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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($10.5B)

Data statis (memuat keuangan langsung…)

Subscription (95%)

Professional Services (5%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Mitra

Microsoft Corporation

Azure integration, Teams workflows, Copilot

Dampak: Strategic cloud partnership

NVIDIA Corporation

GPU-powered AI features in Now platform

Dampak: AI acceleration partnership

Amazon.com (AWS)

AWS hosting for ServiceNow instances

Dampak: Multi-cloud support

Konteks makro dan pasar

AI / 클라우드Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Santa Clara, California, USA

Didirikan

2004

Karyawan

24,000+

Situs Web

servicenow.com

Gambaran umum sektor — AI / 클라우드

Berita sektor