingresos

Licencias de software y soluciones de seguridad basadas en suscripción

Las tecnologías de software de Check Point generaron $ 2.178 mil millones en ingresos totales para el año fiscal 2023. Los ingresos de licencias de software de la compañía representaron aproximadamente el 60-65% de los ingresos totales, con un desglose específico de la siguiente manera:

Categoría de productos	Ingresos (2023)	Porcentaje
Licencias de seguridad de red	$ 789 millones	36.2%
Licencias de seguridad de punto final	$ 456 millones	20.9%
Licencias de seguridad en la nube	$ 337 millones	15.5%

Servicios profesionales y tarifas de consultoría

Los ingresos por servicios profesionales para Check Point en 2023 alcanzaron los $ 213 millones, lo que representa aproximadamente el 9.8% de los ingresos totales de la compañía.

• Servicios de consultoría Tasa promedio por hora: $ 250- $ 350
• Duración promedio de compromiso de servicios profesionales: 3-6 meses
• Las ofertas de servicios clave incluyen diseño de arquitectura de seguridad, implementación y optimización

Ingresos del contrato de mantenimiento y soporte

Los contratos de mantenimiento y soporte generaron $ 612 millones en 2023, que constituyen el 28.1% de los ingresos totales.

Tipo de contrato	Ingresos anuales	Valor de contrato promedio
Soporte estándar	$ 412 millones	$15,000-$25,000
Soporte premium	$ 200 millones	$35,000-$50,000

Ofertas de servicios de seguridad basados ​​en la nube

Los ingresos por servicios de seguridad en la nube en 2023 fueron de $ 438 millones, lo que representa el 20.1% de los ingresos totales de la compañía.

• Servicios de seguridad en la nube basados ​​en suscripción
• Contrato promedio de servicio en la nube anual: $ 75,000- $ 150,000
• Segmento de crecimiento rápido con 22% de expansión año tras año

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.