{
  "id": 18701,
  "title": "Check Point Software drops 8%+ on mixed second quarter results",
  "url": "https://urgent.news/2026/07/30/check-point-software-drops-8-on-mixed-second-quarter-results",
  "topic": "world",
  "section": "World",
  "published": "2026-07-30T20:51:10.000Z",
  "source": {
    "name": "SiliconANGLE",
    "slug": "siliconangle",
    "url": "https://siliconangle.com/2026/07/30/check-point-software-drops-8-mixed-second-quarter-results/"
  },
  "original_language": "en",
  "account": "Check Point Software Technologies Ltd. experienced a 8.2% drop in its stock price following the release of its second quarter earnings report. The company reported adjusted operating income of $260 million, equating to adjusted earnings of $2.55 per share, which surpassed analyst expectations. Despite this, the company's revenue fell short of forecasts, with sales amounting to $674 million, a slight decline from the midpoint of its guidance. This decline was primarily due to a 14% year-over-year drop in product revenue, which includes sales of physical firewalls and other non-subscription offerings. This decrease was attributed to customers delaying large firewall purchases until the fourth quarter. Check Point, however, anticipates a resurgence in this segment later in the year. The company also unveiled a new AI-powered firewall tool that aims to safeguard artificial intelligence workloads by identifying and mitigating associated risks. Subscription revenue, on the other hand, grew by 12% year-over-year, reaching $333 million, driven by a significant 40% annualized increase in email security, CTEM (Continuous Threat Exposure Management), and AI security product lines. CEO Nadav Zafrir expressed optimism about the company's growth prospects, stating that their go-to-market strategy is improving and sales capacity is expanding to tap into a rapidly growing market. For the year, Check Point expects adjusted earnings of $10.45 per share and revenue between $2.77 billion and $2.85 billion.",
  "summary": "Shares of Check Point Software Technologies Ltd. closed 8.2% lower today after it posted mixed second quarter earnings. The cybersecurity provider generated $260 million in adjusted operating income during the three months ended June 30. That translated into adjusted earnings of $2.55 per share, 10 cents more than what analysts polled by Zacks had forecasted. The […] The post Check Point Software…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}