Radware (NASDAQ:RDWR) posted record-breaking financial results for both the fourth quarter and full year 2025, buoyed by an aggressive shift toward cloud-based security and new AI-driven defense platforms.
The Tel Aviv-based cybersecurity firm saw fourth-quarter revenue climb 10% to $80.2 million, while full-year sales reached a milestone $301.9 million.
The growth was spearheaded by the company’s cloud business, where Annual Recurring Revenue (ARR) jumped 23% to $95.2 million.
Radware’s pivot from hardware appliances to subscription services is gaining traction, as evidenced by a record non-GAAP diluted EPS of $0.32 for the quarter, comfortably beating analyst expectations.
The company enters 2026 with a formidable $460.6 million cash position and a sharpened focus on "Agentic AI" protection and API security.
Following the January acquisition of Pynt, Radware is positioning itself to defend the "internet of machines," forecasting that machine-to-machine traffic will dominate network activity in the coming year.