Check Point Software Technologies Ltd. · CHKP · Next earnings

Check Point Software Technologies Ltd. reports Monday, Nov 2, 2026

CHKP reports before market open with consensus EPS at $2.48 and revenue at $672.1M. Last quarter: Check Point sees Q3 as revenue trough, with subscriptions still growing

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.48 Calendar consensus
Consensus revenue $672.1M Calendar consensus
Report date Nov 2, 2026 Monday, date estimated
Session Before market open 0 days away

Where CHKP left off: FY2026 Q3

Full report

Check Point sees Q3 as revenue trough, with subscriptions still growing

EPS surprise — Reported — vs $2.48
Revenue surprise — Reported — vs $672.1M
Stock move -2.4% Event window
Subsequent drift 0.0% Up to 20 sessions

FY guidance was maintained. Management's outlook includes flat Q4 revenue year over year and more than $1.5 billion in subscription revenue by 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Firewall appliance demand may recover more slowly than expected.
  • Price increases could weigh on demand.
  • Memory-cost inflation and foreign-exchange headwinds may pressure margins.
  • Execution of sales-organization changes and competition from Fortinet and Palo Alto Networks remain concerns.

Questions analysts left open

  • Whether subscription growth can remain durable and support double-digit expansion in 2027.
  • The effect of price increases on subscription and services demand.
  • Whether sales-organization changes will improve execution.

Ask FN2 about CHKP next report

Transcript, numbers and history already loaded
What should I watch for in CHKP's next earnings report?How did CHKP guide last quarter, and is consensus above or below that?Give me the bull and bear case going into CHKP earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the CHKP recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent CHKP quarters

All CHKP earnings
-2.4%FY2026 Q3-8.2%FY2026 Q2-19.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.