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On the latest Shortcast on CSG and MHS Jeff talks about how the draft tomorrow needs to herald the change that we all hope the Nuggets partake in this offseason. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ce jeudi 11 juin, Antoine Larigaudrie a reçu Angèle Tata, associée de Terrae Patrimoine Montpellier, et François-Xavier Sœur, gestionnaire chez Terrae Patrimoine, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Josh Singh, sales director at Turning Point Technology Services Josh Singh didn’t arrive at Dell Technologies World simply as a partner – he arrived as someone who spent nearly eight years on the vendor side, in Dell sales roles, before crossing over to Turning Point as the company’s sales lead. That dual perspective shapes everything about how Turning Point operates. The Vancouver-based solution provider, founded in 2012, runs exclusively on Dell in the data center – a deliberate, all-in single-vendor bet that Josh frames not as a constraint but as a competitive advantage. Nearly half of the team is ex-Dell, which means when a customer needs an answer fast, Turning Point knows exactly who to call inside Dell’s notoriously complex internal matrix. That navigational fluency, Josh argues, is the kind of differentiation that doesn’t show up in a spec sheet but shows up every time there’s urgency. Turning Point recently formalized that depth by opening what Dell designates as its first official solution center in Canada, in their Vancouver office, giving the team and their clients hands-on access to the full portfolio – including the GB10 for deskside AI development. On AI, Josh’s read is that the “AI factory” framing was right directionally but too large a first step for most of the Canadian market. Dell’s move toward more modular, consumable AI infrastructure – starting at one or two servers, proving a use case, then scaling – is what actually unlocks adoption for SMB customers. Small wins first, then the appetite for something bigger. On security and resilience, Josh drew a clear line: backup is the last line of defense, and if that last line gets hit – or gets frozen by a ransomware insurance claim – you’re rebuilding from scratch. Dell’s Data Domain and its proprietary DDBoost protocol, alongside Veeam, form the core of what Turning Point puts in front of customers who need to actually recover, not just theoretically recover. And rounding it out: the supply chain disruption, compounded by Broadcom‘s reshaping of the virtualization market, is forcing Canadian organizations to plan differently – more external awareness, more budget flexibility, earlier commitment. That’s a challenge across the industry, Josh notes. But for partners who can guide customers through it, it’s also an opening. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. We’re continuing our series from Dell Technologies World in Las Vegas. This week, we’re deep on the partner perspective. Today’s guest brings a point of view you don’t usually get. Nearly a decade inside Dell Technologies, followed by a move to the partner side – specifically to a partner that has made one of the most deliberate, all-in single-vendor bets you’ll find in the Canadian channel. Josh Singh leads the sales team at Turning Point Technology Services, a Vancouver-based solution provider founded in 2012 that operates exclusively on Dell in the data center. Not mostly Dell, not primarily Dell – exclusively. In a channel where diversification is almost reflexively treated as risk management, Turning Point went the other way, and they did it right at the beginning of Dell’s channel investment cycle, which turned out to be good timing. Josh brings to that an unusual lens. He spent almost eight years in Dell’s sales roles, where he learned early that the channel was the key to his success, and that knowing how to navigate Dell’s internal matrix is an advantage that translates directly into faster, better outcomes for customers. Roughly half of Turning Point’s team is ex-Dell. They recently opened what Dell designates as its first official solution center in Canada, right there in their Vancouver office. We talked about what it actually means to make the single-vendor bet and why it’s holding up. How the AI adoption conversation is changing for SMB customers who weren’t ready for the Dell AI Factory, but might be ready for something smaller. The security and data resilience story, and why backup shouldn’t be confused with business continuity. And what the supply chain situation, plus Broadcom’s disruption of the market, is doing to how customers have to plan. Let’s get right into it. My chat with Josh Singh. Josh, thanks for taking the time. I appreciate it. I’m sure it’s been a busy week. Josh Singh: It has been a busy week, and thanks for having me. Robert Dutt: I guess to open it up, I want to start with a question that frames the perspective that you have at an event like this. Turning Point made the explicit call to go all-in on Dell on the infrastructure side, as I understand. A lot of partners diversify, carry multiple vendors, pick and choose their spots. What’s the logic behind that bet? What does a week like this one – where Dell’s making a lot of big moves around AI and the direction of the partner program and all that – feel like for a shop that’s tied its future to the Dell story? Josh Singh: Very good question. I’ve been asked this numerous times, and it’s clear you’ve done your research on us. As you said, Robert, we are 100% Dell-exclusive in the data center. We do have other technologies that are complementary to Dell to give our clients an end-to-end ecosystem of technology, but we have doubled, tripled, and quadrupled down on Dell in the data center. Turning Point was formed in 2012. Three founders – Lee, Sean, and Lauren – they came from a value-added reseller that sold a multitude of technologies. What they found out at the time was Dell had a portfolio that covered the end-to-end, especially in the data center. They branched out, all three of them from [Seven Group – verify company name], and they formed Turning Point. They just realized that Dell was at the beginning of their partner program. You’ll see a legacy fabric still embedded in some aspects of Dell Technologies where they still are partial to selling direct, but they have put a large amount of emphasis and investment in the channel over the last fifteen years. Turning Point was formed at the very beginning of that cycle. Since then, we have had no regrets. Dell has really come to the table as a really solid partner for us, allowing us to offer our clients the end-to-end data center strategy with Dell Technologies. Robert Dutt: Your lens is unique too in that you have some time at Dell EMC – a viewpoint that a lot of partners don’t have in terms of having seen both sides of that fence, especially around the same vendor. What does that vendor-side time teach you about what Dell actually needs and wants from partners, and the reality of what Dell values in a partner? Josh Singh: Yeah, that’s a really good question. I spent almost eight years at Dell in various sales roles. I learned very quickly, and early on in my Dell sales career, that the channel was the key to my success. The core reason why is I’m one individual. I have a solutions engineer, I have some overlays, and we manage a pretty large territory. I found that if I could just introduce a channel partner into the mix, I could lob it over the fence, play quarterback a little bit, get enough updates from the channel partner so I can update my leadership – because that’s really important. But I was able to scale my business significantly when I started to work with the channel. Actually, Turning Point was one of those channel partners that I worked very closely with. So it’s a bit of a full circle moment for me to come back and I lead the sales team at Turning Point. Robert Dutt: I have to imagine the Dell team is happy to have you, because clearly you’ve got that lens for exactly what they are looking for from you as a partner. Josh Singh: Yeah, you know, every vendor has their own methodology and go-to-market culture. And so it does help. Actually, almost half of Turning Point’s team is ex-Dell Technologies employees. So that really gives us a unique perspective on how Dell wants to sell, how to update Dell, what’s important to them – what’s important to each level in the organization, from the sales rep to the manager, to the director, to the senior director, to the president. So we understand what is important to Dell Technologies. And also, for our customers, it’s really important to pick the right technologies. But as we all know, this world is moving so fast and our customers need answers, and they need us to be on their requests in a really time-sensitive way. And so, typically with most vendors, you know your account executive and that individual is the key to the organization. When you come from Dell, you all of a sudden know how to navigate the matrix of Dell. And so when a customer has a question, you know exactly who to call. You can pick up the phone and get that answer in a much more time-sensitive way than navigating the matrix of Dell, which can be large and daunting. Robert Dutt: So the secret sauce is as simple as spending more than half a decade inside the company itself. Josh Singh: Simple. Yeah, easy peasy. Robert Dutt: Big week for AI infrastructure here, and the Dell AI thesis – in so much as they’ve for a while been pulling on the idea of running AI models on-prem and on their infrastructure – was really amplified this week. Between that, desktop agentic AI, and the whole server and storage announcements underneath that, how does what was announced here resonate with what you guys are doing now and what your customers are asking for in terms of technology and how it’s delivered? Josh Singh: Yeah, no, that’s a really good question. So I’ve been at Dell Technologies World almost every year, and I’m finding a big difference in the talk tracks this year. AI was a concept, it was a lot of buzzwords, it was a lot of fluff, to be honest with you as well. Everyone’s trying to chase what AI means to them. But I think this year is the first year where I started to see concepts materialize into practicality, whether it comes to data locality or infrastructure, or really how to go to the next steps of adopting AI. The Canadian market is more pragmatic in their approach to adoption of technology – a little laggard, but not in a negative way, just a bit more conservative. And so what Dell Technologies World enables me and us to do is learn from people actually deploying AI in a much more meaningful and scalable way, for us to then be able to go back to Canada and start to talk about potential use cases, potential outcomes – because it is a very daunting topic, AI, sometimes it can be very overwhelming. So Dell Technologies World allows us to take some key facts about AI, bring them back into our local market, and then help them through that journey. And also, we’re meeting a lot of experts here as well. So it’s not just that we take these concepts and go back to Canada and try to do it ourselves – we’re really supported by the Dell channel ecosystem as well, to help our clients evolve in their AI journey. Robert Dutt: What are the ideas that you’re hearing that specifically are making you think, “All right, this is going to change something in how we do business internally, or this is something I have to take to customer X, customer Y, customer Z,” because it maps to what they’re thinking about or where they should be thinking? Josh Singh: Yeah. I think Dell, when they first wanted to address AI, they came out with the Dell AI Factory, and that was the message. So for a lot of Canadian organizations – which are largely SMB – adoption of an AI Factory is not consumable. It’s too large. They need to prove the model out. And then as soon as they get some small wins and successes, then they can scale out, because the smallest AI Factory was large for them. And this is what we noticed, actually, in the last twelve months. So what Dell is doing now is making it a bit more economical, a bit more consumable – in the AI data platform, starting at one server, maybe two servers, a little PowerScale, and then using that to prove out a use case. And then once we prove out a use case, our customers say, “Hey, there’s really something to this AI thing that everybody keeps talking about.” Now they can really start to invest in a much more scalable, larger way. So I think what Dell has released – very small products with the GB10 all the way up to that massive AI Factory – I mean, you saw when Michael Dell came out with Jensen, and he came out on stage and showed the entire portfolio of AI with a small little itty-bitty – not quite Raspberry Pi size, but not too far from that. Robert Dutt: Really, yeah. Josh Singh: And then having Jensen talk about the next model and how much more powerful that next model is – 100x, 100x, 100x, all the way up to that big AI Factory. So I think it just allows us to be a bit more practical in AI adoption rather than, “Mr. Customer, you have to adopt an AI Factory and that’s how you’re going to achieve AI.” So yeah. Robert Dutt: Has some of the stuff they’re talking about – deskside AI, and specifically deskside agents – when you talk about a GB10 and the lower end of that, and even for more casual users, they would make the case down to the AI-enabled PC – how does that kind of map with how your customers are approaching AI, given that they aren’t going to be going out and buying even a bottom-end, full-on AI Factory experience as a day-one thing? Josh Singh: Yeah. So at Turning Point, we have our data center – it’s actually a solution center. Dell has multiple across the world. There was none in Canada. So actually, with Dell leadership, we opened up Dell’s first solution center in Vancouver in our office. There was a big unveiling with the president of Dell Canada, all Dell leadership came out, and we stood up our solution center in conjunction with Dell. So in that solution center, we have every piece of technology that Dell has – from PowerStore to PowerScale to ObjectScale. And we recently adopted the GB10 so we’re able to actually learn it, use practical use cases that actually help Turning Point, and then we can actually know how to speak to our customers as an adopter ourselves of the GB10 and some of the use cases. So anything from OpenClaw to using different language models and trying to help business productivity in that manner. We serve customers in almost every single vertical. So we are working with healthcare – we’re doing some work right now with healthcare and looking at different use cases when it comes to X-rays and things like that. And then we also work with legal, looking at contractual ways to actually pull out data from thousands or millions of contracts to find commonalities to help an organization improve their operational efficiency. So we’ve got our system in our solution center and we’re actually going through those use cases ourselves so that we can better serve our customers. Robert Dutt: Given that you’ve got that data center and you’ve got that – choose your own analogy, eat your own dog food, drink your own champagne – approach to things, how have you guys approached AI internally, and what have you learned from how you’ve done that over the last year or two? Josh Singh: So it’s a good question. Admittedly, we are a little bit at the beginning of that journey as well. So at Turning Point, as well as many of our customers, we were a bit overwhelmed with what AI meant. And so we have a practice when it comes to consultation to navigate what AI means for them. We do specific workshops to get a client to understand what they want out of AI and to conceptualize what AI is capable of doing. Now we’re really getting into how product is going to help that. So this is the next iteration of our AI journey to help our customers – going over and beyond the consultative nature of how AI works and models and inferencing and all those buzzwords that customers understand but don’t really understand. And then we’ll take whatever is the output from that workshop, and now with our solution center, we’re looking to actually take the results of that and try to replicate it using product and technology and actual outcome. Robert Dutt: How often do you find that the outcome of the workshop – “this is what AI would do best for you” – maps with what they came in thinking AI would do best for them? Josh Singh: It’s fascinating to see, actually, because in a lot of SMB organizations, there is no AI data scientist, there is no AI leader. So it’s essentially decision by committee. And that committee could be a storage admin, a network admin, a compute admin, an application admin, all the way up to leadership, cybersecurity, of course, for governance and compliance. So seeing the different perspectives in these AI committees is really interesting – to watch the customer look at each other and each individual have their own expertise and go, “Oh, that’s interesting. Oh, that’s interesting. Why did I know you viewed the world through the lens of this?” And so coming in with these workshops, it’s typically not one outcome. It’s actually allowing a conversation between these committees at our customer organizations to really help push what AI means for each of those individuals. And then they branch out, actually not with Turning Point but internally, to foster more discussion. And then we come back in and help prod and push in certain areas with our AI knowledge. But really, it’s more contextual. It’s not really about language models and things like that. It’s more about blue sky – like, what do we want to do? And what’s success for you, and what’s success for you, and what’s success for you? You’ll notice that success for each of these individuals is very different. So it’s been fascinating for us to watch. Robert Dutt: It’s funny how often some of these things do – for all the technology behind it – come down to breaking down internal silos. Josh Singh: Yes, yes, yeah. It’s a big part of our job. We help bridge technology to business, to legal, to cybersecurity, all the way up to business goals. So it’s really – it’s an honor to work in this industry and see those conversations play out. Robert Dutt: We saw some fairly significant changes to the partner program and the rollout of the Modern Partner Platform – in terms of the agentic AI stuff that’s rolling into the partner portal and the partner experience, deal registration improvements, a whole bunch of things – especially where you guys are at as a boutique, exclusively Dell-focused operation on the data center side. What did you see in there that really caught your interest – “okay, that’s going to make my life better”? And in a more art-of-the-possible mode, what do you think AI appearing in partner platforms is going to mean in the long run in terms of what you can do, and what you can get from the overall experience you have with key vendors like Dell? Josh Singh: Yeah, good question. So they haven’t fully rolled out the One Dell Way platform yet – they’re chipping away at it. First is with CSG on the client side, and they’re starting that internally. So we haven’t actually seen the result of a lot of that change yet. But I do know theoretically what the plan is for that, and I think it’s going to be really advantageous for us. We are seeing a little bit of the benefits right now where human intervention – as vendors start to consolidate a bit more in sales and back office – the role of the sales rep is changing. There are a lot of tasks that that sales rep now has to do. And so they can sometimes be the bottleneck of operational efficiency. Let’s talk about deal registration, for example: they will get an email, and if they’re busy in meetings, by the time they get to that email and press OK, it could be twenty-four, it could be forty-eight hours, it could be seventy-two hours if that person’s out of town. So then you have to chase – and with how fast IT is moving with our customers, we can’t afford to wait that long. So we’re starting to see a bit more intelligence and automation in how deal registrations are approved. It is a bit of a complicated topic because the channel relies on Dell’s ability to recognize who our accounts are, who our loyal customers are. And so there have been some conflicts since then. But I do see that Dell is on it and they are working it out. And I do love the transparency and honesty from Dell in owning up where mistakes were made and correcting them in the field. So I am seeing some AI adoption when it comes to the partner program, but it’s not fully rolled out yet. So I am looking forward to seeing what they come out with. Robert Dutt: In terms of future state – whether it’s stuff that they’re already discussing or stuff that’s just possible but not yet on the roadmap – what would be the most impactful for you and your organization to move to a more automated, more agentic motion with a key vendor like Dell? Josh Singh: Yeah. I’m sure you’ve heard of Dell Sales Chat. It’s basically their version of GPT, but it references all of Dell’s information – presentations, documents, white papers, service briefs, and things like that. So the Dell rep just types in a query into Dell Sales Chat, and an answer comes out while referencing all Dell documentation. What I really want to see is Dell enabling that for the channel. And so I’ve talked to Dell leadership – specifically people that own this product – and that is the plan. And so I’m really, really excited for that, because especially when we respond to RFPs in public sector, it’s a very time-consuming endeavor. And so for us to be able to type in queries on very specific questions that public sector has about technology would be really valuable. And I do know that there are compliance and governance issues as well. The labeling of documentation has to be accurate – otherwise, the channel would get access to potentially confidential data from Dell Sales Chat. But that’s the biggest thing that I’m waiting for Dell to offer the channel. Robert Dutt: Cool. I wanted to talk a little bit about security and data resilience, because that was another theme here at the event – an area where you guys have a fair bit going on with vCISO and MDR, cyber recovery, all that kind of stuff. Basically, how does the Dell cyber resilience narrative from this week connect with what you’re already doing? Does it strengthen the story you’re telling clients? Does it give you new opportunities? How are you viewing the message here? Josh Singh: Yeah. So I actually come from the security and resilience team at Dell – that’s my most recent role there. So it’s near and dear to me and my heart, and I am seeing a lot of product updates when it comes to security. That’s really exciting for me to see, actually. So Dell has a security and data platform in Data Domain, and there are other partners in the ecosystem like Druva and others. There are some partnerships with CrowdStrike and other MDR companies. And that’s what I really appreciate about Dell – they did have Secureworks for a period of time, which got spun off, but I do appreciate Dell constantly looking at where their gaps are from a technology perspective and then partnering up with other vendors to complete the end-to-end strategy. As I mentioned, each individual product in the technology portfolio – they are releasing a lot of security updates and functionality embedded in PowerStore, more in Data Domain when it comes to immutability and things like that, and PowerScale anomaly detection in each of the different products, end-to-end encryption with secure [HPAs – unclear; possibly “HBAs” or “APIs” – verify]. So there’s a lot of attention right now when it comes to security. And to come back to AI – AI is really cool and it can create a lot of really cool outcomes. That’s if you’re wearing a white hat. If you’re wearing a black hat, it can be equally exciting for them as well. And so Dell has to keep up now with not just asking what are the positive outcomes that can drive more efficiency and unlock human progress, but what are the black hats going to be doing with AI, and how do we respond? Robert Dutt: I was sharing a detail this week that backup infrastructure is kind of a primary target for attacks. Curious – does that kind of match with what you’re seeing? And how do you, especially with customers who are newer to you or just going through the process, help them reconcile what they think they’re protecting with their backup versus what they actually have in terms of protection? Josh Singh: Yeah, this is – I mean, every backup vendor says the same thing. This becomes really difficult, actually, to undo a lot of the conditioning from a lot of the backup vendors. I joined DPS – which is now the SRP, the Security and Resiliency Platform, at Dell – for a very specific reason. I actually used to also work for Secureworks. And I realized that talking to people about managed security services was resonating at the time. But the answer was always, “Hey, we just go back to our backup target and we restore, we recover, we’re up and running within a couple of hours.” So I thought, I could spend the same amount of time with a different team and a different product and achieve much more success, because that’s what most organizations are relying on. So they really rely on backup. Now, backup should not be confused with business continuity. Backup is the last line of defense – and it really is the last line of defense. So when you have a last line of defense, you need to make sure that that is locked down. If you don’t trust your last line of defense, it doesn’t really matter what you do on top of that. You can spend millions of dollars per year operationally on subscriptions and monitoring and things like that. But if you don’t trust your last line of defense, you are hooked. And so Dell’s backup product, Data Domain, is the most secure, purpose-built backup appliance out there in the market – hands down. It’s not even a comparison, from my perspective – and it could be a biased perspective – against other competition and other vendors that also play in the same area. There are just so many features in Data Domain when it comes to immutability and governance and compliance and DDBoost, which is a proprietary protocol – it’s not CIFS, it’s not NFS. A bad actor can scan a CIFS or NFS directory so easily and then just encrypt it. So while we do work very well with PPDM – which is Dell’s backup software – we also use Veeam as well. And so the Veeam-to-Data Domain story is very powerful, and it’s really good for the SMB market as well. So we’re constantly looking at the market and seeing what’s compatible, what plays well with Dell products, and we’re introducing that into our ecosystem as well. Robert Dutt: All right. To wrap it up – sitting where you sit as a partner who’s made a pretty significant single-vendor bet on Dell, what’s the one thing from this week that you sit back and go, “Yeah, that validates the decision”? And also, was there anything that gives you pause – that makes you go, “Okay, I need to learn more about that before I’m sure that we’re aligned”? Josh Singh: Yeah. I mean, I can’t deny that we haven’t been forced to think about more vendor adoption. And as every company needs to iterate and evolve and stay on top of industry trends, we need to constantly be surveying other technologies. And we do. We look at NetApp all the time. We look at Pure. We look at HPE constantly. And what we’ve noticed is we don’t need to take on a different vendor. And especially – one thing I will say about Dell, and I’m not sure if this is an answer to your question, but I do have to mention this – Dell’s supply chain is second to none. So we’re in this world right now which is shifting aggressively to shortages and components and things like that. And that’s where Dell’s really shining right now – in their ability to go to different geographic areas and fast-track product from other areas. So that’s just one thing that I have to plug Dell for: very impressive about what they’re doing there. But from a Dell perspective, they’re constantly innovating. All the thought leaders of the world – in different companies and different partners and vendors – they’re all here. And so if we have that big bet on Dell and they’re constantly innovating and adding new partnerships and are at the forefront of innovation, then that means we are too. And if we are, then we don’t need to look anywhere else – and we’re going to double down on the bet. Robert Dutt: To go back to what you were saying about the supply chain situation – it’s no doubt wild times trying to get infrastructure for everyone on the planet right now. And we hear pretty clearly from Jeff Clarke the idea, the message to customers: put your hand up early – really early, if you can – because that’ll give you the best chances of getting what you want when you want it. If you’re thinking two years out or something, how are you approaching timelines and guidance to customers on – okay, so you want to be here at some point – speccing that out in light of the uncertainty of availability, the uncertainty of price, all the fun stuff that’s going on right now? Josh Singh: We’re living in that world right now and it’s changing the way customers have to respond to their stakeholders in their organizations. Back in the day – and by back in the day, I mean six months ago – a customer needed compute and they would buy compute and they would get it within three weeks, likely two. Now we’re looking at two months, three months, sometimes six-month delays, depending on if they need very specific components. So it is a little bit like the COVID days, where there was a big push to remote connectivity. Now customers are looking at public cloud again in a bigger way because they need immediate resources. So what we’re trying to do as an organization is say, “Yes, you could go to the cloud – that is an option. It always has been an option and always will be an option. But is that the right thing for your organization economically, from a security perspective, from a latency perspective?” There are so many more considerations, especially in the Canadian market with data sovereignty. And so the shift of parts shortages – and this wouldn’t be a current interview unless we talked about Broadcom and the changes they’ve made in the market as well. These two very big changes in our market are now affecting the way that organizations have to respond to their stakeholders and the immediacy of resources. So planning now is critically important. The way that customers are now trying to secure budget within their organizations is changing, because they need to be a bit more adaptable and flexible to what’s externally offered. Previously, it was internal operational methodologies on how they adopted technologies. Now they’re being affected by the external. So they have to be a bit more flexible and adaptable as to how they need to support their growing environment – by way of data, by way of compute resources, and especially AI. Now that I need GPUs and memory and CPUs, which are now in shortage, it is a very big challenge. But it’s not a Dell challenge, it’s a customer challenge. It’s happening across the entire industry. So that’s a good thing for us. If it was a Dell challenge, then we’d have a challenge ourselves and be in a bit of a corner. But it’s a global challenge right now that we are constantly seeing changes to. And I suspect we’ll continue to see changes for the rest of the year. Robert Dutt: It’s wild times when you hear folks who are very intelligent on these things saying this is going to be a multi-year kind of cycle. I guess AI giveth, AI taketh away. Josh Singh: Yes, yes. And geopolitics – we’ve got some leaders in the world right now that are making decisions that are affecting our geopolitical climate as well, which is then downstream affecting IT. So it’s interesting times. Exciting times. And I think we’ll look back on today just like we looked back on COVID – we’ll get through it. We’re all in it together. Robert Dutt: Here’s hoping the war stories end up good at the end of the day. Josh Singh: That’s right. Robert Dutt: Thanks for taking the time. I appreciate it. Josh Singh: Thanks very much, Rob. I appreciate it. Thank you. Robert Dutt: There you have it, Josh Singh from Turning Point Technology Services. I’d like to thank Josh for his time in Las Vegas. The full-circle element of his story – spending years inside Dell, working alongside Turning Point as a channel partner, and then joining the company he was selling through – comes through clearly in how he talks about the business. And I think that perspective showed throughout the conversation. A few things I’d like to take away from this one. First, the single-vendor bet argument. A lot of partners hedge on vendor relationships as a form of risk management, but Turning Point went the other way. And the case Josh makes is essentially that depth beats breadth – that knowing how to navigate a large vendor’s internal matrix quickly is itself a competitive advantage for customers. When someone needs an answer today, knowing exactly who to call inside Dell and getting it done in hours instead of days is a real differentiator. Doesn’t show up in a product spec, but it does show up in the relationship. Second, the AI adoption ladder. The AI Factory is the right concept, but maybe too large a bite for most of the Canadian market. What’s changing now – and what you heard Josh describe with the solution center and the GB10 pilots – is AI becoming consumable at the entry level. Small win, prove the model, scale it up. That’s how it actually gets adopted in the mid-market and SMB space, and the partners who figured out how to structure that journey are the ones who are going to win those accounts. And third, backup is the last line of defense, not the first. Josh put it plainly: if you don’t trust your last line of defense, it doesn’t really matter what you spend on top of it. And if your backup infrastructure gets hit with a ransomware attack – which is increasingly the whole point of the attack – and you’ve filed an insurance claim on top of that, you can’t touch it until the insurance company is done with their analysis. You’re building from scratch. That air gap, clean recovery point is the whole game. Not a nice-to-have. If you’re enjoying the show, please follow or subscribe wherever you listen. We’re on Apple Podcasts, Spotify, YouTube, the usual suspects. And if you have a moment to leave a rating or review, please do. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Aalberts keert, over twee weken, terug in de AEX. Het technologiebedrijf was daar jaren te vinden, maar verdween tijdens de coronapandemie. Om nu dus weer z'n comeback te maken. Het neemt het plekje in van koffieboer JDE Peet's, dat juist van de beurs vertrekt. Een aandeel dat in een half jaar al zo'n 40 procent is gestegen. Goede reden voor ons om het te hebben over dit aandeel. Blijft dit aandeel nu wél langer in de hoofdindex? En zit er nog groei in het aandeel. Hebben we het ook over een andere promotie, die van CSG. Het defensiebedrijf rolt de Midkap-index in. Verder staan we stil bij de beursgang van SpaceX. Het wil vrijdag 75 miljard dollar ophalen, maar kan 250 (!) miljard dollar krijgen. Geld dat vooral van particulieren komt. Zelfs van Chinezen, die op creatieve manieren de regels van de regering omzeilen. Ook staan we stil bij kwartaalrapportages. Moeten die niet verplicht terugkeren in Europa? En we bespreken de bizarre cijfers van TSMC. Die overschaduwd worden door een gerucht over nieuwe exportrestricties. Te gast: Thomas Pellegrom, van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Aalberts keert, over twee weken, terug in de AEX. Het technologiebedrijf was daar jaren te vinden, maar verdween tijdens de coronapandemie. Om nu dus weer z'n comeback te maken. Het neemt het plekje in van koffieboer JDE Peet's, dat juist van de beurs vertrekt. Een aandeel dat in een half jaar al zo'n 40 procent is gestegen. Goede reden voor ons om het te hebben over dit aandeel. Blijft dit aandeel nu wél langer in de hoofdindex? En zit er nog groei in het aandeel. Hebben we het ook over een andere promotie, die van CSG. Het defensiebedrijf rolt de Midkap-index in. Verder staan we stil bij de beursgang van SpaceX. Het wil vrijdag 75 miljard dollar ophalen, maar kan 250 (!) miljard dollar krijgen. Geld dat vooral van particulieren komt. Zelfs van Chinezen, die op creatieve manieren de regels van de regering omzeilen. Ook staan we stil bij kwartaalrapportages. Moeten die niet verplicht terugkeren in Europa? En we bespreken de bizarre cijfers van TSMC. Die overschaduwd worden door een gerucht over nieuwe exportrestricties. Te gast: Thomas Pellegrom, van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Depuis l'ouverture de la campagne de déclaration des revenus 2025, les travailleurs indépendants doivent composer avec une évolution majeure du volet social de la déclaration 2042 C Pro. Pour la première fois, la réforme de l'assiette sociale issue de la loi de financement de la sécurité sociale pour 2024 s'applique à la régularisation des cotisations dues au titre de 2025. Quelles sont les conséquences pratiques de cette réforme sur la déclaration des indépendants. Décryptage par Cécilia Decaudin avec Sophie André, journalistes de la Rédaction sociale Lefebvre Dalloz.Pour retrouver le numéro spécial FR n° 18/26 n° 1127 s. : https://abonnes.efl.fr/EFL2/document/?key=FR2618&uaId=000O&refId=P5644404DC87I3940-EFL (pour les abonnés) et https://boutique.lefebvre-dalloz.fr/feuillet-rapide-fiscal-social.html (pour retrouver la revue)Préparé et animé par : Cécilia DECAUDIN et Sophie ANDRE, journalistes en droit social Lefebvre DallozRéalisé par : Sophie ANDRE journaliste en droit social Lefebvre DallozHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

