VMware today said it will buy Pivotal in a deal valued at $2.7 billion and endpoint security company Carbon Black in a deal valued at $2.1 billion.

The latest acquisitions cap a massive buying spree that has seen the software vendor scoop up six companies since May.

Carbon Black developed a cloud-based endpoint security platform that uses big data and behavioral analytics to provide several security capabilities including threat hunting, incident response, antivirus and endpoint detection, and real-time endpoint query and remediation. It has more than 5,600 customers and 500 partners globally.

The company raised $152 million in an initial public offering in May 2018.

VMware first started working with Carbon Black when it launched its initial security product, AppDefense, two years ago. It also jointly developed another product — cloud-based security software that automates threat detection and remediation — with Carbon Black.

Under the agreement, VMware will acquire Carbon Black in an all-cash transaction for $26 per share, representing an enterprise value of $2.1 billion.

On VMware’s second quarter fiscal year 2020 earnings call with investors today, CEO Pat Gelsinger said the company will combine Carbon Black’s security cloud with VMware’s security offerings, including AppDefense, Workspace ONE, NSX, and SecureState.

“With this acquisition, VMware will be able to take a significant leadership position in security for the new age of multi-cloud, modern applications, and modern devices,” Gelsinger said.

Because of VMware’s visibility into the network, workloads, and endpoints, it will feed “a torrent of data” into Carbon Black’s security cloud “that allows us to analyze at scale like nobody else in the industry,” Gelsinger said. “We’re out to change security for the industry. It is broke and we’re out to fix it in a fundamental way.”

While he does expect VMware’s security business “will become a much larger revenue for us in the future,” Gelsinger said, “this is much bigger than a new business unit or revenue line. We are out to change the security industry.”

Meanwhile, VMware will also acquire Pivotal for a blended price per share of $11.71. This includes $15 per share in cash to Class A stockholders, and the exchange of shares of VMware’s Class B common stock for shares of Pivotal Class B common stock held by Dell Technologies. In total, the merger consideration represents a $2.7 billion enterprise value for Pivotal.

Both VMware and Pivotal are majority owned by Dell. The acquisition, however, will only increase Dell’s stake in VMware by .34 percentage points, to 81.09%.

VMware’s history with Pivotal goes way back. In fact, Pivotal started as a VMware-EMC spinoff in 2013, and Dell became the majority owner of Pivotal when it merged with EMC in 2016.

VMware also jointly developed PKS, or Pivotal Container Service, with Pivotal and that had been VMware’s primary container play. Last year, however, VMware started moving deeper into containers, adding additional Kubernetes support and services. And last November it paid $550 million for Kubernetes-focused startup Heptio. It filed paperwork indicating interest in buying Pivotal last week.

Gelsinger said the company’s top three priories for 2019 include containers, and VMware continued to make good on this promise in May when it purchased Bitnami, which provides application packaging targeted at container and Kubernetes environments.

Now, with Pivotal, VMware owns the full Kubernetes stack, Gelsinger said on the earnings call.

“This is a complete build, run, manage stack with Kubernetes,” he said, adding that Heptio provides management and VMware’s vSphere provides the “run” piece. “But we really did not have build. The ability to own this full stack is something that gives us great market opportunity,” he said.

Additionally, VMware’s deep reach into the enterprise gives Pivotal’s cloud-native technologies a much larger market. Plus, it should increase VMware’s credibility with the developer community, said Gartner VP and analyst Craig Lowery.

“Pulling in Pivotal makes a lot of sense because it helps VMware create a much more tightly integrated solutions, and containers on vSphere is really where it’s placing its bets,” he said. “It also gives VMware more credibility with developers, which is one of the challenges that VMware and Dell Technologies have: how do they find a path to developers? Pivotal is one of the few properties they have that gets into developers’ day-to-day workflows.”

VMware expects both acquisitions to close in the second half of its fiscal year 2020, which ends Jan. 31, 2020.

On the earnings call, Zane Rowe, executive vice president and CFO at VMware, said the company expects Pivotal and Carbon Black together will add more than two points of revenue growth and over $1 billion of mostly hybrid cloud subscription and software-as-a-service (SaaS) revenue to VMware’s total revenue in the first year. And this should increase to more than $3 billion in revenue in year two, he added.

In addition to talking about the two new acquisitions, VMware also reported its second quarter fiscal 2020 earnings this afternoon. Revenue for the quarter reached $2.44 billion, a 12% year-over-year increase. And license revenue for the second quarter was $1.01 billion, an increase of 12% from the second quarter of fiscal 2019.