Key Takeaways
- ServiceNow and FedEx revealed an enhanced collaboration to incorporate FedEx Dataworks logistics intelligence into ServiceNow’s Source-to-Pay platform.
- FedEx’s worldwide operations produce more than 2 petabytes of information each day, which will now flow into ServiceNow systems.
- The partnership introduces three new features: Supplier Insights, Supplier Visibility, and Success Indicators for procurement teams.
- At Knowledge 2026 in Las Vegas, ServiceNow also unveiled deeper collaborations with Nvidia and Microsoft.
- FDX shares gained 1.28% to reach $362.39, despite experiencing an 8.3% decline during the previous week.
FedEx (FDX) shares climbed 1.28% to $362.39 following Tuesday’s announcement of a strengthened collaboration with ServiceNow (NOW) during ServiceNow’s Knowledge 2026 conference held in Las Vegas.
The partnership will embed logistics intelligence from FedEx Dataworks straight into ServiceNow’s Source-to-Pay procurement system. This integration aims to provide procurement professionals with logistics insights within their standard workflows.
FedEx’s worldwide operations create over 2 petabytes of information every day. This massive data stream will now flow directly into ServiceNow’s enterprise procurement infrastructure.
Three distinct features are being developed under this agreement. Supplier Insights will enable procurement professionals to access FedEx Dataworks information derived from network operations. Supplier Visibility will streamline supplier evaluations during the onboarding process. Success Indicators will merge ServiceNow supplier information with anonymized FedEx industry performance metrics.
The platform will also leverage shipment delay information from FedEx’s operations to automatically initiate workflows during supply chain interruptions.
According to FedEx CEO Raj Subramaniam, the partnership “combines and leverages the power of this network DNA with ServiceNow’s AI-driven capabilities.”
ServiceNow CEO Bill McDermott characterized supply chain evolution 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% return over the trailing twelve months, it has retreated 8.3% during the past week.
ServiceNow Announces Additional Strategic Partnerships
The FedEx collaboration represented one of multiple revelations ServiceNow unveiled at Knowledge 2026. The platform provider also strengthened its alliance with Nvidia to expand agentic AI oversight from employee workstations to data centers.
This expansion includes 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 ServiceNow collaboration to address what both organizations identify as “AI agent sprawl.” This integration enables clients to implement governance standards across both ServiceNow and Microsoft 365 ecosystems.
ServiceNow introduced Otto, a new solution designed to merge conversational AI, autonomous workflows, and enterprise search into one unified platform experience.
Recent Acquisitions Take Center Stage
ServiceNow provided additional information regarding its recent purchases of Armis and Veza, including the introduction of Autonomous Security & Risk.
This new offering is engineered to manage and protect AI agents, identities, and connected devices throughout an organization. ServiceNow claims it consolidates fragmented security infrastructure into a unified graph that charts every identity, authorization, 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 announcements as redefining ServiceNow’s mission: “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 traded at $362.39, up 1.28% when the partnership was announced.
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