Video: Q1 2025 Channel Insights and Trends with the Channel Insider Editorial Team

Transcription

today guys my cat is in my office he was just so comfortable that I didn't want to kick him out so he's on the couch behind me having a little bath time right now I want Loki's opinion on the channel actually hey Channel insiders I'm your host Katie boso and welcome to channel Insider partner POV we are officially through quarter 1 of 2025 and it's safe to say the Year is off to anything but a slow start we have a new presidential Administration here in the US China is officially a threat in the AI race with a model that Rivals many top us-based brands and Intel has a new CEO so let's talk about it I'm joined once again today by the channel Insider editorial team we have managing editor Victoria durgen and writer Jordan Smith thank you both so much for joining me team yeah good to see yeah I'm so glad we got invited back we did it it would have been quite awkward in the slack Channel if I didn't bring you both back on or only brought one of you back on and not the other no I loved last time so I'm glad that you both came back and trusted me to do this once again so why don't we jump in and start with our first question which of course is without burying the lead what stands out in your minds as the biggest story in the channel in q1 of 2025 Victoria would you like to get us started oh sure why not you know it's funny I was looking back on all of our coverage obviously to prepare for this and I think the the obvious answer that we'll talk about is AI continues to be a pretty strong story but I'd also like to point out a thread that we've been pulling for a while which is the prevalence of the hyperscaler marketplaces as a goto Market approach not only that partners are taking but that other vendors are taking we've covered several companies whose Solutions have gone live either on the AWS Marketplace on azour on Google Cloud um and it's becoming a a go to market that isn't just a nice to have but is actually a necessity for these companies to stay competitive and to stay engaged with the channel and with and customers more broadly so that's what I've been kind of noticing as a pull through that doesn't always get the big flashy headline moment but I think is steadily happening in the background I think that's a great point and I think to that point as well we're seeing a lot of I hesitate to use the word contention but I am hearing a lot of noise from the space that is made up of Distributors marketplaces in general platforms inside of that space everybody wants to argue that they are one specific thing and why that specific thing makes them the best so as we continue deeper into 2025 I ultimately want to hear not necessarily why what they're called is making them the best but how they're just able to service their partners and ultimately their customers the best so so I look forward to that conversation developing and you're right it might not sound like the biggest or sexiest story but it is one that I think is going to really pepper the entire year and color the entire year with that conversation and Jordan let's move on to you what's been the biggest story of q1 so far in your mind um yeah you mentioned it at the top um and if you hadn't heard listeners there is a new presidential Administration in the United States I know it's crazy I'm just out about this actually um but no the um the biggest story to me is how much it has been impacting the channel on a cyber security level I spoke with um Carl palachuk who is a founding um member of The National Society of IT service providers and um he's also on the member of board of directors and Steve Kazan the president of the nsit tsp they've been sounding the alarm on the changes that the Administration has been making to Sis the cyber security and infrastructure Security Agency I apologize for all the acronyms and that includes the elimination of uh sisa advisory committees um reductions in Force at sisa and cuts in funding for the agency and they share a lot of concerns about how this reduction in forces is going to negatively impact the channel by making cyber security teams work harder um it's going to lower the chances that an MS P or an IT service provider is going to be able to identify major cyber threats that happen because cisa is such a centralized location for um identifying threats and providing those notifications for people and without it there could be a lot of different um noises let's say coming from other different uh entities trying to identify these cyber security threats so they are really um you know they're sounding the alarm like I said telling people they need to reach out to their representatives and they um they have a lot of msps um in their membership so it's something that's really important and something that I think is going to persist not just in q1 but over potentially the next four years I will also point out one of the biggest stories that I think came out of q1 is deep seek uh we saw that the Chinese startup AI company really disrupted there was a week where I feel I don't think we talked about anything else but deep seek and of course the Fallout from it uh we saw a lot of people continuing the discussion around Ai and what this means about the US racing against China as far as becoming the top AI supplier what it means for the chip Market does this mean that the chip Market does not need to be as expensive as we've seen it be because they were using subpar chips allegedly to create the Deep seek model now of course we also know that open AI is is pursuing legal action saying that essentially they ripped off their own models used their models to train and the Deep seek models um it's confusing but I think this really showed that the conversation around AI is only just beginning is it impacting the channel so much at first I think we were all asking that question and then quickly learned that we're still seeing the channel try to figure out how they're able to sell this as an independent product of course if you want to see more about the the deepsea coverage that we have you can head to our YouTube page youtube.com/ Chanel inssider newws and Trends all right let's move on from there and talk about the predictions that we had last year which I know was literally only three months ago that we were making these predictions but I think it's important to to kind of look back and see how quickly the needle is moving when it comes to those predictions that you made last year are you seeing any of them already come true Jordan let's start with you on this one yeah so my prediction from last year was the importance of cyber security with the whole proliferation of AI and how AI is going to make threat actors become even more agile they're going to help them be able to uh just take their game to the next level so to speak free them up to do other tasks just like it frees up you in your workspace if you're utilizing AI for your work um and I think that we have started to see um AI actually start to become more of a a tool within cyber