FDX
NOW
New deal, same mission: make work less annoying
ServiceNow is back with another partnership, and this one has a very practical vibe. The company said it’s expanding its collaboration with FedEx by embedding FedEx Dataworks intelligence into ServiceNow Source-to-Pay workflows and building new Supply Chain Management tools.
In plain English: instead of making employees bounce between systems like they’re stuck in a corporate obstacle course, the two companies want the logistics data to show up right where decisions get made. That’s the kind of unglamorous software move investors tend to like, because unglamorous is often where the recurring revenue lives.
Why this matters for NOW
ServiceNow has been on a run selling itself as the AI control tower for businesses. This deal fits that storyline neatly:
- It gives ServiceNow a more concrete supply-chain use case, which is useful when every software vendor on Earth is chanting “AI” like it’s a ritual.
- It deepens stickiness. Once a company’s workflow is wired into ServiceNow, ripping it out becomes a whole thing.
- It adds another enterprise logo to the deck, and enterprise logos are catnip when investors are trying to figure out who actually benefits from the AI boom.
The bigger picture
This isn’t a flashy moonshot. It’s more like the software version of organizing your kitchen drawers. But that’s often where the value is hiding.
ServiceNow has been pushing hard to prove its AI tools aren’t just expensive slogans. A deal with FedEx helps make that case by tying AI to a very real business problem: moving stuff from point A to point B without creating a spreadsheet-sized headache.
Big picture: if ServiceNow keeps turning AI into practical workflow glue, investors may keep paying up for the stock’s “boring but essential” superpower.