ServiceNow's $7.75 billion acquisition of Armis wasn't just the largest security deal of 2025. Combined with the $2.85 billion Moveworks deal and the reported ~$1 billion Veza acquisition, ServiceNow spent roughly $12 billion in a single year building an autonomous cybersecurity stack.
The channel math is straightforward. ServiceNow just tripled its addressable security market. If you're an MSP or MSSP without a ServiceNow practice, you're about to watch your competitors take business you didn't even know was on the table. Public sector and critical infrastructure are where ServiceNow and Armis overlap, and those are massive markets with long contract cycles and high switching costs.
The partners who were quietly buying ServiceNow consulting firms throughout 2025 knew something. Now everyone else does too.