Check Point Software Technologies Ltd. (CHKP) 53rd Annual Nasdaq Investor Conference December 8, 2025 7:00 PM EST

Company Participants

Kip Meintzer - Head of Global Investor Relations Roei Golan - Chief Financial Officer

Conference Call Participants

Meta Marshall - Morgan Stanley, Research Division

Presentation

Meta Marshall Morgan Stanley, Research Division

Perfect. Welcome, everybody, bright and early here in London on Tuesday. I’m Meta Marshall. I head up cybersecurity research here at Morgan Stanley, filling Hamza’s shoes in his departure. We’re delighted to have Check Point here today. For any research disclosures, please see morganstanleyresearch.com.

And I’m going to hand it over to Kip to give a little bit of a safe harbor for Check Point before we start.

Kip Meintzer Head of Global Investor Relations

So good morning, everyone. During the course of the presentation, there may be forward-looking statements made. As with all forward-looking statements, there’s risks and uncertainties that could affect the outcome of results. If you’d like a comprehensive but not exhaustive list of those risk factors, maybe read something before you go to sleep, so you do go to sleep quickly. Take a peek at our 20-F filed with the sec.gov. And as with all forward-looking statements, we reserve the right to update as required by law. And back to you, Meta.

Question-and-Answer Session

Meta Marshall Morgan Stanley, Research Division

All right. So we’re delighted to have Roei Golan here, CFO of Check Point here with us today. It’s been almost a year since the CEO transition in Check Point’s history. From your vantage point as CFO, just what has changed in terms of strategic priorities, decision-making cadence or risk appetite?

Roei Golan Chief Financial Officer

So first, great to be here. Thanks for hosting us. So Nadav joined us in December. Actually, I think it’s today, he’s marking the first year. I think

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