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]

ServiceNow has agreed to buy cybersecurity startup Armis for $7.75 billion in cash, the companies said on Tuesday, as the enterprise software maker looks to attract new customers amid growing risks of... ...

Core Viewpoint - ServiceNow is set to acquire cybersecurity startup Armis for $7.75 billion, enhancing its cybersecurity capabilities and significantly expanding its market opportunity in security and risk solutions [1][2]. Group 1: Acquisition Details - The acquisition deal is valued at $7.75 billion and is expected to close in the second half of next year, financed through a combination of cash and debt [1][2]. - The acquisition will more than triple ServiceNow's market opportunity for security and risk solutions, positioning the company strongly in the cybersecurity sector [1]. Group 2: Strategic Implications - ServiceNow aims to deliver a comprehensive cybersecurity shield for real-time, end-to-end proactive protection across all technology estates in collaboration with Armis [2]. - The acquisition aligns with the growing importance of cybersecurity in the age of artificial intelligence, indicating a strategic move to enhance ServiceNow's offerings in this critical area [1][2]. Group 3: Financial Context - Prior to the announcement, shares of ServiceNow fell approximately 2% [2]. - Armis had previously raised $435 million at a valuation of $6.1 billion, indicating its significant market presence and potential [3].

By Kritika Lamba and Jaspreet Singh Dec 23 (Reuters) - ServiceNow on Tuesday agreed to buy cybersecurity startup Armis for $7.75 billion, in the ​enterprise software maker's biggest-ever deal, as it bolsters its services ‌to help counter rising cyberattacks driven by AI adoption. Through the deal, the company aims to ‌integrate Alphabet-backed Armis' security features such as device scanning and threat detection, a crucial advantage amid sophisticated cyberattacks that have hit companies ranging from Mic ...

The deal expands ServiceNow's reach into cybersecurity as it aims to create an 'AI control tower.' ...