The AI Transformation Has Arrived. Now Comes the Hard Part: Securing It

Rhea-AI Summary

Check Point (NASDAQ: CHKP) will host a 90-minute virtual event, "Securing the AI Transformation in a Hyperconnected World", on December 4, 2025. The practitioner-focused briefing covers protecting AI models, agents, APIs, data, cloud workloads and network traffic across hybrid cloud and edge environments.

Speakers include Check Point executives and partners from NVIDIA, IDC and WWT. The session is strategic (not a product showcase) and aims to deliver frameworks, visibility and a prevention-first approach for CISOs, CIOs, DevOps and security architects. Registration is free.

News Market Reaction

+0.11%

1 alert

+0.11% News Effect

+$22M Valuation Impact

$20.10B Market Cap

0.7x Rel. Volume

On the day this news was published, CHKP gained 0.11%, reflecting a mild positive market reaction. This price movement added approximately $22M to the company's valuation, bringing the market cap to $20.10B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Webinar date: December 4, 2025 Duration: 90 minutes AMER session time: 2:00 PM EST +5 more

8 metrics

Webinar date December 4, 2025 AI security virtual event timing

Duration 90 minutes Length of "Securing the AI Transformation" webinar

AMER session time 2:00 PM EST Webinar time for Americas region

EMEA session time 3:00 PM CET Webinar time for EMEA region

APAC session time 12:30 PM SGT Webinar time for APAC region

Current price $198.48 Price before webinar-focused news

52-week range $178.64 – $234.355 Positioning of current price within last year

Market cap $21,202,557,595 Equity value prior to webinar event

Market Reality Check

Price: $174.36 Vol: Volume 571,806 vs 20-day ...

low vol

$174.36 Last Close

Volume Volume 571,806 vs 20-day average 997,267 (relative volume 0.57x). low

Technical Price $198.48 is trading below the 200-day MA at $208.32.

Peers on Argus

Peers show mixed moves: FFIV +2.49%, GEN +0.94%, while IOT, NTNX, and GDDY are n...

Peers show mixed moves: FFIV +2.49%, GEN +0.94%, while IOT, NTNX, and GDDY are negative, suggesting stock-specific rather than broad sector momentum.

Common Catalyst AI-related messaging appears in at least one peer headline (GEN AI-native browser) alongside CHKP’s AI-security event.

Historical Context

5 past events · Latest: Dec 04 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 04	AI product launch	Positive	+1.9%	Release of Quantum Firewall Software R82.10 with new AI security features.
Dec 04	Convertible notes deal	Negative	+1.9%	Pricing of upsized $1.75B 0.00% convertible senior notes due 2030.
Dec 03	Recognition/award	Positive	+2.1%	Named a Leader in Gartner Magic Quadrant for Email Security.
Dec 02	Proposed notes offering	Negative	+0.1%	Announcement of proposed $1.5B 0.00% convertible senior notes offering.
Dec 02	AI strategy event	Neutral	+0.1%	Announcement of free 90-minute AI security virtual briefing for enterprises.

Pattern Detected

Recent news, including AI initiatives and even convertible note offerings, generally coincided with modestly positive 24h price moves, indicating the stock has often reacted constructively to both strategic and financing updates.

Recent Company History

Over recent months, Check Point has combined AI-focused product strategy with capital markets activity. On Dec 4, 2025, it launched Quantum Firewall Software R82.10 to secure AI-driven enterprises and separately priced an upsized $1.75 billion zero-coupon convertible notes offering due 2030, both seeing positive 24h reactions near 1.93%. A day earlier, it was named a Leader in Gartner’s Email Security Magic Quadrant, with a 2.06% move. The current AI security webinar announcement on Dec 2 fits a pattern of ongoing AI-centric positioning.

Market Pulse Summary

This announcement highlights a free, 90-minute virtual briefing focused on securing AI models, agent...

Analysis

This announcement highlights a free, 90-minute virtual briefing focused on securing AI models, agents, APIs, and cloud workloads across hybrid and edge environments. It complements prior AI initiatives, such as AI Cloud Protect and AI-powered gateways, by emphasizing practitioner education rather than new products or financials. Investors may watch how consistently Check Point ties these thought-leadership efforts to concrete offerings and customer adoption as AI workloads expand throughout enterprise networks.

