Evolution Equity Partners || Evolution Cyber Deal Monitor

OT/IoT M&A surge: ServiceNow $7.75B Armis + Airbus buys

OT/IoT M&A surge: ServiceNow $7.75B Armis + Airbus buys

Key Questions

What is ServiceNow's acquisition of Armis?

ServiceNow completed a $7.75 billion all-cash acquisition of Israeli OT/IoT firm Armis. This boosts its capabilities in industrial IT/OT convergence amid agentic threats.

What are Airbus's recent cybersecurity acquisitions?

Airbus acquired French firm Quarkslab after Germany's Infodas and eyes UK-based Ultra Cyber. These moves support sovereign consolidation in OT/IoT security.

How does this fit industrial cybersecurity trends?

The deals align with manufacturing IT/OT convergence and cyber-physical security, as seen in Siemens-NVIDIA-PANW partnerships up 75%. They address Cytactic/Surf readiness against threats.

ServiceNow completes $7.75B all-cash Armis (Israeli OT/IoT) acquisition; Airbus acquires Quarkslab (FR) after Infodas, eyes Ultra Cyber (UK); fits industrial/sovereign consolidation (Siemens-NVIDIA-PANW/DER+75%), comps Cytactic/Surf readiness amid agentic threats and manufacturing IT/OT convergence.

Sources (2)
Updated Apr 22, 2026