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

    80% confidence
  • ServiceNow is building the security platform of tomorrow

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

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

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

    80% confidence
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AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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