Key Terms

llms, ai agents, apis, hybrid cloud, +4 more

8 terms

llms technical

"Detect and prevent the emerging threat types introduced by LLMs and AI agents"

Large language models are advanced computer programs that read and generate human-like text by learning patterns from huge amounts of written material; think of them as digital employees that can draft reports, answer questions, summarize documents, or generate code. They matter to investors because they can change a company’s costs, speed of product development, customer service, and competitive edge — and they also create new risks and regulatory questions that can affect profits and valuation.

ai agents technical

"threat types introduced by LLMs and AI agentsStrengthen resilience"

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

apis technical

"protection for models, data, agents, APIs and network traffic."

APIs are sets of rules that let different software systems talk to each other, like standardized doorways that let apps, data services and websites exchange information without needing to be rebuilt each time. For investors, APIs matter because they speed product development, enable digital partnerships and data feeds, create new revenue or cost savings, and introduce operational or security dependencies that can affect growth and risk.

hybrid cloud technical

"expand across hybrid cloud and edge environments, organizations face a new challenge"

A hybrid cloud is a computing setup that mixes a company’s own servers with rented services from public cloud providers, letting businesses choose where each application and dataset lives. Think of it like keeping valuables in a private safe while also using a nearby storage unit for overflow; this matters to investors because it influences a company’s costs, flexibility, regulatory risk and ability to scale or offer new services, all of which affect profitability and competitive strength.

edge environments technical

"expand across hybrid cloud and edge environments, organizations face a new challenge"

Edge environments are computing and data-processing setups placed close to where data is generated—such as factory floors, retail stores, medical devices, or telecom towers—so decisions and analysis can happen quickly without sending everything to a distant data center. For investors, edge deployments can cut costs, reduce delays, improve reliability and enable new revenue streams from real-time services, making companies more competitive in industries that rely on fast, local data handling. An everyday analogy is a local kitchen preparing meals on demand instead of shipping ingredients across town to a central restaurant.

ciso technical

"Whether you’re a CISO, network architect, DevOps lead, CIO or security"

A CISO (Chief Information Security Officer) is the senior executive responsible for protecting a company's digital information and systems from theft, loss, or unauthorized access. Think of the CISO as the head of security for the company’s digital vaults: they set policies, oversee defenses, and coordinate responses to cyberattacks. Investors care because effective cybersecurity reduces the risk of costly breaches, regulatory fines, operational disruption, and reputational damage that can materially affect a company’s value.

devops technical

"Whether you’re a CISO, network architect, DevOps lead, CIO or security"

DevOps is a way of working that combines software development and IT operations to improve how technology systems are built, tested, and maintained. It emphasizes collaboration, automation, and continuous improvement to deliver updates quickly and reliably. For investors, understanding DevOps can signal a company’s ability to innovate faster and respond more effectively to market changes.

sase technical

"centralized internet access management for SASE and firewalls, phishing protection"

SASE, or Secure Access Service Edge, is a modern technology that combines network security and access management into a single, cloud-based service. It ensures that users can safely connect to company resources from anywhere, much like having a secure, virtual gatekeeper that protects digital information. For investors, SASE matters because it reflects how organizations are adopting advanced security measures to support flexible, remote work environments and protect valuable data.

AI-generated analysis. Not financial advice.

Discover how to build resilient, prevention-first AI security — from models and agents to cloud workloads and connectivity. Live on December 4

REDWOOD CITY, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Artificial intelligence is transforming the enterprise at unprecedented speed. AI now underpins critical workloads, cloud operations, identity systems, code pipelines, and everyday collaboration tools. As these systems expand across hybrid cloud and edge environments, organizations face a new challenge: how to secure AI architectures that are constantly evolving and deeply interconnected.

To help enterprises navigate this shift, Check Point Software Technologies (NASDAQ: CHKP) is hosting a 90-minute virtual event, “Securing the AI Transformation in a Hyperconnected World,” on December 4, 2025. The session brings together leading experts from Check Point, NVIDIA, IDC, WWT and global CISOs to explore the architectures, practices and technologies needed to secure AI-driven environments at scale.

