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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产品与营收

产品营收占比

营收构成 ($10.5B)

静态数据（加载实时财务…）

Subscription (95%)

Professional Services (5%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Microsoft Corporation

Azure integration, Teams workflows, Copilot

影响: Strategic cloud partnership

NVIDIA Corporation

GPU-powered AI features in Now platform

影响: AI acceleration partnership

Amazon.com (AWS)

AWS hosting for ServiceNow instances

影响: Multi-cloud support

宏观与市场背景

AI / 클라우드行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 ServiceNow, Inc. 的 AI 供应链分析。

企业信息

总部

Santa Clara, California, USA

成立时间

2004

员工人数

24,000+

官网

servicenow.com

行业概况 — AI / 클라우드

行业新闻