security tools um to help combat some of the things that we might be seeing for example Trend Micro they introduced their first proactive cyber security AI um it's a specialized cyber security llm that helps predict and prevent threats across an entire attack surface in any environment um and then we have uh companies like cognizant and crowd strike who have partnered on cyber security transformation um they're using AI powered solutions for SEC Ops so rather than I guess kind of using the same sort of cyber security tools they're using AI to help amplify them on their own maras that's a of course another Trend that's going to persist throughout the year in the coming years well Jordan thank you so much Victoria how about you any predictions that you made at the end of 2024 that you're already seeing come true at the top of 2025 yeah I think similarly to Jordan when we made those predictions we we were kind of basing them on what we were already seeing Trend upwards right and so I think because we're still kind of so close to that we've been pretty pretty on par so far um like I said in that end of your video that we did and like I said even at the top of this episode I think this is really a year where Channel go to market and channel business strategies are going to start to see a shift so whether that's as I referenced in our recap more vendors coming into the channel space and trying to make a a pretty serious play we've covered several new channel partner programs already at the start of this year and that followed a huge momentum that we saw last quarter of 2024 and the marketplace conversation and the platform conversation and the am I a reseller or a service provider and what is the difference anymore and what is an mssp and what does all of that mean I think um that kicked off kind of strong this year maybe not as strong as the Deep seek of it all or you know the presidential administration of it all but it's another drum beat that I think will keep keep focusing on um so maybe not as strong in q1 but I've got my eye on it for Q2 and Beyond on the point that you made about defining like an mssp that is a conversation I'm having more and more because I think the definition is starting to solidify more as far as what we've seen there's been sort of like this unspoken understanding if you need to have your own sock you need to know exactly where that is who those people are what their birthdays are and where they're coming from um when it comes to defining yourself as an mssp and I I do find that the ones that are doing the work and putting that effort in are getting much angrier when they do hear others kind of saying yeah we've got our own but they're Outsourcing their sock to a vendor I think it's so important to be very specific on these terms and I do see that we're kind of getting closer and closer to these definitions that are also reaching the customer base where they're trying to express this is what an mssp is and these are the questions you need to ask in the education that you need to to go through to really determine are you talking to the people that you want to be talking to so yeah I Define I I do look forward to that definition to become a little bit more marry and Webster like we'll find out as we go further into the year as far as my predictions that I made about 2025 back in 2024 uh which ones may already be coming true it's more of a trend that I spoke about in our 2024 year in review episode that I'm seeing kind of continue and back up and talk about what I mean I had talked about the crowd strike driven Microsoft outage that happened in the summer of 2024 and I touched on how this is an example of government tools still being largely commercial Technology based however in the last full week of March this year we saw a new issue government officials intentionally using commercial tools to communicate about what's widely been agreed upon is classified War plans as we know many Top members of the Federal Security intelligence defense and Executive offices were a part of a group chat discussing attack plans in Yemen hosted on Signal an open- Source encrypted disappearing message app but they accidentally included a journalist from the publication the Atlantic this to me is just another example of the crossroads and intersection between commercial technology and federal dealings government dealings at the highest level I also think it's an example of how there needs to be some updates in the federal government with how they use the tools that they do have because they do have federally approved communication tools uh they need to be able to have easier options because it's clearly showing me that the options that they do have are not the easiest ones The Avenues of communication that they do have to talk about these very sensitive often classified matters are not necessarily ones that make sense in the year 20 25 they're not convenient they're not easy they're clunky whatever you want to call them um so that really indicates to me that the easiest decision is not always the right one and I wouldn't be surprised if this becomes a more uh a topic of conversation that we see more of and it might Inspire there being some more ease of use of that technology as we move through the year but that intersection of commercial technology and government dealings there it is again uh so that is something that I noticed kind of continue into this year let's move on to our next question in today's sort of wrapup what surprised you the most in the past three months nothing I had everything perfectly predicted fig I'm kidding obviously I think for me one of the most surprising things that came out of the quarter as a whole was just the endless ramp up on AI and I know many people are probably going well no duh but I had wondered by the end of last year if we were starting to see a bit of a cliff not not in terms of AI excitement but in terms of what everyone was coming to Market with and whether we were getting to a point where we were saturated and everybody had an AI something and so nobody really would necessarily rush to the latest thing and I think even without the Deep seek questions and the model questions generally on the chatbot and the llm side we then started the year and everyone said now it's agentic Ai and then we had a whole month and a half of okay what is agentic AI and so it it surprised me not from a technical standpoint but I think just from a wider conversation standpoint that we're still very much in the early stages of call it a hype cycle call it an adoption Circle whatever you want to refer to it as we're still very very front center on whatever the new shiny thing is we all want to rush to it and then and then everybody seems to go okay wait but how do I use this okay wait but how do I sell it and so it never ceases to amaze me how much we still cover anything AI touches no that's a great point and I I have a feeling that's going to continue but I agree I wonder where the cliff will be when will this just be another tool in our tool belt and not the IT thing right now Jordan