This is not a product showcase. It is a strategic, practitioner-focused briefing for leaders who need clarity on defending AI systems across cloud, edge, and distributed networks.

Why Attend?
As AI becomes embedded in every layer of the enterprise, security teams need new frameworks, stronger visibility, and unified protection for models, data, agents, APIs and network traffic. This webinar offers clear guidance on how to safeguard AI systems as organizations modernize their infrastructure and deploy more autonomous technologies.

Attendees will learn how to:

• Build a unified AI-security stack across cloud, on-prem and edge environments
• Detect and prevent the emerging threat types introduced by LLMs and AI agents
• Strengthen resilience with a prevention-first approach designed for AI-reliant networks
• Break down legacy silos and adopt a more flexible, open and scalable security architecture
  
  

Featured Speakers Include:

• Nadav Zafrir, Chief Executive Officer, Check Point
• Elie Abenmoha, Chief IT Security Officer, Publicis Groupe
• Frank Dickson, Group VP Security & Trust, IDC
• Ofir Arkin, Senior Distinguished Architect, Cybersecurity Platforms, NVIDIA
• Chris Konrad, VP Global Cyber, World Wide Technology
• Jonathan Zanger, Chief Technology Officer, Check Point
• David Haber, VP, AI Agent Security, Check Point
• Nataly Kremer, Chief Product Officer, Check Point
• Pete Nicoletti, Americas CISO, Check Point
• Cindi Carter, Americas CISO, Check Point
  
  

Details:

• Date: Thursday, December 4, 2025
• Duration: 90 minutes
• Time Zones: AMER: 2:00 PM EST | EMEA: 3:00 PM CET | APAC: 12:30 PM SGT
• Registration: Free — reserve your seat now
  
  

Whether you’re a CISO, network architect, DevOps lead, CIO or security practitioner, if your organization is deploying AI, this webinar is for you. Register now to ensure you’re equipped to secure your AI-powered future.

Follow Check Point on LinkedIn, X (formerly Twitter), Facebook, YouTube and our blog.

About Check Point Software Technologies Ltd. 
Check Point Software Technologies Ltd. (www.checkpoint.com) is a leading protector of digital trust, utilizing AI-powered cyber security solutions to safeguard over 100,000 organizations globally. Through its Infinity Platform and an open garden ecosystem, Check Point’s prevention-first approach delivers industry-leading security efficacy while reducing risk. Employing a hybrid mesh network architecture with SASE at its core, the Infinity Platform unifies the management of on-premises, cloud, and workspace environments to offer flexibility, simplicity and scale for enterprises and service providers.

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, statements related to our expectations regarding our products and solutions, our expectations regarding future growth, the expansion of Check Point’s industry leadership, the enhancement of shareholder value and the delivery of an industry-leading cyber security platform to customers worldwide. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 17, 2025. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law.

MEDIA CONTACT:	INVESTOR CONTACT:
Ana Perez	Kip E. Meintzer
Check Point Software Technologies	Check Point Software Technologies
press@checkpoint.com	ir@us.checkpoint.com

FAQ

When is Check Point's virtual event "Securing the AI Transformation" for CHKP?

The 90-minute virtual event is on December 4, 2025.

What time is the Check Point webinar for CHKP in EST, CET and SGT?

Times are AMER 2:00 PM EST, EMEA 3:00 PM CET, APAC 12:30 PM SGT.

What topics will Check Point (CHKP) cover at the December 4, 2025 webinar?

The webinar covers unified AI-security stacks, model and agent protection, API and data security, cloud/edge workloads, and prevention-first strategies.

Who should attend Check Point's CHKP webinar on securing AI?

Target attendees include CISOs, CIOs, network architects, DevOps leads and security practitioners deploying AI.

Is Check Point's December 4 CHKP event a product showcase?

No — the session is described as a strategic, practitioner-focused briefing, not a product showcase.

How do I register for Check Point's CHKP webinar on December 4, 2025?

Registration is free; attendees are asked to reserve a seat via Check Point's registration link.