Check Point unveiled an AI stack targeting runtime attacks, including a GenAI data loss prevention capability to block intellectual property leaks to public large language models. The platform integrates agentic protections from the Cyata acquisition and features a red teaming tool, ‘Gandalf,’ with over 1 million users building adversarial prompt databases for live predictive prevention.

The company closed last year with 6% revenue growth and 9% billings growth, and provided new guidance categories covering operational cash flow and subscription revenue. Management set revenue growth guidance around 6% and forecast a full-year non-GAAP margin of approximately 39.4%, aiming to shift toward a consistent beat-and-raise pattern.

SASE subscriptions grew over 40%, with attached firewall subscriptions representing roughly 70% of total subscription revenue and emerging technologies making up more than 30%. The Perimeter 81 acquisition has been retooled for enterprise use, scaling to tens of thousands of users and enhancing SASE latency and user experience while remaining complementary to core data center firewalls.

Check Point issued a $2 billion zero-coupon convertible note, generating about $70 million in annual interest income, and continues $1.3 billion in yearly share buybacks, reducing share count by 3–5%. A 5% price increase on hardware took effect January 1, and management cited currency and acquisition-related headwinds of 1–2 points, balanced by potential R&D credits and flexible capital deployment for M&A or dividends.