Key Highlights
- FedEx and ServiceNow revealed a deepened collaboration that embeds FedEx Dataworks logistics intelligence into ServiceNow’s Source-to-Pay procurement systems.
- The partnership will leverage data from FedEx’s worldwide operations, which produces over 2 petabytes of information each day.
- The collaboration introduces three core features: Supplier Insights, Supplier Visibility, and Success Indicators.
- ServiceNow unveiled additional collaborations with Nvidia and Microsoft during its Knowledge 2026 conference in Las Vegas.
- FDX shares climbed 1.28% to reach $362.39, despite experiencing an 8.3% decline across the previous week.
FedEx (FDX) shares advanced 1.28% to $362.39 following the company’s announcement of a strengthened collaboration with ServiceNow (NOW) on Tuesday during ServiceNow’s Knowledge 2026 conference in Las Vegas.
The partnership will embed logistics intelligence from FedEx Dataworks directly within ServiceNow’s Source-to-Pay procurement solution. This integration aims to provide procurement professionals with immediate access to shipping and logistics data while working within their standard workflows.
FedEx’s worldwide operations produce more than 2 petabytes of information every day. This extensive data resource will now flow directly into ServiceNow’s enterprise procurement infrastructure.
The collaboration introduces three primary features. Supplier Insights enables procurement professionals to access data from FedEx Dataworks according to network performance patterns. Supplier Visibility streamlines supplier evaluation processes during the onboarding phase. Success Indicators merges ServiceNow supplier information with anonymized FedEx industry performance metrics.
The platform will utilize shipment disruption data from FedEx’s operations to automatically initiate workflows when supply chain interruptions arise.
FedEx CEO Raj Subramaniam stated the partnership “combines and leverages the power of this network DNA with ServiceNow’s AI-driven capabilities.”
ServiceNow CEO Bill McDermott characterized supply chain evolution as “the only way forward” and positioned FedEx as possessing “the world’s richest datasets on the movement of goods, people, and commerce.”
FedEx generated annual revenue of $92 billion and maintains a workforce exceeding 500,000 employees. The stock has delivered a 69% return over the past year, though recent performance shows an 8.3% decline over the past week.
ServiceNow Announces Multiple Strategic Partnerships
The FedEx collaboration represented one among several major announcements ServiceNow delivered at Knowledge 2026. The enterprise software company also strengthened its partnership with Nvidia to advance agentic AI governance from employee workstations to data center infrastructure.
This expansion includes a new offering called Project Arc — an autonomous desktop agent protected by the Nvidia OpenShell runtime and managed through ServiceNow’s AI Control Tower.
Microsoft also broadened its collaboration with ServiceNow to address what the companies describe as “AI agent sprawl.” The combined solution enables customers to implement governance standards across both ServiceNow and Microsoft 365 ecosystems.
ServiceNow introduced a new product named Otto, created to consolidate conversational AI, autonomous workflows, and enterprise search within a unified platform experience.
Recent Acquisitions Take Center Stage
ServiceNow provided additional information regarding its recent purchases of Armis and Veza, announcing the debut of Autonomous Security & Risk.
The new offering is engineered to manage and protect AI agents, identities, and connected infrastructure throughout an organization. ServiceNow positions it as a replacement for disconnected security systems, offering a unified graph that charts every identity, authorization, and connected device.
“Prevention, detection, and response happen at machine speed,” said John Aisien, SVP and general manager of Security & Risk at ServiceNow.
McDermott positioned the day’s revelations as an evolution in ServiceNow’s market position: “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.”
FDX traded at $362.39, representing a 1.28% gain at the time of the partnership announcement.