for you what's been the biggest surprise of q1 in 2025 my surprise kind of dub Tails pretty well with what Victoria was just talking about I was a little bit shocked to see that there were not as many uh major funding uh major investment moves that I assume there would be considering the strong push into AI uh what I mean by this is funding from investors it spend still going off the rails here um but there have been a few infusions of cash for companies like nerdio and um Maverick who just did a Rebrand uh instead I think think what we're seeing here is Partnerships have driven Solutions with a for AI powered capabilities um and expansions of Partnerships um I'm thinking of you know ex Cisco expanding their partnership with Nvidia data bricks and sap RAF and netris and iron scales and crowd strike there have been more of these like we are going to use our best practices our best Solutions together rather than um seeking out funding sources so they could build up their own AIS from scratch in the in this past quarter which I thought was a little bit surprising I thought everybody would be trying to get their own best AI product possible but instead what we're seeing is growth in the channel by working together and I think that's really cute for me I think my biggest surprise um was not uh necessarily AI my surprise Intel has a new CEO I know that's not a surprise they were looking for one so that's kind of how that works out his name is lipo tan what surprised me actually is that he quit the board at Intel in August 2024 after spending about two years on it he quit because he didn't get along allegedly with the board and he was really clashing with CEO at the time Pat G singer over many things including and here's where I'm going back into the AI conversation including Intel's lagging behind in its AI strategy which I think was a large part as to why Pat Ginger suddenly exited the company in December of 2024 uh we do know that Intel just it was no secret the AI strategy was not necessarily up to par with where we saw many other competing companies uh especially like Nvidia uh so to to kind of put this into perspective I think we're definitely going to see a lot more of an AI conversation happening with Intel in the same sentence because we do know that lip bhan was CEO for more than a decade of cadence systems which does have a pretty robust AI offering so I look forward to seeing how that's going to impact Intel where their messaging is going um I do have to include that I I have a lot of questions around what's going on with Intel's Foundry plans uh they were supposed to open that Foundry that Intel uh chip maker um shop essentially in Ohio this year that was supposed to be happening as far as the original plans go it's been pushed backed a few times now and now it's being pushed back to to 2030 as far as when it'll open and go into operation but we'll see especially in this Administration wanting to bring things back stateside when it comes to manufacturing I can imagine this would be an interesting conversation but I think it all depends on whether or not Intel is really going to go the AI route or if they're also going to still double down and invest in their chip strategy now moving on from there uh are we seeing and Victoria this goes back to how you put it with that Cliff relation in AI are we seeing the AI craze continue or start to cool I think that um the AI craze has has continued um it is evolved in some ways um I think that it's it's being featured in so many more solutions for msps um whether that's through security solutions email data management analytics we are seeing this being utilized agentic AI is kind of what I'm referring to with the evolution of AI and what people are looking for uh that has grown significantly um it combines just traditional AI with newer Tech that we're developing um creating autonomous agents uh doing things like automating workflows for people impr improving customer service experience um and even developing software so um I think that the The Craze has continued um but maybe not in necessarily in the way that we thought of uh you know AI taking over all these very large function it's still very much a tool that's utilized within other tools I think the AI question is becoming so interesting because the conversation seems to be splintering a bit in two directions and what I mean when I say that is Jordan and I spent a lot of time talking to solution providers and to vendors who in one breath will say yes this is revolutionary it is gamechanging the industry will never look the same the way that we work will never look the same and then on the flip side of that saying but it's not a Magic Bullet and not only is it not the Magic Bullet to save everything but I do think we've also seen conversations begin to shift more towards well actually if you want to adopt AI efficiently you need to do all this work first you need to get your data in order you need to have a road map you need to examine what your Roi is and I think that conversation has not cooled the demand for AI but it has slowed the adoption proc process a little bit and I think that goes back to even what we talked about earlier Katie when you brought up the the convenience versus doing the right thing the right way right I think last year was a big push of a year for and customers for partners and for vendors to go here's the new thing we're going to jump on this and I think q1 of this year has been okay maybe those earlier plans when we jumped on it weren't quite as effective and we didn't necessarily see an Roi that we wanted so now let's figure out why that is and let's get everything else in order first we've also covered a lot of new data products and analytic products and management tools for those companies who want to use AI but who have never thought frankly about where their data is and whether it's clean and whether it's usable and so now I think the conversation isn't just about Ai and maybe this time last year we were all still very much in the throws of what's a GPT and can co-pilot make me a PowerPoint and now the conversation has shifted a lot too where is my data stored what's a data Lake what does on Prem mean what does cloud mean in this context so I think like many things in the channel it's just a maturing conversation but it's not slowing down either for sure I think it's interesting how the conversation leads back to data once more when we were also having those conversations around cloud and the answer was good data it was still data so it does uh seem interesting to me that we kind of go off in this direction when we see the new cool thing and then the conversation always leads back to a more mature point which centers around what is the data going into it what are you putting into it is it clean how are you how are you leveraging it how are you gleaning value from it where is that value how much of it do you need to actually store we really need to just never stop talking about data in the context of any new technology that is kind of peppering the channel because I think it's