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ServiceNow Eyes Armis: The AI & Security Merger That Could Reshape IT!

ServiceNow has recently entered advanced discussions to acquire cybersecurity specialist Armis Inc. in a deal that could be valued at up to $7 billion, representing a major strategic inflection point for the enterprise workflow platform provider as it continues to embed AI and security into its core offerings. This development follows ServiceNow’s strong Q3 2025 performance with subscription revenue growth outpacing guidance and meaningful acceleration in AI‑driven product adoption, including Now Assist, which is on pace to exceed $0.5 billion in annual contract value. In parallel, ServiceNow has been investing in generative AI capabilities, forward‑deployed engineering models, and expanding its ecosystem through initiatives like the proposed Moveworks acquisition, reinforcing its platform play. Adding Armis, a firm with deep device security analytics and broad industry footprints, could materially enhance ServiceNow’s ability to manage the expanding AI security and governance landscape.