Podcasts about cisco

NetOps engineer Lasse Haugen sits down with Scott Robohn at AutoCon 5 to explore the power of Spec Driven Design (SDD) for transforming network engineering workflows from chaotic experimentation to structured, reliable automation. Together they define what SDD is, use cases for NetOps and NetEng, how it has changed NetOps, and more. AdSpot Sponsor: NANOG,... Read more »

NetOps engineer Lasse Haugen sits down with Scott Robohn at AutoCon 5 to explore the power of Spec Driven Design (SDD) for transforming network engineering workflows from chaotic experimentation to structured, reliable automation. Together they define what SDD is, use cases for NetOps and NetEng, how it has changed NetOps, and more. AdSpot Sponsor: NANOG,... Read more »

Plus: Best Buy raises outlook following better-than-expected second-quarter results. And Cisco gave its 90,000 employees their own AI agent. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Take a Network Break! It’s a Red Alert double feature for Oracle’s Internet Directory LDAP server and Cisco’s Secure Workload Software. In tech news, US law enforcement and intelligence agencies release a joint advisory warning of active threats against Siemens PLCs, Marvell wins a deal to make chips for Google that could bring billions in... Read more »

Take a Network Break! It’s a Red Alert double feature for Oracle’s Internet Directory LDAP server and Cisco’s Secure Workload Software. In tech news, US law enforcement and intelligence agencies release a joint advisory warning of active threats against Siemens PLCs, Marvell wins a deal to make chips for Google that could bring billions in... Read more »

Take a Network Break! It’s a Red Alert double feature for Oracle’s Internet Directory LDAP server and Cisco’s Secure Workload Software. In tech news, US law enforcement and intelligence agencies release a joint advisory warning of active threats against Siemens PLCs, Marvell wins a deal to make chips for Google that could bring billions in... Read more »

SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia's reported $105B backing of OpenAI's Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues Jensen Huang is shifting Nvidia's narrative from needing the newest chips immediately to portraying GPUs as long-lived, cash-flowing assets that can be financed like bonds, pushing risk onto banks and private equity. Brandon agrees scarcity has extended older GPU usefulness but warns the market could be flooded with newer, cheaper, more efficient hardware, leaving debt tied to obsolete equipment. Aaron likens GPUs to airplanes, expensive assets requiring constant utilization, while noting new AI builds demand entirely new data centers for power and cooling. The group questions widespread lack of profitability, compares the financing trend to past bubbles, and debates the optimistic case that breakthroughs could ultimately justify the investment.SHOW: 1056SHOW TRANSCRIPT: The Enterprise AI Show #1056 TranscriptSHOW VIDEO: https://youtu.be/vTLTdIZueJMSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShow topic: Nvidia's Pivot from Chipmaker to FinancierNvidia just backed $105B for OpenAI's Ohio data center and helped mobilize $500B+ in Wall Street financing (Apollo, Blackstone, BlackRock, Goldman, KKR) to fund GPU purchases, while AMD, Google, and Cerebras chip away at its tech lead. The moat is moving from silicon to balance sheet.Core question: Is a GPU actually securitizable like real estate or aircraft, or is this circular financing dressed up as infrastructure?The bull case: GPUs as productive, cash-flow-generating assets (compute-as-a-service) → financeable like data centers or planes, unlocking capital hyperscalers alone couldn't raise.The bear case: Depreciation risk; GPUs age fast, unlike buildings. What's the residual value of an H100-class chip in 2030? Securitizing a depreciating, obsolescence-prone asset is a very different bet than securitizing land.Circularity concern: Nvidia financing the customers who buy Nvidia chips, who generate the revenue that justifies Nvidia's valuation, echoes vendor financing bubbles (Cisco/telecom, 2000).Precedent: Compare to aircraft leasing/securitization models: what made those work (long asset life, resale markets, standardized valuation), and whether GPUs have any of that yet.Who bears the risk if utilization or model economics don't pan out: Nvidia, the banks, or the credit markets buying the paper?FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

What does it take to build your own AI agent that could help with day-to-day network tasks? Hank Preston, a Distinguished Architect at Cisco, asked himself that question. He developed a presentation that walks through all the elements one might need to build such an agent, as well as the risks to consider. On today’s... Read more »

What does it take to build your own AI agent that could help with day-to-day network tasks? Hank Preston, a Distinguished Architect at Cisco, asked himself that question. He developed a presentation that walks through all the elements one might need to build such an agent, as well as the risks to consider. On today’s... Read more »

Network to Code’s Jason Edelman, Founder and CTO; and Jeff Bradbury, VP of Marketing of Network, join host Scott Robohn for this sponsored episode to discuss open-core done right — community first, and creating a path to scalable automation results for enterprise success. They update Scott on Nautobot 3.1, which includes AI and AI agents... Read more »

What does it take to build your own AI agent that could help with day-to-day network tasks? Hank Preston, a Distinguished Architect at Cisco, asked himself that question. He developed a presentation that walks through all the elements one might need to build such an agent, as well as the risks to consider. On today’s... Read more »

Network to Code’s Jason Edelman, Founder and CTO; and Jeff Bradbury, VP of Marketing of Network, join host Scott Robohn for this sponsored episode to discuss open-core done right — community first, and creating a path to scalable automation results for enterprise success. They update Scott on Nautobot 3.1, which includes AI and AI agents... Read more »

Federal agencies warn of an active campaign targeting critical infrastructure. Citrix races to patch critical NetScaler flaws. More than 50,000 exposed Stripe API keys raise fraud concerns. Black Hat and DEF CON attendees are targeted in a new social engineering campaign. Atlassian, Splunk, and Cisco fix hundreds of vulnerabilities. A new Android banking trojan adds an unusual twist. A healthcare breach impacts 3.8 million people. SilkParasite expands cyberespionage in Central Asia. And CISA eyes a major overhaul of federal cyber software procurement. Our guest is Chris Wallis, founder and CEO of Intruder, on how AI agents killed the annual pentest and are reshaping exposure management. AI powered robots find bananas quite appealing.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On our Industry Voices segment, Intruder's Founder and CEO Chris Wallis joined Dave at Black Hat to discuss why the annual pentest Is dead and how AI agents are reshaping exposure management. If you enjoyed this conversation, be sure to check out the full interview here. Selected Reading NSA, FBI warns of hackers using AI-generated tools in attacks on critical infrastructure technology (The Record) Citrix urges admins to patch new NetScaler flaws as soon as possible (Bleeping Computer) 50,000 Stripe Secrets Leaked in Public Code (SecurityAffairs) Black Hat/DEF CON attendees targeted in malware scheme with Google Doc lure (SC World) Atlassian, Splunk Patch Dozens of Critical, High-Severity Vulnerabilities (SecurityWeek) Cisco Patches Critical Crosswork, Secure Workload Vulnerabilities (SecurityWeek) New Manic Android malware can exfiltrate data through nearby devices (Bleeping Computer) EHR Vendor Notifying 3.8 Million Patients of Data Theft Hack (GovInfo Security) SilkParasite: Tracking a China-Nexus APT Across Central Asia (Bitdefender) CISA contemplates whether to hire security software buying help (Washington Technology) I Saw the Future of AI in a Robot That Can Learn on the Spot (WIRED) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.   Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc.