always going to lead back to what what does your data have to do with it and then finding that answer out so thank you both for sharing your thoughts on that going from there when it comes to Trends whether it be Channel business Trends or technology Trends what are you seeing I think the the answer here is kind of a whole lot but maybe nothing new and what I mean by that is we've spent a lot of time hearing from partners and their end customers about this kind of question on cloud right I think cloud we can look at as the the hype cycle before AI became the shiny thing right and everyone jumped to cloud and we spent a lot of time in January listening to people go I don't think this is necessarily cheaper or better than my on-prem systems were and then that in the way that discourse Works spawned a whole bunch of no actually cloud is better you're not using it right and then we started hearing multicloud and hybrid cloud and you know all of these different terms and I think what it comes down to ultimately at the end of the day is that every conversation is about what's best for the End customer and what we're seeing maybe is just more Partners being willing to go to bat for their customers and saying I'm going to look at what they need and then I'm going to pick that tooling appropriately and so there's been a lot of conversation on shifting back so to speak whether cloud is dead whether cloud is having a Resurgence moment the kind of optimization conversation again to go back to the data point on what are you doing and are you efficiently managing things I think we'll probably continue if and when we start to have the conversations on whether budgets are scaling back depending on the economic uncertainties or certainties of what the rest of the year looks like we might see that cloud conversation really pick up some steam on I have this line item in my budget I don't even know if I'm using this thing fully what do I do with it and so that's where we see companies like nerdo with the new cash infusion that it received earlier this quarter really standing up and saying this is how you do Cloud we are going to help you do Cloud right and I think that will probably continue beyond q1 and probably Beyond this year really oh absolutely I think the conversation with cloud is not a specific conversation centering around public private or on Prem I think it's centered around many more kind of offshoots of that conversation when it comes back to economic WIS budgetary needs when it comes to security when it comes to AI when it comes to what exactly are we using this for and is this something that is better or is it cheaper or which of those two are the priority for us so I don't think cloud is an independent conversation I think it's going to shift with the needs of customers that are going to be based on several other factors including everything I just said Jordan kind of going off of that for you what what trends have you been seeing really take on uh continue from 2024 or kind of take on a new life of their own this year in 2025 in the first quarter I don't know if this is necessarily an emerging Trend but I'm going to go back to the partnership angle um I think Integrations um de developing or expanding Partnerships um adding more solutions to marketplaces that organizations are expanding it really seems to be off to a hot start in the first quarter of this year um and I think they are their Partnerships partnership programs and developing these Integrations because they want to commit to having a more partnership partnership first approach on Services um so it's it's a little bit more like the um Arnold Schwarzenegger Carl weather's Predator handshake meme rather than people standing on opposite ends of of the room kind of you know eyeing each other not necessarily sure whether or not they can work together and it's been a much more collaborative first quarter than um I think we've been seeing Jordan is really good relating everything back to memes and references by the way audience if you haven't picked up on that right now and that's in our slack channels and in every like aspect of our meetings and what we do is Jordan's really able to paint a picture by using some sort of Pop Culture reference so please keep it up please never stop I've actually been waiting for you to drop some sort of like football movie analogy right I was where's the draft day metaphor where's the draft day metaphor Jordan what is your what is your Draft Day metaphor like make one up right now I just thought of the Predator one like two minutes we can only push you so far so let's uh let's talk about what we're going to be pay paying attention to in quarter two as we get started there when it comes to the who the what and the why what's capturing your attention and what will you be paying close attention to as we move into the second quarter of the Year Jordan do you want to get us started there yeah so I am going to be keeping my eye on what crowd strike will be doing throughout the year um we spoke last time about um of course the Fallout from the major it outage um and I I think what we've been seeing is they've been bouncing back pretty smoothly and lowkey from it um they've just been putting their head down and developing Solutions establishing Partnerships expanding Partnerships um like just in q1 they've expanded their partner Services integrated with companies like iron scales I mentioned before um companies like nuni um and they've also partnered more recently with uh Sonic wall and as centure so they are um you know just kind of putting in the work um establishing uh better relationships with larger companies in the industry with smaller ones and and you know I'm I'm liking what I'm seeing from them in terms of just bouncing back and having a really good q1 Victoria for you what's going to hold your attention in 2025 and Q2 yeah I think we've we've touched on this in this call a bit even today but for me it's this kind of ongoing shift in partner programs and what a what a partner program is and B what Partners in the program actually want to get out of it I think we're starting to see a shift away from that very traditional gold silver bronze three tier you sell a certain amount you get a certain amount back um into a more kind of holistic approach that vendors are taking to supporting their Partners not just in Market with their tooling but in Market generally speaking I think there's a real shift in understanding that most Partners have Diversified their Stacks pretty well by this point you don't see a whole lot of people who only sell one or two things anymore and so as a result of that all of these vendors now have to go okay I need to be realistic and know that you're not just selling me and if you're not just selling me how do I keep you selling me so you don't go and sell something else and drop me completely so I think that's where I'll be focused for Q2 and probably Q3 as well just on what these business models really mean for ultimately what technology gets to end customers in Market because the channel as anybody