Check Point Software Technologies Ltd. (CHKP): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em constante evolução da segurança cibernética, a Check Point Software Technologies Ltd. é um guardião formidável, oferecendo sofisticados mecanismos de defesa digital que protegem as organizações de ameaças cibernéticas cada vez mais complexas. Com um modelo de negócios abrangente que abrange o desenvolvimento de tecnologia de ponta, parcerias estratégicas e soluções de segurança inovadoras, o Check Point se posicionou como líder global em prevenção de ameaças e gerenciamento de segurança cibernética. Sua abordagem exclusiva combina tecnologias avançadas de software, experiência global e um profundo entendimento dos desafios de segurança corporativa, tornando -os um participante crítico na proteção de infraestruturas digitais entre os setores.

Check Point Software Technologies Ltd. (CHKP) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com fornecedores de nuvem

Check Point Software Technologies mantém parcerias críticas com os principais provedores de nuvem:

Provedor de nuvem	Detalhes da parceria	Status de integração
Amazon Web Services (AWS)	CloudGuard Network Security	Totalmente integrado
Microsoft Azure	Gateway de segurança quântica	Proteção abrangente
Plataforma do Google Cloud	Proteção definida por software	Módulos de segurança avançados

Parcerias de tecnologia

Integradores de sistemas globais e revendedores de colaboração:

• Deloitte Cyber ​​Risk Services
• Segurança da Accenture
• Soluções de segurança cibernética Wipro
• Prática de segurança cibernética de Capgemini

Colaborações de pesquisa em segurança cibernética

As parcerias de instituição acadêmica e de pesquisa incluem:

Instituição	Foco na pesquisa	Ano de parceria
MIT Laboratório de segurança cibernética	Detecção avançada de ameaças	2022
Stanford Cyber ​​Policy Center	Inteligência de ameaças	2023

Parcerias de hardware OEM

Colaborações do fabricante de equipamentos e hardware de rede e hardware:

• Integração de rede de sistemas Cisco
• Juniper Networks Security Solutions
• Segurança da infraestrutura da Dell Technologies
• Plataformas de segurança de rede HPE

Check Point Software Technologies Ltd. (CHKP) - Modelo de negócios: Atividades -chave

Desenvolvimento de software avançado de segurança cibernética e soluções de prevenção de ameaças

O Check Point investiu US $ 468,1 milhões em pesquisa e desenvolvimento em 2022. A Companhia mantém uma infraestrutura robusta de desenvolvimento de software com foco em tecnologias de segurança cibernética de ponta.

Investimento em P&D	Porcentagem de receita
US $ 468,1 milhões	18.4%

Pesquisa contínua e inovação em tecnologias de detecção de ameaças

A plataforma de inteligência de ameaças da Check Point processa mais de 3,5 bilhões de eventos de segurança diariamente nas redes globais.

• Taxa de precisão de detecção de ameaças: 99,6%
• Modelos de aprendizado de máquina treinados em mais de 250 milhões de amostras de malware
• Atualizações de inteligência de ameaças em tempo real em mais de 150 países

Fornecendo serviços abrangentes de consultoria e implementação de segurança

Categoria de serviço	Contribuição anual da receita
Serviços profissionais	US $ 187,3 milhões
Suporte de implementação	US $ 129,6 milhões

Manter e atualizar o software de segurança e as plataformas de inteligência de ameaças

Verificações de ponto de verificação 72 Atualizações de software anualmente em seu portfólio de produtos de segurança.

• Frequência de atualização de software: grandes lançamentos trimestrais
• Cobertura da plataforma de segurança em nuvem: mais de 100 ambientes em nuvem
• Proteção de terminais: mais de 250.000 clientes corporativos

Check Point Software Technologies Ltd. (CHKP) - Modelo de negócios: Recursos -chave

Equipe de pesquisa e desenvolvimento de segurança cibernética altamente qualificada

A partir do quarto trimestre 2023, o ponto de verificação empregou 5.780 funcionários no total, com aproximadamente 1.200 dedicados à pesquisa e desenvolvimento.

Investimento em P&D	2023 quantidade
Despesas totais de P&D	US $ 474,2 milhões
P&D como % da receita	17.4%

Tecnologias de software de prevenção e segurança de ameaças proprietárias

• Plataforma CloudGuard
• Gateway de segurança quântica
• Segurança do endpoint de Harmony
• Ameakloud Ai Ameak Intelligence

Rede global de centros de operações de segurança e data centers

Presença global	Número
Centros de Operações de Segurança	12
Data centers	7
Locais globais de escritórios	45

Extenso portfólio de propriedade intelectual e patentes de segurança cibernética

Propriedade intelectual	Quantidade
Total de patentes ativas	387
Pedidos de patente pendentes	126

Principais métricas financeiras relacionadas aos principais recursos

Métrica financeira	2023 valor
Receita total	US $ 2,72 bilhões
Resultado líquido	US $ 769,5 milhões

