Overview
- Q4 2025 revenue reached $745 million, up 6% year over year, with security subscriptions up 11% and non-GAAP EPS of $3.40 boosted by tax benefits.
- Check Point announced acquisitions of Cyata, Cyclops, and Rotate to expand AI-agent governance, AI-driven exposure management, and MSP-focused workspace capabilities.
- Financial terms were not disclosed, though Calcalist reported an estimated total of about $150 million, including roughly $85 million for Cyclops.
- The deals follow the Q4 2025 purchase of Lakera AI for $190 million in net cash to strengthen AI security capabilities.
- For 2026 the company guided revenue of $2.83–$2.95 billion and subscription growth of 10–14%, with assumptions that include an Israeli R&D incentive and a higher tax rate.