After following up on Justice Alito's summer interview, the new birthright-citizenship executive orders, and the Court's record-low approval numbers, we devote the episode to Cisco Systems v. Doe, the Falun Gong surveillance case that closes the door Sosa v. Alvarez-Machain left open for new Alien Tort Statute claims. We try to build a theory of the ATS from first principles — Section 9 of the Judiciary Act of 1789, the law of nations, and the Marbois affair — before running through two decades of the Court narrowing the statute. Then we ask what to make of "door closing" as a phenomenon, from Edwards v. Vannoy to Rucho, and whether the Court would really be stuck if the perfect ATS unicorn finally showed up. Along the way: whether Justice Alito is an I-95 or an Amtrak guy, the seven-case October calendar led by Suncor, Rooker anti-Feldmanism, and a Phoenix bar band called the Blackstone Three.Highlights[00:00:21] Opening: 29 episodes makes a record-breaking season, and the secret to sub-4-hour recording sessions[00:02:28] Justice Alito's WSJ interview with James Taranto: "Obviously I'm here for another term," the vultures, and his high school English teacher's psychoanalysis[00:06:27] How Will became a libertarian: Mr. Flannery, Lexis news alerts for "Ayn Rand," and golfer David Duval[00:09:48] Still no action on the mail-in voting applications; a White House ballroom emergency application expected any day[00:11:15] No rehearing petition in Trump v. Barbara — instead, new executive orders probing the decision's edges[00:15:32] The October calendar: only 7 cases, starting with Suncor — "conservative intuitions in search of a constitutional clause"[00:17:04] Mailbag: Rooker anti-Feldmanism via Lance v. Dennis, and Michael Rosman on whether sex-segregated sports are really "equal opportunity"[00:20:32] Gallup has the Court at 33% approval, a record low — the maximally anti-legitimacy strategy[00:22:35] The main event: Cisco Systems v. Doe — an anonymous person versus a faceless corporation[00:23:16] ATS first principles: Section 9 of the Judiciary Act of 1789, the law of nations as brooding omnipresence, and the Marbois affair[00:37:27] The 1980 revival, Sosa v. Alvarez-Machain, and the door Justice Souter left ajar[00:42:45] Two decades of narrowing: Kiobel, Jesner, Nestlé — and Will's brush with a thriving atrocities practice[00:47:33] Cisco closes the door; the Edwards v. Vannoy parallel, and whether door closing is ever dicta[00:52:33] Door closing as a genre: Vieth v. Jubelirer, Rucho — a Green Bag piece for Richard Re[00:56:36] What about pirates? The Blackstone 3 — the doctrine, and the Phoenix bar band[01:00:18] Implied causes of action, the slow death of Bivens, and the Ex parte Young irony after Trump v. Cook[01:05:19] Scoring the opinion: a win for the Bradley–Goldsmith "Erie algorithm" — or selective originalism?[01:13:33] Sign-off: rate and review — and if we go quiet, Will has been taken by piratesRelevant linksCasesCisco Systems, Inc. v. Doe I — slip opinionTrump v. Barbara — the birthright-citizenship decision the new executive orders are testingSuncor Energy (U.S.A.) Inc. v. County Commissioners of Boulder County — the OT26 openerSosa v. Alvarez-Machain, 542 U.S. 692 (2004)Edwards v. Vannoy, 593 U.S. 255 (2021) — slip opinionLance v. Dennis, 546 U.S. 459 (2006) (per curiam) — the Stevens "Rooker good, Feldman bad" dissentCommentary & articlesCNN on the Alito interview — coverage of James Taranto's Wall Street Journal interviewGallup, "Supreme Court Job Approval Slumps to Record Low"Jonathan Adler, "Amicus Brief in Suncor Energy v. County Commissioners of Boulder County" — the solo plaintiffs-side amicusOona A. Hathaway et al., "Has the Alien Tort Statute Made a Difference?," 107 Cornell L. Rev. (2022) — the settlements study cited in Cisco footnote 2Carlos M. Vázquez & Stephen I. Vladeck, "State Law, the Westfall Act, and the Nature of the Bivens Question," 161 U. Pa. L. Rev. 509 (2013)Samuel L. Bray & Paul B. Miller, "Getting Into Equity," 97 Notre Dame L. Rev. 1763 (2022) — why equity never needed causes of actionOtherDivided Argument, "Separation-of-Powers Police" (S4E23) — the Daryl Levinson Law for Leviathan book episodeThe Blackstone Three — original and cover music for all events, parties, and concert venues

