Archive - Partner Insight Newsletter

Multi-Trillion Channel Shift: Jay McBain's 2030 Prediction

AI partner opportunities (59% growth) are colliding with marketplace expansion (86% growth)—the two fastest-growing trends in tech creating…

Aug 25 •

15X AWS Co-Sell Visibility Secret + JFrog's “Mega Deal” Cloud GTM Playbook

JFrog shares up >50% YTD, boosted by 45% YoY cloud revenue growth and marketplace mega-deals. Plus: the exact AWS optimizations giving some partners 15X…

Aug 18 •

62% of Enterprises Turn to Partners to Unlock $450B AI Agent Opportunity

ServiceNow's partners built 147 AI agents in just 90 days; while 33% of large enterprises are ready to buy $1M+ solutions via digital self-serve

Aug 11 •

$469B Cloud Commits Record (+$30B in Q2): RPO-to-Revenue Guide

Cloud commits are accelerating. We'll break down this growth and the forces behind it: Azure's incredible 39% revenue surge, AWS hitting $123B run rate…

Aug 4 •

July 2025

Google Cloud's $16B Commits Surge & How Dayforce Leverages SIs and Marketplace

GCP 32% growth signals massive enterprise AI adoption. Dayforce shows how successful marketplace strategies amplify existing partner ecosystems. Plus…

Jul 28 •

Microsoft FY26 Partner Momentum: AI + Marketplace Creates Perfect Storm (2 Days Until Our Event)

Microsoft announced "a record investment" in partner incentives for FY26. Discover 3 forces making FY26 your biggest marketplace opportunity. Less than…

Jul 22 •

Rubrik & Snowflake's Cloud GTM Playbooks: 60% vs 30% Growth

Strategic partnership breakdown of two companies achieving exceptional growth. Plus special insight previews in preparation for our Microsoft…

Jul 14 •

Google's AI Agent Marketplace: 1000s of Agents, $50B Opportunity

Three major Cloud GTM shifts: GCP AI Agent Marketplace's $50B opportunity; SIs packaging IP into scalable agents; and marketplace procurement helping to…

Jul 7 •

June 2025

SaaS $1B Cliff: 99% Fail, Cloud GTM Can Change Who Makes It

Only 160 out of 15,000 SaaS companies make it to $1B—here's how Cloud GTM can help. Plus, how to turn marketplace spending "cap" into negotiation…

Jun 30 •

Partnership Playbook: Separating 5% Winners from 95% Stuck

We’ll dissect Docusign's transformation from direct-sales to partner-first GTM. We'll also unpack the broader software market reality where 95% of…

Jun 23 •

0 to $30M in 30 Months: How a Marketing Analytics Company Cracked the Marketplace Code

Contentsquare—a marketing analytics SaaS —shattered the myth that only core IT products win big on marketplaces. They scaled from $0 to $30M+ in…

Jun 16 •

Salesforce's $2B AWS Transformation: Even Pioneers Must Become Students

This week, we're unpacking Salesforce's stunning $2B AWS transformation—how they became the fastest-growing ISV on its cloud marketplace while tripling…

Jun 9 •

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