What's actually happening
in telecom.

Sharp, honest, and actionable intelligence for the telecom channel.

Latest
Strategy & Disruption · Jaxon Navarro · Mar 9, 2026
Anthropic Just Showed You Where to Build Next
97% of AI usage maps to tasks rated as theoretically feasible. The gap between what AI can do and what people actually use it for is the biggest business opportunity in a decade.
Strategy · Grace Tanaka · Mar 9, 2026
AT&T Bought Lumen's Fiber Customers and Reorganized Around Them
AT&T closed the Lumen Mass Markets fiber deal, is restructuring into three segments, and the convergence math will reshape partner comp plans.
Tech & Tools · Mar 9, 2026
Forcepoint Rebuilt Its Partner Program Around AI Data Security. Here's Whether That Matters.
Forcepoint's ARIA assistant writes security policies automatically. The no-minimum partner program is genuinely good. Cole's verdict.
M&A & Deals · Mar 6, 2026
Cisco 360: the biggest partner program overhaul in a decade
Nearly 90% of Cisco's revenue flows through partners. They couldn't afford to get this wrong.
Strategy · Mar 6, 2026
Broadcom's VMware purge: the partner massacre nobody recovered from
Twenty percent of partners drove eighty percent of revenue. So they cut the other eighty percent loose.
From the Field · Mar 2, 2026
PE is turning the channel into the thing we all ran away from
The channel was the Wild West. Now the railroad is coming. And the people building it will pave over everything that made this place worth running to.
From the Field · Feb 14, 2026
The Burn Report: that SPIFF email you got this morning is a lie
Happy Valentine's Day. Your carrier sent you a SPIFF that expires before you can close anything.
Industry · Mar 3, 2026
Lumen bet $8.5 billion on becoming the AI network
Five years ago I would've bet against them. Then Kate Johnson showed up.
Why we started ChannelPulse →
View all 40 articles →

Stay ahead of the channel.

One letter a week. Sharp takes on the stories that matter. That's it.