Check Point Software's 15min chart shows RSI Oversold and KDJ Golden Cross.

Tuesday, Aug 12, 2025 10:00 am ET2min read

Check Point Software's 15-minute chart has triggered a significant technical indicator, with the Relative Strength Index (RSI) moving into oversold territory and the KDJ indicator displaying a golden cross at 09:45 on August 12, 2022. This suggests that the stock price has declined precipitously and is below its fundamental support level, but the momentum is shifting in a positive direction, indicating a potential upward trend.

The global private 5G/4G network market is experiencing rapid growth, projected to balloon from $2 billion in 2023 to $36 billion by 2030, with a compound annual growth rate (CAGR) of 54.1% [1]. This surge is driven by industries like manufacturing, utilities, and logistics, which demand secure, high-performance connectivity for automation, IoT, and real-time data processing. However, as these networks proliferate, the question of how to protect them from increasingly sophisticated cyber threats becomes paramount.

Enter OneLayer and Check Point's strategic partnership, which embeds enterprise-grade cybersecurity into private cellular infrastructure, addressing operational technology (OT) vulnerabilities through real-time threat detection and unified policy enforcement. This collaboration reduces deployment time from months to days, enabling industries to secure remote assets (e.g., power grids) with IT-grade standards while cutting compliance costs [1].

The market's cybersecurity imperative is evident. By 2026, global spending on private 5G/4G infrastructure will exceed $6.4 billion, with nearly $2.8 billion allocated to standalone private 5G networks. These networks are becoming the backbone of Industry 4.0, where cybersecurity is not optional but existential [1]. For investors, this means the cybersecurity segment of the private cellular market is not just growing—it is becoming a non-negotiable component of digital transformation.

OneLayer's device fingerprinting technology, combined with Check Point's zero-trust security model, creates a seamless security layer for cellular-connected assets. This integration allows enterprises to enforce granular policies regardless of device type, location, or network configuration, without requiring deep cellular expertise. For instance, a utility company deploying remote sensors in a power grid can now apply the same security standards to those sensors as it does to its corporate IT systems, reducing risk exposure and compliance costs [1].

The operational efficiency gains are equally compelling. Traditional security deployments for private networks could take months to configure. With OneLayer and Check Point's solution, this process is compressed to days or hours. This speed is a game-changer for industries like manufacturing, where downtime is costly, and for logistics, where real-time asset tracking is critical [1].

The partnership's scalability and alignment with regulatory trends (e.g., NIST and NERC-CIP standards) position it as a leader in a market that is expected to rival public mobile infrastructure in size by the late 2020s. For investors, this means two key opportunities: direct exposure to Check Point Software Technologies (CHKP) and indirect exposure to the private 5G ecosystem through companies like Ericsson (ERIC) and Nokia (NOK) [1].

Despite the optimism, challenges remain. The upfront costs of deploying private 5G networks are still high, and smaller enterprises may lag in adoption. Additionally, geopolitical tensions could disrupt supply chains for critical hardware. However, the OneLayer-Check Point model mitigates these risks by reducing deployment complexity and offering cost efficiencies through automation [1].

In conclusion, as private 5G/4G networks become the arteries of enterprise connectivity, cybersecurity will be their lifeblood. The OneLayer-Check Point partnership is not just a product of market demand—it is a catalyst for it. For investors, this collaboration represents a rare confluence of technological innovation, regulatory tailwinds, and explosive market growth. The question is not whether private cellular networks will dominate the future, but who will secure them. In this race, OneLayer and Check Point are already ahead.

References:
[1] https://www.ainvest.com/news/strategic-synergy-onelayer-check-point-securing-private-5g-4g-networks-lucrative-opportunity-cybersecurity-boom-2508/

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