Key Highlights
- FedEx and ServiceNow unveiled an enhanced collaboration to embed FedEx Dataworks logistics intelligence into ServiceNow’s Source-to-Pay procurement systems.
- The partnership will leverage FedEx’s massive global network, which produces more than 2 petabytes of data every day.
- The collaboration introduces three new features: Supplier Insights, Supplier Visibility, and Success Indicators.
- At Knowledge 2026 in Las Vegas, ServiceNow also revealed extended collaborations with Nvidia and Microsoft.
- FDX shares traded 1.28% higher at $362.39, despite falling 8.3% in the previous week.
Shares of FedEx (FDX) climbed 1.28% to $362.39 following Tuesday’s announcement of a strengthened partnership with ServiceNow (NOW) at the Knowledge 2026 conference held in Las Vegas.
The partnership will bring logistics intelligence from FedEx Dataworks directly into ServiceNow’s Source-to-Pay procurement ecosystem. This integration aims to provide procurement professionals with real-time logistics insights embedded within their existing digital workflows.
FedEx’s worldwide operations produce over 2 petabytes of data each day. This vast stream of information will now be accessible through ServiceNow’s enterprise procurement solutions.
Three specialized features are being developed through this collaboration. Supplier Insights will enable procurement teams to access FedEx Dataworks information based on network patterns. Supplier Visibility will streamline supplier evaluation processes during onboarding phases. Success Indicators will merge ServiceNow’s supplier information with anonymized industry performance data from FedEx.
The platform will also leverage shipment disruption information from FedEx’s operations to automatically initiate response protocols when supply chain issues arise.
According to FedEx CEO Raj Subramaniam, the partnership “combines and leverages the power of this network DNA with ServiceNow’s AI-driven capabilities.”
ServiceNow CEO Bill McDermott characterized supply chain innovation as “the only way forward” and praised FedEx as possessing “the world’s richest datasets on the movement of goods, people, and commerce.”
FedEx generated $92 billion in annual revenue and maintains a workforce exceeding 500,000 employees. While the stock has surged 69% over the past year, it experienced an 8.3% decline in the past week.
ServiceNow Announces Multiple Strategic Partnerships
The FedEx announcement represented one component of several major reveals ServiceNow made during Knowledge 2026. The company also strengthened its Nvidia partnership to expand agentic AI governance capabilities from individual workstations to entire data centers.
This expansion includes Project Arc—an autonomous desktop agent protected by Nvidia’s OpenShell runtime and managed through ServiceNow’s AI Control Tower.
Microsoft similarly broadened its ServiceNow collaboration to address what the companies describe as “AI agent sprawl.” This integration enables customers to implement unified governance across both ServiceNow and Microsoft 365 platforms.
ServiceNow introduced Otto, a new offering designed to consolidate conversational AI, autonomous workflows, and enterprise search capabilities into one unified platform experience.
Recent Acquisitions Take Center Stage
ServiceNow provided additional information about its recent purchases of Armis and Veza, announcing the debut of Autonomous Security & Risk.
This new solution is engineered to govern and protect AI agents, identities, and connected devices throughout an organization. According to ServiceNow, it consolidates fragmented security infrastructures into a unified graph that maps every identity, authorization, and connected device.
“Prevention, detection, and response happen at machine speed,” stated John Aisien, SVP and general manager of Security & Risk at ServiceNow.
McDermott positioned the day’s revelations as a transformation in ServiceNow’s core mission: “We’ve built the only platform that can sense across the enterprise, decide the right action, act across any workflow or application, and secure every step.”
At the time of the partnership announcement, FDX traded 1.28% higher at $362.39.
