Check Point Acquires Cyata, Cyclops, and Rotate to Boost AI Security and Exposure Management
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Check Point Software Technologies announced three acquisitions alongside strong 2025 earnings. The company bought Israeli firms Cyata, Cyclops, and Rotate to advance AI security and cloud exposure tools. Total deal value hits around $150 million.
Cyata enhances Check Point’s AI platform with agent discovery and governance. Cyclops adds AI-driven asset discovery across cloud, OT, and SaaS for full CTEM coverage. Rotate targets MSPs with workspace management tech.
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Q4 2025 revenues reached $745 million, up 6% year-over-year. Security subscriptions grew 11% to $325 million. Full-year revenue hit $2.7 billion with non-GAAP EPS at $11.89, beating guidance.
These moves follow the $190 million Lakera AI deal in Q4. Check Point pushes Infinity Platform expansions amid M&A wave with 426 cybersecurity deals in 2025.
Cyata exited stealth with $8.5 million funding. Cyclops launched generative AI search. Acquisitions add Israeli talent and speed product roadmaps.
Check Point CEO Gil Shwed said: “Acquisitions accelerate our AI security leadership and exposure management capabilities.”
Calcalist reports: “Check Point paid $150M total, including $85M for Cyclops.”
Financial Highlights
| Period | Revenue | Growth | EPS Non-GAAP |
|---|---|---|---|
| Q4 2025 | $745M | +6% | $3.40 (+26%) |
| Full Year | $2.7B | +6% | $11.89 (+30%) |
| Billings Q4 | $1B+ | +8% | N/A |
Acquisition Details
| Company | Focus | Strategic Fit |
|---|---|---|
| Cyata | AI agent governance | End-to-end AI security |
| Cyclops | AI asset discovery | CTEM across environments |
| Rotate | MSP workspace platform | Managed service growth |
Strategic Impact
Deals build complete threat exposure management. AI integrations span discovery to response. MSP push taps growing channel demand.
2025 saw 426 M&A deals per SecurityWeek tracker. Check Point’s spree positions it against cloud-native rivals.
Q4 tax benefits boosted EPS. Analysts expect sustained subscription growth into 2026.
Market Context
Cybersecurity M&A hit record pace. Acquisitions target AI, cloud, and exposure gaps. Check Point’s Infinity consolidates offerings.
Israeli ecosystem supplies talent. Total 2025 spend nears $500M across Lakera and new trio.
FAQ
Cyata, Cyclops, Rotate for $150M total.
$745M, up 6% year-over-year.
$85 million reported.
AI security, CTEM, MSP platforms
426 deals industry-wide.
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