Check Point Software Technologies Ltd. (CHKP) - Modelo de negócios: proposições de valor

Soluções abrangentes de ponta a ponta de segurança para empresas

Check Point Software Technologies oferece soluções corporativas de segurança cibernética com as seguintes métricas principais:

Categoria de produto	Receita anual (2023)	Cobertura de mercado
Enterprise Security Solutions	US $ 2,1 bilhões	Mais de 180 países
Produtos de segurança em nuvem	US $ 612 milhões	65% das empresas da Fortune 500

Prevenção avançada de ameaças e proteção em tempo real

Os recursos de prevenção de ameaças da Check Point incluem:

• Taxa de detecção de ameaças: 99,6%
• Tempo médio de resposta: 0,3 segundos
• Cobertura de prevenção de malware: mais de 100 vetores de ameaças

Gerenciamento de segurança unificado em várias plataformas

Suporte da plataforma	Porcentagem de cobertura
Ambientes em nuvem	98%
Plataformas móveis	95%
Infraestrutura de rede	92%

Soluções de segurança escaláveis ​​e adaptáveis

Métricas de escalabilidade para clientes corporativos:

• Pontos finais máximos protegidos: 250.000 por implantação
• Processamento de tráfego de rede: até 1 TBPS
• Valor médio do contrato do cliente: US $ 487.000

Check Point Software Technologies Ltd. (CHKP) - Modelo de negócios: Relacionamentos do cliente

Suporte técnico dedicado e equipes de atendimento ao cliente

O Check Point mantém uma infraestrutura global de suporte ao cliente com assistência técnica 24/7 em vários canais. A partir de 2024, a empresa opera:

Canal de suporte	Cobertura global	Tempo de resposta
Suporte telefônico	42 países	30 minutos em média
Suporte por e -mail	Global	4-6 horas
Portal online	Mundialmente	Acesso imediato

Treinamento em segurança em andamento e recursos educacionais

Programas de pesquisa e treinamento de ponto de verificação Forneça educação abrangente de segurança cibernética:

• Módulos de treinamento on -line: 127 cursos diferentes
• Programas profissionais de segurança certificados: 8 níveis de certificação
• Participantes anuais de treinamento: aproximadamente 25.000 profissionais de segurança cibernética

Serviços personalizados de consultoria de segurança e avaliação de risco

O Check Point oferece serviços de consultoria de segurança cibernética sob medida com as seguintes especializações:

Serviço de consultoria	Custo médio de engajamento	Duração
Avaliação de riscos da empresa	$75,000 - $250,000	4-8 semanas
Análise avançada de ameaças	$45,000 - $150,000	2-6 semanas
Revisão de prontidão para conformidade	$35,000 - $100,000	3-5 semanas

Atualizações regulares de software e compartilhamento de inteligência de ameaças

O ponto de verificação fornece atualizações de segurança contínuas e inteligência de ameaças:

• Atualizações de inteligência de ameaças: Detecção de ameaças em tempo real
• Frequência do patch de software: atualizações semanais de segurança
• Banco de dados de ameaças: mais de 4,5 milhões de assinaturas de ameaça conhecidas
• Centros de monitoramento de ameaças globais: 7 locais em todo o mundo

Check Point Software Technologies Ltd. (CHKP) - Modelo de negócios: canais

Equipe direta de vendas direcionando clientes corporativos e de mercado intermediário

O Check Point mantém uma força de vendas direta global de 1.850 profissionais de vendas a partir de 2023, focada em clientes corporativos e de segurança cibernética do mercado em várias regiões.

Métrica da equipe de vendas	2023 dados
Total de representantes de vendas	1,850
Cobertura geográfica	América do Norte, Europa, Ásia-Pacífico, Oriente Médio
Tamanho médio de negócios empresarial	$375,000

Plataforma de vendas on-line e site de comércio eletrônico

A plataforma de vendas on-line da Check Point processa aproximadamente 22% do total de vendas de software e hardware, com transações digitais aumentando 15% ano a ano em 2023.

• A plataforma online suporta compra de produtos 24/7
• Oferece geração de cotação instantânea
• Fornece licenciamento imediato de software

Rede global de revendedores e parceiros autorizados

Métrica de rede de parceiros	2023 dados
Total de parceiros autorizados	4,200
Contribuição da receita do parceiro	38% da receita total da empresa
Tipos de parceiros	Provedores de serviços gerenciados, integradores de sistemas, revendedores de valor agregado

Participação da conferência de marketing digital e de segurança cibernética

O Check Point investiu US $ 42,3 milhões em marketing digital e participação da conferência em 2023, direcionando os tomadores de decisão de tecnologia em todos os setores.