Watch the show on television by downloading the SuperCrowd.tv Channel app to your Roku or Amazon Fire TV or e360tv channel app to your Roku, LG or Amazon Fire TV. You can also see it on YouTube.Devin: What is your superpower?Tom: Passion is what fuels the fire in my belly… It gets me excited, keeps me up late, and helps me go after these investments.Glenn: My superpower is bringing people together, adding value wherever I can… I try to help founders after I invest by sending resources or opportunities their way.Regulated crowdfunding has leveled the playing field for investors, allowing almost anyone to back startups with significant growth potential. During this episode, I had the pleasure of discussing strategies with two veteran Reg CF investors, Tom J Wright and Glenn Burney, who've honed distinct approaches to choosing impactful investment opportunities.Glenn emphasizes the importance of early-stage research and trusted tools like KingsCrowd, a platform that evaluates crowdfunding opportunities. “I usually start there, and if they're rated at least a four, I start digging deeper,” he explained. Glenn's diligence doesn't stop there; he carefully evaluates the founders. “The most important things I look for before I invest are the founders and the total addressable market. If I believe in the founder and the product or service, that's when I invest.”Tom echoed many of Glenn's insights but with his own seasoned approach, placing a special emphasis on market size. “I love a big TAM (total addressable market) because a startup can grow as big as the market allows,” he said. Using a memorable analogy, Tom compared startups to goldfish, explaining that their growth often depends on the size of their environment: “A goldfish will be small in a small tank, but if it's in a lake, it can grow to a foot long.”Beyond market size and founder qualities, Tom also values passion and disruptive potential. “Is the founder full-time? Are they going to do whatever it takes to make this thing successful?” He noted that revolutionary technology is often his green flag: “I love revolutionary tech because it can reset an entire market.”Valuation also plays a critical role in their decision-making. Glenn shared his preference for startups with valuations under $20 million, explaining his goal of achieving at least a 10x return: “If I feel like I can get at least a 10x return, then I feel like the valuation is good.” Tom approaches things similarly but allows for higher valuations when the opportunity feels right. “You want in early… Low valuation and a big TAM? That's a powerful combination.”Their stories also highlight the importance of intuition and alignment. “Does it resonate with me personally?” Tom asked, reflecting on how his values influence his choices. Glenn concluded by sharing his proudest success: investing in a startup that became a unicorn, providing him with a 21x return.The insights shared by Tom and Glenn prove that regulated crowdfunding isn't just about profit—it's about backing great people with big ideas while making a difference in the world. For investors, their advice is invaluable: do your research, trust your instincts, and focus on opportunities that combine potential impact with strong fundamentals.tl;dr:Tom and Glenn share strategies for evaluating and investing in Reg CF startups for impact.They highlight tools like KingsCrowd and key criteria such as TAM and founder commitment.Glenn recounts his story of helping a startup raise $125,000 via a meaningful introduction.Tom and Glenn discuss aligning investments with personal values and market trends for success.Both emphasize the power of passion and networking in transforming investments into impact.How to Develop Passion and Networking As a SuperpowerTom's superpower is his passion, which fuels his mission to make the world more just. As he explained, “Passion is what fuels the fire in my belly… It gets me excited, keeps me up late, and helps me go after these investments.” Glenn's superpower is networking and connection. He shared, “My superpower is bringing people together, adding value wherever I can… I try to help founders after I invest by sending resources or opportunities their way.”Glenn shared a story that exemplified his networking prowess. After investing in a startup, he connected them with an accelerator program that ultimately helped them raise $125,000. His introduction led the company to win the program's grand prize, underscoring how impactful his connections could be for early-stage companies.Tips for Developing the Superpower:Continuously seek inspiration by surrounding yourself with motivational materials, like books and quotes.Look for examples of courage and perseverance from history and everyday life to reignite passion.Focus on adding value to others before asking for help in networking situations.Leverage social media platforms like LinkedIn to build meaningful professional connections.Look for ways to champion others' success through introductions and referrals.By following Tom and Glenn's example and advice, you can make passion and networking your superpowers. With practice and effort, you could develop these skills to do more good in the world through impactful investments and purposeful connections.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileTom J Wright (he/him):Angel Investor/Unicorn Hunter/Crowdfunding Course Creator, Angel Investor, Crowdfunding Course CreatorAbout Online Angel Investing/Crowdfunding Courses for Investors: Tom Wright is currently preparing several online angel investing/crowdfunding courses for investors who want to learn how to take advantage of the INCREDIBLE OPPORTUNITIES that now exist for every-day people, in start-up companies. These courses will be part of an amazing, informative and highly actionable group of ongoing courses available through Tom's Angel Investing Academy, available soon at Kajabi.comWebsite: Please look for his angel investing courses soon at KajabiOther URL: youtube.com/watch?v=yDjYw0mfRHcBiographical Information: Tom Wright is an accomplished angel investor and startup expert with a portfolio spanning 141 startup companies. An early investor in Cisco, Tom has built a reputation for identifying promising companies and supporting entrepreneurs at the earliest stages of growth.He was ranked #7 among startup investors worldwide on Wefunder, one of the world's leading equity crowdfunding platforms. His experience has also led him to become an angel investing expert and course creator, helping others understand startup investing and how to evaluate emerging opportunities.Tom's influence extends across the startup and investment community. At Wefunder, he is followed by Mr. Wonderful of Shark Tank, StartEngine, and more than 555 other angel investors, startup founders, and venture capital firms.With deep firsthand experience as both an investor and educator, Tom brings a practical perspective on startup investing, portfolio building, and finding high-potential companies before they become widely recognized.LinkedIn: linkedin.com/in/tom-wright-59a80324Glenn Burney (he/him):Accounting Manager, American UniversityAbout American University: ⁠American University is a student-centered research institution located in Washington, DC, with highly ranked schools and colleges, internationally renowned faculty, and a reputation for creating meaningful change in the world. Our students distinguish themselves for their service, leadership, and ability to rethink global and domestic challenges and opportunities.Biographical Information: Glenn Burney is an accounting professional and active angel investor based in Arlington, Virginia. He serves as an Accounting Manager at American University, where he leads a team responsible for financial reporting, reconciliations, endowment accounting, and other critical financial operations. Outside of his professional career, Glenn has built a diverse portfolio of early-stage investments across healthcare, biotechnology, artificial intelligence, energy, consumer products, and other emerging industries. He is especially passionate about identifying promising founders and companies before their potential is widely recognized. Glenn approaches angel investing with disciplined curiosity, combining detailed research, thoughtful founder engagement, and a willingness to support ambitious ideas that could create meaningful economic and social impact.LinkedIn: linkedin.com/in/glenn-k-burney-jr-68a55842/Personal Facebook Profile: facebook.com/glenn.kevin.3Support Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include PurposeBuilt100™ Winners and supercrowd.tv. Learn more about advertising with us here.Max-Impact Members(We're grateful for every one of these community champions who make this work possible.)Brian Christie, Brainsy | Cameron Neil, Lend For Good | Carol Fineagan, Independent Consultant | Eric Coury, Arthia AI | John Berlet, CORE Tax Deeds, LLC. | Justin Starbird, The Aebli Group | Ken Steele, Rotarian | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Mark Grimes, Networked Enterprise Development | Mike Babbit | Coledger Solutions | Mike Green, Envirosult | Nick Degnan, Unlimit Ventures | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Join the SuperCrowd Impact League! You can be recognized for making impact investments via Reg CF. See how your activity compares to your peers. It's free. Win valuable prizes. Start now!SuperCrowd Impact Member Networking Session: Impact (and, of course, Max-Impact) Members of the SuperCrowd are invited to a private networking session on September 8th at 8:00 PM ET/5:00 PM PT. Mark your calendar. We'll send private emails to Impact Members with registration details. Upgrade to Impact Membership today!SuperCrowdHour, August 19, 2026, at 12:00 PM Eastern. Devin Thorpe, CEO and Founder of The Super Crowd, Inc., will lead a session on “How to Make Money As an Impact Investor Starting with $10.” Drawing on his experience as a former investment banker, impact investor, and crowdfunding expert, Devin will demonstrate how anyone can begin building wealth while investing in companies that create positive social and environmental impact—even with as little as $10. In this session, he'll explore how impact crowdfunding has opened investment opportunities to everyday investors, explain how to identify promising mission-driven companies, and share practical strategies for building a diversified portfolio over time. Attendees will learn how to get started with limited capital, manage risk, evaluate investment opportunities, and avoid common mistakes new investors make. Whether you're completely new to investing or looking for an affordable way to expand your impact investing portfolio, this SuperCrowdHour will provide actionable insights to help you invest with purpose, build long-term wealth, and make a meaningful difference. Register now!SuperCrowd26 featuring PurposeBuilt100™: This August 25–27, founders, investors, and ecosystem leaders will gather for a three-day, broadcast-quality global experience focused on disciplined capital formation, regulated investment crowdfunding, and purpose-driven growth. We're bringing together leading voices in impact investing, compliance, digital marketing, and circular economy innovation to deliver practical frameworks, real-world case studies, and actionable strategies. The event culminates in the PurposeBuilt100™ Showcase, recognizing 100 of the fastest-growing purpose-driven companies in the U.S. Register now to secure your seat and get all the details. August 25–27, streaming worldwide.Visit Our Complete Community Event CalendarIf you would like to submit an event for us to share with the 10,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.Manage the volume of emails you receive from us by clicking here.We share educational information—not investment advice. Some links may generate compensation. See our full disclosure.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by analyzing the divergent earnings from Lumentum and Coherent, pointing to margin pressures and the yield challenges Coherent faces during its transition to 6-inch indium phosphide wafers. This leads to a detailed debate on optical interconnect architectures—distinguishing Linear Pluggable Optics (LPO) from Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO)—while noting that adoption remains largely rack-to-rack rather than internal to the rack due to manufacturing and serviceability bottlenecks. Turning to enterprise networking, the hosts highlight Cisco's resurgence powered by its proprietary Silicon One chips and its clever use of Anthropic's Mythos model to run security audits that drive hardware refreshes. Applied Materials' record quarter is evaluated next, where eight quarters of visibility backed by Long-Term Agreements (LTAs) demonstrate structural supply chain shifts, despite market hesitancy likely tied to Intel's pending capex plans. Finally, they examine NVIDIA's proposed $500 billion data center financing initiative, debating whether vendor-backed capital creates circular demand or serves as a necessary bridge for capital markets, while challenging Jensen Huang's assertion that compute should be viewed as a standalone, non-obsolescent asset class.

