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Marketplace Spend Just Entered IT’s Top 5 Focus Areas
Plus: Rubrik’s cloud ARR hit $1.39B, with 68% of revenue flowing through 3 distributors. How cloud + channel compound together. And 41% of CEOs rank…
Jun 29
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Roman Kirsanov
2
AWS Made Marketplace Easier with AI. Then Cut Pro Services Fees to 0.5%
AWS is putting AI deep into the seller workflow. Plus: OpenAI spent $5.73B selling AI — 44% of revenue — then invested $150M in partners. And 5…
Jun 23
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Roman Kirsanov
4
OpenAI vs Anthropic: The $250M Partner Race
Co-sell, certifications and partner-led deployments are moving from clouds to AI labs. Plus: token consumption is forecast to rise 24X — AI cost control…
Jun 16
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Roman Kirsanov
4
One Chart Shows Cloud Marketplaces Going Mainstream
5 years of search data reveal one breakout moment across all 3 hyperscalers. Plus: LucidLink’s channel rebuild now driving 39% of revenue and Palo…
Jun 8
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Roman Kirsanov
2
Snowflake’s AWS Marketplace Math: $2B Year, $7B Total
Plus: Elastic tells investors hyperscaler partnerships are why they win, Zscaler hits a $100M/month marketplace run-rate, and 5 patterns still stall…
Jun 1
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Roman Kirsanov
3
May 2026
Zoom's Partner Math: 10/10 Top CCaaS Deals Channel-Led, $1B+ Anthropic Bet
Plus: For AI GTM, partnerships are “an incredibly efficient strategic lever,” — new research. NVIDIA’s $75B data center revenue split reveals how fast…
May 26
2
Channel Hit 31% of B2B Software Revenue. GTM Is Tilting to Partners
Plus: C-suite pitch that wins marketplace buy-in. What Cisco’s $2B to $9B hyperscaler surge reveals about AI partnerships.
May 18
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Roman Kirsanov
7
2
Datadog $1B+ Quarter: Hyperscalers Are Now Customers, Not Just Partners
Plus: ServiceNow's 2-year sprint to $1B on AWS Marketplace, and $11.5B in one day rewiring AI distribution.
May 12
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Roman Kirsanov
6
1
$1.2T+ in Cloud Commits. GCP +63%. Q1 Cloud AI Race in Numbers
AWS $364B backlog. Azure +40%. Microsoft’s $37B AI business is moving to seats + usage. The Q1 numbers that matter for your cloud GTM.
May 4
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Roman Kirsanov
5
April 2026
Google's 25% AI Compute Lead Changes Cloud Partner Math
Plus: $750M for GCP partners to drive agentic AI. Agent Marketplace inside workflows. What 100 alliance leaders discussed at Next.
Apr 28
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Roman Kirsanov
6
$3B in Under a Year: Salesforce Rewrites Marketplace Math
Salesforce’s $5B+ milestone proves cloud marketplaces have moved far beyond technical buyers. Plus: why Bain put partnerships at the center of AI…
Apr 20
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Roman Kirsanov
5
1
Accenture: Partners Are Now Core to Enterprise AI Scale
86% plan to increase AI investment in 2026, but only 21% are ready. That gap is where partners and cloud ecosystems win. Plus: AWS AI hit $15B run rate…
Apr 13
•
Roman Kirsanov
7
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