FedEx and ServiceNow Stocks Broaden Supply‑Chain Collaboration

TLDR

• FedEx and ServiceNow have announced an expanded partnership that will integrate logistics data from FedEx Dataworks into ServiceNow’s Source-to-Pay workflows.
• The integration will embed data from FedEx’s global network, which produces over 2 petabytes of data each day.
• Three new capabilities are set to launch: Supplier Insights, Supplier Visibility, and Success Indicators.
• ServiceNow also unveiled expanded partnerships with Nvidia and Microsoft at its Knowledge 2026 event in Las Vegas.
• FDX stock has gained 1.28%, trading at $362.39, though it has dropped 8.3% over the past seven days.

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(SeaPRwire) –   FedEx (FDX) is trading 1.28% higher at $362.39, after the company announced its expanded partnership with ServiceNow (NOW) on Tuesday at ServiceNow’s Knowledge 2026 conference in Las Vegas.

FedEx Corporation, ticker FDX

The two companies will integrate logistics data from FedEx Dataworks directly into ServiceNow’s Source-to-Pay procurement platform. The goal is to give procurement teams access to logistics intelligence without exiting their existing workflows.

FedEx’s global network produces more than 2 petabytes of data daily. That data will now feed directly into ServiceNow’s enterprise procurement tools.

The companies are developing three specific capabilities as part of the agreement. Supplier Insights will allow procurement teams to pull data from FedEx Dataworks based on network activity. Supplier Visibility will automate supplier assessments during the onboarding process. Success Indicators will combine ServiceNow supplier data with anonymized FedEx industry benchmarks.

The solution will also leverage shipment delay data from FedEx’s network to automatically trigger relevant workflows when supply chain disruptions occur.

FedEx CEO Raj Subramaniam said the collaboration “combines and leverages the power of this network DNA with ServiceNow’s AI-driven capabilities.”

ServiceNow CEO Bill McDermott called supply chain transformation “the only path forward” and described FedEx as home to “the world’s richest datasets on the movement of goods, people, and commerce.”

FedEx posted annual revenue of $92 billion and employs more than 500,000 people. Despite a 69% return over the past 12 months, the stock has pulled back 8.3% over the past week.

ServiceNow’s Additional Expansions Beyond FedEx

The FedEx deal was just one of multiple announcements ServiceNow made at Knowledge 2026. The company also deepened its partnership with Nvidia to extend agentic AI governance from employee desktops to data centers.

This includes a new product called Project Arc — an autonomous desktop agent secured by the Nvidia OpenShell runtime and governed by ServiceNow’s AI Control Tower.

Microsoft also expanded its collaboration with ServiceNow to tackle what both companies are calling “AI agent sprawl.” The integration allows customers to apply unified governance across both ServiceNow and Microsoft 365 environments.

ServiceNow launched a new product called Otto, designed to unify conversational AI, autonomous workflows, and enterprise search into a single platform experience.

Recent Acquisitions Take Center Stage

ServiceNow also shared more details on its recent acquisitions of Armis and Veza, including the launch of Autonomous Security & Risk.

The new product is built to govern and secure AI agents, identities, and connected assets across an entire enterprise. ServiceNow says it replaces fragmented security stacks with a single graph that maps every identity, permission, and connected asset.

“Prevention, detection, and response happen at machine speed,” said John Aisien, SVP and general manager of Security & Risk at ServiceNow.

McDermott framed the day’s announcements as a shift in ServiceNow’s identity: “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 was up 1.28% at $362.39 at the time the announcements were made.