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Check Point Software Technologies Ltd.

Category: AI in Cybersecurity

Check Point is a global cybersecurity leader providing AI-powered network security, cloud security, endpoint protection, and AI infrastructure security solutions for enterprises worldwide. Check Point Software Technologies Ltd. was founded in 1993. The company is led by Nadav Zafrir. Based in Tel Aviv, Israel (International HQ); Redwood City, California, USA (US HQ). Team size: 5000+. Total funding raised: $2K. Latest round: IPO. Key investors include Public shareholders (NASDAQ: CHKP); institutional investors.

Founded
1993
Headquarters
Tel Aviv, Israel (International HQ); Redwood City, California, USA (US HQ)
Team size
5000+
Total funding
$2K

Value proposition

Check Point delivers a unified, AI-powered cybersecurity platform that protects enterprises across network, cloud, workspace, and AI infrastructure — from GPU servers to LLM prompts — with Zero Trust architecture, threat prevention, and compliance governance.

Products and solutions

AI Factory Firewall (with NVIDIA BlueField DPU integration); AI Cloud Protect; Next-Generation Firewalls (NGFW); CloudGuard (Cloud Security); Harmony (Endpoint, Email, Mobile Security); Infinity Platform (Unified Security Management); AI Agent Security; AI Red Teaming; SASE (Private Access + Internet Access); Exposure Management (Cyberint, Veriti, Cyclopes); Playblocks AI Copilot; Workspace Security

Unique value

Only cybersecurity vendor with a comprehensive four-layer AI Factory Security Blueprint that embeds Zero Trust, prompt injection defense, microsegmentation, and regulatory compliance (EU AI Act, GDPR, HIPAA, PCI-DSS, ISO 42001) directly into the AI infrastructure stack — from NVIDIA DPU hardware to LLM application layer — with single-pane-of-glass management.

Target customer

Large enterprises, governments, financial services, healthcare, manufacturing, retail, telecom/service providers, and SMBs globally

Industries served

Financial Services, Healthcare, Government/Public Sector, Manufacturing, Retail, Education, Entertainment & Sports, Telecom/Service Providers

Technology advantage

30+ years of cybersecurity leadership; NVIDIA strategic partnership embedding Check Point firewall natively into BlueField DPUs via NVIDIA DOCA; AI-native runtime protection at DPU level; Infinity Platform unified management across hybrid/multi-cloud; 2026 AI Factory Security Blueprint reference architecture aligned with NIST AI RMF, Gartner AI TRiSM, CISA Secure-by-Design; publicly traded (NASDAQ: CHKP) with $2.73B revenue (2025) and $11.7B market cap

How they differentiate

Check Point differentiates through its AI-first security architecture with native NVIDIA DPU integration (hardware-level threat prevention without consuming CPU/GPU resources), the industry's first comprehensive AI Factory Security Blueprint covering the full AI stack, unified Infinity Platform for hybrid/multi-cloud environments, and 30+ years of deep cybersecurity R&D pedigree from Israeli intelligence community roots.

Main competitors

Palo Alto Networks; Fortinet; CrowdStrike

Key partnerships

NVIDIA (strategic — BlueField DPU/DOCA integration for AI Factory Firewall); AWS (Strategic Collaboration Agreement); Microsoft Azure; Google Cloud Platform; technology partner ecosystem

Notable customers

Global Fortune 500 enterprises, financial institutions, government agencies, healthcare organizations, telecom providers (exact customer names not publicly disclosed in bulk)

Major milestones

1993: Founded by Gil Shwed, Marius Nacht, Shlomo Kramer; 1994: Invented Stateful Inspection firewall technology; 1996: IPO on NASDAQ (CHKP); 2024: First-ever CEO transition — Nadav Zafrir succeeds founder Gil Shwed; 2025: Launched AI Cloud Protect with NVIDIA BlueField; 2026: Published AI Factory Security Blueprint — four-layer reference architecture for securing AI infrastructure

Growth metrics

Revenue $2.73B (FY2025, +6.25% YoY); Net income $1.06B (FY2025); Market cap ~$11.7B (April 2026); Stock price ~$112 (April 2026); TTM Revenue $2.756B (March 2026)

Market positioning

One of the "Big 3" next-generation firewall vendors alongside Palo Alto Networks and Fortinet; publicly traded cybersecurity leader with $11.7B market cap; recognized as a Leader in Gartner Magic Quadrant for Network Firewalls; strong presence in enterprise, government, and service provider segments globally

Geographic focus

Global — strong presence in North America, Europe, Middle East, and Asia-Pacific; headquarters in Israel and US with worldwide offices

Patents and IP

Multiple registered cybersecurity patents (including by Yochai Corem); proprietary firewall and threat prevention technologies; Infinity Platform architecture

About Nadav Zafrir

Co-founder & Managing Partner at Team8 (venture group building cybersecurity, AI, fintech companies); Founder of Israel Defense Forces' Cyber Command; Commander of elite Unit 8200 (Brigadier General, ret.); Board of Directors at SolarEdge Technologies

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