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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($10.5B)

Datos estáticos (cargando finanzas en tiempo real…)

Subscription (95%)

Professional Services (5%)

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Socios

Microsoft Corporation

Azure integration, Teams workflows, Copilot

Impacto: Strategic cloud partnership

NVIDIA Corporation

GPU-powered AI features in Now platform

Impacto: AI acceleration partnership

Amazon.com (AWS)

AWS hosting for ServiceNow instances

Impacto: Multi-cloud support

Contexto macro y de mercado

AI / 클라우드Noticias del sector

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

Próximos catalizadores

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

Últimas noticias

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Análisis IA

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Información de la Empresa

Sede Central

Santa Clara, California, USA

Fundación

2004

Empleados

24,000+

Sitio Web

servicenow.com

Estado del sector — AI / 클라우드

Noticias del sector