受此影响，ServiceNow股价周二早盘一度下跌3%，或将创下4月21日以来收盘新低。该股周一收盘上涨约0.9%，公司市值约为1630亿美元。 美国企业云计算和服务管理解决方案提供商ServiceNow周二宣布，将以77.5亿美元现金收购网络安全初创公司Armis，这是ServiceNow迄今为止规模最大的 一笔收购。 该公司表示，此次收购将使其在安全与风险解决方案领域的市场机会扩大至原来的三倍，并进一步巩固其在AI技术安全市场中的地位。 "随着AI的快速采用不断扩大企业的攻击面，能够实时掌握漏洞情况，并获得关于优先修复哪些问题的可执行洞察，对于降低风险、强化整体安全态势至关 重要。" ServiceNow总裁、首席运营官兼首席产品官Amit Zavery在周二的声明中表示： "ServiceNow正在打造未来的安全平台。" "在智能体AI时代，如果企业希望长期、大规模地部署AI，那么必须建立覆盖任何云环境、任何资产、任何AI系统以及任何设备的智能信任与治理体系，这 一点不可妥协。" ServiceNow在声明中表示，预计将通过自有现金和债务相结合的方式为这笔交易提供资金。声明称，这笔交易预计将在2026年 ...

Core Viewpoint - Concerns regarding the impact of generative artificial intelligence on software business models are considered exaggerated, leading to an upgrade of ServiceNow stock to overweight by Morgan Stanley [1][2]. Company Performance - ServiceNow is projected to achieve its 2026 subscription revenue target through multiple avenues and maintain over 20% free cash flow growth in the coming years [2]. - The company's earnings for the quarter ending June 30 increased by over 30% to $4.09 per share on an adjusted basis, while revenue rose more than 22% to $3.215 billion [7]. Market Position - ServiceNow's stock rose more than 1% to $940.68 in morning trading, although it has retreated 9% in 2025 [4]. - The stock holds an Accumulation/Distribution Rating of B-minus, indicating moderate institutional buying activity [8]. Business Model and Strategy - ServiceNow's subscription-based revenue model is under pressure due to concerns that generative AI may reduce the need for software licenses as productivity improves [5]. - The company has expanded its offerings beyond its core business into human resources, customer service management, and security, and is also venturing into "front office" software [6]. Technological Advancements - ServiceNow is rolling out autonomous AI "agents" that can complete tasks independently, enhancing its software capabilities in managing IT services and providing self-service tools for employees [2][3].