The company said net income for the year reached $1.06 billion, up from $845.7 million in 2024. Earnings per share also climbed, with GAAP EPS rising 29% to $9.62.

In the fourth quarter alone, revenue came in at $745 million, a 6% increase year on year. Subscription revenue stood out, rising 11% to $325 million.

Check Point: Eight Key Trends Will Define Africa’s Cyber Security in 2026

Growth is not coming from one-off sales, it is being driven by recurring security subscriptions, which now account for a large share of total income.

The company also reported calculated billings of $2.9 billion for the full year, up 9%. Remaining performance obligations, which show future contracted revenue, reached $2.73 billion.

Chief Executive Officer Nadav Zafrir said: “We delivered solid fourth quarter and full year 2025 results, with revenue landing above the midpoint of our outlook and EPS exceeding expectations. Our performance remained resilient throughout the year, driven by continued customer adoption across our Hybrid Mesh Network and Workspace platforms.”

He added: “In 2026, our strategy is centred on securing our customers’ AI transformation across the enterprise. We are focused on executing against our four strategic pillars, Hybrid Mesh, Workspace, and Exposure Management, while embedding AI-driven security throughout our portfolio.

“Today’s announced acquisition of Cyata further expands our AI security stack, enabling full discovery, governance, and control of AI agents as organisations accelerate their AI journeys.”

Beyond earnings, the company moved to strengthen its product offering. It announced three acquisitions in early 2026, covering AI security, asset monitoring, and managed service platforms.

Cash reserves more than doubled during the year. Cash, marketable securities and short-term deposits rose to $4.34 billion from $2.78 billion. The increase followed proceeds from a $2 billion convertible notes offering.

At the same time, Check Point returned money to shareholders. It repurchased about 6.8 million shares in 2025 at a total cost of $1.4 billion.

Cash flow from operations also improved, reaching $1.23 billion for the year despite a one-off tax payment linked to prior years.

Check Point is growing steadily, with stronger revenue in 2025, thriving subscriptions, and a larger cash position in 2026.

This comes from Check Point Software Technologies’ Cyber Security Report 2026, released on January 28, and points to a threat environment moving faster than many defences were built to handle.

Attacks now arrive as blended campaigns, mixing automation with human deception across email, browsers, collaboration tools and voice channels. 

In simple terms, criminals are working at machine speed while organisations are still relying on innovations built for slower, manual threats.

The report shows that 89% of organisations encountered risky AI prompts within three months, with one in every 41 prompts rated high risk. 

With AI tools becoming routine in daily work, they are opening new opportunities for data exposure and misuse, usually without employees realising it.

Ransomware has also changed shape. Instead of a few dominant groups, the ecosystem has splintered into smaller, specialised operators. 

This helped drive a 53% year-on-year increase in extorted victims and a 50% rise in new ransomware-as-a-service groups. AI is now being used to speed up target selection, fine-tune negotiations and run operations more efficiently.

Social engineering is spreading well beyond email. The report records a 500% surge in “ClickFix” attacks, where fake technical prompts are used to trick users into taking harmful actions. 

Phone-based impersonation has also evolved, moving from basic scams to structured attempts aimed at breaching corporate systems. As work happens inside browsers and collaboration platforms, the digital workspace itself is becoming a prime target.

Infrastructure weaknesses also increase the risk, with poorly monitored edge devices, VPN appliances and IoT systems being abused as quiet entry points, allowing attackers to blend into normal network traffic. 

On the AI side, an analysis by Lakera, a Check Point company, found security weaknesses in 40% of 10,000 Model Context Protocol servers reviewed, underlining how exposed AI back-end systems can be.

Lotem Finkelstein, vice president of Research at Check Point Software, said: “AI is changing the mechanics of cyber attacks, not just their volume. We are seeing attackers move from purely manual operations to increasingly higher levels of automation, with early signs of autonomous techniques emerging. 

“Defending against this shift requires revalidating security foundations for the AI era and stopping threats before they can propagate.”

Reacting faster is no longer enough. The report argues for a prevention-first approach, better control of AI use inside organisations, stronger protection of the digital workspace and better visibility across on-premises, cloud and edge environments.

Cyber threats are arriving at scale, by design, and at a pace that demands a fundamental rethink of how security is built and enforced.