Vérifiez Point Software Technologies Ltd. (CHKP): Business Model Canvas [Jan-2025 Mis à jour]

Dans le paysage en constante évolution de la cybersécurité, Check Point Software Technologies Ltd. est un formidable gardien, offrant des mécanismes de défense numérique sophistiqués qui protègent les organisations des cyber-menaces de plus en plus complexes. Avec un modèle commercial complet qui couvre le développement de technologies de pointe, les partenariats stratégiques et les solutions de sécurité innovantes, Check Point s'est positionné comme un leader mondial de la prévention des menaces et de la gestion de la cybersécurité. Leur approche unique combine des technologies logicielles avancées, une expertise mondiale et une compréhension approfondie des défis de sécurité des entreprises, ce qui en fait un acteur essentiel dans la sauvegarde des infrastructures numériques dans toutes les industries.

Vérifier Point Software Technologies Ltd. (CHKP) - Modèle commercial: partenariats clés

Alliances stratégiques avec les fournisseurs de cloud

Check Point Software Technologies maintient des partenariats critiques avec les principaux fournisseurs de cloud:

Fournisseur de cloud	Détails du partenariat	Statut d'intégration
Amazon Web Services (AWS)	Sécurité du réseau CloudGuard	Entièrement intégré
Microsoft Azure	Passerelle de sécurité quantique	Protection complète
Google Cloud Platform	Protection définie par logiciel	Modules de sécurité avancés

Partenariats technologiques

Collaboration mondiale des intégrateurs de systèmes et des revendeurs:

• Deloitte Cyber ​​Risk Services
• Sécurité accentuée
• Solutions de cybersécurité Wipro
• Pratique de cybersécurité de Capgemini

Collaborations de recherche sur la cybersécurité

Les partenariats des établissements académiques et de recherche comprennent:

Institution	Focus de recherche	Année de partenariat
Laboratoire de cybersécurité du MIT	Détection avancée des menaces	2022
Centre de cyber-politique de Stanford	Intelligence de menace	2023

Partenariats matériels OEM

Collaborations du fabricant d'équipement et de matériel réseau:

• Intégration du réseau Cisco Systems
• Solutions de sécurité des réseaux Juniper
• Dell Technologies Infrastructure Security
• Plateformes de sécurité de réseautage HPE

Vérifier Point Software Technologies Ltd. (CHKP) - Modèle d'entreprise: Activités clés

Développement de logiciels de cybersécurité avancés et de solutions de prévention des menaces

Check Point a investi 468,1 millions de dollars dans la recherche et le développement en 2022. La société maintient une infrastructure de développement logiciel robuste axé sur les technologies de cybersécurité de pointe.

Investissement en R&D	Pourcentage de revenus
468,1 millions de dollars	18.4%

Recherche continue et innovation dans les technologies de détection des menaces

La plate-forme de renseignement des menaces de Check Point traite plus de 3,5 milliards d'événements de sécurité par jour sur les réseaux mondiaux.

• Taux de précision de détection des menaces: 99,6%
• Des modèles d'apprentissage automatique formés sur plus de 250 millions d'échantillons de logiciels malveillants
• Mises à jour du renseignement des menaces en temps réel dans plus de 150 pays

Fournir des services complets de conseil et de mise en œuvre de la sécurité

Catégorie de service	Contribution annuelle des revenus
Services professionnels	187,3 millions de dollars
Assistance de la mise en œuvre	129,6 millions de dollars

Maintenir et mettre à jour les logiciels de sécurité et les plateformes de renseignement sur les menaces

Vérifier les versions 72 Mises à jour logicielles chaque année à travers son portefeuille de produits de sécurité.

• Fréquence de mise à jour logicielle: versions trimestrielles majeures
• Couverture de plate-forme de sécurité cloud: 100+ environnements cloud
• Protection des points de terminaison: 250 000 clients d'entreprise

Vérifier Point Software Technologies Ltd. (CHKP) - Modèle d'entreprise: Ressources clés

Équipe de recherche et développement de cybersécurité hautement qualifiée

Au quatrième trimestre 2023, Check Point employait 5 780 employés au total, avec environ 1 200 dédiés à la recherche et au développement.

Investissement en R&D	2023 Montant
Total des dépenses de R&D	474,2 millions de dollars
R&D en% des revenus	17.4%

Technologies logicielles de prévention et de sécurité des menaces propriétaires

• Plate-forme CloudGuard
• Passerelle de sécurité quantique
• Harmony Endpoint Security
• Intelligence des menaces à la menace des menaces AI

Réseau mondial de centres d'opérations de sécurité et centres de données

Présence mondiale	Nombre
Centres d'opérations de sécurité	12
Centres de données	7
Emplacements de bureaux mondiaux	45

Portfolio de propriété intellectuelle étendue et brevets de cybersécurité

Propriété intellectuelle	Quantité
Brevets actifs totaux	387
Demandes de brevet en attente	126

