New York, Jan 20, 2026, 12:03 EST — Regular session
ServiceNow shares saw little movement Tuesday following the announcement of an expanded partnership with OpenAI to integrate AI agents into its enterprise software.
The stock dipped 0.1% to $127.18 by midday in New York, after fluctuating between $124.11 and $133.87. ServiceNow announced the project will feature speech-to-speech voice tools alongside “computer-use” automation designed to enable software to perform tasks within corporate systems. (ServiceNow Newsroom)
News arrives just before next week’s earnings, with ServiceNow needing to convince investors its AI upgrades can boost demand without driving costs up too much. That’s the key challenge in high-end business software right now.
AI agents—software capable of tasks like opening tickets, routing approvals, or updating records—have shifted from demos to actual road maps within enterprise apps. The real test now is how quickly customers will pay for these tools, and how extensively they’ll use them once integrated into daily workflows.
OpenAI announced that its models, including GPT-5.2, will be integrated into ServiceNow workflows, allowing users to make plain-language requests and trigger actions, even by voice. Amit Zavery of ServiceNow described their collaboration as “deploying AI that takes end-to-end action,” while OpenAI COO Brad Lightcap highlighted systems capable of managing work completely within complex environments. (OpenAI)
The Wall Street Journal reported the deal spans three years and includes a revenue commitment from ServiceNow, with the financials linked to customers using OpenAI models via ServiceNow. The Journal also highlighted competitors like Salesforce, SAP, and Workday pushing embedded AI agents as essential in business software. (The Wall Street Journal)
Shares of several major enterprise-software companies dipped in the same session. Salesforce edged down 0.2%, Workday slid 1.4%, and U.S.-listed SAP lost roughly 2.4%.
ServiceNow will release its fourth-quarter and full-year results after the market closes on Jan. 28, with a conference call set for 2 p.m. Pacific, the company announced. Investors will be watching subscription growth and remaining performance obligations closely—this metric tracks contracted work not yet counted as revenue. (ServiceNow Investor Relations)
The wider market dipped, weighing on software stocks despite some deal news. The S&P 500 ETF SPY dropped roughly 1.2%, the Nasdaq-focused QQQ slid 1.3%, and the software-centric IGV lost about 1.3%.
Yet, AI partnerships alone don’t ensure paid adoption. Investors are looking for clear pricing structures, signs of customer uptake, and proof that rising AI computing expenses won’t eat into margins if corporate tech budgets shrink.
Jan. 28 is the next checkpoint: guidance, updates on backlog, and whether OpenAI projects are already driving new deals or just positioned as a longer-term play.
