ServiceNow, Inc.

NOWleader

ServiceNow is the dominant enterprise platform for digital workflows, enabling companies to automate and streamline IT, employee, customer, and creator experiences. Its Now Platform with embedded AI agents is becoming the system-of-action layer for large enterprises worldwide.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($10.5B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Subscription (95%)

Professional Services (5%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

IT Service Management (ITSM)40%

Cloud-native IT help desk, incident, and change management platform

IT Operations Management30%

AIOps, cloud observability, and infrastructure automation

Enterprise Workflows30%

HR, legal, customer service, and security operations workflows

Lieferkettenbeziehungen

Partner

Microsoft Corporation

Azure integration, Teams workflows, Copilot

Auswirkung: Strategic cloud partnership

NVIDIA Corporation

GPU-powered AI features in Now platform

Auswirkung: AI acceleration partnership

Amazon.com (AWS)

AWS hosting for ServiceNow instances

Auswirkung: Multi-cloud support

Makro- und Marktkontext

AI / 클라우드Sektornachrichten

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Nächste Katalysatoren

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

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Unternehmensinformationen

Hauptsitz

Santa Clara, California, USA

Gegründet

2004

Mitarbeiter

24,000+

Website

servicenow.com

Sektorübersicht — AI / 클라우드

Sektornachrichten