"Het worden hele grote beursgangen, maar je moet er niet zomaar instappen, vanwege de enorme media-aandacht die er nu voor is", zegt Marc Langeveld van het Antaurus AI Tech Fund over de drie grote IPO's die eraan zitten te komen. SpaceX misschien al in juni, OpenAI en Anthropic staan ook al in de startblokken. "Ze komen waarschijnlijk meteen in de belangrijke indices, waardoor ETF's die aandelen ook moeten kopen na de beursgang. Dat kan voor koersstijging zorgen in de dagen na de IPO." Toch is er een probleem: ze maken geen van drieën winst, en dat is wel nodig voor een goede koersontwikkeling op lange termijn. "Pas als er een positieve cashflow uitkomt kun je je rekensommen gaan maken". Ondertussen zet de AEX weer nieuwe records neer deze week. "Het Midden-Oosten gaat bepalen wat het er op termijn gaat gebeuren met de koersen", zegt onafhankelijk beursexpert Peter Siks. Hij twijfelt overigens of dat goede nieuws over het Midden-Oosten op korte termijn gaat komen. Verder in de podcast onder andere aandacht voor de cijfers van Nvidia, Walmart en wapenfabrikant CSG. We bespreken de luisteraarsvragen en je krijgt de tips. Peter tipt een specifieke sector die in deze tijd interessant is, Marc tipt een Amerikaans techbedrijf (niet uit de Magnificent Seven!). Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. In deze aflevering praat ik met Martijn over vastgoed, meer in het bijzonder de VanEck Global Real Estate ETF.Deze succesvolle ETF bestaat nu 15 jaar en kent, uiteraard met ups en downs, een prima rendement van zo'n 7 procent jaar op jaar. Met deze ETF beleg je in vastgoed zonder dat je er 'vast' in zit. Het is een liquide belegging in onroerend goed. Martijn legt uit waar de spreiding van deze ETF uit bestaat. Je moet dan niet zozeer denken aan geografische spreiding - het merendeel zit in Amerikaans vastgoed - maar vooral in soorten vastgoed. Denk daarbij aan woningen, winkels, een beetje kantoren, maar ook in datacenters. Je kunt je de vraag stellen: waarom in vastgoed beleggen, een groot deel van mijn vermogen zit al in mijn huis. Toch zijn er voldoende valide argumenten om in je ETF-portfolio tóch een stukje vastgoed zou moeten opnemen. Martijn vertelt je er alles over. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