knows is as much a business conversation as it is a tech conversation and I think sometimes times it's easy to lose sight of the business angle because we get so focused and nitty-gritty on the technical aspect so as far as what I'm going to be watching it's actually a who I'm going to be watching and that person is Fred vakola right at the top of the year we found out that Fred is stepping down in his role as CEO at CA and is becoming Vice chairman of the company this is very strange news nobody quite knows why or what was the reasoning for it Fred himself has said that it's just he's basically worked himself half to death uh he's been on every single day 7 days a week 24 hours a day for the last decade um I don't doubt that at all I mean as we know being a CEO was a really demanding job and especially at a company that's had such a good year in in 2024 as CA but it's still very startling because I think we also um from a perspective well from a branding perspective we associate Fred so much as the face of CA he's been a very vocal member of that team a vocal member of that company so I'm I'm surprised and confused and I'll be watching as far as some other incidents that we've seen going on in the top of 2025 that HP acquisition of juniper but now uh there is a block for it so what do you think is going to happen there Jordan and just kind of like ruminate on that for me for a minute and let us know what's going on the uh proposed hulet Packard Enterprises uh acquisition of Jun per networks was all the way in January of last year doj um a couple months ago they uh filed uh basically a complaint saying that this acquisition was not good for competition um that was actually anti- competitive HP denied these allegations saying that it would actually um help them with competition against Cisco um so they're kind of locking horns on that in ter terms of what it possibly means um these are two massive Network equipment providers um in the industry if HP was able to acquire Juniper I believe that means that both HP and Cisco would lock up like 70% of the market um when it comes to uh Enterprise grade WLAN more acronyms for you um that Mark so um in terms of what it means um I think Victoria might be able to speak to that from the the weeds of it all right I don't think anyone was necessarily expecting this administration's doj to be super interested in blocking mergers and Acquisitions I mean this came as kind of a surprise to Jordan's point this has been a year in the making right so I think for the most part Partners had either put it out of sight out of mind or had kind of forgotten that it wasn't a done deal I think we we forget sometimes how long these agreements actually take to go into effect and so what many Saw as kind of a 24 story suddenly was an issue in 25 and I think there's a broader question maybe in market now on are there going to be more efforts taken by doj over the next few years to maybe block some Acquisitions at a time when people thought the markets would be pretty wide open whether that's from an m&a perspective or from an IPO perspec perspective and now in the first quarter of this year alone we've seen whiz take the m&a route get bought out by Google and a massive deal for both companies when just last year there were a lot of questions about whether whiz would just stay its own thing and and take the IPO route instead and so I think we're seeing the markets still feeling themselves out a bit obviously HP has put a pretty strong foot forward that they believe their deal is is perfectly in the right and they tend to to fight doj on that we have no idea where that's going to go frankly yet and I'm not going to offer a prediction but I will be keeping an eye on the rest of the market now given the Google and wiiz and the HP and Juniper of it all and seeing where and how the channel landscape shakes out this year yeah and from an economic standpoint it'll be interesting to see who IPOs this year if at all if we're going to see a lot of that activity there's always one at least uh but it'll also be interesting to see who goes the merger and acquisition route because I think right now economically across the country we are seeing some some instability um so we're going to have to find out why uh some of the decisions will be made the way that they will be and we're going to have to watch the market for that so interesting conversation to continue with as we go through I think it's still too early to tell but I think in Q2 we'll really start to see as we get halfway through the year kind of more of that uh sort of theory takes shape so thank you both all right so where all like on the road a lot this quarter and I'd love to know where you're going to be out in the world and where people can find you and say oh my God I saw you on that podcast that video podcast Channel Insider partner POV I'm such a big fan uh so where can we find you out in the world this quarter Victoria tell us where you're going to be yeah so actually by the time this video drops so to speak uh it'll be coming up real soon but I'll be at nerdio Con in April um very excited to be on the ground there if you happen to be a Nero partner and you happen to be there please don't hesitate to come find me um come Reach Out come say hi we can absolutely talk I'd love to hear if you agree I'd love to hear if you disagree with everything that we said in this call I think the the most exciting times for me or when someone's like I don't think you were right about that so I will be in Palm Springs in April which I know is is a real sacrifice that I'm making for the B of the order here but that is where you can find me it was like pulling teeth to make you go to Palm Springs for was rough but H well Jordan you're also going to be out in the world in Q2 of 2025 so where can we find you and when I will be heading through Florida um for SAS innovate 2025 in Orlando I'll be there from May 6 through the 9th covering that event so keep an eye on out for me I'll be walking around the conference Hall I will also be on the road in this quarter a little towards the middle of it I'll be at scale Computing platform 2025 in Las Vegas I'll be doing plenty of videos there and speaking with partners and learning more about their partnership with scale Computing and definitely keeping my ear to the ground for what's happening there so if there's other ones there's always a chance for us to go to more of these events you can always reach out to us if you'd like coverage at your events or discuss some uh media opportunities with me we love to talk about that but other than that thank you both so much for joining me today and if we want to reach out to you and talk to either of you and get you to come to our events whether it be in Palm Springs or Hawaii or something like that not manifesting here or anything where can we go to reach out to both of you uh Jordan starting with you what are your what are your handles what are your contacts you can of course find all of my writing on channel insider.com a great website uh you can drop me Al line at jordan.