• Participou de 67 conferências globais de segurança cibernética
• Hospedado 12 eventos exclusivos de clientes
• Gerou 3.400 leads de vendas qualificados por meio de canais de marketing

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

Grandes organizações empresariais em vários setores

O ponto de verificação atende a grandes clientes corporativos em vários setores com sofisticadas necessidades de segurança cibernética.

Segmento da indústria	Porcentagem de clientes corporativos
Serviços financeiros	22%
Assistência médica	18%
Fabricação	16%
Tecnologia	15%
Varejo	12%
Outras indústrias	17%

Instituições do governo e do setor público

O ponto de verificação fornece soluções de segurança cibernética para entidades governamentais globalmente.

• Agências do governo federal
• Instituições do governo estadual e local
• Organizações de Defesa e Inteligência
• Proteção de infraestrutura do setor público

Segmento do governo	Penetração do cliente
Governo federal	35%
Governo estadual/local	28%
Setor público internacional	37%

Pequenas e médias empresas

O Check Point oferece soluções de segurança escaláveis ​​para pequenas e médias empresas.

Tamanho comercial	Distribuição de clientes
10-50 funcionários	42%
51-250 funcionários	33%
251-500 funcionários	25%

Provedores de telecomunicações e serviços financeiros

Soluções especializadas de segurança cibernética para setores críticos de infraestrutura.

Setor	Penetração de mercado
Provedores de telecomunicações	28%
Instituições bancárias	35%
Companhias de seguros	22%
Processamento de pagamento	15%

Check Point Software Technologies Ltd. (CHKP) - Modelo de negócios: estrutura de custos

Investimento significativo em pesquisa e desenvolvimento

No ano fiscal de 2022, o Check Point investiu US $ 479,2 milhões em despesas de pesquisa e desenvolvimento, representando 17,5% da receita total.

Ano fiscal	Despesas de P&D	Porcentagem de receita
2022	US $ 479,2 milhões	17.5%
2021	US $ 456,3 milhões	17.2%

Despesas globais de vendas e marketing

As despesas globais de vendas e marketing da Check Point totalizaram US $ 602,3 milhões em 2022, representando 22% da receita total.

• Pessoal de vendas: aproximadamente 2.500 globalmente
• Alocação de orçamento de marketing entre regiões:
  • América do Norte: 40%
  • Europa, Oriente Médio, África: 35%
  • Ásia -Pacífico: 25%

Custos de manutenção de infraestrutura e tecnologia

Categoria de custo	Despesas anuais
Infraestrutura em nuvem	US $ 87,6 milhões
Operações de data center	US $ 53,4 milhões
Manutenção de tecnologia	US $ 42,1 milhões

Investimentos de aquisição e retenção de talentos em andamento

O total de recursos humanos e gestão de talentos em 2022 atingiu US $ 215,7 milhões.

• Compensação média anual de funcionários: US $ 145.000
• Orçamento de Treinamento e Desenvolvimento de funcionários: US $ 18,3 milhões
• Número total de funcionários: aproximadamente 5.700

Check Point Software Technologies Ltd. (CHKP) - Modelo de negócios: fluxos de receita

Licenciamento de software e soluções de segurança baseadas em assinatura

As tecnologias de software de ponto de verificação geraram US $ 2,178 bilhões em receita total para o ano fiscal de 2023. As receitas de licenciamento de software da empresa foram responsáveis ​​por aproximadamente 60-65% da receita total, com uma quebra específica da seguinte forma:

Categoria de produto	Receita (2023)	Percentagem
Licenças de segurança de rede	US $ 789 milhões	36.2%
Licenças de segurança de endpoint	US $ 456 milhões	20.9%
Licenças de segurança em nuvem	US $ 337 milhões	15.5%

Serviços profissionais e taxas de consultoria

A receita de serviços profissionais para o ponto de verificação em 2023 atingiu US $ 213 milhões, representando aproximadamente 9,8% da receita total da empresa.

• Serviços de consultoria Taxa horária média: US $ 250- $ 350
• Duração média dos serviços profissionais: 3-6 meses
• As principais ofertas de serviços incluem design de arquitetura de segurança, implementação e otimização

Receitas de contrato de manutenção e apoio

Os contratos de manutenção e apoio geraram US $ 612 milhões em 2023, constituindo 28,1% da receita total.

Tipo de contrato	Receita anual	Valor médio do contrato
Suporte padrão	US $ 412 milhões	$15,000-$25,000
Suporte premium	US $ 200 milhões	$35,000-$50,000

Ofertas de serviço de segurança baseadas em nuvem

A receita dos Serviços de Segurança em Cloud em 2023 foi de US $ 438 milhões, representando 20,1% da receita total da empresa.

• Serviços de segurança em nuvem baseados em assinatura
• Contrato médio de serviço em nuvem anual: US $ 75.000 a US $ 150.000
• Segmento de crescimento rápido com 22% de expansão ano a ano

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.