Enterprise IT Channel Checks: AI demand meets pricing pressure
Technology
Channel conversations highlighted accelerating AI adoption, tightening cybersecurity spending priorities and growing pricing pressure across the infrastructure market. Partners pointed to rising enterprise demand for AI governance, next-generation SIEM platforms and sovereign cloud solutions, while networking, memory and security vendors continue to push through additional price increases. Sales Pulse also shares fresh partner commentary on key names including HPE, Zoom, RingCentral, Palo Alto, F5 and Nice, along with several emerging trends shaping the enterprise technology landscape heading into quarter-end.
Channel contacts report further acceleration of spending on Cyber Security
Technology
High flying but volatile stocks like Zscaler and CrowdStrike are benefitting, but so are some less volatile vendors. Sales Pulse are seeing unexpected acceleration from…
Check Point (CHKP) - generates impressive cash flow but has lacked innovation and bled market share. Channels now see improvement in execution and benefit from spending by its massive installed base.
F5 (FFIV) - reaping the benefits of 3+ years of working on a broader security solution through organic development and acquisitions.
Tenable (TENB) - picking up a LOT of momentum based on the growing recognition by end users of the need to scan 100% of devices for vulnerabilities. This vendor is also the most direct beneficiary of efforts to address the Log4j vulnerability threat.
