Israeli cybersecurity giant Check Point Software Technologies Ltd. has reinforced its position in the rapidly evolving field of AI-driven security with three strategic acquisitions. The company announced the deals alongside strong financial results for 2025, which were marked by revenue growth and increased adoption of its key platforms.
Strong financial performance in 2025
Check Point’s financial results for the fourth quarter and full year of 2025 highlighted significant growth across its offerings. For Q4, calculated billings grew by 8% year over year, reaching $1.04 billion. Total revenues increased by 6% to $745 million, while security subscription revenues jumped 11% to $325 million. The company also reported a 22% increase in GAAP earnings per share (EPS) to $2.81, and non-GAAP EPS rose by 26% to $3.40.
For the full year, Check Point’s total revenues reached $2.73 billion, with security subscriptions contributing $1.22 billion. GAAP EPS saw a year-over-year rise of 29%, totaling $9.62. CEO Nadav Zafrir attributed these results to the company’s commitment to supporting enterprises through AI transformation. "Our strategy is centered on securing customers’ AI transformation across the enterprise", Zafrir said.
sbb-itb-9cd970b
Expanding AI and cybersecurity portfolio
To strengthen its capabilities in AI-driven cybersecurity, Check Point revealed three acquisitions of Israeli startups. Each acquisition brings unique technologies to bolster Check Point’s existing offerings:
- Cyata: This startup specializes in agent discovery and governance for AI systems, covering a range of endpoints and SaaS applications.
- Cyclops: With a focus on enhancing exposure management, Cyclops provides continuous monitoring for assets spanning cloud, on-premises, OT (operational technology), and SaaS environments.
- Rotate: Designed as an all-in-one platform for managed service providers (MSPs), Rotate aims to accelerate the adoption of Check Point’s Workspace solutions in the MSP market.
These deals underline Check Point’s focus on adapting its services to meet the growing demand for comprehensive AI security and exposure management solutions.
With robust financial results and strategic acquisitions, Check Point is positioning itself as a leader in securing enterprises navigating the challenges of AI transformation. As adoption of technologies like its Hybrid Mesh Network and Workspace platforms continues to rise, the company’s pursuit of innovation remains central to its strategy.
