“As a stand-alone business, to be a substantial part of Check Point's revenue it will likely take until 2027.”

In context

“Nadav Zafrir (Chief Executive Officer): It's early innings. As a stand-alone business, to be a substantial part of Check Point's revenue it will likely take until 2027. This is a big investment and adoption is a process—organizations will inevitably adopt AI for employees and applications, but it won't happen overnight. AI security will be both a stand-alone business and something that is embedded across our pillars. For example, workspace security will include employee AI usage sold as part of workspace bundles. At the infrastructure level, we can embed AI protections in data center and GPU environments integrated with NVIDIA. We're seeing the first links of these projects now. We also see AI security impacting our services business—AI red teaming is one of the fastest-growing services. So it will be both stand-alone and integrated to drive cross-sell, and we expect to see meaningful contribution in 2027 as adoption and commercialization scale.”