Smith technologyadvice.com if you have any pitches that you want to throw our way and you can look for me on on LinkedIn you might have to include technology advice into your search but you can find me and Victoria where can we find you on the on the Internet or if we'd like to reach out to you yes I am I'm on the internet you can always email me I'm victoria. durgen technologyadvice.com like I said I would love to hear from you whether you're a solution provider whether you're a reseller whether you're a vendor uh more than marer in my inbox I always say so feel free to shoot me a line there find me on LinkedIn just under my name Victoria durgen d r g i n I think I'm a little less common but you can always throw technology advice on the end of that if you can't find me you can find our page on LinkedIn as well and we do have an email inbox that Jordan and I both check pretty frequently so if you don't hear from one of us directly feel free to reach out at newschanel insider.com if you need anything else from our editorial team and we're happy to be in touch thank you both so much and of course I'm Katie boso you can find me on channel Insider all our videos for channel Insider partner POV so Channel insider.com at youtube.com/ Chanel inssider newsand Trends you could find us on all your favorite podcast platforms we're on all the big ones and of course you can find me on LinkedIn as well it's going to be Katie boso sounds exactly as it's spelled so uh I'm also on Twitter or X now it's called aay at Katie boso and if you want to reach out to discuss being a part of Channel Insider partner POV I love to interview Channel providers the msps the vars the isvs the gsis the SI all the letters all of them out there in the channel I really would love to speak to you about your success stories and what's differentiating you so you could reach out to me at partner POV Channel insider.com or at katie. boso technologyadvice.com we'd love to hear from you and that's it for us in this quarter folks we'll be back back at the end of Q2 to discuss more about what is moving the needle for channel partners and vendors and everybody else in between when we get there but thank you so much to Victoria and Jordan for joining me today yeah stay tuned for whatever Jordan comes up with as a movie reference next time I look forward take care hold of this yeah thank you ktie thank you both

