Check Point Software (NASDAQ:CHKP) just dropped solid Q4 numbers, beating expectations and setting up for a strong 2025. Revenue climbed 6% year-over-year to $704 million, while adjusted earnings per share hit $2.70, up 5%. But the real story? AI is fueling demand like never before. The company projects full-year revenue between $2.66 billion and $2.76 billion, with profit growth of up to 11%. CEO Nadav Zafrir, who stepped in last December, pointed out that as AI-driven cyber threats evolve, security needs are only going to intensifyand Check Point is ready to capitalize. The news drives its share price up by 6% this early afternoon.

• Warning! GuruFocus has detected 5 Warning Sign with CHKP.

Beyond the headline numbers, the company is firing on all cylinders. Billings jumped 11% to $959 million, remaining performance obligations hit $2.5 billion (up 12%), and product, license, and subscription revenues saw a 9% bump. Check Point is also flexing its financial muscle with an aggressive buyback programsnapping up 1.7 million shares in Q4 and 7.7 million for the full year, worth $1.3 billion. The growth is being driven by key security solutions like its Quantum Force appliance and Harmony Email platform, which continue to see strong adoption.

Looking ahead, Check Point is making big moves to scale even further. Itai Greenberg steps in as Chief Revenue Officer to drive global sales, while Zafrir is laser-focused on pushing market share expansion. The cybersecurity space is getting tougher, but with AI transforming the attack landscape, demand for top-tier protection is only set to grow. Check Point is positioning itself at the forefront of this shift, and investors are taking notice.