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Source document· December 23, 2025

ServiceNow to acquire Armis to expand cyber exposure and security across the full attack surface in IT, OT, and medical devices for companies, governments, and critical infrastructure worldwide

View original at finance.yahoo.com
ServiceNow to acquire Armis to expand cyber exposure and security across the full attack surface in IT, OT, and medical devices for companies, governments, and critical infrastructure worldwide Together, ServiceNow and Armis will create a unified, end-to-end security exposure and operations stack that can see, decide,…
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  • ServiceNow is building the security platform of tomorrow

    80% confidence
  • In the era of AI and agents, the benefits and value will be enormous, but so is the complexity

    80% confidence
  • AI is transforming the threat landscape faster than most organizations can adapt. Every connected asset has become a potential point of vulnerability

    80% confidence
  • Armis was built to protect the most critical environments and give both public and private sector organizations the real-time intelligence they need to stay ahead

    80% confidence
  • The transaction is expected to close in the second half of 2026

    80% confidence
  • Together with Armis, ServiceNow will deliver an industry-defining strategic cybersecurity shield for real-time, end-to-end proactive protection across all technology estates

    80% confidence
  • The acquisition is expected to more than triple ServiceNow's market opportunity for security and risk solutions

    80% confidence
  • In the agentic AI era, intelligent trust and governance that span any cloud, any asset, any AI system, and any device are non-negotiable if companies want to scale AI for the long-term

    80% confidence
  • The combination of ServiceNow and Armis provides a dynamic picture of an enterprise's connected technology assets and an AI and agentic powered blueprint to secure and enable trusted AI

    80% confidence
  • Worldwide end-user spending on information security is projected to increase 12.5% in 2026 to $240 billion

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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