This transcript was generated automatically from the video's captions and may contain errors.

Look back at the biggest IT channel stories and trends that emerged from the first quarter of 2025.

Written By
Katie Bavoso
Katie Bavoso
Apr 3, 2025
1 minute read
Channel Insider content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More

In this episode of Channel Insider: Partner POV, the Channel Insider editorial teams unites to break down the biggest news stories, trends, challenges, and opportunities that defined the IT channel in the first quarter of 2025. Join host Katie Bavoso, Managing Editor Victoria Durgin, and Writer Jordan Smith as they discuss and review everything from evolving partner strategies to the latest in AI-driven solutions, as well as where the industry is headed in Q2 and deeper into the year. This conversation is packed with insights for MSPs, VARs, and IT leaders and buyers. 

🔍 Key Topics & Timestamps: 

00:00 – Introduction: What shaped the IT channel in Q1 2025? Top stories from the first three months of the year 

02:15 – Emerging partner strategies: Adapting to market shifts, customer demands, and what partners really want 

06:00 – Reviewing predictions from Q4 of 2024 

06:45 – AI and automation: The impact on IT services and cybersecurity 

13:00 – Q1 surprises 

15:20 – Challenges in cloud cost management and optimization 

18:00 – Is the demand for AI cooling or just heating up? 

20:05 – Success stories: Channel partners thriving in today’s market 

24:50 – Predictions for Q2 and beyond 

30:00 – Who and what to watch in Q2: Kaseya and HPE’s blocked acquisition of Juniper Networks 

35:00 – Where to find the Channel Insider team on the road in Quarter 2 or 2025 

Katie Bavoso

Katie Bavoso is a 2017 Regional New England Emmy-nominated broadcaster with over a decade of professional content creation, production, hosting, and interviewing experience. Starting her career off in TV news, she pivoted to the IT channel to help connect vendors, solutions and services providers, and IT buyers through exciting video content and storytelling. Katie is now the host of Channel Insider: Partner POV, a video and podcast series shining a light on the most innovative solution providers of the IT channel.

Channel Insider Logo

Channel Insider combines news and technology recommendations to keep channel partners, value-added resellers, IT solution providers, MSPs, and SaaS providers informed on the changing IT landscape. These resources provide product comparisons, in-depth analysis of vendors, and interviews with subject matter experts to provide vendors with critical information for their operations.

Property of TechnologyAdvice. © 2026 TechnologyAdvice. All Rights Reserved

Advertiser Disclosure: Some of the products that appear on this site are from companies from which TechnologyAdvice receives compensation. This compensation may impact how and where products appear on this site including, for example, the order in which they appear. TechnologyAdvice does not include all companies or all types of products available in the marketplace.