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How AI and cybersecurity are reshaping ServiceNow

Analysis argues ServiceNow's $7.75B Armis acquisition and AI-driven consumption pricing are reshaping its ITSM platform amid SaaS market anxiety.

CSO Online examines how AI agents, vibe-coding fears, and a reported 30% share price drop are pressuring ITSM leader ServiceNow, and how the company is pivoting toward consumption-based revenue and cybersecurity. The piece highlights ServiceNow's $7.75 billion cash acquisition of Armis, priced at roughly 23 times the vendor's $340 million annual revenue, as a strategic move to supercharge ITSM workflows with accurate device inventory and orchestration rather than to sell a standalone security product. Experts note this ends Armis's vendor-neutral position, introduces the CISO as a new buyer, and will likely lead to aggressive Armis bundling at contract renewals.

CSO Online · 5d agoIndustry

Meta is paying to peek at how you use their latest AI model

Meta offers roughly 95% discounts on Muse Spark token pricing for customers who share prompts and outputs to train future models.

Meta's contributor pricing tier for its Muse Spark agentic coding model cuts input token costs from $1.25 to $0.10 per million and output tokens from $4.25 to $0.20 per million in exchange for access to user prompts and outputs. The move reflects labs' difficulty obtaining training data for agentic workflows, following Meta's paused employee computer-usage tracking initiative. Analysts note the incentive could push enterprises to clarify which data is shareable, and it fits broader price competition against Anthropic's Fable and Mythos models and OpenAI's July price cuts.

TechCrunch · AI · 13d agoAI industry