In de IEX Beleggerspodcast van deze week laveren we tussen goednieuwsshows (van onder andere Nvidia) en hoofdpijndossiers (in de rentemarkt en bij defensieaandeel CSG, bijvoorbeeld).Met senior advisor Erik Mauritz van Trade Republic en IEX-analist Teun Verhagen neemt Pieter Kort de beursweek door, op zoek naar de inzichten waar we als belegger ons voordeel mee kunnen doen. De onderwerpen in deze aflevering:Nvidia rapporteert spectaculaire groei, maar beleggers reageren lauwDe afdronk van een gemiddeld genomen, prima cijferseizoenDe twee motoren van de Amerikaanse economie: eentje begint serieus te haperenDe obligatiemarkt geeft alarmsignalen af: de lange rente op nieuwe toppenWaarom lijkt de beurs zich daar weinig zorgen over te maken?Het prospectus van SpaceX: Teuns mond valt ervan openAandeel voor de fans: is SpaceX een soort Ajax?Defensieaandelen: het hoofdpijndossier CSG en nieuwkomer ColtDilemma van de week: welke inflatiebescherming zou je kopen?Luisteraarsvragen: ETF's en online handelsplatformenLinks uit deze podcast:Teuns meest recente analyse van CSGDe analyse van Nvidia's spectaculaire cijfers, door Ivo BreukinkDe obligatiemarkt waarschuwt, aandelen vieren feest

