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M&A & Deals · Claire Bennett · Mar 15, 2026
Google Just Handed Its Fiber Network to Private Equity. Here's What That Means.
GFiber's merger with Astound under Stonepeak's control isn't a tech story. It's a broadband consolidation play with direct implications for how agents sell connectivity in 26 states.
Industry & Carriers · Mike Callahan · Mar 15, 2026
HPE + Juniper Eight Months In: The Cisco Challenger You Might Have Underestimated
HPE's Juniper acquisition closed in July 2025. Eight months later, the networking unit is generating $1.3B in quarterly revenue and CEO Antonio Neri is calling out Cisco and Huawei by name. Channel partners should pay attention.
Strategy & Disruption · Jaxon Navarro · Mar 15, 2026
The PE-Backed MSP Churn Problem Is Worse Than Anyone Is Admitting
New Service Leadership data shows 54.6% of PE-owned MSPs lost more than 10% of their workforce in 2025. That's not a staffing story. It's a strategy failure with a math problem underneath it.
Strategy & Disruption · Claire Bennett · Mar 14, 2026
Anthropic's $100M Channel Bet Isn't About AI. It's About Who Sells It.
The Claude maker launched a $100M partner network with Accenture, Cognizant, and Infosys at its inaugural Partner Summit. The channel implications go deeper than the headline number.
Industry & Carriers · Mike Callahan · Mar 14, 2026
Microsoft's Org Chart Just Told You Where Copilot Is Headed
Rajesh Jha's retirement and seven executive promotions at Microsoft reveal more about the Copilot strategy than any product announcement — if you know how to read an org chart.
Strategy & Disruption · Jaxon Navarro · Mar 14, 2026
PE-Backed MSPs Aren't Losing Employees. They're Designed To.
Service Leadership's annual compensation report reveals that PE-owned MSPs have 54.6% annual churn — and the most profitable firms are fine with it. The math reveals a strategy most people won't say out loud.
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