NASDAQ$CHKP

Check Point Software Technologies · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

CHKP Q4 2023 — $750.0M revenue, 1.00 EPS

We may not be able to successfully compete, which could adversely affect our business and results of operations. Check Point Software Technologies reported Q4 2023 results. Diluted EPS came in at $1.00. Net income of $43.0M. Headline numbers extracted from the Form 20-F press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $750.0M.
  • Diluted EPS: $1.00.
  • Net income: $43.0M.
  • Operating income: $899.1.

Headline financials

Total Revenue

$664M

Previous: $639M+3.9%
EPS (adj)

$2.57

Previous: $2.45+4.9%
Capital Expenditures

$18.6M

Previous: $22.1M-15.8%
Net Income

$249M

Previous: $270M-7.7%
Operating Income

$252M

Previous: $254M-0.9%
Gross Profit

$571M

Previous: $555M+2.9%
R&D Expense

$98M

No prior period
Stock-Based Comp

$145M

Previous: $131M+10.6%

Revenue & EPS history

Check Point · Revenue · Quarterly

$664M

Q4 2023+3.9%vs Q4 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Check Point · $465M total across 2 segments · Q4 2022

  • Software Updates & Maintenance
    $234M+2.4%
  • Security Subscriptions
    $231M+13.2%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.1%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-0.7%

Avg return

30 days after

57%

35 / 61 earnings

Positive

+9.7%

Q3 2022

Best reaction

-14.4%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-6.8%-6.5%-12.9%
Q2 2025-14.4%-11.7%-11.5%
Q4 2024+7.4%+4.1%+8.0%
Q4 2023+2.2%+2.2%-1.5%
Q3 2023+1.8%+3.9%+10.9%
Q2 2023+2.4%+2.7%+4.4%
Q1 2023-5.2%-5.0%-2.0%
Q4 2022-0.9%-1.7%-1.4%
Q3 2022+9.7%+11.4%+13.7%
Q2 2022-5.0%-4.2%-3.5%
Q1 2022-4.9%-5.1%-6.9%
Q4 2021+3.7%+2.3%+18.0%
Q3 2021+1.3%-0.9%-6.6%
Q2 2021-2.2%+1.0%+0.8%
Q1 2021-0.8%-2.5%-1.3%
Q4 2020-10.1%-12.3%-14.8%
Q3 2020-3.2%-4.0%-4.5%
Q2 2020-0.1%-0.3%+3.2%
Q1 2020+0.8%-2.3%+2.7%
Q4 2019+0.7%+2.6%-9.0%
Q3 2019+4.4%+3.5%+9.5%
Q2 2019-1.8%-3.3%-7.7%
Q1 2019-8.6%-8.5%-8.6%
Q4 2018+1.0%+3.2%+9.5%
Q3 2018-3.5%-5.6%-3.5%
Q2 2018+5.1%+2.3%+4.3%
Q1 2018-5.3%-6.2%-5.7%
Q4 2017-1.3%-3.3%-0.6%
Q3 2017-11.6%-9.3%-10.5%
Q2 2017-8.1%-8.1%-7.3%
Q1 2017-0.2%+0.2%+6.7%
Q4 2016+9.1%+10.4%+12.9%
Q3 2016+2.6%+2.1%+1.7%
Q2 2016-6.6%-8.1%-9.2%
Q1 2016-5.2%
Q4 2015+4.8%
Q3 2015+3.2%
Q2 2015+6.8%
Q1 2015+6.0%
Q4 2014+0.1%
Q3 2014+7.9%
Q2 2014+4.2%
Q1 2014+2.7%
Q4 2013+3.7%
Q3 2013+0.1%
Q2 2013+5.5%
Q1 2013-0.2%
Q4 2012+2.2%
Q3 2012-12.7%
Q2 2012+9.4%
Q1 2012-2.3%
Q4 2011-2.3%
Q3 2011+1.4%
Q2 2011+6.3%
Q4 2009+1.8%
Q4 2010+1.8%
Q4 2008+1.8%
Q1 2011+1.8%
Q3 2010+5.2%
Q2 2010+2.0%
Q1 2010-0.2%

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