Mesures financières clés liées aux ressources clés

Métrique financière	Valeur 2023
Revenus totaux	2,72 milliards de dollars
Revenu net	769,5 millions de dollars

Vérifier Point Software Technologies Ltd. (CHKP) - Modèle d'entreprise: Propositions de valeur

Solutions complètes de cybersécurité de bout en bout pour les entreprises

Check Point Software Technologies propose des solutions de cybersécurité d'entreprise avec les mesures clés suivantes:

Catégorie de produits	Revenus annuels (2023)	Couverture du marché
Solutions de sécurité d'entreprise	2,1 milliards de dollars	180+ pays
Produits de sécurité cloud	612 millions de dollars	65% des entreprises du Fortune 500

Prévention des menaces avancées et protection en temps réel

Les capacités de prévention des menaces de Check Point comprennent:

• Taux de détection des menaces: 99,6%
• Temps de réponse moyen: 0,3 seconde
• Couverture de prévention des logiciels malveillants: 100+ vecteurs de menace

Gestion de la sécurité unifiée sur plusieurs plateformes

Prise en charge de la plate-forme	Pourcentage de couverture
Environnements cloud	98%
Plates-formes mobiles	95%
Infrastructure réseau	92%

Solutions de sécurité évolutives et adaptables

Métriques d'évolutivité pour les clients d'entreprise:

• Points de terminaison protégés maximum: 250 000 par déploiement
• Traitement du trafic réseau: jusqu'à 1 tbps
• Valeur du contrat client moyen: 487 000 $

Vérifier Point Software Technologies Ltd. (CHKP) - Modèle d'entreprise: relations avec les clients

Équipes de support technique dédiées et de service à la clientèle

Check Point maintient une infrastructure mondiale de support client avec une assistance technique 24/7 sur plusieurs canaux. Depuis 2024, la société exploite:

Canal de support	Couverture mondiale	Temps de réponse
Support téléphonique	42 pays	30 minutes moyennes
Assistance par e-mail	Mondial	4-6 heures
Portail en ligne	Mondial	Accès immédiat

Formation en matière de sécurité et ressources éducatives

Vérifier les programmes de recherche et de formation Fournir une formation complète en cybersécurité:

• Modules de formation en ligne: 127 cours différents
• Programmes professionnels de la sécurité certifiés: 8 niveaux de certification
• Participants à la formation annuelle: environ 25 000 professionnels de la cybersécurité

Services personnalisés de conseil en sécurité et d'évaluation des risques

Check Point propose des services de conseil en cybersécurité sur mesure avec les spécialisations suivantes:

Service de conseil	Coût d'engagement moyen	Durée
Évaluation des risques d'entreprise	$75,000 - $250,000	4-8 semaines
Analyse des menaces avancées	$45,000 - $150,000	2-6 semaines
Revue de préparation à la conformité	$35,000 - $100,000	3-5 semaines

Mises à jour logicielles régulières et partage de l'intelligence des menaces

Le point de contrôle fournit des mises à jour de sécurité continues et des renseignements sur les menaces:

• Mises à jour de l'intelligence des menaces: détection de menace en temps réel
• Fréquence du correctif logiciel: mises à jour hebdomadaires de sécurité
• Base de données des menaces: plus de 4,5 millions de signatures de menaces connues
• Centres mondiaux de surveillance des menaces: 7 emplacements dans le monde

Vérifier Point Software Technologies Ltd. (CHKP) - Modèle d'entreprise: canaux

Équipe de vente directe ciblant l'entreprise et les clients du marché intermédiaire

Check Point maintient une force de vente directe mondiale de 1 850 professionnels de la vente à partir de 2023, axée sur les clients de la cybersécurité des entreprises et du marché intermédiaire dans plusieurs régions.

Métrique de l'équipe de vente	2023 données
Représentants des ventes totales	1,850
Couverture géographique	Amérique du Nord, Europe, Asie-Pacifique, Moyen-Orient
Taille moyenne de l'entreprise	$375,000

Plateforme de vente en ligne et site Web de commerce électronique

La plate-forme de vente en ligne de Check Point traite environ 22% du total des ventes de logiciels et de matériel, les transactions numériques augmentant 15% en glissement annuel en 2023.

• La plate-forme en ligne prend en charge les achats de produits 24/7
• Offre une génération de devis instantanée
• Fournit des licences logicielles immédiates

Réseau mondial de revendeurs et de partenaires autorisés

Métrique du réseau partenaire	2023 données
Total des partenaires autorisés	4,200
Contribution des revenus des partenaires	38% du total des revenus de l'entreprise
Types de partenaires	Fournisseurs de services gérés, intégrateurs de systèmes, revendeurs à valeur ajoutée

Participation de la conférence sur le marketing numérique et la cybersécurité

Check Point a investi 42,3 millions de dollars dans le marketing numérique et la participation de la conférence en 2023, ciblant les décideurs technologiques dans toutes les industries.

