← The Practical Solution overview

The Practical Solution vs Check Point Software: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

The Practical Solution Public Company Limited (TPS.BK)

Q3 2026
▲3▼1

TPS profit falls, but AI platform TALLI and 1.78bn backlog drive growth hopes

  • Q2 profit drops sharply TPS's second-quarter 2026 profit fell to 24.06 million baht from 37.70 million a year earlier, and first-half profit dropped to 40.67 million from 59.79 million. Weaker earnings weigh on the stock because investors pay less for lower profits.

    This is the main negative force this period and a real counterweight to the growth story.

  • TALLI AI platform launch TPS launched TALLI, its own enterprise AI platform that connects to a client's existing data right away. This moves TPS from a pure IT installer to a platform owner, which can open new revenue and lift future profits.

    The TALLI launch is the biggest new growth driver and the clearest reason the stock is moving.

  • 1.78bn backlog and Q3 outlook TPS holds a backlog of about 1.784 billion baht that will be recognized as revenue, and management hints at a bright third quarter. A large backlog gives visibility on future sales, supporting the stock price.

    The backlog and positive Q3 guidance are the core demand-side support for the stock.

  • Interim dividend and CAC membership TPS paid an interim dividend of 0.03 baht per share and joined Thailand's anti-corruption initiative (CAC). The dividend returns cash to shareholders, while CAC membership builds trust with customers and investors, both mildly supportive for the stock.

    These are new capital-return and governance signals that support investor confidence.

August 2026
▲3▼1

TPS profit falls, but AI platform TALLI and 1.78bn backlog drive growth hopes

  • Q2 profit drops sharply TPS's second-quarter 2026 profit fell to 24.06 million baht from 37.70 million a year earlier, and first-half profit dropped to 40.67 million from 59.79 million. Weaker earnings weigh on the stock because investors pay less for lower profits.

    This is the main negative force this period and a real counterweight to the growth story.

  • TALLI AI platform launch TPS launched TALLI, its own enterprise AI platform that connects to a client's existing data right away. This moves TPS from a pure IT installer to a platform owner, which can open new revenue and lift future profits.

    The TALLI launch is the biggest new growth driver and the clearest reason the stock is moving.

  • 1.78bn backlog and Q3 outlook TPS holds a backlog of about 1.784 billion baht that will be recognized as revenue, and management hints at a bright third quarter. A large backlog gives visibility on future sales, supporting the stock price.

    The backlog and positive Q3 guidance are the core demand-side support for the stock.

  • Interim dividend and CAC membership TPS paid an interim dividend of 0.03 baht per share and joined Thailand's anti-corruption initiative (CAC). The dividend returns cash to shareholders, while CAC membership builds trust with customers and investors, both mildly supportive for the stock.

    These are new capital-return and governance signals that support investor confidence.

Latest
▲3▼1

TPS profit falls, but AI platform TALLI and 1.78bn backlog drive growth hopes

  • Q2 profit drops sharply TPS's second-quarter 2026 profit fell to 24.06 million baht from 37.70 million a year earlier, and first-half profit dropped to 40.67 million from 59.79 million. Weaker earnings weigh on the stock because investors pay less for lower profits.

    This is the main negative force this period and a real counterweight to the growth story.

  • TALLI AI platform launch TPS launched TALLI, its own enterprise AI platform that connects to a client's existing data right away. This moves TPS from a pure IT installer to a platform owner, which can open new revenue and lift future profits.

    The TALLI launch is the biggest new growth driver and the clearest reason the stock is moving.

  • 1.78bn backlog and Q3 outlook TPS holds a backlog of about 1.784 billion baht that will be recognized as revenue, and management hints at a bright third quarter. A large backlog gives visibility on future sales, supporting the stock price.

    The backlog and positive Q3 guidance are the core demand-side support for the stock.

  • Interim dividend and CAC membership TPS paid an interim dividend of 0.03 baht per share and joined Thailand's anti-corruption initiative (CAC). The dividend returns cash to shareholders, while CAC membership builds trust with customers and investors, both mildly supportive for the stock.

    These are new capital-return and governance signals that support investor confidence.

