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The Register - Off-Prem: SaaS

Snowflake to burn $6B on AWS Graviton CPUs and AI accelerators Google Cloud suspended major customer Railway.com without cause, causing outage Anthropic comes for the midmarket software spend ServiceNow under siege as Atlassian adds to ITSM take-outs Survey: US workers are not keen on Microsoft's AI Service change takes down Microsoft Outlook for iOS Workday, Rippling, Slack lflunk data access test: Fivetran UK tribunal sends £2B claim accusing Microsoft of overcharging for licensing to trial The spaghettified DBMS chart that shows Oracle's crown is slowly slipping Atlassian’s new data collection policy protects rich customers while AI eats the rest Atlassian to train AI on user data unless law or cash say no McGraw Hill linked to 13.5M-record data leak UK told its Big Tech habit is now a national security risk How ServiceNow gets customers to gorge at the AI trough Salesforce is taking on ServiceNow in ITSM. The winner is AI Salesforce is taking on ServiceNow in ITSM. The winner is AI Snowflake manager on 'Spider-Man' theory of AI agents Minnesota payroll problems grew after Workday, say auditors Salesforce looks to Slackbot to help solve SaaSpocalypse ServiceNow salesman sues employer in commission dispute ServiceNow salesman sues employer in commission dispute Big Tech has not enforced Australia’s social media ban 'Emphathetic 'Salesforce bots to help fired via Labor Dept Datadog bets DIY AI will mean it dodges the SaaSpocalypse Snowflake's ongoing pitch: bring AI to data, not vice versa CMA dithers as Microsoft's cloud meter runs on your dime Salesforce acquihires team behind Clockwise for Agentforce CMA cracks knuckles, eyes Adobe's cancellation fees SAP's grand cloud escape plan €2B short of the runway Microsoft 365 pauses Copilot creep after admins cry foul Salesforce buyback to saddle company with debt until 2066 India tests whether AI can stop trains hitting elephants Adobe CEO Shantanu Narayen to step down after 18 years Adobe CEO Shantanu Narayen to step down after 18 years Pentagon praises Palantir tech for battlefield strike speed Atlassian to shed ten percent of staff, because AI Atlassian's new Jira migration tool slowed down cloudy moves Oracle says AI coding is helping it dodge SaaSpocalypse Vendors building tools to clean up messes made by AI agents Iran is the first out-loud cyberwar the US has fought Microsoft postpones new Outlook migration to 2027 Okta CEO ‘paranoid’ as vibe coders stir SaaS-pocalypse fears Capita £370M Whitehall outsourcing deal challenged in court Claude having artificially intelligent hiccups and access lockouts for over two hours Claude outage hits chat, API, vibe coding SaaS-pocalypse isn't coming any time soon SaaS-pocalypse isn't coming any time soon Half of German-speaking SAP users to stay on ECC to 2030 Half of German-speaking SAP users to stay on ECC to 2030 Salesforce CEO declared victory over flagging software sales Workday CEO's AI talk can't shake off weaker sales forecast Microsoft teases ‘reimagined SharePoint’ with added AI Palantir spent $25M on CEO flights for chatty Karp Microsoft throws spox under the bus in ICC email flap ServiceNow buys Pyramid Analytics ServiceNow buys Pyramid Analytics Supply chain breaches fuel cybercrime cycle, report says Apple inserts ads for its premium productivity services Apple inserts ads for its premium productivity services Workday CEO steps down amid layoffs and market jitters Workday CEO steps down amid layoffs and market jitters Counting the waves of tech industry BS from blockchain to AI Atlassian swears it can deliver AI without blowing out costs Workday layoffs to hit about 400 jobs Rise of AI means companies could pass on SaaS Estonia tests Euro alternatives amid Microsoft rollout MEP: 'The EU runs on Microsoft', Uncle Sam could turn it off Azure outages ripple across multiple dependent services Europe shrugs off tariffs, plots to end tech reliance on US Microsoft ends some standalone SharePoint and OneDrive plans TikTok’s US joint venture off to a rocky start Oracle, Michael Dell, invest in JV to run TikTok USA Mandiant plugs Salesforce leaks with open source tool Data storage cloud Snowflake buys ITOM platform Observe ServiceNow snags Microsoft vet to run legal amid M&A spree ServiceNow unworried by Salesforce targeting its ITSM core ServiceNow mulls Armis buy to gain IT visibility Workday project at Washington University hits $266M Here we go again: Microsoft in UK court over cloud licensing
ServiceNow to buy Armis in $7.7 billion security deal
O'Ryan Johnson O'Ryan Johnson · 2025-12-24 · via The Register - Off-Prem: SaaS