Vergeet de beursgang van SpaceX: die van Anthropic wordt nog veel groter. Het bedrijf groeide van amper een miljard dollar omzet eind 2024 naar makkelijk 50 miljard dollar in de eerste helft van dit jaar. En in 2028? Dan staat er 200 miljard dollar op de borden, zegt het bedrijf. Is dit net zulke science fiction als SpaceX in zijn prospectus zette? En hoe gevoelig is dit bedrijf eigenlijk voor concurrentie? Dat bespreken we in deze aflevering. Verder houden we bij BNR Beurs wel van een mooie comeback. BlackBerry is niet langer het telefoonbedrijf dat op sterven na dood was na de introductie van de iPhone. Het is een infrastructuurspeler geworden, met technologie die gebruikt wordt door robots, medische spelers en defensiebedrijven. En daarom werd het bedrijf het afgelopen jaar 2.5 keer zoveel waard. Boem! We bespreken hoe ze dat voor elkaar kregen. Natuurlijk moeten we ook nog even gluren bij de buren, nu het nog kan. Jane Street wil zijn eigen schuldpapier minder publiek maken, maar tot die tijd kunnen we meekijken hoe het bedrijf met de grootste handelswinsten op Wall Street eigenlijk zijn geld verdient. En wat blijkt? Het verloor tientallen miljarden aan Leopold Aschenbrenner, de jonge knaap en wonderbelegger wiens fonds vorige maand opbrandde in de atmosfeer. Tot slot die halfjaarcijfers van Ebusco. Als het niet lukt om een nieuwe kredietfaciliteit af te sluiten, en een grote aandeelhouder niet bijstort, denkt het bedrijf dat er materiële uitdagingen ontstaan om zijn verplichtingen na te komen. Lees: dan is het einde verhaal.Te gast: Niels Koerts van Stockwatch.nl en de podcast het Beurscafé.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.See omnystudio.com/listener for privacy information.

