Monday, November 2, 2026 · Morning edition
Five developments in cybersecurity, industrial technology, private capital, commerce and streaming.
NextTech
Check Point Revenue Falls as Security Subscriptions Grow
Check Point reported third-quarter revenue of $670 million, down 1% year over year, while security-subscription revenue increased 11% to $339 million. A prior-year tax benefit affected the earnings-per-share comparison.
Why it matters: Subscription demand and overall sales are moving differently; the headline earnings decline should not be confused with an equivalent deterioration in operating demand.
Now
Baker Hughes Closes $1.45 Billion Waygate Sale to Hexagon
Baker Hughes announced the completed sale of Waygate Technologies to Hexagon for approximately $1.45 billion before customary closing adjustments. The transaction transfers industrial inspection portfolios and related assets.
Why it matters: The deal changes control of inspection technology used by industrial operators. Proposed hardware and software integration is not yet a demonstrated operating result.
Now
Lazard Closes Campbell Lutyens Deal, Launches Lazard CL
Lazard announced completion of its Campbell Lutyens acquisition and launched Lazard CL, combining the firms’ private-capital advisory operations. Management forecasts approximately $500 million in combined revenue for the unit in 2027.
Why it matters: Fund managers gain a combined advisory platform, but projected revenue and integration benefits remain future expectations rather than achieved results.
NextCommerce
Paymentus Earnings Preview: Transactions and Profit
Paymentus is scheduled to report third-quarter results after markets close Nov. 2, with a 5 p.m. Eastern call. The preview examines transaction demand, implementation progress and different profit measures.
Why it matters: Billers evaluating payment infrastructure need to separate transaction growth from provider economics and completed implementations.
NextEnt
Tubi and MLS: Free Streaming Is an Invitation, Not a Fix
Tubi will simulcast two MLS Decision Day matches in the United States on Nov. 7. The agreement creates a free viewing opportunity for selected games; it does not make the full league schedule free.
Why it matters: Free distribution lowers the audience entry barrier, but a short viewing window alone does not demonstrate lasting fan engagement or conversion.
Prepared by the NextNow News Desk. Browse recent editions.