SaaS

ServiceNow opens $7.7B ticket titled 'Buy security company, make it Armis'

Customers will be able to see vulnerabilities, prioritize risks, and close them with automated workflows.

After over a week of speculation, ServiceNow announced on Tuesday that it has agreed to buy cybersecurity heavyweight Armis in a $7.75 billion deal that will see the workflow giant incorporate a real-time security intelligence feed into its products.

The deal is expected to close in the second half of 2026. ServiceNow said it will finance the transaction with a combination of cash and debt.

Once the deal is done, ServiceNow plans to join its CMDB (Configuration Management Database) – which maps all of an organization's IT assets – with Armis’ data discovery tools to let customers see vulnerabilities, prioritize their risks, and close holes with automated workflows. The two companies already have several integrations that connect Armis data and insights to ServiceNow, but expect the acquisition will deepen those links.

ServiceNow’s security revenue is currently around $1 billion a year. The company hopes buying Armis will triple that figure.

In its statement, ServiceNow said customers will no longer have to rely on a patchwork of software solutions to keep their estates safe.

“Modern cyber risk doesn’t stay neatly confined to a single silo, and with security built into the ServiceNow AI Platform, neither will we,” Amit Zavery, president, chief operating officer, and chief product officer at ServiceNow said in a statement.

Armis has 950 employees, annual recurring revenue of $340 million, and is headquartered in San Francisco. It is a 2025 leader in Gartner Magic Quadrant for Cyber-Physical Systems Protection Platforms.

Also this month, ServiceNow announced the acquisition of Veza, an identity access tool to manage AI agents and control who and what has access to its customers’ systems.

The company has been on a spending spree this year with deals to acquire Armis, Cueln, Data.World, Logik.ai, Quality 360, and Veza.

Forrester vice president and principal analyst Charles Betz told The Register on Tuesday that the Armis acquisition is a “serious expansion” of ServiceNow’s capabilities.

“Armis gives ServiceNow massive volumes of data that they have not previously had before in their CMDB,” he said. “This takes their existing discovery tools’ capabilities and makes them an order of magnitude more powerful. That’s the big economic boost.”

He said that, taken together with the Data.World acquisition, it signals that ServiceNow is looking at how it manages data “very strategically.” Data.World is a cloud-native data catalog and data governance platform built for large enterprises. It takes vast corporate data sets and makes them searchable and mappable.

“This is a strategic pairing because a) they’re going to have massive new volumes of data that come in and b) with the Data.World acquisition they have the ability to develop and use that data strategically and bring it into contact with AI,” Betz told The Register. “It’s a strategic play. It says we’re in this for the long haul.”

Even prior to the acquisitions, he said ServiceNow is in a league of its own when it comes to ITSM. He said that while Salesforce’s recent announcement that it launched its own ITSM tool is the most credible threat to ServiceNow, the latter company is years ahead in terms of development.

“As a company, ServiceNow doesn’t have any comparables,” he said. “Salesforce is five years behind. I stand by what I said. They’re still the most credible threat, but being the most credible threat still doesn’t mean you’re really a threat. If you have a cat and a mouse in the room, the mouse is the most credible threat to the cat.”

The one area that ServiceNow customers will be watching is how well the company integrates Armis, Data.World, and the other acquisitions into its platform, Betz said.

ServiceNow’s Heath Ramsey, the company’s group vice president of outbound project management for the AI platform, last week told The Register the company will treat its new acquisitions the same way it has treated previous buys, meticulously integrating code bases to create a better platform.

“That kind of approach has allowed us to not only acquire companies, but we build that into the code and the ability and the capabilities of the platform to ensure that our customers are able to get access to it very, very seamlessly, and that it all works together,” he said. ®