Anthony Tanoury, senior director of distribution at Dell Technologies Distribution doesn’t get a lot of editorial love. It’s easy to treat it as the background infrastructure of the channel – the warehousing, the credit lines, the logistics layer that keeps product moving. But as anyone who’s been paying attention knows, that picture is well out of date. At Dell Technologies World in Las Vegas this week, In the Channel sat down with Anthony Tanoury, Dell’s senior director of distribution, to talk about what distribution actually looks like in 2026 – and the conversation ranged from supply chain strategy to AI-assisted deal registration to the shifting economics of the partner ecosystem. The headline number: Dell moved approximately ten thousand partners to a distribution-led buying model last year. Partners who previously purchased direct from Dell now route exclusively through distribution. The more interesting data point is what happened next – those partners are growing faster than the ones who remained on a direct model. Tanoury attributes it to the enablement depth that distributors can offer at a scale that Dell simply can’t replicate directly. On the Modern Partner Platform rollout – one of the bigger announcements at DTW this week – the conversation came down to speed. Deal registration that today takes two to three days is being redesigned, with AI-assisted automation in the pipeline to bring that down to two to three hours. The plumbing involves integrating Dell’s systems tightly with distributor platforms, streamlining the multi-system, multi-email-thread process that currently slows everything down. And when asked for the single most underutilized resource available to partners through distribution, Tanoury didn’t hesitate: the AI accelerator programs that distributors have built to help partners get started in the AI practice space. With every partner asking “where do I begin,” the answer may already be sitting in the distributor’s enablement catalogue. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor at ChannelBuzz.ca and your host for the show. We’re continuing our coverage from Dell Technologies World in Las Vegas this week, and I wanted to close the series of Dell execs with a conversation that I think will resonate with pretty much anyone who moves Dell product – which, let’s be honest, is a lot of you. Distribution is one of the topics that often gets taken for granted. It’s the plumbing, it’s the logistics, it’s the credit line. Except that’s not really what distribution is anymore, and Anthony Tanoury has about as good a vantage point as anyone to explain why. He spent 30 years in the industry on both the vendor and distributor side of the table, and he’s now Dell’s senior director of distribution, which means he’s the person responsible for making the relationship between Dell and its distributor partners actually work at scale. This week at DTW, Dell announced some significant changes to how it’s thinking about its partner ecosystem, and distribution’s right at the center of that. We talked about the evolution of distribution from warehouse and financing shop to AI enablement engine, what it actually means for partners that Dell moved 10,000 of them to distribution-led buying last year, and what the promise of deal registration in hours rather than days actually requires to make real. Let’s get right into it. My chat with Anthony Tanoury. Anthony, thanks for taking the time. I appreciate it.Anthony Tanoury: Thanks for having me. Robert Dutt: To kick things off – the definition of distribution, and the definition from distributors themselves of what they do, has changed so dramatically over the last few years, as you’ve been party to on both sides of the fence, vendor and distributor, with your background. Sitting where you are now as senior director of distribution, how do you define the core value proposition for your distribution partners today compared to the way it may have looked a few years ago if you were in the seat, or in a previous seat managing distribution? Anthony Tanoury: Yeah, I think 30 years in distribution – dating myself here. The idea of a distributor was warehousing, finance, so on. Really, the way that that’s evolved – and still evolving, because not everyone fully understands distribution and the value of distribution – but it’s really become the engine for all of us OEMs to really dive deep into the mid-market, and as lead generation for all of us. So SMB, mid-market, and then really leveraging their enablement platforms for our partners. So as an example, this week here at Dell Technologies World, we’ve launched our full AI portfolio. And really at the end of the day, it’s a platform to build off of. And our distributors, through our partners, are really enabling those partners – especially in the mid-market. The enterprise partners have hired data scientists and so on. And those mid-market and SMB partners, they need our help. And we really rely on our distributors, who have AI accelerator programs and can really take a partner through the journey of how to look at AI, how to start, and then how to implement and really get started in this space. We’ve met with multiple partners at this show and we’ve had our partner advisory boards. And that’s the number one takeaway when we’re talking to our partners: “How do I get started?” And I think Jeff Clarke and Michael Dell talked about that on stage – it’s really, we’ve got the platform to build off of, and then really rely on our distributors to go enable all of our partners out there to have those conversations, and then to build the proof, the POCs for us with their customers and take it to the next step. Robert Dutt: Let’s talk about this moment in time and managing distribution right now. Whenever I think of running a hardware vendor, running distribution, or being on the purchasing side of the solution provider right now – boy, that’s an interesting challenge – with the supply chain issue, with the pricing issue, with all of that. I guess it boils down to, from your perspective: how are you leaning on distribution differently to help you guys and your partners ultimately, especially the smaller ones, handle this issue of availability, of supply chain, of capacity, as we’ve seen the component price challenges across the industry? Anthony Tanoury: Yeah, so that’s not unique to Dell. We’re all challenged with the supply chain challenges, and it’s really about having a consistent message to our partner community, to our customers, on how – or why – to partner with Dell in these times. And our distributors have really leaned in with us right now and are getting that message out to our partners that “Dell’s got a plan. Here’s the plan.” And this is how we want you to message that and relay that to your partner community. So as an example, I did a keynote speech at one of our large partner events recently, and my talk track was based on how to navigate those supply challenges with us. I spent a lot of time on that, and had multiple partners come up afterwards, catching me outside. And the comment was, “That’s what we need to hear. That’s our challenge today, and you’re tackling that head on.” So to get back to your question from a distribution perspective – they enabled me to take that message to them, and then they’re expanding on that to their 20,000 partners in their ecosystem. Robert Dutt: As you bring up an interesting thread there – I don’t have time obviously to go through the whole keynote, but the elevator pitch, boiled-down version of it – what’s the advice to partners on tackling it from where you sit and from where Dell sits? Anthony Tanoury: Yeah, really leaning in with us and going deeper with your customers. And so that’s where you’re going to work with Dell and get priority allocation – looking long-term versus short-term, “I just need this product in the next week to get through this phase.” Now, let’s look at a long-term solution together and let’s plan two years out. Let’s plan longer in some cases, and then we’ll take it from there. Robert Dutt: And that’s something we heard also from Jeff Clarke in Q&A – that idea of build out those long-term plans, put your hand up as early as you can. Because it sounds like if you’ve got your hand up early, you’ve obviously got the best chance of getting that list fulfilled. Anthony Tanoury: Yeah, whether it’s a customer or a partner – I mean, that’s a true partnership and we’ll lean in when customers want to lean in with Dell. Robert Dutt: I wanted to touch on the changes that are coming to the partner program, specifically as it involves your interactions with distribution. The Dell portal is getting redone and the Dell program is getting redone with the modern partner platform rolling out this year. You guys are baking agentic AI into your partner platform. Meanwhile, your distributors are doing the same thing with their partner platforms. I’m curious – obviously very early in the game – but how are you and your distribution partners thinking long-term about how those various platforms interact with each other, in terms of delineating who covers what base, when it comes to serving the partner and what you may be able to do down the road as a result of having those platforms? Anthony Tanoury: Yeah, so the key is cutting down on SLAs. How do we take getting pricing out to a partner, out to a customer, from two to three days down to a matter of hours, right? And we’ve worked closely with all of our distributors over the last year or two, because our partners rely on our distributors’ platforms. And how does that integrate with ours? But the key is speed. How do we do things faster? And that is, as you stated, embedding AI into that. And so again, can’t get too far ahead, because we’re still going down this path and things sometimes get pushed out. But we’ve been working on this for a long time with them. We’ve had a lot of meetings with them here. We’ve gone deep into their platforms. They’re all rolling out new platforms as well. So making sure we’re doing it all at the same time, and together, has been key. Robert Dutt: One area I did want to double-click on there. One of the big promises of the new platform is deal-reg approval in minutes, AI-generated demand signals, those kinds of things. As Dell is accelerating its own systems, how does distribution plug into that? How does the distributor help manage and act on those AI-driven demand signals and facilitate a faster quote-to-deal-reg? Anthony Tanoury: Without getting too deep into deal-reg, there are a lot of nuances there. But yes, today where you’ve got multiple partners of record and you’ve got multiple partner IDs – simplifying that down to one or two partner IDs versus 20 today that we have – and then with deal registration, having partner of record is key in that mix, and we do have that today. But the distributors are really where it starts. So a partner comes to the distributor, says, “Hey, I need pricing on this and I want deal registration.” Today it might take the full SLA – the two to three days we just talked about – to get deal registration approved, with multiple systems flowing back and forth. In the future – and when I say future, we’re close, we’ll get there – is having that one stream go, starting from the distributor, through AI, plays into that, where it’ll do the work of looking in and making sure: here’s the partner of record. Is there a partner on record? Does the end user qualify? And without multiple people, multiple email streams going back and forth, it locks it in. And so now you’ve got an answer back in two to three hours versus two to three days. Robert Dutt: A lot of MSPs prefer to consume technology as a service, because it’s kind of in what they do – the name’s kind of on the tin – and bundle that with vendors like Microsoft or security or what have you. How are you working with distributors to make APEX and infrastructure solutions seamlessly consumable within distribution, and particularly on their marketplace? Anthony Tanoury: Yeah, so that’s a good question. So there’s APEX, right? We have Dell APEX, and our competitors have their own, but we have Dell APEX. But our distributors also have their own versions of APEX, or as-a-service models. And at the end of the day, we leverage theirs just as well as we do our own. And it depends on the customer, depends on the contract situation, but there are multiple vehicles to get an as-a-service deal done today that didn’t exist a year ago, didn’t exist two years ago, right? And then there’s – moving to another topic, and really the same topic – device as a service, right? And that was something we’ve been talking about for a few years now and hasn’t really taken off, but that’s all part of this now. Because the device at the edge is co-mingled now – especially in the new AI world – with your server infrastructure. So it could all become part of a recurring revenue stream for MSPs. Robert Dutt: And I think it makes potentially hardware more compelling to the MSP. When you’ve gotten that tie-in – I know it’s early days and it’s a way off from being fully operationalized – but what you’re talking about, and what Jeff Clarke was talking about today about basically acting as the arbiter, sort of an open orchestration layer, saying “all right, this particular bit is best handled in the infrastructure and the data center, this particular bit is best handled right here on the machine sitting by the desk side.” Anthony Tanoury: Absolutely. Robert Dutt: We’ve heard a lot this week about the focused accounts incentive, rewarding partners for selling across lines of business. And it’s kind of a cliche almost, in that vendors such as yourselves who have multiple lines of business are always looking for great ways to get partners to sell across those businesses. And certainly incentives are a classic way of doing that. How are you using distribution to train, enable, and facilitate partners making that leap across the portfolio – especially as this seems to be something that Denise Millard and the team are putting a lot of the wood behind? Anthony Tanoury: Yeah, so you mentioned the partner program – and that’s really what we leverage with the push coming from distribution. You typically focus where you can earn the most dollars. And so we’re putting the dollars on driving all lines of business for us. So today you may have a lot of infrastructure-focused partners – like MSPs, they don’t want to sell the client the edge device. But again, with AI driving from both ends now, it’s become an imperative that they don’t ignore the edge devices anymore. So really leveraging distribution both ways. We’ve got CSG partners that don’t sell storage and infrastructure, and then we’ve got partners that are trying to move in that direction. And then we’ve got other partners saying, “Hey, I’ve got to get on board too,” that are in the infrastructure space and have got to move in the other direction. And that’s where we leverage distribution – they have multiple enablement engines, all of our distributors, to enable those partners to do that. So for us – and again, to the partner program – we’ve announced some changes here at this event, with our partner advisory board meeting coming up. Partner programs, you want to keep them simple, predictable for partners, with tweaks along the way. And AI is one of those tweaks where we’ve got to pull the levers in different directions to get partners and distributors moving in that motion. So yeah, it’s an exciting time to be at Dell with this opportunity in front of us. Robert Dutt: That’s a big tweak – or more accurately, a big series, whole family, whole universe of tweaks to be made. But you don’t want to pull a whole program apart. You’ve got partners that have invested and distributors that have invested in that program. So you’ve got to make sure you do those incremental tweaks when you need them, but not blow up the whole program. Anthony Tanoury: Absolutely. Robert Dutt: You mentioned off the top the classic framing of distribution as the warehouse and the bank kind of structure. Let’s touch on the bank side of things a little bit there. In light of everything that’s going on today, in light of the infrastructure refresh opportunity that’s out there, the constraints in the marketplace – financial engineering is probably more critical than ever. Dell Financial Services is doing a lot of heavy lifting, but how do you view the role of the distributor when it comes to PO financing, terms, bridging the financing gap for complex projects, and helping partners manage this whole multiple-balls-in-the-air situation? Anthony Tanoury: You can’t look at a partner just through the lens of what they do with Dell. The business they have with Dell – partners procure from many places. We love them to only sell Dell for us, but they have other options, other solutions, other areas of the business that we’re not focused on. They procure through distribution. Distributors have huge businesses with a lot of these partners. They have financial terms through the distributors that maybe we can’t offer them through Dell – and leveraging our partner programs to deliver extended terms in this environment. With the supply shortages and lead times getting pushed out, really leveraging distribution with terms that we can’t give them today. There are multiple levels, and they have much higher credit lines with the distributors than maybe we have with them. And then going back to the as-a-service model – really leveraging distributors who have all those options in place for them today, that maybe they don’t have with us. Robert Dutt: When you’re looking at distribution, what’s the one metric you look at first to judge whether a distributor is meeting the bar – is delivering net new value to Dell? Anthony Tanoury: New partner recruitment, right? Multiple lines of business – not just focused in one area of our business, but selling across all lines of business. Then we rely on distribution. We just moved 10,000 partners last year over to distribution-led. Where those partners could procure direct from Dell in the past, now they can’t, and they buy strictly through distribution. Those are our authorized partner community – and potentially in the future, expanding that to other levels of our business and offloading them to distribution. Dell is a more channel- and distribution-friendly company than we get credit for. I think that doesn’t always get seen, and we’re moving that way. Robert Dutt: How did that process go, and any learnings from moving those 10,000 partners that may inform what you do in moving the next group, if there is a next group to be moved? Anthony Tanoury: Exactly, a lot. A lot of that is in data transfer and making sure that the distributors have the right data to target those partners and give those partners the service they need. The distributors all had to ramp up their infrastructure to support those partners – credit line facilities with those partners – because they didn’t do business with those partners before. Onboarding some of those partners as net new to distribution, who had never bought from distribution before. And then again, really letting those partners know the value of distribution. Since we’ve moved those partners over, those partners that have embraced distribution are growing faster than the partners that haven’t. It’s sometimes a lot easier to get that additional support, that additional attention from a disti, than it is to try to navigate that directly. In some cases, they can support them better than we can, and it’s proven out in the last year. Robert Dutt: What’s the single most underutilized resource that you guys have through distribution, in terms of what partners are using? Anthony Tanoury: I would say the AI accelerator programs I spoke about earlier. That’s key. Going back to the enablement piece – I just don’t think a lot of partners understand the value. They come to these events, they make the statements, “Hey, we need help here. We need to leverage distribution for that help.” Especially when you come to a Dell Technologies World, or you go to one of our competitors’ or peers’ events. Our distributors have that enablement piece for you to get started, that you need to leverage, because it’s not just a point-solution type of conversation, it’s broad. Really leveraging them to help. Robert Dutt: Along the same lines, but a little bit different – obviously we’ve touched on the idea of cross-selling, and the idea that, surprise surprise, Dell would like partners to sell more of the portfolio, better together, all that kind of stuff. For an MSP or VAR whose primary look at Dell to date has been selling end devices – laptops, desktops, et cetera – sourced through distribution, what do you see as the most likely next logical step to expand that relationship? To get thinking across lines? What are some of the common threads for the best ways to approach that? Anthony Tanoury: Yeah, that’s a tough question. Common ways to approach how to sell across lines of business – take it back to the customer level. Your customer is buying these products, and they may be buying them from somebody else or they may be buying them online, depending on the size of the organization, so on. Again, the service model – going back to it, it’s another service revenue stream that they can leverage. But I think when you look at the distributors, they have a lot of talk tracks with the partners on how to do that, and frankly do it better than we do. So that’s why we really leverage them. When we say, “Hey, we want to sell more of our client and peripheral devices,” we start with distribution. We start with the partner community, and it’s paid off. I think it’s just – really, don’t leave revenue on the table. We’ve been saying it for years and I think it’s starting to resonate, and leveraging distribution to push that message forward. And I think partners are starting to catch on. Robert Dutt: All right, great insights. Anthony, I thank you for taking the time. I’m sure it’s been a busy week for you here. Thanks for joining us. Anthony Tanoury: Thanks for having me. I appreciate it. Robert Dutt: There you have it, Anthony Tanoury from Dell Technologies. I’d like to thank Anthony for carving out some time in what I’m sure was a very busy week on the show floor here at DTW. Few things from the conversation that I thought were worth pulling out. First, the 10,000 partners that Dell moved to distribution-led buying last year – that’s not a small number, and the fact that those partners are outgrowing the ones who haven’t yet made that transition should be a data point for anyone still on the fence about how they structure their Dell relationship. Second, when Anthony named net new partner recruitment as his primary metric for judging distributor performance – not revenue, not attach rate, net new – that tells you something about where Dell thinks its distribution channel still has room to grow. And third, if you haven’t looked at the AI accelerator programs your distributor is running, that came up twice as the single most underutilized resource available to partners right now. Probably worth a phone call. I’d like to thank you as always for listening to the show. Please follow or subscribe wherever you get your podcasts – Apple Podcasts, Spotify, YouTube, most directories. Ratings and reviews are always appreciated as well. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Alphabet gooit Google op de schop. De kip met de gouden eieren moet eraan geloven: de zoekmachine zal nooit meer hetzelfde zijn. Op hun jaarlijkse conferentie kondigt de techreus aan dat Google voortaan een chatbot met kunstmatige intelligentie is. Deze aflevering kijken we of dat wel slim is, of dat ze hun kip met gouden eieren niet slachten. Spoiler alert: onze eigen techcollega's zijn er in ieder geval helemaal niet enthousiast over. Dan hoor je ook een brullende V8 motor van een Mercedes. Of althans, een bandje. Want Mercedes klanten krijgen die voortaan bij hun peperdure, elektrische bak. Op die manier hopen de Duitsers dat klanten (die smullen van zo'n benzineslurpende motor) worden overtuigd om elektrisch te rijden. We hebben het alvast over de cijfers van Nvidia en over die van CSG. Dat kwam vandaag wel met de cijfers en die worden extreem goed ontvangen. Waarmee ze shortsellers (die het bedrijf eerder nog onder vuur namen) de vinger geven. Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Alphabet gooit Google op de schop. De kip met de gouden eieren moet eraan geloven: de zoekmachine zal nooit meer hetzelfde zijn. Op hun jaarlijkse conferentie kondigt de techreus aan dat Google voortaan een chatbot met kunstmatige intelligentie is. Deze aflevering kijken we of dat wel slim is, of dat ze hun kip met gouden eieren niet slachten. Spoiler alert: onze eigen techcollega's zijn er in ieder geval helemaal niet enthousiast over. Dan hoor je ook een brullende V8 motor van een Mercedes. Of althans, een bandje. Want Mercedes klanten krijgen die voortaan bij hun peperdure, elektrische bak. Op die manier hopen de Duitsers dat klanten (die smullen van zo'n benzineslurpende motor) worden overtuigd om elektrisch te rijden. We hebben het alvast over de cijfers van Nvidia en over die van CSG. Dat kwam vandaag wel met de cijfers en die worden extreem goed ontvangen. Waarmee ze shortsellers (die het bedrijf eerder nog onder vuur namen) de vinger geven. Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Partagez votre opinion avec la rédactionCe mardi 19 mai 2026 a eu lieu un débat électoral pour les élections consulaires de la circonscription de New York, du New Jersey, du Connecticut et des Bermudes. Animé par Rachel Brunet pour le média Lesfrançais.press et la radio Lafrench.us,  cette émission a réuni les représentants des six listes candidates qui s'affronteront lors du scrutin en ligne (du 22 au 27 mai) et aux urnes (le 30 mai 2026) afin d'élire six conseillers consulaires et neuf délégués consulaires.Pascale Richard – Liste « Agissons Ensemble » soutenue par Renaissance, le MoDem et les progressistes.Installée à New York depuis 35 ans, ancienne journaliste et ancienne directrice du centre culturel du Lycée Français de New York pendant 15 ans, elle est conseillère consulaire sortante (élue en 2021). Elle met en avant son bilan : introduction du vote par internet, soutien aux femmes victimes de violences conjugales avec l'organisme *Women for Women*, et lancement de la réforme de l'AEFE.Constatant que les frais de scolarité privés sont prohibitifs, elle mise sur le programme présidentiel *French for All*, qui a déjà permis l'ouverture de 10 filières bilingues publiques et gratuites dans la circonscription. Elle s'engage à accompagner les parents pour ouvrir de nouvelles filières gratuites dans le New Jersey (Hoboken, Jersey City) en lien avec les districts scolaires. Elle soutient également les structures FLAM (écoles du samedi) et les programmes d'After School.Lire son interview sur lesfrancais.press Philippe Deswel – Liste « La France au cœur » soutenue par Les Républicains (LR) et leurs alliés.Professionnel de la finance dans une banque française à Manhattan, marié et père de deux enfants, il prône le renouveau face à l'« immobilisme » et à la bureaucratie. Selon lui, la communauté a besoin d'élus actifs issus du monde de l'entreprise pour dynamiser la représentation locale.Il propose de créer une plateforme numérique cartographiant l'ensemble des entreprises et services français de la région pour centraliser une information aujourd'hui fragmentée. Sur le plan fiscal, il défend l'attractivité économique, s'oppose fermement à tout impôt universel, et demande la baisse de la fiscalité ainsi que la suppression de la CSG/CRDS pour les non-résidents. Il confirme qu'il soutiendra la majorité sénatoriale de droite lors des sénatoriales de septembre 2026.Lire son interview sur lesfrancais.press Jean-Philippe Berteau – Liste « La Gauche Unie » - soutenue par le Parti Socialiste (PS), Europe Écologie Les Verts (EELV), le PRG, la GRS et l'association Français du Monde ADFE.Enseignant-chercheur en biomécanique à l'Université publique de New York (CUNY) et résident depuis 12 ans, il conçoit le mandat comme une mission de service public de proximité. Il s'inscrit dans la continuité directe d'Annie Michel (numéro 2 de la liste), qui a géré 4 500 dossiers d'expatriés en cinq ans.Priorité – Santé et Accès aux droits :** Il met l'accent sur la protection lors des moments de transition (arrivées et retours en France). Il demande le maintien de la carte vitale pour les retraités et la suppression automatique du délai de carence de la Sécurité sociale pour les retours définitifs en cas d'urgence médicale (Affections de Longue Durée, IVG). Soutenu par la présidente de la CFE (Isabelle Frech), il propose un portail de télémédecine en français avec tiers payant. Pour financer ces mesures, il suggère de flécher 25 % de la CSG payée par les Français de l'étranger vers la protection sociale des expatriés.Lire son interview sur lesfrancais.press Jean-François Guéguen – Liste « Français d'Amérique Ensemble », liste indépendante de terrain, présentée lors du débat par l'élu sortant Richard Ortoli.Absent pour assister à la remise de diplôme de sa fille, Jean-François Guéguin a été représenté par Richard Ortoli (qui ne se représente pas à cette élection). Établi aux États-Unis depuis 25 ans et directeur des ressources humaines d'une académie dans le New Jersey depuis 20 ans, Guéguin est présenté comme la première tête de liste véritablement ancrée dans le New Jersey. La liste revendique un pragmatisme local loin des clivages idéologiques nationaux.Siégeant à la commission des bourses scolaires depuis 15 ans, Guéguin refuse les promesses de réformes lointaines et privilégie l'aide humaine directe pour trouver des solutions financières immédiates pour les familles. Ortoli a rappelé que les conseillers consulaires forment la mémoire de la communauté face aux équipes diplomatiques qui changent tous les 3 ou 4 ans.Lire son interview sur lesfrancais.press Dr Gérard Epelbaum – Liste « Union des Français d'Amérique », liste indépendante et transpartisane.Chirurgien-dentiste installé à New York depuis 30 ans, il est conseiller consulaire sortant et élu depuis 2014. Très actif dans le milieu caritatif, il préside l'UFE New York et a été vice-président de l'Entraide Française pendant neuf ans.Il met en avant ses actions concrètes passées, comme le combat mené en 2021 pour lever les interdictions de retour en France des expatriés ou la simplification des règles de permis de conduire. Pour l'avenir, il s'engage à se battre pour exclure définitivement les fonds de retraite par capitalisation (type 401k) du calcul des bourses de l'AEFE et pour éliminer les délais de carence. Au niveau national, il soutient les sénateurs de l'ASFE (Alliance Solidaire des Français de l'Étranger).Lire son interview sur lesfrancais.press Matthieu Humeau – Liste « Union de la Gauche Écologiste », soutenue par La France Insoumise (LFI), Génération.s, Les Verts Populaires et la Confédération Internationale Solidaire Écologiste.Ingénieur, résident à New York depuis 10 ans et bénévole à l'Entraide Française, il mène une liste de 14 citoyens engagés dans le monde associatif et syndical. Il dresse un bilan critique de l'état des services publics dans la circonscription : fermeture de l'état civil à New York obligeant à des déplacements à Washington, suppression d'un poste au service social en mai 2026, fin de l'accueil téléphonique et suppression du site internet propre du consulat au début de l'année 2026.Sa liste propose de donner aux Français de l'étranger un accès numérique entièrement gratuit au catalogue des bibliothèques municipales de France (livres, presse, films) afin d'entretenir le lien linguistique et culturel. Il dénonce également la coupe budgétaire de 63 millions d'euros infligée à l'AEFE dans le budget national 2026 par le recours au 49-3. La liste met en avant un programme écrit et détaillé de 40 propositions.Lire son interview sur lesfrancais.press Appel à la mobilisation Dans leur mot de la fin, tous les candidats ont appelé à une mobilisation massive des électeurs de la circonscription. Ils ont rappelé que plus la participation sera élevée, plus le poids des 3 millions de Français établis hors de France sera reconnu par le gouvernement et l'administration nationale.Pub FRANCE PAY ETE 2026Support the show

