reports
Check Point Software Technologies Releases its 2024 Environment, Socia...
Check Point Software Technologies Releases its 2024 Environment, Social, Governance (ESG) Report REDWOOD CITY, Calif., July 14, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today released its 2024 Environmental, Social, and Governance (ESG) Report: “Sustainability in Security.” The third annual ESG report details the company’s progress and vision for a secure, sustainable digital future — where cyber protection serves as the foundation for trust, resilience, and societal advancement. “At Check Point, our mission is clear: We are here ...
- Garvit Bhandari
Global Cybersecurity Industry July 2025
This report looks at the cybersecurity industry globally. Cybersecurity as an industry involves the design, development, and use of encryption software that can provide protection to a range of information technology systems and devices. The report talks about the overall market size, expected growth rates as well current trends driving the growth in the industry. Companies can also be categorized as core and non-core, the former being those that exclusively engage in cybersecurity and those for...
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Check Point Software Technologies Named a Leader in Zero Trust Platfor...
Check Point Software Technologies Named a Leader in Zero Trust Platforms, Q3 2025 Evaluation Check Point’s Hybrid Mesh Security Platform recognized for plan to deliver AI-driven capabilities to automate network security functions REDWOOD CITY, Calif., July 11, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced it has been recognized as a Leader in The Forrester Wave™: Zero Trust Platforms, Q3 2025. The independent analyst report evaluated the 10 most significant Zero Trust platform providers and cited Check Point for delive...
Palo Alto Networks Inc: 1 director
Two Directors at Palo Alto Networks Inc sold/sold after exercising options 121,300 shares at between 190.000USD and 200.856USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades ...
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LEN LENNAR CORPORATION CLASS A
IMAX IMAX CORPORATION
GME GAMESTOP CORP. CLASS A
EXPE EXPEDIA GROUP INC.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CDR CD PROJEKT S.A.
OSTK OVERSTOCK.COM INC.
DHI D.R. HORTON INC.
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
HEAR TURTLE BEACH CORP.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FUBO FUBOTV
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
YOU CLEAR SECURE INC
GETY GETTY IMAGES HOLDINGS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
Check Point Software to Announce 2025 Second Quarter Financial Results...
Check Point Software to Announce 2025 Second Quarter Financial Results on July 30, 2025 TEL AVIV, Israel, July 01, 2025 (GLOBE NEWSWIRE) -- . (NASDAQ: CHKP), a leading provider of cyber security solutions globally, today announced that it will release its financial results for the second quarter ended June 30, 2025, on Wednesday, July 30, 2025, before the U.S. financial markets open. Management will host a video conference call with the investment community at 8:30 AM EST/5:30 AM PST on July 30, 2025. A live video webcast of the call will be hosted on the company’s website at . To foll...
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...
Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...
Check Point Software Technologies Ltd: 1 director
A director at Check Point Software Technologies Ltd sold 141,288 shares at 227.800USD and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...
Dangerous Blind Spots Costing Enterprises Time, Trust, and Agility Exp...
Dangerous Blind Spots Costing Enterprises Time, Trust, and Agility Exposed in Check Point’s 2025 Cloud Security Report Report finds 65% of organizations suffered a cloud-security incident in the past year — yet only 6% remediated it within an hour REDWOOD CITY, Calif., June 05, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today released its 2025 Cloud Security Report. Based on a global survey of more than 900 CISOs and IT leaders, the report reveals systemic weaknesses, including alert fatigue, fragmented toolsets, and a widespread i...
- Wedbush Research
TSLA TESLA INC
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
INOD INNODATA
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
BASE COUCHBASE INC
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
ADBE ADOBE INC.
INOD INNODATA
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
Check Point Software Technologies Recognized as a Best Company to Work...
Check Point Software Technologies Recognized as a Best Company to Work For by U.S. News & World Report REDWOOD CITY, Calif., June 02, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced that U.S. News & World Report has named the company among its . In addition, Check Point was also recognized as a Best Company to Work For in the IT industry. This recognition highlights Check Point’s commitment to fostering a culture of innovation, inclusion, and continuous growth across its global workforce. The U.S. News rankings evaluate c...
Check Point Accelerates Threat Detection and Response with AI-Powered ...
Check Point Accelerates Threat Detection and Response with AI-Powered Security Management for the Modern Enterprise Next-generation Smart-1 Management Appliances boost efficiency delivering 2X expansion in managed gateways and AI-powered tools for automation, policy insights, and orchestration REDWOOD CITY, Calif., May 28, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced the launch of its next generation Smart-1 Management Appliances, delivering 2X increase in managed gateways and up to 70% higher log rate, with AI-powere...
AI-Powered Defense at the Edge: Check Point Launches New Branch Office...
AI-Powered Defense at the Edge: Check Point Launches New Branch Office Security Gateways with 4x Faster Threat Prevention Performance Optimized for SD-WAN, New Quantum Force Branch Office Firewalls deliver protections against growing attacks on branch offices and superior end user experience REDWOOD CITY, Calif., May 28, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced major advancements to its family of All Quantum Force Security Gateways for the data center and perimeter are receiving a 15%-25% performance boost in thr...
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