Don’t miss this massive channel shift! Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this episode of the Ultimate Partner Podcast, host Vince Menzione sits down with Alexandra Zagury, Corporate Vice President of Channels at Microsoft, to explore ecosystem shifts, partner-led growth, and AI transformation. https://youtu.be/9jrSGX5bM90 Key Takeaways Microsoft’s telemetry and propensity data offer unprecedented insights that many partners are currently failing to unlock. Partners must evolve past basic licensing models and build comprehensive managed service stacks across the entire customer lifecycle. Establishing an AI Center of Excellence on the Microsoft platform is critical for capturing future market share and technical intensity. The modern tech ecosystem demands a shift from product-led growth to true partner-led growth driven by multi-partner collaboration. Renewal engines targeting 110% to 125% retention require an always-on motion starting well in advance of contract expiration. Investing in sales readiness and precision velocity training ensures that end sellers can effectively articulate the value of the Microsoft platform. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Microsoft, telemetry, Hyperscalers, channel, small medium enterprise, telcos, hosters, SSPs, Cisco, CSP, agentic GTM, propensity data, SPX, PUPP, cloud descent, MSPs, managed XDR, Agent 365, skilling, co-sell, renewals, flywheel, AI Center of Excellence, enterprise Transcript Alexandra Zagury Audio Podcast [00:00:00] Alexandra Zagury: One of the things that I think is the best kept secret at Microsoft is the telemetry that we offer our partners. [00:00:08] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. Welcome to the Ultimate Partner Podcast. [00:00:22] Vince Menzione: I’m Vince Menzi, own your host, and each week I sit down with leaders at the intersection of technology. Partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:41] Vince Menzione: It is the strategy because being in the room changes everything. Let’s [00:00:46] Guest: start. [00:00:50] Vince Menzione: I am thrilled because I get to have a leader that is somewhat new in role and is the corporate vice president of channels for Microsoft. And so Alex is here to, is joining us for the first time at Ultimate Partner. I’m thrilled to have you. Thank, thank you so much. Thank you so much. Welcome, welcome. [00:01:14] Vince Menzione: Thank you. Thank you. You and I are gonna be in the center seat in the middle. Okay. Yeah. Yeah. We wanna. So I am thrilled. Um, you’re relatively new in your role at Microsoft. [00:01:24] Alexandra Zagury: Seven months. [00:01:25] Vince Menzione: Seven months, [00:01:26] Alexandra Zagury: yes. [00:01:26] Vince Menzione: Wow. That’s a, that’s a crazy. So take us through, ’cause for those who don’t know you, but a little bit of an introduction, your title, your role, CVP, and uh, your remit. [00:01:37] Vince Menzione: Let’s talk about that and what your organization is focused in, in your mission. Yeah. [00:01:41] Alexandra Zagury: So hi everybody. Really exciting to be here. Thanks for the invitation, Vince. I always love to be with partners and with the channel. So my, I came to Microsoft to lead a new role, which we call Global Channel Sales, and it was part of the strategy of Microsoft to really bet on the growth in small, medium enterprise. [00:02:04] Alexandra Zagury: With the channel partner led growth. So my remit is really to lead our managed partners, but also to lead the strategy when it comes to the channel. Very specifically looking at the telcos, the distributors, the hosters. The sis and, uh, the SSPs of course. And, and so my role can be summarized in one word growth, and that’s what we do every single day is map our ambition to your ambition and figure out how we actually conquer this age of ai. [00:02:40] Vince Menzione: It’s a pretty big role. It’s a pretty, you know, I forgot about hosts ’cause we don’t, we don’t talk about them as much these days in the cloud. [00:02:48] Alexandra Zagury: Still a lot [00:02:48] Vince Menzione: of opportunity. You’ve got, and you’ve got all the telcos as well, which are pretty significant organizations, right? Lumen Field, just around the corner. [00:02:56] Vince Menzione: Mm-hmm. Right up the. Right up, I said across the river, but it’s across the pond in Seattle. And, uh, what does that look like from an organization perspective in terms of dollars? Are you allowed to disclose numbers? [00:03:08] Alexandra Zagury: No, we [00:03:08] Vince Menzione: don’t talk numbers. Okay. And, but you have a long career in this type of environment, in this role. [00:03:15] Vince Menzione: 10 years at Cisco, right? [00:03:17] Alexandra Zagury: Mm-hmm. [00:03:17] Vince Menzione: Tell us a little bit more about your background, [00:03:18] Alexandra Zagury: please. Yeah, sure. Um, well I started out as a, a sales leader. Uh, actually I started out in banking, if you wanna go all the way back. Um, but I fell in love with the channel actually, when I was at Yahoo, believe it or not. Wow. [00:03:32] Alexandra Zagury: Because it was the first interact sales model that I had the privilege to operate in, and I really understood. Stood the power of going through a channel. And then I was at Blackberry where I, I, I also, um, well had various sales leadership roles, but our model was all through, was all through the channel. [00:03:51] Alexandra Zagury: Yes. Um, some startups and then help [00:03:54] Vince Menzione: in those days too, right? [00:03:55] Alexandra Zagury: Yeah. It was all sps and I learned from Jim Balze the channel fundamentals. So, um, and then ended up, of course, at Cisco the last. Nearly 11 years, which I think is also one of the greatest channel companies. Yes. And really has thrived in a partner, partner led growth, and in a partner led model. [00:04:12] Alexandra Zagury: And so when, when Microsoft called, I mean, this was just the opportunity of a lifetime. To lead the channel during an era where we’re all getting disrupted, we’re all having to blueprint new systems, new ways of working, where go to market is getting identified, and we’re all having to figure out how to become customer zero ourselves, but then also how to go to market. [00:04:36] Alexandra Zagury: With, with agents. And so this was the, the most exciting time that I could think of to join the Microsoft ecosystem and really take us to the next level. [00:04:44] Vince Menzione: Well, your background is perfect for this. I, I, Rodney Clark is a friend, has been a guest on the podcast and in, in the studio, and I think of Cisco is the quintessential channel company. [00:04:56] Vince Menzione: Like when I think about how channel got created and how it worked well, it was always Cisco that did it. So give us like your perspective now, like seven plus months and like how does this feel like you’ve You’ve got a big remit and, uh, various, uh, routes to market. We’ll call them, uh, channels to market. [00:05:14] Vince Menzione: So take us through a little bit of that, like Yeah, sure. [00:05:16] Alexandra Zagury: Describe [00:05:16] Vince Menzione: the transition, what it’s been like [00:05:18] Alexandra Zagury: for you. So one of the things we’re focused on is supporting the channel through the transformation, and we look at it in a couple of lenses. The first lens is really helping the channel become customer zero. [00:05:29] Alexandra Zagury: We really believe that the partners that invest in. Actually identifying their own processes and their own go go to market are the channels, are are the partners that it can actually win because if you are using it, you’re gonna be able to sell it. The second layer is all about technical intensity, and I’m very passionate about this because I see it from two lenses. [00:05:51] Alexandra Zagury: One is. I would like each and every of our partners to lead in building an AI Center of Excellence based on the Microsoft platform. It is a unique opportunity. I can give you lots of numbers, right? We’ve all heard about the trillions of agents that are gonna be here by 2030. We’ve all heard about the tam. [00:06:12] Alexandra Zagury: I mean, our TAM is going from 777. Million to over a billion, uh, to over a trillion. I, it’s, the numbers are just enormous, insane, right? Over half a billion of customers in our base that are using, that are, that are based already on the Microsoft platform. So all the goodness of our IU IQ platform can be unlocked with all the services that the partners can build. [00:06:36] Alexandra Zagury: So investing in that technical skilling and building those practices are gonna be, is gonna be essential. The third part. The third pillar is all about ag agentic, GTM. So once you’re actually using, uh, the Microsoft platform, you’re gonna have to reimagine all your business’s pro processes, your sales processes, and the more that you are integrated into how we do, how we do things. [00:07:00] Alexandra Zagury: One of the things that I think is the best kept secret at Microsoft is the telemetry that we offer our partners. Yeah. I mean, it’s unbelievable. I’ve never seen the quality of propensity data. And now I’m gonna give you the ABCs, which is please, A SPX, which is where we get all our copilot data, PUPP, which is our proposal upsell, uh, planner, right, cloud descent, where you can actually get your next action directly to your sellers. [00:07:27] Alexandra Zagury: There is just so much goodness that we give, which is part of our, our investment in partners. Which takes me to the fourth pillar, and that is all about value alignment and one of the things that I’m very focused and I bring with me from, from Cisco and the work that I did with MSPs is really thinking through what is that value exchange between us and the partner. [00:07:49] Alexandra Zagury: I believe that I’m in the business of earning your trust. Earning your preference. And, and, and we do that by really mapping that value alignment. So not just, one of the things that the whole industry has copied from Microsoft is really looking at our incentives across the customer lifecycle. Yes. So really mapping the value alignment across the customer lifecycle, not just at the point of the deal. [00:08:13] Alexandra Zagury: ’cause that was the whole purpose of CSP. That’s right. The investments we make in tele telemetry, the investments we make in our go-to-market assets and having those bi-directional feedback loops so that we can be continuously improving. So those are sort of the things that I’m thinking about every day. [00:08:29] Alexandra Zagury: There’s a couple of others as we lead and support you in this transformation. ’cause I think of my job as to supporting and driving growth with you so that we have that joint ambition. But also supporting the transformation that both of us are on this journey. [00:08:44] Vince Menzione: And Microsoft was the first with Jay McBain was with us yesterday, and we talked, we’ve talked about this before, but you were the first company to take and look, get rid of the old metal systems, right? [00:08:55] Vince Menzione: The