On the latest Mortcast on CSG and MHS Jeff discusses the Calvin Booth era of Nuggets basketball and how it was marked by a failure to fully commit to the two timelines thing. If you're gonna get draft picks, get high ceiling ones. Also Jeff talks about the Nuggets likely decision to cut salary this offseason and how it can be done without leading to disaster. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Het is tijd, de hoogste tijd. Powell, u wordt bedankt voor een paar termijnen aan gezelligheid! En wel meer. Jerome Powell wist als voorzitter van de Federal Reserve de grote klap van de coronacrisis op te vangen, en hij hield zich staande onder de druk van president Trump. Welke lessen trekken we uit zijn jaren als voorzitter? Dat zoeken we deze aflevering uit. Verder hebben we het over het China-bezoek van Trump. Wat moeten we daar nou uit onthouden? De sfeer leek niet al te gezellig. China zette een dreigende toon door een taboe te leggen op het woord 'Taiwan', en de conclusie was dat er niet was gesproken over importheffingen én over de chips van Nvidia. Waar ging het dan wél over? En vliegt Jensen Huang nog met iets anders terug naar huis behalve een ervaring die hij nooit meer vergeet? Je hoort ook nog over de grootste beursgang van het jaar tot nu toe in Amerika. Chipmaker Cerebras trok naar Wall Street en hoe! Het aandeel steeg op z'n eerste dag met 68 procent. Is het alweer tijd om het over een AI-bubbel te hebben? We hebben het ook nog over overnamegeruchten rond Magnum. En we spitten door de beleggingsportefeuille van ene D. Trump. Te gast: Han Dieperink, CIO bij Auréus BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Wie steht's um deine Altersvorsorge? Kannst du dir jetzt bei Scalable Capital kostenlos ausrechnen. Cerebras startet mit 100 Mrd. $ Bewertung. NVIDIA knackt 5.700 Mrd. $ dank China-Deal. Cisco legt 14% zu trotz Entlassungen. Klarna erstmals profitabel. Stubhub steigt. Ford hyped neues Batterie-Business. Allianz und Siemens solide. CSG will KNDS. China-treffen läuft. Sandoz (WKN: A3ETYB) kopiert die größten Blockbuster der Pharmabranche. Biosimilars wachsen mit 13%, Semaglutid steht auf der Liste. Aktie 90% im Plus, KGV bei 20. Chance oder schon eingepreist? Markel (WKN: 885036) will das nächste Berkshire sein. Aktivist Jana Partners fordert den Verkauf der Ventures-Sparte. CEO lehnt ab. Aktie nur 30% über Buchwert, Management sieht 60% Upside. Diesen Podcast vom 15.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

