The lesson, Ranjbar said, is different for the CISO. “CISOs have historically suffered from the swivel-chair problem: one screen shows the vulnerability and another screen is needed to patch it. This deal collapses that gap. It validates that visibility is the new perimeter. As OT and IT converge, the attack surface has become too complex for fragmented tools. CISOs should view this as a mandate to consolidate their visibility stacks.”
Sanchit Vir Gogia, the chief analyst at Greyhound Research, agreed that this acquisition will likely accelerate IT and security structural changes.
“This acquisition represents a fundamental repositioning of ServiceNow from a coordination layer into an operational authority. Buying Armis is not about expanding a security portfolio. It is about owning the upstream constraint that determines whether modern enterprises can govern complexity at all,” Gogia said. But without knowing what is connected across IT, OT, IoT, and other physical environments, “workflow automation, AI governance, and risk prioritization all collapse into theatre,” he observed, adding that the deal could remove long standing fragmentation between discovery tools, CMDBs, service mapping, ticketing, change management, and remediation. “If executed well, it could finally address one of the enterprise’s most persistent failures,” he said.
