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,… ...

Core Insights - Palo Alto Networks (PANW) secured a multibillion-dollar deal to enhance its position in the AI security market through an expanded partnership with Google Cloud [1][4] - The deal aims to address the urgent need for AI security as enterprises face increasing attacks on their AI infrastructure [2] - The partnership is expected to generate significant revenue as companies adopt combined Google-Palo Alto architectures for AI security [4] Group 1: Partnership and Market Position - The expanded partnership includes migrating key internal workloads to Google Cloud and integrating Palo Alto's Prisma AIRS security platform into Google's AI tools [1][3] - The collaboration builds on a successful history, generating over $2 billion in Google Cloud Marketplace sales and over 75 joint integrations [3] - The integration with Google's Vertex AI platform and Gemini language models allows for embedding security controls directly into AI applications [3] Group 2: Financial Performance - Palo Alto Networks reported remaining performance obligations (RPO) of $15.5 billion, a 24% increase year-over-year [6] - The company's annual recurring revenue from next-generation security rose by 29% to $5.85 billion [6] - A significant $100 million deal with a major telecom provider included an $85 million commitment to XSIAM, marking the largest security operations platform deal in the company's history [7]

Industry Overview - Cybercrime costs are rapidly increasing as reliance on digital systems grows, leading to more opportunities for cybercriminals to attack [1][4] - The global cybersecurity market is projected to grow from $193.7 billion in 2024 to nearly $563 billion by 2032, reflecting a compound annual growth rate of 14.4% [2] - Cybercrime is expected to cost the world $10.5 trillion annually by 2025, a significant increase from $3 trillion in 2015, indicating the escalating financial impact of cyber threats [5] Cybercrime Trends - Cybercrime encompasses various attacks, including ransomware, data theft, online fraud, identity theft, and email scams, affecting not only large companies but also small businesses and individuals [3] - The complexity of digital networks and the growing number of connected devices have expanded the attack surface, making security management more challenging [4][6] Key Cybersecurity Players - CrowdStrike Holdings offers its solutions through the Falcon platform, which is a cloud-native security solution that protects various environments and endpoints [8][10] - Fortinet is a leader in network security, providing solutions through its unified FortiOS platform, which integrates security across multiple systems [13][14] - Zscaler specializes in cloud-based security solutions, with significant growth in areas such as AI Security, Zero Trust, and Data Security, each surpassing $1 billion in annual recurring revenue [17][19] Company Performance - CrowdStrike's Falcon Flex subscription model has driven significant growth, with annual recurring revenue from Flex customers reaching $1.35 billion in Q3 fiscal 2026, more than tripling from the previous year [9][12] - Fortinet's FortiSASE billings grew over 100% year over year in Q3 2025, indicating strong momentum in its security offerings [15] - Zscaler's AI Security segment alone reached $400 million in annual recurring revenue, with expectations to exceed $500 million in fiscal 2026 [18]

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) ...

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 Viewpoint - A securities class action lawsuit has been filed against F5, Inc. for allegedly misleading investors regarding a significant cybersecurity incident [1] Group 1: Lawsuit Details - The lawsuit is titled Smith v. F5, Inc., et al., and is filed in the Western District of Washington [1] - It seeks to represent investors who purchased or acquired F5 securities between October 28, 2024, and October 27, 2025 [1] - The lawsuit follows F5's report on October 15, 2025, regarding a major cybersecurity incident involving a nation-state actor [1] Group 2: Cybersecurity Incident - The cybersecurity incident was discovered by F5 on August 9, 2025, when unauthorized access to certain systems was identified [1]

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 reached a deal to buy the cybersecurity startup Armis in a deal valued at $7.75 billion, representing its largest acquisition to date. https://t.co/RMAQdOPemc ...