We moeten het echt even hebben over chipmaker SK Hynix. Dat wordt volgens persbureau Reuters agressief benaderd door grote techbedrijven. Die bedrijven willen kosten wat kost geheugenchips in handen krijgen. Er is wereldwijd een tekort aan die chips, nu techondernemingen als een gek investeren in kunstmatige intelligentie. Daarom proberen die techreuzen iets anders te verzinnen, om bij SK Hynix aan geheugenchips te komen. Ze zijn bereid ver te gaan. Zo bieden ze geld (investeringen, geld naar speciale productielijnen) en ze zetten zelfs ASML in. De peperdure machines van ASML om precies te zijn. Ze zouden die machines willen kopen, in ruil voor de zekerheid op geheugenchips. Deze aflevering staan we stil bij die bijzondere manier om aan chips te komen. Staan we óók stil bij het bezoek van Donald Trump aan China. Hij gaat volgende week met Xi Jinping om de tafel. In zijn kielzog reizen er ondernemers bij. Nvidia-topman Jensen Huang voelt zich niet te groot om openlijk te solliciteren voor een plekje in die Amerikaanse delegatie. We hebben het nog een keer over Trump, maar dan over zijn heffingen. Die zijn opnieuw illegaal verklaard. In februari werden de heffingen van de president illegaal verklaar en nu is zijn back-up plan dat ook. Verliest hij hiermee zijn ultieme drukmiddel? Verder hebben we het over de ECB. Dat hint op een renteverhoging. Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Twee aandelenanalisten aan tafel en daar maken we dankbaar gebruik van door een hele rits aandelen te bespreken. Aandelen die kansrijk zijn, aandelen die deze week met cijfers kwamen, aandelen die duizelingwekkend hard stijgen en aandelen waar zich kleine en grote koersdrama's afspelen. Ook de Straat van Hormuz komt - even - ter sprake, maar we spreken af de naam van een bepaalde wereldleider deze week eens niet te noemen... De onderwerpen in deze aflevering van de IEX Beleggerspodcast:  Een nieuw AEX-record en all time highs op Wall Street'Hyperbolische' stijgingen van chipaandelen en op de beurs van Zuid-KoreaDilemma van de week: long of short in chipaandelen?Waarom Shell werd afgevoerd van de High Conviction ListCSG ligt onder vuur van shortsellers. Terecht?Rheinmetall: opvallende achterblijverWinnaar en verliezer van de week: Aalberts en PharmingRondje kwartaalcijfers: Adyen, Philips, Ahold Delhaize, DSM-Firmenich, AMG, AB Inbev en Novo NordiskWaarom kreeg Martin een 1 voor zijn analyse van Novo N?IEX Premium: 400 kooptips, 80% met winst afgesloten!De favorieten van onze analistenLinks uit deze podcast:Waar eindigt de razende chiprally?Implosie aandeel CSG: wat is er aan de hand?Shell wachten enkele lastige kwartalenDe Q1-analyses van Aalberts, Adyen, Ahold Delhaize, DSM-Firmenich, AMG, AB Inbev en Novo Nordisk

