Check Point Acquisitions Boost AI Security and Exposure Management

Check Point Software Technologies announced the strategic Check Point acquisitions of three Israeli cybersecurity companies: Cyata, Cyclops, and Rotate. These moves are designed to accelerate its push into AI-driven security and exposure management. The announcement came alongside the company’s strong fourth-quarter and full-year 2025 financial performance.

What Happened

Check Point officially detailed the acquisition of the three Israeli cybersecurity firms: Cyata, Cyclops, and Rotate. The company stated that these moves align with its strategy. This strategy focuses on enhancing its AI security and exposure management capabilities. This strategic expansion follows a period of robust financial performance for Check Point.

Details From Sources

Cyata Acquisition

The Cyata acquisition aims to enhance Check Point’s end-to-end AI security platform. Cyata’s technology enables the discovery, governance, and control of autonomous AI agents.

Cyclops Acquisition

The Cyclops acquisition strengthens Check Point’s exposure management offerings. It provides AI-driven asset discovery and continuous monitoring. This covers cloud, on-premises, operational technology (OT), and SaaS environments. Cyclops delivers a complete CTEM (Continuous Threat Exposure Management) solution. Calcalist reported that $85 million of the total acquisition cost was specifically for Cyclops, as detailed by Calcalist.

Rotate Acquisition

The Rotate acquisition is set to accelerate workspace momentum within the managed service provider (MSP) market. This acquisition brings valuable talent and capabilities to Check Point. It provides an all-in-one platform specifically tailored for MSPs, according to Check Point.

Financial Overview of Acquisitions

Financial details for these Check Point acquisitions were not publicly disclosed by the company. However, Calcalist reported that the total paid for the three companies was approximately $150 million.

Prior Acquisition

These strategic moves follow Check Point’s acquisition of Lakera AI in Q4 2025. Lakera AI was acquired for $190 million in net cash. This previous acquisition served as a foundational step for the current expansions.

Why This Matters

These recent acquisitions are central to Check Point’s strategic goal. They significantly expand its capabilities in AI-driven security and exposure management. Furthermore, they strengthen its presence in the managed service provider (MSP) market. The new additions complement Check Point’s existing offerings across various environments. This includes cloud, on-premises, OT, and SaaS platforms. These strategic expansions align with the company’s solid financial results for Q4 and full-year 2025.

Background Context

Check Point announced these multiple Check Point acquisitions on Thursday. The announcement coincided with the release of their impressive Q4 and full-year 2025 financial results. This follows the Q4 2025 acquisition of Lakera AI, highlighting a focused strategy. The cybersecurity M&A landscape continues to be active.

Related Data or Statistics

Q4 2025 Financials:

Total revenues reached $745 million, representing a 6% increase year-over-year.
Security subscription revenues grew to $325 million, an 11% increase.
Calculated billings exceeded $1 billion, up by 8%.
Non-GAAP EPS stood at $3.40, marking a 26% rise.
GAAP EPS was $2.81, up 22%, boosted by tax benefits and settlements.

Full-Year 2025 Financials:

Total revenues for the year were $2.7 billion, a 6% increase.
Non-GAAP EPS reached $11.89, up 30%.
GAAP EPS was $9.62, an increase of 29%.
These results surpassed the midpoint of the company’s revenue guidance. They also exceeded EPS expectations.

Industry Context:

SecurityWeek’s M&A tracker cataloged 426 deals in 2025, reflecting significant cybersecurity M&A activity.

Conclusion

Check Point has solidified its strategic position through the recent Check Point acquisitions of Cyata, Cyclops, and Rotate. These moves aim to significantly strengthen its AI security, exposure management, and presence in the MSP market. These strategic expansions coincide with the company’s reported strong financial performance throughout 2025.

FAQ

Q1: What companies did Check Point recently acquire?

A1: Check Point Software Technologies acquired three Israeli cybersecurity companies: Cyata, Cyclops, and Rotate.

Q2: What is the main purpose of these Check Point acquisitions?

A2: The acquisitions aim to accelerate Check Point’s strategic push into AI-driven security and exposure management.

Q3: What specific capabilities do Cyata and Cyclops bring to Check Point?

A3: Cyata enhances AI security by enabling discovery, governance, and control of autonomous AI agents. Cyclops strengthens exposure management with AI-driven asset discovery and continuous monitoring across various environments.

Q4: Were the financial details of the acquisitions disclosed?

A4: While Check Point did not publicly disclose financial details, Calcalist reported the total paid for the three companies was approximately $150 million, including $85 million for Cyclops.