Salesforce and ServiceNow in talks to invest $750M each in Genesys Cloud Services

Friday, Aug 1, 2025 5:50 am ET1min read

Salesforce and ServiceNow are in talks to invest $750M each in AI software company Genesys Cloud Services. The investment would value Genesys at approximately $15B. A deal could be announced as soon as Thursday.

San Francisco, July 2, 2025 — Salesforce and ServiceNow are reportedly in advanced talks to invest $750 million each in Genesys Cloud Services, an AI software firm. The potential investment would value Genesys at approximately $15 billion. A deal could be announced as early as Thursday, according to individuals familiar with the discussions.

The investment would be part of a broader strategy to integrate Genesys' AI capabilities with Salesforce's Service Cloud and ServiceNow's AI Platform, enabling unified solutions for contact centers. The collaboration aims to redefine customer interactions through autonomous, AI-powered workflows, aligning with Salesforce's broader AI strategy.

Genesys Cloud, the AI-Powered Experience Orchestration platform, has seen accelerated growth, with the platform reaching nearly $2.1 billion in annual recurring revenue (ARR) during the first quarter of the company’s fiscal year 2026, representing year-over-year growth over 35% [1]. The investment is expected to close by the end of Genesys’ fiscal year 2026, subject to satisfaction of customary closing conditions.

The deal highlights the growing demand for agentic AI tools that automate and personalize customer journeys. However, the stock’s intraday weakness suggests market skepticism about near-term execution risks, despite the long-term strategic rationale.

Salesforce, with a market capitalization of approximately $248.74 billion, has demonstrated robust financial health, as evidenced by its consistent revenue growth and strong profitability metrics. The company boasts an operating margin of 20.54% and a net margin of 16.08%, indicating efficient cost management and strong profitability [3].

References:
[1] https://www.genesys.com/company/newsroom/announcements/genesys-announces-1-5-billion-investment-by-salesforce-and-servicenow
[3] https://www.gurufocus.com/news/3023589/salesforce-crm-eyes-significant-investment-in-genesys-cloud-services

Salesforce and ServiceNow in talks to invest $750M each in Genesys Cloud Services

Comments



Add a public comment...
No comments

No comments yet