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den tiefen Fall eines Rüstungskonzerns, das Amazon-Problem der Deutschen Post und die beeindruckende Rallye von Micron. Außerdem geht es um BMW, Mercedes-Benz, Volkswagen, Porsche, Traton, Daimler Truck, UPS, FedEx, Evotec, Almirall, Rheinmetall, CSG, Micron, Unicredit, Commerzbank, GameStop, eBay, LPKF Laser & Electronics und das Urteil des Bundesfinanzhofs vom 14. Februar 2023, Az. IX R 3/22. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Topman Alex Karp van Palantir houdt met hart en ziel van de oorlog die Trump in het Midden-Oosten heeft ontketend. Zijn bedrijf is hofleverancier van software aan het Pentagon, en scoort dus enorme inkomsten ermee. In de Verenigde Staten verdubbelde de omzet zelfs. En volgens Karp zit er nog veel meer in het vat. Die defensie-industrie moet de kern van Palantir worden. En hij voorspelt dat die omzetgroei nog lang zal aanhouden. Maar toch geloven beleggers hem niet en vluchten ze, weg van het aandeel. Waarom? Dat zoeken we in deze aflevering voor je uit. Verder hebben we het ook over luchtigere zaken. We kijken naar de blijdschap onder beleggers van bierbrouwer AB InBev. Het merk achter Stella Artois (het lekkerste pils ter wereld), Corona en Budweiser ziet dat hun bier vooral aanslaat in landen als Brazilië en Zuid-Afrika. Maar, ironisch genoeg, zit de grootste groei juist in alles dat minder met bier te maken heeft. Moet de brouwer zich in de toekomst dan maar op Radler en cocktails in blik gaan focussen? Je hoort ook nog over alweer een rechtszaak met Elon Musk. Of ja, hij weet eronderuit te komen. Dan doelen we op de zaak rondom de overname van Twitter. Musk zou de prijs van het aandeel beïnvloed hebben voorafgaand aan die overname. Maar hij hoeft daar nu maar een fractie van de mogelijke boete voor te betalen. We vertellen je ook nog over Apple, dat ervoor zorgt dat de koers van chipmaker Intel alweer een enorme zet krijgt. En over PayPal, waar beleggers juist minder blij worden. En dat allemaal door één enkele misser bij de kwartaalcijfers. Te gast: Robbert Manders van het Antaurus Europe Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Do the Denver Nuggets need to go all in on defense? Do they need to go all in on offense? Or do they need more athleticism. On the latest Mortcast on CSG and MHS Jeff talks about what the Nuggets need going forward and if the hardest decision they need to make is getting more athletic and point guard. Enjoy the show. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

De rollen zijn omgekeerd. Normaal kan je bieden op de website van eBay, nu wordt er op de veilingsite zélf geboden. Niet zo'n beetje ook: meer dan 55 miljard dollar. Het bod komt van GameStop, een bedrijf dat vooral bekend werd als meme-aandeel. Opvallend, vooral omdat eBay vier keer zoveel waard is als GameStop. Het lijkt op een kansloze exercitie, maar de topman van GameStop is wel serieus. Hij zegt desnoods met een vijandig bod te komen én extra aandelen te gaan uitgeven. Deze aflevering kijken we of de andere meme-aandelen nu ook wakker worden en met miljarden gaan strooien. (Het hallucinante interview met de GameStop-topman vind je trouwens hier) Hebben we het ook over de jaarvergadering van Berkshire Hathaway. Dat was een bedevaartsoord, beleggers van over de hele werd wilden jaarlijks Warren Buffett aanhoren. Dit jaar zat de hoogbejaarde belegger in het publiek, het was aan opvolger Greg Abel om de zaal op te warmen. Je hoort waarom dat een lichte tegenvaller werd. Verder gaat het ook over het plan dat president Trump voor de Straat van Hormuz heeft. Ook over de bizarre beursdag van de Czechoslovak Group (handel werd stilgelegd) én je hoort meer over een oproep van de AFM. Dat wil dat Nederlanders méér gaan beleggen! Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Deze week in de IEX Beleggerspodcast: van TACO tot NACHO, swingende beurzen, tweedeling bij Big Tech en een cijfertsunami op het Damrak. Waar moeten we beginnen? Er liggen bergen beursnieuws klaar om te worden Samen met ECB-watcher Arne Petimezas en IEX-analist Teun Verhagen neemt Pieter Kort het laatste nieuws door, om af te sluiten met een pittig dilemma voor bodemvissers. De onderwerpen van deze week:Opvallende gokjes op Polymarket: wie weet er meer?RIP Martijn van der VormVan TACO naar NACHO: Not A Chance Hormuz OpensWaarom beurzen Hormuz even links laten liggenVoor centrale banken - ECB voorop -  is Hormuz een hoofdpijndossierDe economie in Europa verzwakt, terwijl inflatie dreigtWaarom de Euro Stoxx 50 een beter beeld geeft dan de AEXJerome Powell's last stand: de Fed vecht terugCijfers van Big Tech: Alphabet wint, Meta verliest: waarom?Aandelen: Magnum, CSG, IMCD, ING, FugroDilemma van de week: bodemvissen bij LVMH of bij Adyen?

On the latest Mortcast on CSG and MHS Jeff talks about the Nuggets Game 5 victory over the Minnesota Timberwolves. How Jokic re-emerged from his series-long slumber and what that means. Also Jeff talks about the importance of Jonas Valanciunas and how he is deployed, drawing a comparison to 1990's great tough guy Anthony Mason. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff yells and hyperventilating Nuggets fans after their close loss to the Timberwolves in game 2. A game that really came down to Christian Braun's missed free throw but is suddenly somehow a referendum on the Nuggets as a whole. Also Jeff talks about how the Nuggets need to cool it with the saving of Jokic for the second half of games. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Non, en France, vous n'avez pas à déclarer les intérêts du Livret A à l'administration fiscale. Et ce n'est pas un oubli : c'est précisément l'un des grands avantages de ce produit d'épargne.Le Livret A bénéficie d'un régime fiscal totalement dérogatoire. Les intérêts qu'il génère sont exonérés d'impôt sur le revenu. Cela signifie qu'ils ne sont pas intégrés dans votre revenu imposable, contrairement à la majorité des autres placements financiers (comme les comptes-titres ou certains livrets bancaires classiques).Mais ce n'est pas tout : ces intérêts sont également exonérés de prélèvements sociaux. En France, la plupart des revenus du capital sont soumis à des contributions sociales (CSG, CRDS, etc.) qui atteignent aujourd'hui 17,2 %. Dans le cas du Livret A, vous n'en payez aucun. Le taux affiché est donc un taux “net”, réellement perçu.Conséquence directe : les intérêts ne figurent pas sur votre déclaration annuelle de revenus. Vous n'avez aucune case à remplir, aucune ligne à vérifier, aucun calcul à faire. Les banques ne transmettent d'ailleurs pas ces montants à l'administration fiscale pour imposition, puisqu'ils ne sont pas concernés.Ce régime s'explique par la nature même du Livret A. Il s'agit d'un produit réglementé par l'État, dont les fonds sont en grande partie centralisés pour financer des politiques publiques, notamment le logement social et certaines infrastructures. En contrepartie, l'État offre aux épargnants une fiscalité extrêmement avantageuse, afin d'encourager son utilisation.Attention toutefois à une confusion fréquente : cette exonération ne concerne que le Livret A (ainsi que, dans une logique proche, le LDDS ou le LEP). En revanche, pour certains autres produits d'épargne, comme le Plan d'épargne logement (PEL) et le Compte épargne logement, les intérêts sont imposables. Depuis 2018, les plans ouverts après le 31 décembre 2017 sont donc soumis à l'impôt, comme les PEL ayant dépassé 12 ans d'existence.Enfin, il n'existe pas de seuil ou de plafond à partir duquel les intérêts du Livret A deviendraient imposables. Même si vous atteignez le plafond du livret (actuellement 22 950 euros pour un particulier) et que vous générez plusieurs centaines d'euros d'intérêts par an, vous n'avez toujours rien à déclarer.En résumé, le Livret A est l'un des rares placements en France à offrir une fiscalité totalement neutre : ce que vous gagnez vous appartient intégralement, sans formalité ni imposition. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

On the latest Mortcast on CSG and MHS Jeff talks about the Nuggets "victory" over the Utah Jazz in a deeply unserious game the Nuggets had to come from behind to win. The Nuggets need to get serious again. In the second half Jeff goes over the last 5 games of Jokic and Murray and how their dynamic is the ONE thing that should encourage fans going into the playoffs Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google zorgt voor paniek onder chipbeleggers wereldwijd. In Azië, Amerika en op ons eigen Damrak. ASML en ASM gingen naar beneden en dat allemaal vanwege Googles TurboQuant, een nieuwe AI-technologie. Een techniek die ervoor kan zorgen dat er minder geheugenchips verkocht gaan worden.En dat is horror voor chipbedrijven, die er nu direct of indirect bakken met geld aan verdienen. Deze aflevering hebben we het ook het bommetje dat Google dropt. Wat de gevolgen voor je (ASML)aandelen zijn en of dit nu wel of geen structureel probleem is. Bespreken we ook het mysterie rondom het aandeel van CSG. Het defensiebedrijf zag omzet, winst en marges stijgen. Ook het orderboek ziet er voor de komende jaren super goed uit. Maar toch zijn beleggers niet tevreden, het aandeel krijgt wéér een tik.Hebben we het ook over Trumps tarieven en Action. Dat gaat juist naar het land van Trump. Te gast: Corné van Zeijl van Cardano BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Het is de eerste keer dat de Czechoslovak Group met kwartaalcijfers komt, sinds hun beursgang een paar maanden terug. Toen het naar de beurs ging was het het hardst groeiende defensiebedrijf van Europa. Maar weet het die titel te behouden, ook het komende jaar? Dat is waar je volgens Errol Keyner van de VEB op moet letten. Wat ook hard groeide was het aandeel CSG. Op de eerste dag won het gelijk 30 procent. Maar daar is ondertussen niet meer veel van over. Kan het beleggers weer warm krijgen, of is het daarvoor afhankelijk van nog meer oorlogen in de wereld? In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

What if the ultimate goal of customer experience isn't to create a memorable moment, but to deliver an outcome so seamless and intuitive that the customer doesn't remember the experience at all?Agility requires brands to pivot from building complex, memorable journeys to engineering simple, almost invisible pathways to customer outcomes.Today, we're going to talk about a counterintuitive but powerful idea: that the future of customer experience is not about creating more elaborate experiences, but about radically simplifying them to the point where they become forgettable—in a good way. We'll explore how focusing on effortless outcomes and leveraging AI to enable simplicity can become a measurable growth strategy.To help me discuss this topic, I'd like to welcome, Megan Lukitsch, Vice President of Global Sales, CX at CSG. About Megan Lukitsch As Vice President of Global Sales, CX at CSG, Megan Lukitsch brings 25+ years of experience helping global brands transform customer engagement, drive retention, and modernize CX strategy. A leader in enterprise communications and digital transformation, Megan has led initiatives across AT&T, Verizon, ShoreTel, 8x8, and now CSG, consistently delivering measurable impact at the intersection of technology and experience. Megan Lukitsch on LinkedIn: https://www.linkedin.com/in/meganlukitsch/ Resources CSG: https://www.csgi.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