• Participé à 67 conférences mondiales de cybersécurité
• Organisé 12 événements clients exclusifs
• Généré 3 400 prospects qualifiés via des canaux de marketing

Vérifier Point Software Technologies Ltd. (CHKP) - Modèle d'entreprise: segments de clientèle

Grandes organisations d'entreprise dans plusieurs industries

Check Point sert de grands clients d'entreprise dans divers secteurs ayant des besoins sophistiqués de cybersécurité.

Segment de l'industrie	Pourcentage de clients d'entreprise
Services financiers	22%
Soins de santé	18%
Fabrication	16%
Technologie	15%
Vente au détail	12%
Autres industries	17%

Institutions du gouvernement et du secteur public

Le point de contrôle fournit des solutions de cybersécurité aux entités gouvernementales dans le monde.

• Agences gouvernementales fédérales
• Institutions gouvernementales et locales
• Organisations de défense et de renseignement
• Protection des infrastructures du secteur public

Segment du gouvernement	Pénétration du client
Gouvernement fédéral	35%
Gouvernement d'État / local	28%
Secteur public international	37%

Petites et moyennes entreprises

Check Point propose des solutions de sécurité évolutives pour les PME.

Taille de l'entreprise	Distribution des clients
10-50 employés	42%
51-250 employés	33%
251-500 employés	25%

Télécommunications et fournisseurs de services financiers

Solutions spécialisées de cybersécurité pour les secteurs des infrastructures critiques.

Secteur	Pénétration du marché
Fournisseurs de télécommunications	28%
Institutions bancaires	35%
Compagnies d'assurance	22%
Traitement des paiements	15%

Check Point Software Technologies Ltd. (CHKP) - Modèle d'entreprise: Structure des coûts

Investissement important dans la recherche et le développement

Au cours de l'exercice 2022, Check Point a investi 479,2 millions de dollars dans les frais de recherche et développement, ce qui représente 17,5% des revenus totaux.

Exercice fiscal	Dépenses de R&D	Pourcentage de revenus
2022	479,2 millions de dollars	17.5%
2021	456,3 millions de dollars	17.2%

Dépenses mondiales de vente et de marketing

Les dépenses mondiales de vente et de marketing de Check Point ont totalisé 602,3 millions de dollars en 2022, représentant 22% des revenus totaux.

• Personnel des ventes: environ 2 500 dans le monde
• Attribution du budget marketing dans toutes les régions:
  • Amérique du Nord: 40%
  • Europe, Moyen-Orient, Afrique: 35%
  • Asie-Pacifique: 25%

Coûts d'infrastructure et de maintenance technologique

Catégorie de coûts	Dépenses annuelles
Infrastructure cloud	87,6 millions de dollars
Opérations du centre de données	53,4 millions de dollars
Maintenance technologique	42,1 millions de dollars

Investissements en cours d'acquisition de talents et de rétention

Les dépenses totales de gestion des ressources humaines et des talents en 2022 ont atteint 215,7 millions de dollars.

• Compensation annuelle moyenne des employés: 145 000 $
• Budget de formation et de développement des employés: 18,3 millions de dollars
• Nombre total d'employés: environ 5 700

Vérifier Point Software Technologies Ltd. (CHKP) - Modèle d'entreprise: Strots de revenus

Solutions de sécurité des licences logicielles et abonnement

Vérifier les technologies du logiciel généré 2,178 milliards de dollars de revenus totaux pour l'exercice 2023. Les revenus de licences logicielles de la société représentaient environ 60 à 65% des revenus totaux, avec une rupture spécifique comme suit:

Catégorie de produits	Revenus (2023)	Pourcentage
Licences de sécurité réseau	789 millions de dollars	36.2%
Licences de sécurité de terminaison	456 millions de dollars	20.9%
Licence de sécurité cloud	337 millions de dollars	15.5%

Services professionnels et frais de conseil

Les revenus des services professionnels pour le point de chèque en 2023 ont atteint 213 millions de dollars, ce qui représente environ 9,8% du total des revenus de l'entreprise.

• Services de conseil Taux horaires moyens: 250 $ - 350 $
• Durée de l'engagement moyen des services professionnels: 3 à 6 mois
• Les offres de services clés comprennent la conception de l'architecture de sécurité, la mise en œuvre et l'optimisation

Revenus de contrat de maintenance et de soutien

Les contrats de maintenance et de soutien ont généré 612 millions de dollars en 2023, ce qui représente 28,1% des revenus totaux.

Type de contrat	Revenus annuels	Valeur du contrat moyen
Support standard	412 millions de dollars	$15,000-$25,000
Support premium	200 millions de dollars	$35,000-$50,000

Offres de services de sécurité basées sur le cloud

Les revenus des services de sécurité cloud en 2023 étaient de 438 millions de dollars, ce qui représente 20,1% du total des revenus de l'entreprise.

• Services de sécurité cloud basés sur l'abonnement
• Contrat de service cloud annuel moyen: 75 000 $ - 150 000 $
• Segment de croissance rapide avec une expansion de 22% sur l'autre

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.