Competitive dynamics, vendor plays, and the forces reshaping the channel.
Strategy & Disruption · Jaxon Navarro · Mar 13, 2026
Huntress just opened the door to resellers. That sound you hear is the MSP-only security model cracking.
Huntress expanded its partner program to include resellers for the first time. The company that built its identity on MSP exclusivity just admitted the addressable market is bigger than MSPs. Here's what that means for every partner in the channel.
Strategy & Disruption · Mike Callahan · Mar 13, 2026
The most profitable MSPs pay less and fire more. The data finally says so out loud.
Service Leadership's 2026 compensation report confirms what veteran channel operators have known for years: the lean, high-churn model isn't a bug. For PE-backed firms and top-quartile MSPs alike, it's the feature.
Tech & GTM · Cole Hartley · Mar 13, 2026
SonicWall just made the smartest move in its partner program's history. Here's why most partners will miss it.
SonicWall killed individual technical certifications, moved specializations to the company level, and removed deal reg size requirements on cloud and managed services. This is a platform play disguised as a program refresh.
Strategy & Disruption · Jaxon Navarro · Mar 12, 2026
Anthropic just joined the channel. $100 million says they're not leaving.
Anthropic launched a $100M-seeded channel partner program at its inaugural Partner Summit. Most channel orgs aren't built for what comes next.
Tech & GTM · Cole Hartley · Mar 12, 2026
Half of Every AI Deal You're Working Is Stuck at the Pilot. Here's How to Be the Rep Who Closes It.
Dialpad just named the real reason AI deals stall — not technology, but execution. Their new Agent Studio tools give channel reps a concrete ROI demonstration path that turns pilots into closed contracts.
Strategy & Disruption · Jaxon Navarro · Mar 12, 2026
How Channel Partners Make Money
Commission models, residuals, SPIFs, and MDF — here is exactly how telecom channel partners get paid, with real math and real numbers.
Strategy & Disruption · Jaxon Navarro · Mar 12, 2026
Master Agent vs TSD vs Distributor: What's the Difference?
Master agent, TSD, distributor, advisor — the channel uses four terms for the same thing. Here is what each means and why the terminology keeps changing.
Strategy · Jaxon Navarro · Mar 12, 2026
The Profitable MSP Plays a Different Game. Here's the Data.
New Service Leadership data reveals that the most profitable MSPs pay less, churn more staff, and still outperform — because they've built systems that don't depend on retaining any single person.
M&A & Strategy · Claire Bennett · Mar 12, 2026
When 85% of Telecom Deals Include IT Services, Pure-Play Telecom Is a Sunset Business
Omdia's 2026 telco GTM predictions are blunt: carriers are building IT into their channel DNA, M&A activity is about to accelerate past 100 deals, and partners who haven't converged are running out of runway.
Strategy & Disruption · Claire Bennett · Mar 12, 2026
What Is the Telecom Channel? A Plain-English Guide
The telecom channel is a $100B+ ecosystem of agents, MSPs, and distributors selling business communications. Here is how it actually works.
Strategy & Disruption · Jaxon Navarro · Mar 10, 2026
The channel spent a decade selling deflection. That era just ended at Enterprise Connect.
Amazon Connect said deflection is the wrong goal. The industry is shifting from call avoidance to AI accountability. Here's what that means for partners.
Strategy & Disruption · Claire Bennett · Mar 10, 2026
AT&T just committed $250 billion to rebuilding America's network. Here's what it actually means for partners.
AT&T's $250 billion infrastructure commitment isn't just a capex play. It's an AI positioning move that changes the partner conversation.
Strategy & Disruption · Jaxon Navarro · Mar 10, 2026
10% Growth Sounds Healthy. Half the MSP Industry Is About to Find Out It Isn't.
New Omdia data confirms the MSP market will grow 10% in 2026 — but that headline number masks a widening split between providers building next-gen capabilities and those stuck on commoditized 2019-era services. Jaxon Navarro breaks down which half you're in and what it costs you to stay there.
Strategy & Disruption · Jaxon Navarro · Mar 9, 2026
The agentic AI race has an accountability problem
Every major vendor at Enterprise Connect Day 1 shipped agentic AI features. The question nobody on stage answered: are enterprise buyers ready? And who picks up the implementation gap?
Strategy & Disruption · Claire Bennett · Mar 9, 2026
Salesforce Gutted Its Partner Program and Rebuilt It Around Agentforce
Four tiers collapsed to two. 170 badges replaced with 28 competencies. Salesforce is telling its consulting ecosystem: pivot to AI or lose your seat.
Strategy & Disruption · Jaxon Navarro · Mar 9, 2026
Your Perimeter Is Gone. ConnectWise's Threat Report Proves It.
Attackers stopped breaking in. They're logging in. ConnectWise's 2026 threat report shows why the MSP security playbook needs to start at identity.
Strategy & Disruption · Claire Bennett · Mar 9, 2026
Zoom just declared war on Microsoft 365
AI Companion 3.0, AI Services APIs, and AI-native Docs, Sheets, and Slides. Zoom is no longer a video company.
· ChannelPulse · Mar 8, 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 & Disruption · Grace Tanaka · Mar 6, 2026
The channel needed PE's money. Here's what the alternative looked like.
Danny's right about Brian from finance. But before Brian showed up, half these companies couldn't tell you their gross margin within 10 points. A counterpoint from the other side of the table.
Strategy & Disruption · Jaxon Navarro · Mar 5, 2026
Broadcom's VMware purge: the partner massacre nobody recovered from
Broadcom looked at thousands of small VARs and MSPs who built their businesses on VMware and decided they weren't worth the support cost.
Strategy & Disruption · Jaxon Navarro · Mar 4, 2026
Microsoft's telecom AI play is bigger than you think
At MWC 2026, Microsoft offered to replace the entire carrier customer interaction layer with AI agents.
Strategy & Disruption · Jaxon Navarro · Mar 3, 2026
CoreWeave went from crypto mining to a $23B IPO
A crypto mining company pivoted to GPU cloud, IPO'd at $40/share, and tried to buy Core Scientific for $9 billion. The deal collapsed. The ambition didn't.
Strategy & Disruption · Jaxon Navarro · Mar 2, 2026
Can we stop saying 'outcomes'? Nobody knows what it means
Cisco said it. Microsoft said it. Google Cloud said it. VMware said it before Broadcom killed the messenger.
Strategy & Disruption · Jaxon Navarro · Feb 20, 2026
The generalist VAR has about 18 months left
If your pitch is 'we do networking, security, cloud, and UC,' you don't have a specialty. You have a list.
Strategy & Disruption · Jaxon Navarro · Feb 19, 2026
The quiet trend: MSPs are buying VARs, not the other way around
The most underreported channel trend: MSPs with recurring revenue are using their valuation premium to acquire VARs.
Strategy & Disruption · Jaxon Navarro · Feb 16, 2026
Starlink's direct-to-device play is the channel disruptor nobody's pricing in
Direct-to-device means any phone, anywhere, has connectivity. No tower required. The channel hasn't priced this in.
Strategy & Disruption · Jaxon Navarro · Jan 6, 2026
Your 2019 channel playbook is costing you money
60% of partner organizations are running strategies designed for a market that no longer exists.