Money Matters
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Old-school distribution channels dwarf hyperscaler marketplaces
The 250 largest IT distributors generated more than seven times the revenue of cloud service provider storefronts, according to Omdia analysts.
By James Anderson • March 31, 2026 -
Retrieved from TD Synnex on January 08, 2026
TD Synnex gets a lift from rising component prices
The distribution giant reported record year-over-year revenue growth as hardware unit costs rose by double digits during the first quarter of its 2026 fiscal year.
By Matt Ashare • March 31, 2026 -
Cloud spending spikes again as partners navigate component shortages
The market is expected to grow by 27% this year, driven by agentic AI and broad demand for compute, according to research firm Omdia.
By Matt Ashare • March 27, 2026 -
Hardware price hikes accelerate amid supply chain disruptions
More than 90% of channel partners have seen deliveries delayed since the start of the year, Omdia research found.
By Christine Horton, Channel Dive contributor • March 24, 2026 -
Data center buildouts slowed late last year — finally
Despite ongoing hyperscaler infrastructure investments and record compute demand, construction declined for the first time since 2020, CBRE research found.
By Matt Ashare • March 19, 2026 -
AI boom drives worker compensation cuts, study finds
Both jobs and paychecks are taking a hit as companies ramp up AI spending to avoid falling behind competitors, according to the research.
By Alexei Alexis • March 18, 2026 -
Enterprises lean on MSPs to rein in cloud spend as AI usage climbs
Nearly half of managed service providers are expanding their practices as organizations grapple with IT costs, governance and complexity.
By Matt Ashare • March 18, 2026 -
How 3 channel firms are managing memory chip shortages
As supply chain issues spread beyond the PC industry, partners are adjusting to scarcities that are expected to persist into next year.
By Matt Ashare • March 13, 2026 -
Channel partners curtail salary increases
Larger MSPs and VARs, especially those with private equity funding, have become the stingiest, according to Service Leadership.
By James Anderson • March 12, 2026 -
HPE has a three-pronged plan to weather chip shortages
The server and networking vendor will continue to add surcharges and reprice existing orders as it scrambles to meet customer demand.
By Matt Ashare • March 10, 2026 -
AI demand is breaking vendor pricing commitments, Logicalis says
Partners are closing deals without locking in prices as AI-fueled hardware demand scrambles vendor supply chains, according to Logicalis U.S. CEO Jon Groves.
By Christine Horton, Channel Dive contributor • March 6, 2026 -
Okta cedes consulting, systems integration to partners in cybersecurity platform push
“We’re going to give up the professional services dollar as an investment to make this whole ecosystem bigger and empower our long-term subscription growth," CEO Todd McKinnon said.
By Matt Ashare • March 5, 2026 -
How outcome-based pricing will change the channel
RapidScale is urging vendors to adopt pricing models that are directly tied to consumption. Adoption is slow.
By James Anderson • March 5, 2026 -
Deep Dive
Investors see insurance brokerages as a model for tech advisor consolidation
A wave of private equity is flowing into the asset-light, recurring-revenue segment of the channel, which is ripe for scale.
By James Anderson • March 3, 2026 -
Opinion
ITAD firms are the new MSPs — and private equity is taking notice
The IT asset disposition sector is undergoing a wave of consolidation that mirrors what reshaped the MSP market five years ago.
By Michael Rosholt • March 2, 2026 -
Dell reacts to memory chip crunch as PC, server revenues soar
“We're compressing discounting,” COO Jeff Clarke said Thursday. “Our quotes are valid for the shortest period of time they've ever been.”
By Matt Ashare • Feb. 27, 2026 -
Pure Storage rebrands as Everpure, acquires 1touch to push deeper into AI data management
Following its first $1B revenue quarter, the company's name change says less about what it does and more about where it wants to go.
By Christine Horton, Channel Dive contributor • Feb. 27, 2026 -
Workday frames AI as friend, not foe
“No amount of vibe coding is going to produce an HR or an ERP system,” Aneel Bhusri said in his first earnings call since returning as CEO.
By Matt Ashare • Feb. 26, 2026 -
Who’s catching VMware’s partner fallout? 11:11 Systems, mostly
The managed infrastructure provider is building scale through acquisitions as Broadcom’s channel revamp edges out smaller players.
By Kelly Teal, Channel Dive contributor • Feb. 25, 2026 -
HP takes ‘targeted pricing actions’ as mass memory chip shortages persist
The PC vendor saw DRAM and NAND prices spike during the first quarter of its 2026 fiscal year, the company’s interim CEO said Tuesday.
By Matt Ashare • Feb. 25, 2026 -
For MSPs, the next acquisition target is the VAR next door
Consolidated service providers are getting creative with their acquisition targets to ensure continued revenue growth.
By James Anderson • Feb. 24, 2026 -
Chip shortages spur demand for refurbished hardware
Partners are turning to IT asset disposition to supplement new products as component prices increase, according to Omdia.
By Matt Ashare • Feb. 23, 2026 -
FinOps teams gain clout as AI costs climb
Cost management efforts have spread beyond cloud as enterprises work to get AI spending under control, according to the FinOps Foundation.
By Makenzie Holland • Feb. 23, 2026 -
Bear Creek Partners backs ARG as new investment wave floods the channel
A new crop of investors is prioritizing tech advisory platform development over revenue acquisition.
By James Anderson • Updated Feb. 23, 2026 -
VMware customers shrink deployments in lieu of full-scale migrations: survey
While a mass exodus from the virtualization software never materialized after Broadcom bought the company, scale-backs are underway, CloudBolt found.
By Kelly Teal, Channel Dive contributor • Feb. 20, 2026