Partner Insight Newsletter

Partner Insight Newsletter

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Partner Insight

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…
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.
 • Roman Kirsanov
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.
 • Roman Kirsanov
$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.
 • Roman Kirsanov

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.
 • Roman Kirsanov
$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…
 • Roman Kirsanov
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…
 • Roman Kirsanov
Microsoft "Really Leaned In" — DocuSign's 30% Partner Growth
Two partners drove 30% of SentinelOne's $1B revenue. DocuSign's Azure Marketplace deal shows what real co-sell looks like.
 • Roman Kirsanov

March 2026

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