Check Point Software Technologies, a leader in cybersecurity, has unveiled its acquisition of three Israeli companies as it reported robust financial results for 2025. The strategic acquisitions are set to strengthen Check Point’s position in the AI-driven security and exposure management domains.
Strategic Acquisitions to Enhance Security
The company has acquired Cyata, Cyclops, and Rotate, all based in Israel. Each acquisition serves a unique purpose in bolstering Check Point’s security offerings. Cyata is poised to enhance the company’s end-to-end AI security platform, allowing for effective discovery, governance, and control of autonomous AI agents.
Cyclops brings capabilities that reinforce Check Point’s exposure management, utilizing AI for asset discovery and continuous monitoring across various environments. This integration aims to deliver a comprehensive Continuous Threat Exposure Management (CTEM) solution.
Expanding Capabilities in the MSP Market
Rotate is expected to accelerate Check Point’s momentum in the managed service provider (MSP) market. The talent and capabilities from Rotate will contribute to developing an all-in-one platform tailored specifically for MSPs, broadening Check Point’s reach and service offerings.
While financial specifics were not officially released, reports indicate that Check Point invested approximately $150 million in these acquisitions, with Cyclops accounting for $85 million of that total.
Impressive Financial Performance in 2025
Check Point announced these acquisitions alongside their fourth-quarter and full-year 2025 financial results. The company reported revenues of $745 million for Q4, marking a 6% increase year-over-year. Security subscription revenues saw an 11% rise, reaching $325 million.
Calculated billings surpassed $1 billion, an 8% increase, while non-GAAP EPS rose 26% to $3.40, and GAAP EPS improved by 22% to $2.81, influenced by tax benefits and settlements. For the full year, revenues totaled $2.7 billion, with non-GAAP EPS at $11.89 and GAAP EPS at $9.62, both reflecting significant growth.
These financial achievements exceeded the company’s guidance and beat EPS expectations, highlighting Check Point’s successful strategies and market presence.
As the cybersecurity industry continues to evolve, Check Point’s strategic acquisitions and strong financial performance position it well for future growth. The company’s focus on AI-driven solutions and exposure management reflects its commitment to innovation and leadership in the cybersecurity sector.
