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The.Channel.Report is a community of Marketing professionals and decision makers.

Channel.Report is an extensive resource library for the Marketing industry, bringing you the latest market studies, research reports and product information. Get access to white papers, webcasts, case studies on an array of topics for the Marketing industry including advertising, branding, market research and sales strategies and tools.

21/09/2026

Extreme Networks says a simpler partner program, pricing stability, strong supply availability, and growing Platform ONE adoption are helping it gain share in networking.

Norman Rice said the company is growing at 14 percent in an 8% to 9% market, with partners playing a central role in that progress. He said the company rearchitected its channel program to make it simple, easy to understand, and dependable for partners.

Rice also said the company created its Deal Registration Price Guarantee to give partners fixed pricing for a period of time during a period of disruption. He said the company has kept pricing consistent while some competitors have seen prices change repeatedly.

Platform ONE adoption has also accelerated, with licensing and incentives designed to help customers and partners move at their own pace.

How do you see channel simplicity shaping market share gains in networking?

19/09/2026

GDT says its work with roughly 20 neoclouds helped build a strong AI infrastructure business before Softcat announced plans to acquire the company for an enterprise value of $1.05 billion.

Chris Kapusta, vice president of advisory and transformation, said GDT’s 30 years of system integration experience helped it support complex, high-performance infrastructure projects. He also said Nvidia’s financial backing has helped some neocloud customers move AI infrastructure deals forward.

Kapusta said about 25% of the neoclouds GDT works with have received Nvidia equity support. He also noted that a couple of customers are in early discussions around more complex financing arrangements.

The company sees room for more channel activity as neocloud demand for AI compute continues to grow. How do you see neocloud financing shaping future AI infrastructure deals?

18/09/2026

Softcat has agreed to acquire U.S.-based GDT in a $1.05 billion enterprise value deal that creates a new global channel powerhouse.

The transaction combines Softcat, a U.K. solution provider with $2.85 billion in revenue and 2,800 employees, with GDT, a Dallas-based solution provider with 900 employees and $1.4 billion in annual revenue.

GDT will keep its name, leadership team, and workforce while operating as a wholly owned Softcat subsidiary. The companies said the move will create a market-leading transatlantic IT solutions platform with expanded global support and deeper technical resources.

Softcat said the deal will be funded through cash on the balance sheet, new debt facilities, and proceeds from an equity placing. The transaction is expected to close no later than the end of Q1 calendar year 2027, subject to regulatory filings and approvals.

How do you see this deal affecting global channel competition?

17/09/2026

Lenovo is rolling out new virtualization solutions and deployment services designed to support partners and customers, whether they are working with VMware or other platforms.

The new offerings include an Intel-powered ThinkAgile VX server for VMware environments, plus pre-validated solutions for Microsoft, Red Hat, Nutanix, and SUSE. Lenovo is also adding deployment service options for customers with different support needs.

The company says the goal is to give partners more choice, simplify modernization projects, and reduce the amount of work needed to assemble and validate systems. Lenovo also says the approach can help channel partners who lost VMware partner status after program changes.

With AI demand still shaping infrastructure priorities, Lenovo is positioning these tools to help customers spend more time on AI and less time on virtualization complexity.

How do you see virtualization modernization evolving across customer environments?

16/09/2026

VMware is rolling out new partner incentives, training programs, and channel investments focused on VCF, vSAN, VKS, vDefend, and Avi. The updates are designed to help partners build deeper technical capabilities and support customers through modernization, security, and workload placement decisions.

Key changes include:

Outcome-based incentives that layer on top of existing rebates

Partner service entitlements now available in the commercial segment

A new Partner Technology Council in the Americas

New Challenge Labs and Fast Track training programs

A Knights-only event series, plus more access to internal technical teams

VMware also removed the Knights requirement from Premier Tier and Services Partner requirements, saying the change is intended to improve quality.

The company says partners remain central to its strategy. How do you see these changes affecting partner readiness and delivery?

