Key Highlights
- ServiceNow and FedEx revealed an enhanced collaboration to embed FedEx Dataworks logistics intelligence within ServiceNow’s Source-to-Pay platform.
- FedEx’s worldwide operations produce more than 2 petabytes of information each day, which will now power ServiceNow workflows.
- The partnership introduces three new features: Supplier Insights, Supplier Visibility, and Success Indicators for procurement teams.
- At the Knowledge 2026 conference in Las Vegas, ServiceNow also unveiled deeper collaborations with Nvidia and Microsoft.
- FDX stock gained 1.28% to reach $362.39, despite experiencing an 8.3% decline over the previous seven days.
Shares of FedEx (FDX) advanced 1.28% to $362.39 following Tuesday’s announcement of a strengthened collaboration with ServiceNow (NOW) during the Knowledge 2026 conference held in Las Vegas.
The partnership centers on embedding logistics intelligence from FedEx Dataworks straight into ServiceNow’s Source-to-Pay procurement solution. This integration aims to provide procurement professionals with immediate access to shipping and logistics data within their current workflow systems.
FedEx’s worldwide shipping operations produce over 2 petabytes of information every single day. This massive data stream will now directly power ServiceNow’s enterprise procurement applications.
Three distinct features are being developed under this agreement. Supplier Insights enables procurement departments to extract information from FedEx Dataworks based on shipping network patterns. Supplier Visibility streamlines supplier evaluations during the onboarding phase. Success Indicators merges ServiceNow’s supplier information with anonymized industry performance data from FedEx.
The platform will also leverage shipment delay information from FedEx’s distribution network to automatically initiate response workflows whenever supply chain interruptions are detected.
Raj Subramaniam, CEO of FedEx, stated the partnership “combines and leverages the power of this network DNA with ServiceNow’s AI-driven capabilities.”
Bill McDermott, CEO of ServiceNow, characterized supply chain innovation as “the only way forward” and highlighted FedEx as possessing “the world’s richest datasets on the movement of goods, people, and commerce.”
FedEx generated $92 billion in annual revenue and maintains a workforce exceeding 500,000 employees. While the stock has delivered a 69% gain over the trailing twelve months, it has retreated 8.3% during the past week.
ServiceNow Announces Multiple Strategic Initiatives
The FedEx collaboration represented just one component of numerous announcements ServiceNow unveiled at Knowledge 2026. The technology firm also strengthened its relationship with Nvidia to expand agentic AI governance capabilities from employee workstations to data center infrastructure.
This enhancement features a new offering named Project Arc — an autonomous desktop agent protected by the Nvidia OpenShell runtime and managed through ServiceNow’s AI Control Tower.
Microsoft similarly broadened its collaboration with ServiceNow to address what the companies describe as “AI agent sprawl.” This integration enables organizations to implement governance policies across both ServiceNow and Microsoft 365 ecosystems.
ServiceNow introduced Otto, a new solution designed to consolidate conversational AI, autonomous workflows, and enterprise search capabilities into a unified platform experience.
Recent Acquisitions Take Center Stage
ServiceNow provided additional information regarding its recent purchases of Armis and Veza, highlighted by the introduction of Autonomous Security & Risk.
This new offering aims to govern and protect AI agents, user identities, and connected devices throughout an organization. ServiceNow claims it eliminates fragmented security infrastructure with a unified graph that charts every identity, access permission, and connected device.
“Prevention, detection, and response happen at machine speed,” stated John Aisien, SVP and general manager of Security & Risk at ServiceNow.
McDermott positioned the conference announcements as a transformation in ServiceNow’s corporate identity: “We’ve built the only platform that can sense across the enterprise, decide the right action, act across any workflow or application, and secure every step.”
FDX shares were trading at $362.39, up 1.28%, when the partnership was announced.
