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Israel HQ’ed Cybersecurity supplier Check Point has kicked off 2025 with continued positive momentum, reporting a 7% yoy increase in revenues to $638m for Q1. The firm also saw a security subscriptions revenues grow by 10% to $291m and a 17% surge in cash flow from operations, reaching $421m.
Product and licence revenues grew by 14%, driven largely by robust demand for the company’s Quantum Force appliances (AI-enhanced firewalls and gateways) and the firms Infinity Platform. The EMEA region accounted for 45% of total revenues, up 5% yoy, signalling solid international traction.
Nadav Zafrir, now 100 days into his role as CEO (See - Check Point begins 2025 with new CEO at the helm), described the quarter as a "solid foundation" for the year ahead. Zafrir has outlined a refreshed go-to-market strategy, with a notable focus on workforce security. A new division dedicated to this area is being built into the broader Infinity Platform, leveraging the company’s existing assets such as Threatcloud AI.
While Check Point’s growth remains in the single digits, lagging behind high double-digit growth from rivals such as Palo Alto Networks, Fortinet and CrowdStrike, the company is aiming to differentiate itself through providing a hybrid mesh security architecture. This approach integrates on-premise, Cloud, SASE, and edge security, aiming to provide a flexible, comprehensive defence framework.
AI is also central to Check Point’s future, not only to bolster cybersecurity against evolving threats but also to improve internal operations. The firm recently launched an AI Copilot for its Infinity platform, offering contextual, generative AI-driven assistance to security teams by drawing from user-specific policies and system-wide data. Partners are also playing a growing role in the firms go-to market. In February, Check Point announced a strategic partnership with Wiz to tackle hybrid cloud security, bridging the gap between traditional network protection and Cloud Native Application Protection (CNAPP).
Looking ahead, the company is maintaining its FY25 growth forecast of 4–8%, with a strong pipeline for Q2 and minimal anticipated disruption from global tariff changes, though management noted the fallout may be too early to tell given purchasing cycles and so is something that is being closely watched.
Posted by: Simon Baxter at 10:00