bronze, silver, gold, mm-hmm. And move to basically a point system for partners so that they can come at it from a kind of a global perspective on how they drive success. What was, um, what did you learn about this partner community, your first months that you didn’t expect? [00:09:12] Alexandra Zagury: Can I say something controversial? [00:09:14] Vince Menzione: Absolutely. Okay. [00:09:14] Alexandra Zagury: I love, [00:09:14] Vince Menzione: we love controversial, [00:09:15] Alexandra Zagury: so I think one of the things that I was surprised was that I didn’t see all the partners really unlocking the value of CSP. Yeah. What do I mean by that? When Microsoft moved to the Point System, and I was on the other side, really, I was so jealous of CSP when I was running managed services. [00:09:34] Alexandra Zagury: Here’s an offer that is for partners, for Partner that gives you that initial. Guarantee in terms of the margin that helps you throughout the customer life cycle with all the incentives and, and programs that we have. And I didn’t see, I mean there are some partners, but I was surprised not seeing more partners really building their value stack and their services across the lifecycle. [00:09:59] Alexandra Zagury: And I think there’s such a great opportunity now to do that. That was one of the most surprising things I thought. Oh my gosh, there must be so many, so many services stack, so many people really unlocking, unlocking that, that value. That was a, that was a little bit surprising. [00:10:14] Vince Menzione: Why? Why do you suppose, why do you suppose that was happening? [00:10:17] Alexandra Zagury: I think some of the things that we were listening here, there’s some, sometimes complexity. There are things that we still have to. Get better on, and I’m one of the first ones to say that like our partner experience, we have, um, you know, a lot of focus right now on partner center and ensuring that we’re identifying it. [00:10:36] Alexandra Zagury: I don’t know if I can say it, but, you know, one of the things that we’re looking at is replicating internally. We have Agent J. That supports our sellers through the sales process. Nice. We’re looking at having something similar for our partners. Very cool. Getting some claps there. So, yeah, so, uh, I think, you know, that I, some, there are some lockers that we, we have to acknowledge a lot of them are operational and comes with being a 50-year-old company. [00:11:02] Vince Menzione: I, I’ll give you my perspective too. I wanna get your thoughts on this. ’cause I got to, I’ve gotten to know this MSP community, which is a, you mentioned managed services and that, um, I think that some of them, well, I think Microsoft is leaning in, in a much bigger way. Um, we had Jose on stage yesterday and just the, the energy around the room, there he is, he’s back here. [00:11:23] Vince Menzione: The energy in the room around the MSP community is palpable and it maybe it wasn’t there a few years ago. Maybe some people got off the bus, so to speak, like they weren’t really paying attention mm-hmm. To all the change and all the investments. That you men, you’re mentioning or being made to support this, would you, what would you say about that? [00:11:42] Alexandra Zagury: Yeah, I’d say that that that is correct, but I’d also say that what I learned, you know, leading MSP at Cisco was that. All the stars have to be aligned, right? And if one thing is not right, if you don’t have product market fit, if you, if you, if you don’t have a good way to, uh, consolidate your offer, if you don’t have that investment in practice development, like there’s a series of things that we need to get right. [00:12:07] Alexandra Zagury: And I think Jose and I spent a lot of time thinking through those things and we’re, we’re ready to, to welcome the community and specifically around security. I mean, that was the second thing that I was really surprised because I lost so many deals on the other side to Microsoft, and I was like, and then I come on this side and I’m like, there’s all this opportunity everywhere. [00:12:28] Alexandra Zagury: I look underneath this chair, this opportunity, and I’m like, why are people not going after it? There is the opportunity to build managed XDR solutions, the opportunity to reinvent the song. There’s, there’s just so much opportunity and I think people get so stuck in the. Just thinking of it from a licensing model and not thinking it from the, the full on end-to-end value that you can then unlock through the best licensing model on the planet. [00:12:55] Alexandra Zagury: And so, look, we’re here, we’re, we’re ready to talk to all of you and, and really figure this out ’cause we are gonna place really bet big bets next year on ensuring that we’re growing with the MSP community. [00:13:08] Vince Menzione: So what are you personally focused on in changing Microsoft to drive this. [00:13:13] Alexandra Zagury: Well, uh, I don’t know. [00:13:14] Alexandra Zagury: Changing is a, is a, is a big word. Well, I like evolution, change, [00:13:17] Vince Menzione: evolution, evolving. [00:13:18] Alexandra Zagury: You know, I [00:13:19] Vince Menzione: transition. [00:13:21] Alexandra Zagury: I think there is, there is a couple of things that I’ll say that one of the things that I, I’m really focused on right now, the first one is skilling. We’re at a time of such transformation. That investing in skilling, and if you look at our skilling model, it has four pillars. [00:13:37] Alexandra Zagury: The first pillar we’re best in class, in which is certification specializations, and making sure that our ecosystem is certified to go to market. The second one, which we call project ready. It’s sort of how we help you, uh, technically skill the folks that sit in your practices. And there’s more work to do there, and there’s more that you can learn about how we can actually help you. [00:13:59] Alexandra Zagury: And then the middle part I’m obsessed with right now, which is sales ready and tech sales ready. So it is ensuring, because AI is new for everybody. Yes. It’s a muscle, it is a proposition that you have to sell it’s value that you’re selling. I, I love what the gentleman from Lenovo was talking about. It’s, it’s that CSB always on motion. [00:14:21] Alexandra Zagury: Yes. And so really getting very crisp to the end seller at the, at the reseller. For example, at the end, seller at the partner about why Microsoft. Why now, how do I sell and how do I win? And giving them the assets, the competitive battle cards, the, the, the ability to end objection handling all these. Great, we have them. [00:14:45] Alexandra Zagury: I mean, the amount of content we have, but it’s about doing it at what I call precision velocity. [00:14:51] Vince Menzione: Precision [00:14:51] Alexandra Zagury: velocity, right? Which is this concept of how do we get very precise at a persona level. So that we get the velocity of impact. And so I’m, I’m very obsessed with that right now. And there’s two other things I’m very obsessed with, right? [00:15:04] Alexandra Zagury: The other one is this practice building, ensuring that we are together building these AI centers of excellence, um, especially for all our managed partners. This is something that I’ve put on, uh, every single PDM in our org is gonna, is gonna be talking about that. And then the third one is one that I find super interesting, which I think all of us. [00:15:25] Alexandra Zagury: Have a lot of work to do, which is partner to partner. [00:15:29] Vince Menzione: Yes. [00:15:29] Alexandra Zagury: If we look at a customer outcome, thank you. A customer outcome is built of many partners, right? There’s so many different touch points. I think some folks talk about seven partners in, in a customer outcome, and so how do we actually. Use agents, use agent solutions to suddenly unlock this opportunity because most of the time you’ll see an SSP with an si, maybe an ISV in the middle of a transaction to deliver on that customer outcome. [00:16:04] Alexandra Zagury: Yes. So what can we Microsoft do? And I’d love ideas, right? I haven’t cracked this. I don’t think the industry has completely cracked this. It’s more of a, a science than, than, well, more of an art than it is a science today. So that’s the third thing that I, I, I’d love to really improve and, and get better at. [00:16:20] Vince Menzione: I wish you got to see my slide earlier. ’cause I had the seven seats. I had this, I had the seven partners surrounding the customer. Customer is able to make their decisions now because with their cloud commitments [00:16:31] Alexandra Zagury: mm-hmm. [00:16:32] Vince Menzione: They’re in the, they’re in the seat where it used to be. I would rely on the partner to tell me what to do. [00:16:38] Vince Menzione: I, I’m cobbling together the best solution for my organization. Based on the trusted partners, to your point, those seven seats, and that’s partner to partner action. And Jay McBain was here yesterday and he took us through a great example. It’s AstraZeneca, that Microsoft won AWS, thought they were gonna win the deal, and then there were Microsoft partners in involved. [00:17:00] Vince Menzione: And the, the decision was made in December, but the deal didn’t happen until July. And that whole process was because all these different partners showed up. And influence the decision and the solution areas for that customer. [00:17:12] Alexandra Zagury: Yeah, that’s the best example of PLG partner led growth in action, which I think, again, that is the other thing that I’m super excited about is that actually p proving in the AI era that it’s about PLG as partner led growth, not the other PLGI. [00:17:31] Vince Menzione: I love that. I love that. Instead of product led growth, it’s partner led growth. So I understand there’s three layers that you’re very interested in that you want, you were gonna take us through today. Okay. Do you know about this, [00:17:44] Alexandra Zagury: the layers [00:17:45] Vince Menzione: of we have, uh, copilot chat. Oh, yes. 365 and, and agents. [00:17:49] Alexandra Zagury: Yeah. [00:17:50] Vince Menzione: From a product perspective, I thought maybe, [00:17:51] Alexandra Zagury: yeah, sure. [00:17:52] Alexandra Zagury: This is, I mean. This is the, uh, advantage of choosing the market Microsoft platform. Yeah, so as you look, look at it, there’s, there’s definitely different options, but when you look at Microsoft, what’s really, really interesting is that we have all the, all the layers. There’s no AI without data, and we’ve got that data foundation. [00:18:15] Alexandra Zagury: We also have the intelligence data foundation, right? Then we’ve got the, the layer of actually building those AI agents, and then the last layer that we have is actually the experience or the application layer. So when you look at our platform is a completely integrated platform with the different choices. [00:18:35] Alexandra Zagury: We are not behold, beholden to one LLM or another LLM. You’re actually able to bring your data and, and bring the LLM that you want to deliver on the, on the outcomes that you need. And