Channel Leaders
Last month, Accenture established an independent business unit, Accenture Edge, focused on the mid-market. Through a series of acquisitions to integrate resources, it targets an opportunity of approximately $240 billion and leverages AI and platform-based services to enter this customer segment that was previously difficult to cover.
Lumen Technologies conducted layoffs within its commercial organization in early July, including approximately 90 people in the global partner solutions team, stating that the move is to align the workforce with business needs and strategic focus, while shifting business emphasis from voice to network-as-a-service and the Alkira product portfolio.
Telecom operators often underestimate the critical role of managed service providers (MSPs) in SME technology decisions when building AI-driven digital marketplaces and partner ecosystems. Beyond Now CEO Angus Ward points out that operators need to shift from a "sales channel" mindset to a "strategic partner" mindset, valuing the "last mile" value of MSPs in solution integration and customer trust.
TD Synnex CEO Patrick Zammit noted during Thursday's earnings call that as token usage costs for AI models rise, enterprises may reassess the value of on-premise infrastructure deployment. The company posted record quarterly results, with total billings up 33% year-over-year to $28.9 billion, with PCs, servers, and networking equipment contributing more than half of the distribution business billings.
Kaseya CEO Rania Succar said at Kaseya Connect Europe in Prague that managed service providers (MSPs) will miss significant growth opportunities if they do not accelerate their AI services. Citing Kaseya research, she noted that nearly half of MSP customers have raised AI demands, but only 13% of MSPs can generate substantial revenue from them. Omdia analyst Maxine Holt also pointed out that 70% of enterprise AI proof-of-concept projects fail to reach production. Kaseya believes AI will fundamentally change the economic model of managed services, while compliance and governance services are emerging as another growth area.
At its first partner summit held in San Francisco over the weekend, OpenAI officially unveiled a partner program for enterprise resellers, independent software vendors, and consulting firms, and committed $150 million in initial funding for the emerging OpenAI partner network. The program adopts a three-tier structure designed to incentivize sales, technical certification, co-selling, and deployment experience. The company aims to complete training and certification of 300,000 consultants in GPT tools by the end of the year. This move follows Anthropic's launch of the Claude partner network, marking a new stage of competition between the two AI giants in the enterprise channel space.
Traditional channel cooperation models are facing challenges. After reassessing supplier relationships, a partner in the Internet of Vehicles industry saw a 30% increase in profit margins. This article analyzes the pressure points driving this shift and the future direction of the partner ecosystem.
Verizon's 2025 Data Breach Investigations Report shows that exploit abuse has replaced credential misuse as the top initial intrusion vector. Channel partners need to help customers accelerate patch management, govern AI usage, secure new employee endpoints, and improve resilience against ransomware.
Shane McNamara will join Opex Technologies as President on July 16, after nearly a decade at Avant, where he oversaw engineering, operations, and vendor management.
US Channel Partners Shift Toward Services and AI Deployment in Response to Structural Market Changes
Omdia's latest analysis indicates that the US IT channel is undergoing profound transformation: partners are increasingly leaning toward services and delivery businesses, while the direct sales market is expanding rapidly, driven by hyperscale cloud providers. AI and cybersecurity have become the twin engines of growth, but the channel also faces challenges such as tariffs and talent shortages.