Side-by-side comparison of AI visibility scores, market position, and capabilities
Arrcus develops the ArcOS network operating system and ACE platform, delivering disaggregated, hyper-scale routing and switching software for hyperscalers, telcos, and enterprises; raised $100M+ total; founded by Cisco veterans;
Arrcus is a networking software company founded in 2016 by Devesh Agarwal and a team of veterans from Cisco, Juniper, and other networking incumbents, and headquartered in San Jose, California. The company's core product is ArcOS, a high-performance network operating system built from the ground up for disaggregated networking — the model in which software is decoupled from proprietary hardware and runs on white-box switches or merchant silicon from vendors like Broadcom and Marvell. This approach allows hyperscalers, telecommunications carriers, and large enterprises to build flexible, cost-efficient network infrastructure without being locked into vertically integrated vendor stacks.
NYSE-listed (NOW) enterprise workflow platform at $10.98B revenue serving 85% of Fortune 500; ITSM and AI automation competing with Atlassian and Microsoft for enterprise service management consolidation.
ServiceNow is a Santa Clara, California-based enterprise cloud platform — listed on NYSE (NYSE: NOW) — providing IT service management (ITSM), IT operations management (ITOM), customer service management, HR service delivery, security operations, and business process automation across enterprise departments through a unified platform that enables organizations to digitalize and automate workflows at scale. Founded in 2004 by Fred Luddy and generating $10.98 billion in subscription revenue in fiscal year 2024 with 8,100+ enterprise customers including 85% of the Fortune 500 (Apple, Amazon, Nike, Goldman Sachs), ServiceNow is the fastest enterprise software company to reach $10 billion in revenue.
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