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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產品與營收

產品營收佔比

營收結構 ($10.5B)

靜態數據（加載即時財務…）

Subscription (95%)

Professional Services (5%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Microsoft Corporation

Azure integration, Teams workflows, Copilot

影響: Strategic cloud partnership

NVIDIA Corporation

GPU-powered AI features in Now platform

影響: AI acceleration partnership

Amazon.com (AWS)

AWS hosting for ServiceNow instances

影響: Multi-cloud support

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

Santa Clara, California, USA

成立時間

2004

員工人數

24,000+

官網

servicenow.com

行業概況 — AI / 클라우드

行業新聞