Check Point (CHKP) Q2 FY26 earnings call

Check Point's Q2 FY26 results were in line with expectations, driven by strong subscription revenue growth and the launch of the AI network firewall. The company is expanding its sales force to capitalize on long-term growth opportunities, particularly in the AI era. While Q3 is anticipated to be a trough due to seasonality and go-to-market adjustments, management expects a strong Q4 to meet full-year guidance, positioning the company for accelerated growth in 2027.