SoftBank is considering acquiring US security services provider Allied Universal in a potential deal valued at approximately $18 billion. The reported move could expand SoftBank’s presence in physical security while supporting its growing interest in artificial intelligence (AI), robotics and automation. The discussions remain preliminary, and no final decision has been made on the acquisition or its price.
SoftBank explores a major security acquisition
SoftBank Group is weighing a potential acquisition of Allied Universal, a US-based security services company that provides personnel for businesses, venues and major events. The proposed deal could value the company at around $18 billion, according to reports citing people familiar with the discussions.
The acquisition could give SoftBank access to a large security services operation while extending its investments beyond its traditional technology and telecommunications businesses. Allied Universal also has a growing presence in the data centre industry, where it supports facility development and operations.
However, the discussions remain at an early stage. The companies have not announced a completed transaction, and the potential acquisition price has not been finalised. SoftBank declined to comment on the report, while Allied Universal did not immediately respond to a Reuters request for comment.
AI and robotics could shape SoftBank’s strategy
The potential Allied Universal acquisition aligns with SoftBank founder Masayoshi Son’s growing interest in deploying AI-powered robots across industries.
According to reports, SoftBank is exploring ways to use robots for certain security tasks, potentially automating some responsibilities currently handled by human personnel. However, deploying humanoid robots for security work could take considerably more time.
If the acquisition proceeds, Allied Universal’s existing operations could provide a platform for exploring automation in physical security. Nevertheless, the reported plans do not establish that robots will immediately replace security guards across the company.
SoftBank expands its robotics ambitions
The proposed acquisition would build on SoftBank’s broader interest in robotics and automation. In 2025, the Japanese technology group agreed to acquire the robotics business of Swiss engineering company ABB for $5.4 billion.
SoftBank has also made substantial investments in artificial intelligence, including its investment in OpenAI. Its interest in Allied Universal could represent another step towards bringing AI and robotics into real-world business operations.
For the security industry, the potential deal raises questions about how automation could change security services, workforce requirements and the deployment of robots in commercial environments.
However, the acquisition remains under consideration, and its eventual outcome is uncertain. Any broader impact on the security industry will depend on whether the deal proceeds and how SoftBank chooses to integrate AI and robotics into Allied Universal’s operations.