I think that is very, very unique about our proposition. Yeah, I [00:18:50] Vince Menzione: agree. [00:18:50] Alexandra Zagury: But the other thing that is unique, it’s the most exciting product out there. [00:18:55] Alexandra Zagury: Agent 3, 6 5, our own oh oh seven. It really is a differentiated proposition that every single partner can build services around. Starting with your advisory services, tell me customer, what is it that you are thinking of? Then you actually move on to thinking about security because again, just like there’s no AI without data, you have to start with that data foundation. [00:19:24] Alexandra Zagury: There’s no AI without security and no security without ai. And so really thinking through how, uh, agent 3, 6, 5, I love it. I get these claps once a, I love, love really thinking about how Agent 3, 6 5 really unlocks, not only. A security budget, but an observability budget because you can do both. You are talking to both, uh, folks at the customer, right? [00:19:47] Alexandra Zagury: You can actually start talking about how you’re gonna actually govern all of these agents, manage all of these agents, but also there’s the observability layer, which is gonna tell you what actually can you do? How can you actually deliver on the outcomes that we all want from ai, which is productivity. [00:20:05] Alexandra Zagury: Experience and efficiency and all the other things. So I think this is the biggest opportunity this channel has ever seen, and every single partner is gonna have to make a choice on what platform they’re gonna lead with, and we believe it should be ours because it is completely integrated across these three layers with our very own oh oh seven. [00:20:30] Vince Menzione: I wanna get your perspective, but it feels like many of these partners in the MSP community are stuck at that CSP level. We were having this conversation about getting through that, coaching ’em through it. What would your be your perspective on that? [00:20:44] Alexandra Zagury: Um, I’d say, uh, use this moment to unlock that opportunity. [00:20:50] Alexandra Zagury: First off, invest in your skills. Get your, get your team skilled and, uh, on Microsoft, build your center of excellence. Map out your strategy where actually you’re gonna monetize and use all the different assets that we have. And if you are being really, um, I mean, most of them are serviced through a distributor. [00:21:12] Alexandra Zagury: Make your distributor accountable for supporting you in packaging the offers and giving you the, uh, information that you need in terms of skilling. And then in terms of co-selling, again, distributor has a lot of tools that can help you understand how to unlock the co unlock, the co-selling opportunity with Microsoft. [00:21:35] Alexandra Zagury: I think that’s another really big competitive advantage that Microsoft has. When, uh, Microsoft changed what it started by, by, by changing its strategy. I think clarity is kindness. We were very, very clear that where we want, we wanted partners, of course, to play an enterprise with a services stack, but we were very clear that we were betting on a partner led growth in small, medium enterprise, right? [00:22:03] Alexandra Zagury: And so we’ve built our whole operating system. Around that. And so I think it’s really about finding the information that you know you want, planning your strategy, getting skilled and go to market with us. Our co-sell Advantage is very, very unique. It is one of the only companies that has the sales teams completely aligned because CSP is our hero motion. [00:22:29] Vince Menzione: So being with a customer through the journey on CSP, but also renewals are a big component of growth. Talk to us about that. [00:22:36] Alexandra Zagury: Yeah. Renewals are, uh, a machine and an engine that is just absolutely beautiful. It’s your [00:22:42] Vince Menzione: flywheel. [00:22:43] Alexandra Zagury: It is your flywheel. Um, and it is the gift that keeps on giving. We, of course, have a very focused, um, and in fact, one of the things that I’ve done since. [00:22:52] Alexandra Zagury: Uh, since we’ve started, it started a very focused motion in terms of looking at our renewals. We have very specific targets. We, we like to see a renewal at 110% at the moment of renewal. And then we like to see a motion, t plus three, T plus six. That gets us to that a hundred and and 25%. But what we’ve also found out is that this needs to be an always on motion. [00:23:18] Alexandra Zagury: So one of the things that we’re doing is using this concept of precision velocity becoming very rigorous. ’cause we have all the data. Yeah. In terms of what is that next action, and really looking at starting that renewal process, we see that the partners that are able to reach the targets are the ones that start at T minus. [00:23:36] Alexandra Zagury: Six, maybe T minus three, you’re cutting it, but T minus six. And really building that constant motion, getting out in front Yeah. With the customer is really important. And then of course, we now even have these amazing go back motions, uh, with, with our partners where we actually, after the renewal, we go and. [00:23:56] Alexandra Zagury: The renewal was not at the target. We just constantly keep on going. Uh, going back with the, with the partners and we’ve unlocked a, a bevy of data. We, our operating model, we call it the pods, where the PDM sits at the center and orchestrates it with all the different roles that we have. And so we now have a very systematized moment, uh, motion of how to do the renewals. [00:24:18] Vince Menzione: So for the partners in the room, what’s one investment that they should make and what should every partner in the room do differently? Going into, uh, July 1st. [00:24:27] Alexandra Zagury: Well, I think the first thing, remember, CSP is our hero motion, so really for, uh, real, really focused on that. But the one investment, can I say two? [00:24:38] Vince Menzione: Please, please. [00:24:38] Alexandra Zagury: Your time. The, the first one is skilling, right? This is the time. [00:24:43] Vince Menzione: Yeah. [00:24:43] Alexandra Zagury: Technical intensity is super, super important, and really making those investments in skilling not only from a practice perspective, your your, your technical practice, uh, teams, but also from a sales readiness perspective. [00:24:59] Alexandra Zagury: This is a new muscle. It’s we’re all learning how to truly sell outcomes, and so getting your sales teams ready. Is is really important. And then the second one very tied to that is building your AI Center of Excellence based on the Microsoft platform. Because as we go into FY 27, you will see that the partners that prefer and grow with us are the ones that will see the investment come to them. [00:25:28] Vince Menzione: So I want to use the term front. I I, I’ve been avoiding the term frontier firm, but I think it is super critical. Everything I’ve heard today, like you need to be customer zero. You need to get in train, advance on it and go build against it. [00:25:41] Alexandra Zagury: Absolutely. Well, if you had, let me a third, I would’ve said customer zero. [00:25:46] Vince Menzione: You have it? Alright. We have less than a minute. Would you be okay if we ask for like maybe one question? Yeah, absolutely. We’ll do like one, maybe two. So good to have you by the way. Thank you, Vince. So nice to have you here. [00:26:04] Vince Menzione: I think we did such a good job. Oh, here we go. Here’s, here’s fun. A mic is coming your way. [00:26:20] Vince Menzione: Thank you. Here we go. Okay. [00:26:22] Guest: So we’ve been very keen on, um, skilling our people, and I still find it very hard to get all of the information out of Partner Center to get a complete global view. Are you and your team thinking about maybe having an MCP server access and having a real portal working with that data? [00:26:41] Alexandra Zagury: You just touched on one of our areas of improvement. Absolutely. In fact, um, thank you for, stay tuned for holding us accountable to that. That is definitely one of the things that we’re working on is how to integrate skilling hub into partner center. Right. As most of you will know, there are it Qs, and so that’s one of the things that we are definitely prioritizing, but thank you for holding me accountable to that one. [00:27:09] Vince Menzione: Awesome. [00:27:13] Vince Menzione: We have one more back here, David. I see. We wanna see how fast they can move that microphone across the room. Relay system here. The relay team. There we go. [00:27:25] Guest: That was excellent, Alexander. Thank you. And welcome. [00:27:28] Alexandra Zagury: Thank you. [00:27:29] Guest: Can you point to a specific example? ’cause I think it’s so critical what you highlighted just the skill piece and the customer outcomes piece. [00:27:35] Guest: Right. Can you point to a specific example of a story that you really love that highlights, uh, customers lighting it up with ROI. [00:27:44] Alexandra Zagury: Yeah, I think, you know, we’re, we’re, we’re a platform, so I just saw a win wire. Like at Microsoft, we get these win wires all the time about how an SSB actually won a, a deal against one of these big AI only companies. [00:28:00] Alexandra Zagury: And it was really about selling the full platform, right? Yeah. Because if, if you, if you put a full platform against an LLM proposition, I mean, the full platform really stacks up because it’s completely integrated. It’s not behemoth to one, you’re not making a bet on one company. And it really highlighted our mantra around trust and intelligence. [00:28:24] Alexandra Zagury: The customer was able to see, they, they were an M 365 customer, so all their iq, all their intelligence was already there. They knew that they, there were guardrails against it. They had a problem with shadow ai and by actually standardizing on copilot and going on that journey from copilot paid to agents, they sue the, they saw the full, uh, value proposition. [00:28:49] Alexandra Zagury: And so we won that deal and it was one of the. First E seven deals that we won, so it was great. [00:28:55] Vince Menzione: Fantastic. Great. Congratulations. [00:28:57] Alexandra Zagury: Thank you [00:28:58] Vince Menzione: Alex. I am so honored and thrilled that you got, you chose us to be your I I would say the first big Yeah, absolutely. Presentation in front of the partner community. [00:29:07] Vince Menzione: I’m so excited to have you. [00:29:08] Alexandra Zagury: Thank you [00:29:09] Vince Menzione: guys, and hopefully many more times ahead with us. [00:29:10] Alexandra Zagury: Absolutely. Invite me at anytime. [00:29:12] Vince Menzione: Okay. Well, thank you [00:29:13] Alexandra Zagury: so much. [00:29:14] Vince Menzione: Thank you. So great [00:29:15] Alexandra Zagury: to have you. Thank [00:29:16] Vince Menzione: you so much. Thanks for listening to The Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. [00:29:26] Vince Menzione: Subscribe where you listen, and head over to the ultimate partner.com. For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything.

