How AI and cybersecurity are reshaping ServiceNow
📰 ServiceNow faces major shifts as AI and cybersecurity converge, altering its traditional seat-based SaaS model. The company’s Armis acquisition and expansion into consumed services signal a pivot toward consumption pricing, infrastructure, and AI token usage. This strategy aims to defend its dominant position in large enterprises while responding to threats like seat compression and competition from cloud platforms. Buyers should watch for complex contracting and potential cost surprises.