What if the ultimate goal of customer experience isn't to create a memorable moment, but to deliver an outcome so seamless and intuitive that the customer doesn't remember the experience at all? Agility requires brands to pivot from building complex, memorable journeys to engineering simple, almost invisible pathways to customer outcomes.Today, we're going to talk about a counterintuitive but powerful idea: that the future of customer experience is not about creating more elaborate experiences, but about radically simplifying them to the point where they become forgettable—in a good way. We'll explore how focusing on effortless outcomes and leveraging AI to enable simplicity can become a measurable growth strategy. To help me discuss this topic, I'd like to welcome, Megan Lukitsch, Vice President of Global Sales, CX at CSG. About Megan Lukitsch As Vice President of Global Sales, CX at CSG, Megan Lukitsch brings 25+ years of experience helping global brands transform customer engagement, drive retention, and modernize CX strategy. A leader in enterprise communications and digital transformation, Megan has led initiatives across AT&T, Verizon, ShoreTel, 8x8, and now CSG, consistently delivering measurable impact at the intersection of technology and experience. Megan Lukitsch on LinkedIn: https://www.linkedin.com/in/meganlukitsch/ Resources CSG: https://www.csgi.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

No, you do not have lying eyes. On the latest Mortcast on CSG and MHS Jeff talks about how the Nuggets sort of are who they are, even with Peyton Watson out and how the fans have been ahead of where the media has been all year. Enjoy the show Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nuggets laid waste to the remnants of the Philadelphia 76ers on Tuesday night. On the latest Mortcast on CSG and MHS Jeff talks about what the Nuggets need to focus on for the rest of the season and if that coveted 3 seed is even realistic. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff talks about the Nuggets back to back Texas two step wins over Houston and San Antonio. He goes over the significance, and how Jokic's change of leadership style might be the catalyst. Also Jeff talks about the Denver Broncos perplexing offseason and the confusion it has brought to the fans. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff talks about how the Nuggets have taken on their coach's rather blah personality and that has led to the team looking kind of meh in certain situations. Jokic famously doesn't interfere with his coaches but Jeff advocates that Jokic do what he did at the end of last year and lead the team emotionally in order to get out of this rut. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send a textEdgar Ruiz is the Director of the Council of State Governments West. The Council of State Governments (CSG), is a nonpartisan national organization that connects and informs all three branches of state government to help bring forth best practices. CSG is divided into four regions, and Alaska is part of the Western region. Edgar Ruiz has been the director of CSG west since 2011. He grew up in southern California on the border with Mexico and began with CSG in 2002 managing American-Mexican programs. CSG West runs a training program for new legislators called the Western Leadership Academy (WLA). This interview took place in Juneau while Edgar was visiting the state capitol as part of his duties as Director of CSG West.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen völlig verrückten Wochenstart an den Märkten, einen durchwachsenen Börsengang in Frankfurt und einen deutschen Maschinenbauer mit Zoll-Resilienz. Außerdem geht es um Alphabet, Amazon, American Airlines, Amgen, Apple, Barrick Gold, Biontech, Caterpillar, Chevron, Cisco, Coherent, ConocoPhillips, Corteva, CSG, Deere, Delta Air Lines, Echostar, Eli Lilly, ExxonMobil, Freeport-McMoRan, Gabler Group, Gea, HP Enterprise, Intuitive Surgical, Johnson & Johnson, Live Nation Entertainment, Lumentum, Meta, Microsoft, Mosaic, Newmont, Nordisk, Novo Nordisk, Nuccor, Nvidia, Occidental, Oracle, Pfizer, Powerus, Southern Copper, Southwest, T-Mobile, ThyssenKrupp, TKMS, United Airlines, Verizon, Vertiv, VW, Walmart. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

On the latest Mortcast on CSG and MHS Jeff talks about the Nuggets since their 2023 title. The arrogance that comes from an umbrella organization that thought they had everything figured out. The absenteesim and the malaise that infected this Nuggets team. Can they get back what they had three years ago? It depends on good decisions from here. Enjoy the show Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nejbohatší Čech, zbrojař a majitel firmy Czechoslovak Group (CSG) Michal Strnad, má skrz svůj byznys úzké vazby na Slovensko. Reportér Seznam Zpráv Janek Kroupa teď zmapoval i jeho napojení na tamního ministra obrany Roberta Kaliňáka z vládní strany Směr. Peníze za poradenství se k němu mají dostávat skrz český startup a přes advokátní kancelář Kallan Legal, kterou z většiny Robert Kaliňák vlastní. Jak propojení mezi Strnadem a Kaliňákem vypadá? A jak ho oba zmínění vysvětlují?Host: Janek Kroupa - investigativní reportér Seznam Zpráv Článek a další informace najdete na webu Seznam ZprávySledujte nás na sociálních sítích X, Instagram, Threads nebo Bluesky. Náměty a připomínky nám můžete psát na e-mail zaminutusest@sz.cz

On the latest Mortcast on CSG and MHS Jeff talks about how Nikola Jokic had altered his play to start the season and now he needs to remember how to do that again if the Nuggets are to survive this BRUTAL stretch of games coming up. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff talks about how David Adelman's personality plays a big part in the Nuggets issues in clutch time and at home and how the solution to "fix" that problem is Nikola Jokic taking the reigns and leading this team like he did in the playoffs last year. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this Postcast Mortcast on CSG and MHS Jeff talks about the Nuggets blowing yet another clutch time game. Some hard and very uncomfortable questions need to be asked about this team right now. Is Adelman the right guy? What's up with Jokic in the 4th? Why do the Nuggets look like this? Are the Nuggets broken? Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff talks about the Nuggets (finally) signing Spencer Jones. How the team gave up a ton of leverage by very obviously penny pinching and how Jones clearly got what he wanted. Also Jeff talks about the recent passing of legend Doug Moe. One of the most important figures, personalities and legends in Nuggets franchise history. He will be missed. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

//The Wire//2300Z February 17, 2026////ROUTINE////BLUF: MASS SHOOTING REPORTED IN RHODE ISLAND. IRANIAN FORCES CONTINUE NAVAL DRILLS AS AMERICAN FORCES BEGIN MASS MOVEMENT INTO MIDDLE EAST.// -----BEGIN TEARLINE----- -International Events-Caribbean: American forces continue airstrikes on narco vessels, with three fastboats sunk overnight in the SOUTHCOM area of responsibility. Two strikes were carried out in the Pacific, and the third in the Caribbean. A total of 11x EKIA were reported as a result of the strikes.Middle East: This morning Iranian forces continued naval exercises in the Strait of Hormuz. These drills, dubbed the "Smart Control of the Strait of Hormuz" exercise by the IRGC-N, has involved various show-of-force targeting drills involving various naval platforms. These exercises involved the brief closure of a section of the Strait for a few hours today, as live-fire drills were conducted throughout the day.Europe: This morning, the mass movement of US military aircraft was observed throughout the continent as American forces begin the surge of forces into the Middle East. Overnight, multiple flights of F-16's, F-22's, F-15's and F-35's were all observed maneuvering toward the region, totaling several dozen aircraft. Command and Control aircraft were observed staging as well, alongside several Airborne Early Warning platforms.-HomeFront-Rhode Island: Yesterday afternoon a mass shooting was reported at a skating rink in Pawtucket as one assailant began firing in the stands at a high school hockey game. The shooter has been identified as Robert Dorgan, who was targeting his ex-wife and children during the attack. Concerning casualties, two fatalities have been reported, along with multiple wounded.Analyst Comment: This appears to be a domestic incident, in which a transgender individual murdered his family in the middle of a crowded venue. Based on the shooter's social media pages, this individual was very obviously mentally ill and had made threats openly for some time, including one post which directly threatened violence one day before the shooting.-----END TEARLINE-----Analyst Comments: So far, the mass mobilization of equipment to CENTCOM looks like the Real McCoy, once again. As of this afternoon, this is the largest migration of military aircraft into CENTCOM in many years, and differs from the last time the US struck Iranian facilities in that fighter aircraft are moving into theater much moreso than the previous one-and-done, single-sortie mission that was Operation MIDNIGHT HAMMER. Of course, moving aircraft is comparatively cheap when it comes to the manipulation that these actions provide, which in this case is very obviously intended to pressure the Iranians into accepting whatever deal is put before them. This afternoon Iranian Foreign Minister Araghchi departed Geneva, with the past two weeks of talks more or less being a stalemate. As must always be noted, the forces that are being staged right now can always turn around and go home without a shot being fired. However, even taking this into account (and adding in the wider geopolitical context), it's very likely that cratering Iranian facilities is on the menu once more.Probably the best form of warning for the Iranians is the minor detail that the main aircraft carrier in the region (the USS *ABRAHAM LINCOLN*) has not transited the Strait of Hormuz. This foreboding detail is likely due to long-standing doctrine; any serious actions taken in Iran will require more maneuverability (and range) than the Gulf can provide. As a result, a common rule of thumb has been that the United States holding position in the Arabian Sea (without transiting the Strait) is an indicator that the US is serious. If the US just wanted to posture, the Navy would have sailed through the Strait just to flex on the Iranians brown-water navy, and since a CSG

On the latest Mortcast on CSG and MHS Jeff talks about tanking in professional sports and the perverse incentive owners have to be cheap. This emanates from not every owner being able to afford to run a professional sports team in 2026. That needs to change. Also Jeff talks about the ONE skill Christian Braun needs to get better at to improve the Nuggets defense. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff talks about how deeply pathetic it is that this GOOD Nuggets team can't seem to win at home and constantly pisses away games in the 4th. Also Jeff goes over the absence of Aaron Gordon and how Nuggets fans need to deeply appreciate what AG brings to this team. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff talks about the Nuggets looking at Lonzo Ball on the buyout market and how Lonzo might be super washed at this point. Then Jeff addresses the absolutely disgraceful tanking going on right now in the NBA and how REALLY to fix it. Just start coming for pick protections. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff talks about the Nuggets salary dump of Hunter Tyson at the deadline. How it's hard to talk about because it was so inconsequential. In the second half Jeff discusses KSE CEO Kevin Demoff's comments on the NBA repeater tax and how Nuggets fans should be a bit concerned about next season. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the latest Mortcast on CSG and MHS Jeff talks about the Nuggets slim margin victory over the Brooklyn Nets. MPJ had a huge game and the Nuggets prevailed with Jamal Murray and Jonas Valanciunas leading the way in the 4th. In the second half Jeff talks about MPJ not being a "Michael Malone" type of player and how we just need to appreciate what he gave to the Nuggets. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Banks have spent billions building digital customer experiences. But most are doing it on top of back-office infrastructure built for a different era. That gap has quietly become one of the biggest drags on growth, pricing power, and profitability in banking. Today's competitive edge isn't just about what customers see upfront. It's about how efficiently a bank operates, how smartly it prices on an individual basis, and how quickly it can turn data into action. That's why modernizing the back office has moved from an IT discussion to a strategic imperative. I'm joined on the Banking Transformed podcast by Richard Ullenius and Brandon Sailors from CSG International to discuss what modernization truly means, how banks can progress without tearing everything down, and how smarter infrastructure is becoming the key to efficiency, engagement, pricing, and risk management. This episode of Banking Transformed is sponsored by CSG CSG delivers banking and financial services solutions to help banks reimagine pricing, billing and customer engagement across retail, commercial and institutional banking. By unifying smart pricing, customer and transaction data and accurate, flexible billing, CSG enables banks to modernize complex, multi-product relationships without rip-and-replace. As a result, banks can reduce risk and complexity, protect margins and power trusted, real-time experiences that drive growth. https://www.csgi.com/industry/financial-services/

Plus: Uber plans to use AI in customer service. And shares of European arms maker CSG surged on Amsterdam stock-market debut. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices