Westcon-Comstor helps partners capture AI governance opportunities with Check Point Software and Extreme Networks. By Neil Trim on November 10, 2026 Newly formed Power Alliance will enable partners to develop higher-value services and accelerate revenue growth Westcon-Comstor, a global technology distributor specialising in cybersecurity, networking and hybrid cloud solutions, today announced a joint initiative with Check Point Software and Extreme Networks designed to help channel partners capture emerging opportunities in the rapidly growing AI governance market. The Power Alliance combines Check Point's security controls and policy intelligence with Extreme Networks' AI-powered platform, Extreme Platform ONE, which unifies networking, AI and security in a single platform. Together, the two companies enable partners to build and sell outcome-focused service offerings that help enterprise customers govern how they use AI applications. It builds on Westcon-Comstor's long-standing strategic relationships with both vendors and extends their existing collaboration into one of the channel's fastest-growing solution areas, bringing together complementary cybersecurity and networking capabilities. A central component of the Westcon-led initiative is a dedicated Check Point and Extreme Networks sandbox environment within the distributor's 3D Lab. The new lab lets partners demonstrate how Check Point and Extreme's solutions can be combined to meet AI governance requirements in real-world scenarios. Partners across Europe, the Middle East and Africa (EMEA) can use the free, virtual 3D Lab test environment to explore and validate integrated offerings, helping them accelerate proof of value, reduce deployment risk, build customer confidence before implementation and ultimately shorten sales cycles. The EMEA-wide Power Alliance also provides partners with technical and sales enablement, go-to-market support and customer engagement programmes designed to help them build repeatable AI governance offerings at scale. "AI governance is rapidly becoming a board-level issue as organisations look to balance innovation with security, compliance and control," said Daniel Hurel, Senior Vice President, Westcon EMEA Go-To-Market at Westcon-Comstor. "That creates a significant growth opportunity for the channel, but there is a need for networking and security technologies to work together and for partners to shift away from standalone products towards integrated outcomes. Through the Power Alliance, we're combining the strength of Check Point and Extreme Networks with our own technical expertise and go-to-market support to help partners build repeatable, high-value solutions, create new revenue streams and address one of the key challenges facing customers today." "As organisations accelerate AI adoption, they need confidence that its use aligns with security policies, compliance requirements and business objectives," said Michael Herman, Head of Channels Europe at Check Point Software. "Effective governance requires moving beyond visibility and towards consistent policy enforcement. Through the Power Alliance, we're helping partners combine security intelligence, policy controls and network awareness to address a rapidly emerging customer requirement while creating new opportunities for growth." "AI governance starts with the network. You can't govern what you can't see," said Ali Giacomin, Vice President, Commercial Offers at Extreme Networks. "Extreme brings the network access and visibility to see how users, devices and applications use AI, and the automation to act on it quickly. Paired with Check Point's policy controls and Westcon-Comstor's partner enablement, that's a clear path from visibility to governance." Please follow and like us:

Check Point Software Technologies (NASDAQ:CHKP) releases earnings results, beats estimates by $0.01 EPS. Check Point Software Technologies (NASDAQ:CHKP - Get Free Report) announced its earnings results on Monday. The technology company reported $2.49 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.48 by $0.01, FiscalAI reports. Check Point Software Technologies had a net margin of 31.74% and a return on equity of 33.56%. The business had revenue of $669.80 million for the quarter, compared to analyst estimates of $672.06 million. During the same period last year, the firm posted $3.94 earnings per share. The company's revenue for the quarter was down 1.1% compared to the same quarter last year. Here are the key takeaways from Check Point Software Technologies' conference call: * Subscription revenue grew 11% year over year to $339 million, driven by email security, AI security, and CTEM; these emerging technologies' ARR grew more than 38%, while email security surpassed $200 million in ARR. * Management said the third quarter was likely the trough for product revenue, with sequential improvement expected in Q4, but cautioned that the recovery will be more gradual than previously anticipated. Q4 revenue guidance is $720 million to $770 million, implying roughly flat year-over-year growth at the midpoint. * Q3 revenue declined 1% to $670 million as lower firewall appliance refresh activity pressured product, maintenance, and professional-services revenue. Subscription growth is also expected to decelerate slightly in Q4 because of fewer attached subscriptions from the weaker refresh cycle. * Check Point highlighted growing demand for AI security, exposure management, email