Check Point Software Technologies announced a strategic partnership with Microsoft that will embed the company’s AI Guardrails, Data Loss Prevention (DLP), and Threat Prevention technologies directly into Microsoft Copilot Studio. The integration will provide continuous, runtime protection for generative‑AI agents, allowing enterprises to build and deploy AI solutions that handle sensitive data while maintaining compliance and governance.
The alliance is a key milestone in Check Point’s AI‑first strategy. By placing its security stack inside Microsoft’s dominant cloud and workspace ecosystem, Check Point gains a direct channel to the millions of organizations that already use Copilot Studio. The partnership is expected to drive new subscription revenue, as customers will need to license Check Point’s security modules to meet regulatory and internal policy requirements.
Check Point’s Q3 2025 earnings, released on October 28, 2025, provide a useful backdrop for the partnership. Revenue rose to $678 million, up 7 % year‑over‑year, while Non‑GAAP EPS reached $3.94, a $1.49 beat over the consensus estimate of $2.45. The earnings beat was largely driven by strong demand for the company’s hybrid‑mesh‑network and workspace security solutions, coupled with disciplined cost management that kept operating expenses in line with revenue growth.
The partnership adds a tailwind to Check Point’s already robust financial trajectory. Management highlighted that the integration with Copilot Studio will accelerate the adoption of its AI‑security platform, reinforcing the company’s leadership in the emerging AI‑security market. The move also positions Check Point ahead of competitors such as Palo Alto Networks and Fortinet, who are pursuing similar integrations but have not yet secured a comparable depth of partnership with Microsoft.
CEO Nadav Zafrir emphasized that the deal “strengthens our AI‑first strategy and expands our reach into Microsoft’s enterprise customer base.” Microsoft’s VP of Engineering for Copilot Studio, David Blyth, noted that the collaboration “enables customers to innovate confidently by combining Copilot’s capabilities with Check Point’s prevention‑first AI security.” These statements underscore the strategic intent behind the partnership and its expected impact on both companies’ growth prospects.
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