15/09/2026

Broadcom is ending general support for VMware vSphere 8 licenses in October 2027, and VMware leaders say the main goal is to move customers to VMware Cloud Foundation 9.1.

Laura Falko said the top mission is getting customers to 9.1 so they are fully protected against security threats and can receive patches. VMware partners are already reaching out to customers to explain the change and the benefits of the private cloud platform.

Broadcom is also increasing partner funding and incentives to support the transition. That includes profitability for new workloads on VCF, hands-on lab events, and services entitlements that partners can deliver.

SHI International says it is working across its VMware customer base to prevent surprise around the end of support and to keep customers on track.

How should enterprises prepare for this shift?

12/09/2026

Oracle is expanding its AI strategy across cloud infrastructure and business applications as demand rises, multi-cloud database growth accelerates, and fiscal 2027 guidance strengthens.

In its first fiscal quarter 2027, Oracle reported $19.35 billion in total revenue, up 30%, with cloud revenue at $11.61 billion, up 62%.

Key developments include:

Oracle delivered 850 megawatts of AI capacity and more than 300,000 GPUs since the end of the fourth fiscal quarter.

Multi-cloud database revenue rose 353% year over year, and customer count grew 180%.

Embedded AI usage reached more than 150 million times in the quarter, while AI agents ran more than 3.5 million times in production.

Oracle also introduced NetSuite Next and outlined an agentic AI accelerator planned for AI World in October.

What part of Oracle’s AI push stands out most to you?

11/09/2026

AI continues to shape major tech mergers and acquisitions in 2026, with cloud security, data platforms, observability, and agentic AI driving many of the biggest deals.

Among the largest completed or announced transactions are Google’s $32 billion acquisition of Wiz, Palo Alto Networks’ $25 billion acquisition of CyberArk, IBM’s $11 billion acquisition of Confluent, and Nvidia’s planned $12.9 billion purchase of Hugging Face.

Other notable moves include SAP’s acquisitions of Reltio and Dremio, Snowflake’s purchase of Observe, Salesforce’s planned acquisition of Fin, Lenovo’s purchase of Infinidat, and ServiceNow’s acquisition of Armis.

The channel has also been active, with firms such as Myriad360, Net at Work, Computacenter, Harbor IT, and DoiT adding capabilities through acquisitions.

Which 2026 deal do you think will have the biggest long-term impact?

10/09/2026

Google is investing $15 billion in AI infrastructure across Finland to expand Gemini and core services, including Search and Maps.

The plan includes at least three new data centers in Kajaani, Muhos, and Vaala, plus an expansion of the existing Hamina facility. Construction is set to begin in 2027.

The investment will be spent over the next two years on digital infrastructure, clean energy projects, and economic partnerships in Finland. Google said the project is its largest single investment in Europe.

The buildout is expected to support more than 37,000 jobs during construction and around 7,000 jobs once the facilities are operational. Elisa Oyj and Nokia will provide telecommunications and network infrastructure.

Google’s broader 2026 CapEx plan is $205 billion, centered on AI infrastructure and data centers.

How do you see the demand for compute capacity evolving from here?

09/09/2026

ServiceNow has acquired Israel-based Sweep to expand its AI agent capabilities and support its push into the CRM market. The move adds technology designed to help enterprise systems understand, plan, and govern changes across the Salesforce ecosystem.

Sweep brings AI-powered documentation and Q&A, metadata agents, agentic workspace capabilities, MCP capabilities for a natural language interface, support for multiple organizations in a single conversation, and an artifact mode that turns metadata analysis into charts, summaries, and filters.

ServiceNow said the acquisition will strengthen implementation capabilities, help customers reach faster time to value, and advance agentic deployment for CRM. The company also said the technology and expertise will support its AI-native development capabilities.

ServiceNow has said its CRM business has doubled year over year in sales, and CRM was included in 16 of its top 20 deals last quarter. How do you see agentic AI shaping CRM adoption?

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