Check Point Posts 6% Revenue Growth and Completes Three AI Security Acquisitions
Check Point reported Q4 2025 revenue of $745 million, up 6% year-over-year, with full-year revenue of $2.725 billion and security subscription revenues rising 10% to $1.219 billion. Non-GAAP EPS surged 30% to $11.89 while billings climbed 9% to $2.906 billion and three strategic AI security acquisitions were completed.
1. Fourth Quarter and Full Year 2025 Results
Check Point delivered Q4 2025 revenue of $745 million, a 6% increase year-over-year, and full-year revenue of $2.725 billion. Security subscription revenues grew 10% to $1.219 billion, while non-GAAP earnings per share jumped 30% to $11.89, surpassing guidance midpoints.
2. Strategic Acquisitions to Enhance AI Security
In the first quarter of 2026, Check Point acquired Cyata to secure AI agent interactions, Cyclops for cyber asset attack surface management, and Rotate to accelerate its Workspace platform in the managed service provider market.
3. 2026 AI Transformation Focus
The company’s 2026 strategy centers on securing enterprise AI transformations using its Hybrid Mesh Network and Workspace platforms. Growth is supported by an expanding subscription model and integrated AI security solutions.