ServiceNow mulls buying Armis to gain full visibility into the IT stack

Steven

ServiceNow mulls buying Armis to gain full visibility into the IT stack

Summary

ServiceNow is reportedly close to acquiring security-software firm Armis for about US$7.1bn to give customers full-stack visibility across IT, OT and IoT and close persistent security blindspots. Armis, founded in 2016, continuously discovers and monitors every part of a customer’s technology estate, applies automated risk scoring and flags vulnerabilities. The company recently raised US$435m at a US$6.1bn valuation and said it passed US$300m in annual recurring revenue.

The possible buy follows ServiceNow’s earlier acquisition of Veza, an identity-access tool, and signals a push to consolidate visibility, governance and security into a single IT services platform. Analysts say the critical question will be whether ServiceNow reimplements Armis on the Now platform or keeps the product as a separate codebase – a decision with big implications for customers and the market.

Key Points

  • Reported deal: ServiceNow is said to be nearing a US$7.1bn acquisition of Armis to improve full-stack IT visibility.
  • Armis capability: continuous discovery and monitoring across IT, operational technology, IoT and connected medical devices, plus automated risk scoring and vulnerability detection.
  • Commercials: Armis recently raised US$435m, was valued at US$6.1bn and reported over US$300m in ARR.
  • Strategic push: ServiceNow also acquired Veza earlier this month to add identity and AI-agent access controls.
  • Integration risk: Market watchers are focused on whether ServiceNow will replatform Armis onto Now or maintain separate legacy codebases, which could affect architecture and product coherence.
  • Potential upside: If integrated well, ServiceNow could become the primary source of IT visibility for many organisations, improving CMDB data quality, portfolio control and AI/agent effectiveness.

Why should I read this?

Quick and blunt: if you care about fixing blindspots in enterprise security, cleaning up CMDB chaos, or where major SaaS vendors are stuffing together security stacks, this is worth your attention. ServiceNow buying Armis could make life simpler for ops and security teams—or create a maintenance headache if the integration goes sideways. Either way, it’s a big play that will shift vendor dynamics.

Context and Relevance

This story matters because it highlights an ongoing consolidation trend in enterprise IT and security: platform vendors are snapping up specialised tooling to offer end-to-end visibility and control. Competitors such as Salesforce are also expanding security and AI capabilities, so this acquisition (if it closes) strengthens ServiceNow’s position in governance, risk and compliance and in the emerging “IT management graph”. Customers will watch the technical integration closely; a clean replatforming could yield major benefits, while a portfolio of bolted-on products could reintroduce legacy complexity.

Source

Source: The Register — ServiceNow mulls buying Armis to gain full visibility into the IT stack