Core Viewpoint - ServiceNow has demonstrated strong organic growth, consistently achieving over 20% revenue growth annually for the past decade, positioning itself as a leader in the enterprise software sector [2][5]. Group 1: Company Growth and Acquisitions - ServiceNow announced the acquisition of Move Works, a pure play AI employee experience company, enhancing its capabilities in providing a unified platform for employee data and actions [3][4]. - The company emphasizes that it does not rely on acquisitions for growth, as it is already outpacing other SaaS companies in terms of growth rates [5][6]. - The integration of AI into ServiceNow's platform is expected to create significant economic value for customers, further driving growth [6][7]. Group 2: Market Position and Strategy - ServiceNow differentiates itself from competitors like Salesforce by focusing on organic growth rather than acquisitions to drive its business model [4][5]. - The company is not classified merely as a SaaS company but as a platform company, which broadens its market appeal and operational scope [5]. - The upcoming stock split (5-for-1) reflects the company's confidence in its growth trajectory and market position [7].

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS BLOOMBERG TECH. COMING UP, TECH TRADES LOWER AS AI ANXIETY KICKS OFF THE LAST FULL TRADING WEEK OF THE YEAR.OUR INVESTORS DOUBLING DOWN OR BRACING. WE DISCUSS. PLUS, BIG DEALS AND ADVANCED TALKS TO SPEND BILLIONS ON STARTUPS.A STABLECOIN GIANT ONCE A SOCCER TEAM. WHY TETHER IS BIDDING FOR ITALY'S TEAM. FIRST, A CHECK IN ON THESE MARKETS.MARKETS ARE UP ON THE NASDAQ 100. WE ARE OFF O ...

"Moveworks accelerates ServiceNow's vision to put AI to work for people across every corner of every business,†said Amit Zavery, president, chief operating officer, and chief product officer at ServiceNow. "With two decades of workflow intelligence built into a single architecture, we're powering the agentic AI operating system for the enterprise. Moveworks' AI Assistant plus ServiceNow's agentic platform will create an AI-native front door that turns conversations into completed work, allowing customers to ...

ServiceNow is eying an acquisition and also received an analyst downgrade.Shares of back office software-as-a-service company ServiceNow (NOW 11.69%) plunged on Monday, falling 11.9% as of 1:18 p.m. EDT.ServiceNow had two rather significant pieces of news today: One, it was reported ServiceNow is in talks to make what appears to be an expensive acquisition. Two, an analyst downgraded shares, predicting that fears over the potential disruption from generative artificial intelligence would cap ServiceNow's va ...

Core Insights - ServiceNow's shares declined significantly following reports of a potential acquisition of Armis for up to $7 billion, which would mark the largest acquisition in ServiceNow's history [1][5] - The acquisition would provide ServiceNow with access to Armis's cybersecurity platform, enhancing its capabilities in managing connected devices [2][5] - Investors reacted negatively to the news, likely due to concerns over the high cost of the acquisition, contributing to a challenging year for ServiceNow's stock performance [3] Company and Industry Summary - Armis, currently owned by Insight Partners, was acquired for $1.1 billion in 2020, indicating a substantial increase in its valuation if the current deal proceeds [4] - ServiceNow's stock has experienced a decline of over 11% recently, reaching its lowest level since April, and has lost more than 25% of its value since the beginning of 2025 [2][3] - The acquisition interest comes amid a trend in the tech industry, with other companies like Alphabet and Palo Alto Networks also pursuing cybersecurity acquisitions [4]

ServiceNow's Potential Acquisition - ServiceNow's stock is down 115% amid reports of talks to acquire cyber firm Armis for $7 billion [1] - The potential acquisition of Armis, a cybersecurity firm, is viewed as a positive strategic move for ServiceNow, aligning with their desired presence in the cybersecurity sector [2] Stock Performance & Market Trends - ServiceNow's stock momentum does not appear favorable, with year-to-date and one-year performance indicating difficulties [2][3] - Software companies are currently underperforming relative to semiconductor companies in the technology sector [3] Other Companies Mentioned - Citigroup (City) is favored [4] - Lidos is investing in AI with a new CTO [4] - Industrials, excluding electrification, present opportunities [5]

The stock drop reflects concerns that ServiceNow could get more acquisitive in a bid to ignite growth. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Shares of ServiceNow Inc (NYSE:NOW) are sharply lower this morning, after reports that the software name is in talks to acquire cybersecurity startup Armis for $7 billion as early as this week. A downgrade from Keybanc to "underweight" from "sector weight" is weighing on the shares as well, with the firm citing risks associated with AI. ServiceNow stock was last seen down 10.3% to trade at $776.13, gapping below former support at $800 that provided a floor in late November and early December. Today's price ...

Welcome back. Seven minutes before we get uh started with trading here to begin a new week, one of our final weeks of the year. Of course, I like to keep an eye on the calendar.Let's talk a little service now for the Mad Dash. >> First, they came after Adobe and people said that's okay. They had particular characteristics involving advertising and uh you know just kind of overall too linked to perhaps um let's just say fancy, too expensive versus cheaper.Then they came after uh Sal Sal Sal Sal Sal Sal Sal S ...