ServiceNow (NYSE: NOW) investors may be concerned with the company spending $7.75 billion on buying Armis, but its CEO remains confident the deal will prove positive in the long run. ...

ServiceNow (NOW) on Tuesday announced the purchase of Israeli cybersecurity startup Armis for $7.75 billion in cash, marking its fourth acquisition in 2025. ServiceNow stock fell last week amid reports of the Armis deal, the biggest purchase under Chief Executive Bill McDermott. Armis specializes in identifying and tracking security threats on devices, working across a range of industries, including medical,… ...

ServiceNow(NOW.US)跌2.3%，报153.04美元。消息面上，ServiceNow宣布将以全现金交易收购网络安 全初创公司Armis，交易估值约77.5亿美元。声明称，交易预计将于明年下半年完成，资金来源为现金 与债务相结合。ServiceNow表示，此次并购将显著增强其在人工智能时代的网络安全能力，并使其安全 与风险解决方案的潜在市场空间扩大至原来的三倍以上。(格隆汇) ...

当时，Armis联合创始人Yevgeny Dibrov在接受采访时表示，公司原本计划在2026年或2027年寻求上 市，但其更核心的目标是将年度经常性收入(ARR)提升至10亿美元以上。他指出，网络暴露管理和安全 平台的需求正在持续上升，对相关工具的需求"独特且巨大"。 美国企业软件公司ServiceNow(NOW.US)周二宣布，将以全现金交易收购网络安全初创公司Armis，交易 估值约77.5亿美元。ServiceNow表示，此次并购将显著增强其在人工智能时代的网络安全能力，并使其 安全与风险解决方案的潜在市场空间扩大至原来的三倍以上。 ServiceNow在声明中称，交易预计将于明年下半年完成，资金来源为现金与债务相结合。消息公布后， 该公司股价盘初交易时跌超2%。 ServiceNow总裁兼产品与运营主管Amit Zavery表示，双方的结合将打造"行业定义级"的战略网络安全防 护体系，为各类技术资产提供实时、端到端、前瞻性的主动防护。 本月早些时候报道称，Armis正在探索与ServiceNow的潜在交易，估值约70亿美元。Armis总部位于加 州，主要帮助企业保护联网设备免受网络风险。该公司在今年 ...

12月23日，美国企业云计算和服务管理解决方案提供商ServiceNow发表声明称，已签署协议将以77.5亿 美元现金收购网络安全公司Armis。ServiceNow表示，此次收购将扩展该公司的安全工作流产品线，并 推进覆盖所有联网设备的AI原生、主动式网络安全及漏洞响应能力。交易预计于2026年下半年完成， 具体取决于监管批准和交割条件。 ...

US enterprise software company ServiceNow (NYSE: NOW) announced today that it is acquiring Israeli cybersecurity company Armis for $7.75 billion in cash. This is one of the biggest cybersecurity deals signed in Israel in recent years and the fourth biggest ever. "Globes" understands that in addition to the payment, the deal includes bonuses worth hundreds of millions of dollars to Armis employees to stay in their jobs, which takes the value of the overall deal over $8 billion. ServiceNow provides software ...

Core Insights - ServiceNow is acquiring Armis to enhance its cybersecurity capabilities and expand its digital service offerings [1][2] - The company has consistently achieved over 20% revenue growth for the past decade, indicating strong financial health and growth potential without the need for acquisitions [2] - The acquisition will enhance ServiceNow's configuration management database, which is a key competitive advantage, by allowing automatic discovery and inventory of connected assets [3] Company Strategy - The integration of operational technology (OT) and Internet of Things (IoT) into ServiceNow's platform will create a unique AI control tower that drives workflow actions across various environments [4] - The acquisition is seen as a major growth accelerator, positioning ServiceNow as a potential trillion-dollar company [5] - ServiceNow aims to reinvent the employee experience through Agentic AI, streamlining information requests and decision-making processes [6] Market Position - ServiceNow has established a substantial competitive moat with 75 billion workflows currently in progress and trillions of transactions processed [7] - The company is focused on managing both human and non-human identities within its platform, enhancing its capabilities in cloud environments [6]

Core Viewpoint - ServiceNow has agreed to acquire cybersecurity startup Armis for $7.75 billion in cash, aiming to enhance its security capabilities amid increasing cyberattack risks [1][4]. Group 1: Acquisition Details - The acquisition is intended to integrate Armis's security features, such as device scanning, threat detection, and vulnerability prioritization, into ServiceNow's AI-driven platform [1][4]. - The deal is expected to be completed in the second half of 2026 [3][7]. Group 2: Financial Impact - Following the announcement of the potential acquisition, ServiceNow's stock price fell approximately 2%, and it experienced a significant drop of nearly 12% on December 15, resulting in a loss of about $20 billion in market value [5]. - ServiceNow has made several acquisitions recently, including Moveworks for $2.85 billion, Logik.ai for $506 million, and Veza, with financial details undisclosed [5][7]. Group 3: Armis Background - Armis was valued at $6.1 billion during a funding round in November and is preparing for an initial public offering [6]. - Founded in 2015, Armis has set a three-year plan to achieve $1 billion in annual recurring revenue after surpassing the $300 million milestone in August [6].

The all-cash deal to acquire cybersecurity company is expected to close in the second half of 2026. ...

Core Viewpoint - ServiceNow has agreed to acquire cybersecurity startup Armis for approximately $7.75 billion in cash, aiming to capitalize on the increasing demand for AI security [1] Group 1 - The acquisition price of Armis is set at about $7.75 billion [1] - This strategic move is intended to leverage the growing market for AI security solutions [1]