ServiceNow's Acquisition Strategy for Veza and Armis: Enterprise Security Supremacy in the Era of Autonomous AI

With the advancement of digital transformation (DX), corporate IT infrastructure has become dramatically more complex. In hybrid environments where cloud, on-premises, SaaS (Software as a Service), and OT (Operational Technology) and IoT (Internet of Things) coexist, the traditional perimeter defense model has completely collapsed. In this chaotic situation, ServiceNow (NYSE: NOW)'s series of M&A activities unfolding through the end of 2025 suggests a grand strategic shift that goes beyond mere functional expansion to establish its position as the "central nervous system" of enterprise IT. Specifically, this includes the acquisition of identity security firm Veza, officially announced in December 2025, and the approximately $7 billion (about 1 trillion yen) acquisition negotiations for cybersecurity firm Armis, reported by major media outlets such as Bloomberg in the same month.

At first glance, these two moves might appear to be investments in different areas.