Israeli cybersecurity firm Check Point Software Technologies (NASDAQ: CHKP) reported strong fourth-quarter and full-year 2025 financial performance while announcing three strategic acquisitions to accelerate its push into AI-driven security and exposure management.
Check Point has acquired three Israeli companies: Cyata, Cyclops, and Rotate.
Cyata will help Check Point enhance its end-to-end AI security platform by enabling discovery, governance, and control of autonomous AI agents.
Cyclops helps the company strengthen exposure management with AI-driven asset discovery and continuous monitoring across cloud, on-premises, OT, and SaaS environments to deliver a complete CTEM (Continuous Threat Exposure Management) solution.
According to Check Point, Rotate brings talent and capabilities to accelerate workspace momentum specifically in the managed service provider (MSP) market, providing an all-in-one platform tailored for MSPs.
Financial details were not publicly disclosed, but Calcalist reported that the total paid by Check Point for the three companies is approximately $150 million, including $85 million for Cyclops.
These moves build on the Q4 2025 acquisition of Lakera AI for $190 million net cash.
Check Point announced the new acquisitions on Thursday, alongside its fourth-quarter and full-year 2025 financial results. For Q4 2025, total revenues reached $745 million, up 6% year-over-year, with security subscription revenues growing 11% to $325 million.
Calculated billings increased 8% to more than $1 billion. Non-GAAP EPS came in at $3.40 (up 26%), and GAAP EPS was $2.81 (up 22%), both boosted by tax benefits and settlements.
Full-year 2025 revenues totaled $2.7 billion (up 6%), with non-GAAP EPS at $11.89 (up 30%) and GAAP EPS at $9.62 (up 29%).
The results exceeded the midpoint of company guidance on revenue and beat EPS expectations.
SecurityWeek’s M&A tracker cataloged 426 deals in 2025. A detailed report will be published in the coming days.
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