Check Point Announces Trio of Acquisitions Amid Solid 2025 Earnings Beat
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Check Point Announces Trio of Acquisitions Amid Solid 2025 Earnings Beat
"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."
"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."
"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 completed three acquisitions—Cyata, Cyclops, and Rotate—to advance AI-driven security, autonomous agent governance, and exposure management across cloud, on-premises, OT, and SaaS environments. Cyata enables discovery, governance, and control of autonomous AI agents; Cyclops provides AI-driven asset discovery and continuous monitoring to deliver a full CTEM solution; Rotate brings MSP-focused workspace platform capabilities and talent. Calcalist reported the combined purchase price at about $150 million, including $85 million for Cyclops, building on the Q4 2025 Lakera AI acquisition for $190 million. Q4 2025 revenues were $745 million (up 6%), calculated billings topped $1 billion, full-year revenues reached $2.7 billion, and EPS rose substantially.
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