security, and network protection for AI data centers, including several seven-figure and an eight-figure customer deal. Management believes AI infrastructure, data sovereignty, and preemptive security could create incremental opportunities in 2027 and beyond. * The company is increasing investment in sales capacity, AI, and go-to-market execution, while foreign exchange could add up to a $50 million operating-expense headwind in 2027. Check Point also cited higher memory costs, which reduced Q3 gross margin to 87%, although it raised firewall pricing by 12% to 20% to help offset cost pressures. Check Point Software Technologies stock up 0.6%. CHKP stock opened at $142.28 on Wednesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.67 and a current ratio of 1.67. Check Point Software Technologies has a one year low of $112.23 and a one year high of $206.43. The stock has a market capitalization of $14.53 billion, a PE ratio of 17.12, a price-to-earnings-growth ratio of 4.05 and a beta of 0.43. The company has a fifty day moving average of $137.84 and a 200-day moving average of $141.29. Insider transactions at Check Point Software Technologies. In other Check Point Software Technologies news, insider Nataly Kremer sold 3,185 shares of the firm's stock in a transaction on Thursday, October 22nd. The stock was sold at an average price of $150.08, for a total value of $478,004.80. Following the completion of the sale, the insider owned 19,347 shares of the company's stock, valued at approximately $2,903,597.76. This trade represents a 14.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 29.00% of the company's stock. Check Point Software Technologies news summary. Here are the key news stories impacting Check Point Software Technologies this week: * Cloud-based subscription revenue grew 11% in Q3, supporting optimism about Check Point's business transition; the company also reported strong cash flow. * Q3 EPS of $2.49 edged past the $2.48 consensus, and full-year 2026 EPS guidance of $10.25-$10.37 is above the $10.04 analyst estimate. * Analyst views were mixed: Jefferies kept a Buy rating and a $175 target despite trimming its estimate, while several firms raised targets but retained neutral or equal-weight ratings. * Check Point appointed Adam Ely as chief business officer to lead its company-wide growth strategy, building on its AI security business. * Q3 revenue of $669.8 million missed the $672.1 million consensus and fell 1.1% year over year. Management's Q4 revenue outlook of $720-$770 million is below the $787.3 million estimate, while reports say recovery is taking longer than expected. * Products and licenses revenue dropped 19%, potentially weighing on future maintenance revenue. A $25 million R&D credit also boosted reported operating margin; without it, the margin would have been lower. Wall street analyst weigh in. Several brokerages have issued reports on CHKP. Cantor Fitzgerald reissued a "neutral" rating and set a $150.00 price objective on shares of Check Point Software Technologies in a research report on Tuesday. Susquehanna upped their target price on shares of Check Point Software Technologies from $150.00 to $165.00 and gave the company a "positive" rating in a report on Tuesday. BTIG Research reiterated a "neutral" rating on shares of Check Point Software Technologies in a research note on Tuesday. Raymond James Financial lowered Check Point Software Technologies from an "outperform" rating to a "market perform" rating in a report on Wednesday, July 15th. Finally, Mizuho boosted their price target on Check Point Software Technologies from $135.00 to $145.00 and gave the company a "neutral" rating in a research report on Thursday, October 15th. Ten research analysts have rated the stock with a Buy rating and twenty have issued a Hold rating to the company's stock. Based on data from MarketBeat, Check Point Software Technologies has a consensus rating of "Hold" and a consensus price target of $151.32. Check Point Software Technologies company profile. Check Point Software Technologies Ltd. is a cybersecurity company that develops products and services designed to protect organizations, governments and consumers from cyber threats. Its offerings help secure networks, cloud environments, endpoints, mobile devices, data and remote access, with capabilities including threat prevention, firewall protection, intrusion prevention, email security and security management. The company organizes its portfolio under platforms that include Quantum for network security, CloudGuard for cloud security and Harmony for user, endpoint and remote-access protection. Receive News & Ratings for Check Point Software Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Check Point Software Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

Check Point Software's shares rose just 0.5% to about $142 after the company reported second-quarter 2026 results. Revenue grew about 1% to $673.6 million from $665.2 million a year earlier. Net income fell about 4% to $193.8 million from $202.8 million. Basic earnings per share were $1.88, against $1.89 a year earlier. Trailing 12-month net profit margin rose to 37.9% from 32.5%. Subscriptions made up about 51% of revenue. Annual recurring revenue (ARR) from email security, exposure management and AI security grew more than 38%, and billings rose more than 47%. Management guides to subscription revenue above $1.5 billion in 2027 and says the product trough is behind it.