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CLAIM #67167 · Check Point Software Technologies Ltd (CHKP) · 2025Q4 earnings call · Feb 12, 2026 · due Dec 31, 2026

Yes. If you're looking at the four pillars, of course, the most significant one is hybrid mesh, which includes also our firewall, which is still a significant part of our business. It's growing, of course, mainly driven by the SASE and our cloud network.

Nadav Zafrir · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

In context

Roei Golan (CFO): Yes. If you're looking at the four pillars, of course, the most significant one is hybrid mesh, which includes also our firewall, which is still a significant part of our business. It's growing, of course, mainly driven by the SASE and our cloud network. That's largely driving the growth. Both of them, SASE and cloud network, sit on the subscription line item. That's part of the acceleration we see in our subscription line item. The others that I think have the highest growth are Workspace and exposure management. Exposure management, we talked a lot about in this call. We see very strong demand, though still small numbers from total Check Point, but very strong demand, which started when we acquired Cyberin, then we added other acquisitions that we've done and included in the offering. When we look at the funnel for next year, it is expected to be even in 2026 a major driver for our subscription line item. Email continues to be very strong. I think we have already passed the $160 million in ARR and continue to grow in very strong double digits, so definitely, we're aiming to be above $200 million this year. That's the main driver that you see our subscription revenues continue to accelerate, and we expect it to accelerate every quarter. Of course, along with contribution from firewall, again, this is a mix of the price increase, but also gaining new logos and expanding our market share.

Verify independently

SEC filings for CHKP · Claim quote is verbatim from the 2025Q4 earnings call.