Check Point Software Technologies Ltd (CHKP)

Q3 2026
▲4

Check Point's AI security push meets near-term firewall demand surge

  • AI security expansion via Amazon Bedrock Check Point will integrate with Amazon Bedrock AgentCore to secure AI agent workflows, adding new product capabilities. This positions Check Point in the fast-growing AI security market, which could attract new customers and support future revenue growth.

    Shows a new technology partnership that expands Check Point's addressable market and competitive position.

  • Cloud Firewall on AWS European Sovereign Cloud Check Point's Cloud Firewall is now available on the AWS European Sovereign Cloud, letting European firms meet strict data residency rules. This opens a new sales channel in Europe and could boost demand for Check Point's cloud security products.

    Highlights a new geographic and regulatory-driven demand opportunity for Check Point.

  • Firewall demand surge from price hikes and threats Barclays says enterprises are buying firewalls aggressively to beat upcoming price increases, and the Mythos threat is pulling budget toward security. This benefits Check Point now, but the bank warns it may be pulled-forward demand, which could hurt future comparisons.

    Explains a key near-term demand driver and its potential downside, directly affecting CHKP's sales outlook.

  • Q2 earnings: subscriptions offset appliance weakness, $2B buyback Check Point's Q2 revenue met expectations as subscription growth (up 12%) offset a 14% drop in appliance sales. Earnings beat guidance, and the company added $2 billion to its buyback, signaling confidence and supporting the stock price.

    Provides the latest financial results and capital return news that directly influence investor sentiment and valuation.

July 2026
▲4

Check Point's AI security push meets near-term firewall demand surge

  • AI security expansion via Amazon Bedrock Check Point will integrate with Amazon Bedrock AgentCore to secure AI agent workflows, adding new product capabilities. This positions Check Point in the fast-growing AI security market, which could attract new customers and support future revenue growth.

    Shows a new technology partnership that expands Check Point's addressable market and competitive position.

  • Cloud Firewall on AWS European Sovereign Cloud Check Point's Cloud Firewall is now available on the AWS European Sovereign Cloud, letting European firms meet strict data residency rules. This opens a new sales channel in Europe and could boost demand for Check Point's cloud security products.

    Highlights a new geographic and regulatory-driven demand opportunity for Check Point.

  • Firewall demand surge from price hikes and threats Barclays says enterprises are buying firewalls aggressively to beat upcoming price increases, and the Mythos threat is pulling budget toward security. This benefits Check Point now, but the bank warns it may be pulled-forward demand, which could hurt future comparisons.

    Explains a key near-term demand driver and its potential downside, directly affecting CHKP's sales outlook.

  • Q2 earnings: subscriptions offset appliance weakness, $2B buyback Check Point's Q2 revenue met expectations as subscription growth (up 12%) offset a 14% drop in appliance sales. Earnings beat guidance, and the company added $2 billion to its buyback, signaling confidence and supporting the stock price.

    Provides the latest financial results and capital return news that directly influence investor sentiment and valuation.

Latest
▲4

Check Point's AI security push meets near-term firewall demand surge

  • AI security expansion via Amazon Bedrock Check Point will integrate with Amazon Bedrock AgentCore to secure AI agent workflows, adding new product capabilities. This positions Check Point in the fast-growing AI security market, which could attract new customers and support future revenue growth.

    Shows a new technology partnership that expands Check Point's addressable market and competitive position.

  • Cloud Firewall on AWS European Sovereign Cloud Check Point's Cloud Firewall is now available on the AWS European Sovereign Cloud, letting European firms meet strict data residency rules. This opens a new sales channel in Europe and could boost demand for Check Point's cloud security products.

    Highlights a new geographic and regulatory-driven demand opportunity for Check Point.

  • Firewall demand surge from price hikes and threats Barclays says enterprises are buying firewalls aggressively to beat upcoming price increases, and the Mythos threat is pulling budget toward security. This benefits Check Point now, but the bank warns it may be pulled-forward demand, which could hurt future comparisons.

    Explains a key near-term demand driver and its potential downside, directly affecting CHKP's sales outlook.

  • Q2 earnings: subscriptions offset appliance weakness, $2B buyback Check Point's Q2 revenue met expectations as subscription growth (up 12%) offset a 14% drop in appliance sales. Earnings beat guidance, and the company added $2 billion to its buyback, signaling confidence and supporting the stock price.

    Provides the latest financial results and capital return news that directly influence investor sentiment and valuation.