Today, several members of our Packet Pushers podcast team assemble to discuss whether the grass is greener on the NetOps or DevOps side of the telemetry fence. William of The Cloud Gambit, Scott of Total Network Operations, and Ned and Kyler of Day Two DevOps discuss the difficulties and differences of getting telemetry and state... Read more »

Today, several members of our Packet Pushers podcast team assemble to discuss whether the grass is greener on the NetOps or DevOps side of the telemetry fence. William of The Cloud Gambit, Scott of Total Network Operations, and Ned and Kyler of Day Two DevOps discuss the difficulties and differences of getting telemetry and state... Read more »

James Pope is on site in Las Vegas more than a week before the doors open. As SOC lead for the Black Hat NOC and Senior Director of Security Product Research and Technical Marketing Engineering at Corelight, his show starts with switches and access points rather than alerts. The team brings in the ISP, the firewall, the switches, and the access points, deploys them across the conference, and then moves into SOC mode. If there is no network, there is nothing to secure. The tooling arrives through partnership rather than sponsorship. James Pope says a company cannot buy or sponsor its way into the NOC, and that the team picks what it wants and fills gaps as it finds them. Cisco covers Umbrella and file malware analytics, Palo Alto Networks provides the firewall and XSIAM as the log aggregator, Arista handles switching and access points, Jamf runs MDM across the registration devices, and Lumen supplies the internet. Corelight is the network visibility layer. That layer carries different weight here than it would inside a company. Asking attendees to install a certificate or an endpoint agent so the NOC can inspect their traffic is a request nearly everyone declines. In most corporate environments the endpoint is one of the richest sources of signal. At Black Hat, visibility into attendee activity comes from network data. A Black Hat positive is malicious activity that is legitimate in context. Attendees pay to learn attack techniques against real targets, and researchers demonstrate new exploits on stage. Those events generate true detections no corporate SOC would ignore. The NOC lets them run rather than killing a paid training exercise or a live demo. So how does the team tell a training exercise from a real attack? It baselines each classroom and spends its time on the outliers. When seventy students in a room run the same attacks against the same destinations, the activity is probably sanctioned. The curriculum is ingested as a JSON file and the system moves through a series of gates, asking whether this is a class, whether multiple sources are reaching the same destination, and whether the attack would be expected in that curriculum. Anything that does not fit comes back for a human. The team informs far more often than it blocks. On the day of the recording, James Pope went to the trade show floor to tell someone that command and control traffic was running from their machine, and handed over logs for their IT and security team. He is not their manager, and what happens next is their call. Illegal activity is treated differently, and a handful of times per show the team asks a room to stop. At Black Hat Asia, traffic from a Corelight sensor showed a double RAT infection on one machine, a single APT running one implant for exfiltration and another for command and control. Working from traffic, James Pope established that the person was a reporter, the region they covered, and the company they worked for. Open source intelligence narrowed it to a single name, registration confirmed the person was on site, and the NOC invited them in. The reporter arrived expecting a product demo. The laptop was reset with everyone present, sessions were revoked, passwords were changed, and the reporter left in a secured state. This year the team opened the Outpost, running real Black Hat network logs from Corelight behind application guardrails, LLM guardrails, and a kill switch, where visitors query the data with text to SQL. Agentic triage stitches alerts into detections and detections into a timeline, and James Pope treats the ability to drill down to raw logs as a requirement rather than a preference. Success is measured largely by what does not happen: no compromise of registration, the switches, or the access points, and people who arrive infected leaving better than they got here. This is a Brand Briefing. A Brand Briefing is an on-location conversation recorded on site at Black Hat USA 2026, putting a spotlight on the guest and their company and pairing it with the editorial reach of ITSPmagazine. Learn more: https://www.studioc60.com/performance/#briefing GUEST James Pope, Senior Director of Security Product Research and Technical Marketing Engineering at Corelight, and SOC lead for the Black Hat NOC RESOURCES Black Hat USA 2026 event coverage from ITSPmagazine: https://www.itspmagazine.com/black-hat-usa-2026-cybersecurity-event-coverage-in-las-vegas Learn more about Corelight: https://corelight.com Corelight blog, including the Black Hat NOC series: https://corelight.com/blog Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight ▶︎ Get your own Brand Briefing at an upcoming event: https://www.studioc60.com/buy-brand-briefings KEYWORDS james pope, corelight, sean martin, marco ciappelli, brand briefing, brand story, brand marketing, marketing podcast, black hat usa 2026, network detection and response, network evidence, security operations center, threat hunting, agentic triage, ai in the soc, conference network security, black hat noc, command and control, incident response Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

First episode in a new multipart podcast series explores how lifecycle intelligence can protect recurring revenue and uncover new opportunities for Cisco partners. The sale is only the beginning. For Cisco partners, the real work of protecting recurring revenue starts after the purchase order is signed, the technology is deployed and the customer begins using what they bought. In the first episode of a new multipart podcast series, SmarTrak.ai explains how Cisco partners can gain greater control over the subscription renewal process by bringing fragmented customer, contract, install-base and adoption data into a clearer, more actionable view. Partners often lose visibility after deployment. Information becomes scattered across systems and spreadsheets, customer adoption can be difficult to measure and warning signs may remain hidden until a subscription is close to expiring. By that point, the partner may have limited time to address the problem or demonstrate the value the customer has received. SmarTrak.ai is designed to help partners identify those risks earlier. The platform helps organize Cisco install-base, contract, subscription and lifecycle information so partners can see what customers own, what is approaching renewal and where engagement may be slowing. That visibility can help partners begin renewal conversations well before an expiration date. It can also support better planning around SmartNet, Enterprise Agreements, true-ups, technology refreshes and customer budgets. The opportunity goes beyond retention. Better lifecycle intelligence can help Cisco partners identify expansion opportunities, attach additional services, grow wallet share and uncover competitive takeover opportunities across the customer account. This opening conversation examines why lifecycle management has become essential, what typically breaks down after the sale and how partners can turn post-sale intelligence into stronger customer relationships and more predictable recurring revenue. The multipart series will continue with deeper discussions on adoption measurement, renewal readiness, customer data, Cisco 360 and the role of AI in helping partners recognize risks and revenue opportunities earlier. Podcast: The Sale Is Not the Finish Line Series: How SmarTrak.ai Helps Cisco Partners Master Subscription Renewals and Unlock New Revenue Opportunities Visit: https://smartrak.ai/

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über Entspannung an der Inflationsfront, Übernahme-Euphorie bei Workday und den Aufstieg von Reddit. Außerdem geht es um Workday, Sandisk, Western Digital, Netflix, Hertz, Cisco, Cerebras, Coherent, TKMS, Thyssenkrupp, Vincorion, RWE, Sixt, Secunet, Hellofresh, Energiekontor, Evotec, Birkenstock, Palantir, Nebius, Reddit, AvalonBay, Volkswagen, Adidas, Deutsche Bank, SAP, Siemens, Bayer, Commerzbank, Deutsche Börse, Deutsche Telekom, Siemens Healthineers, iShares Core FTSE 100 (WKN: 552752), BIT Global Technology Leaders (WKN: A2N812) und ARK Innovation ETF (WKN: A408AW). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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

Es gibt bis zu 200 €, wenn ihr Friends & Family zu Scalable Capital bringt! Das Ganze geht nur bis zum 31. August. Mehr Infos in der App oder auf scalable.capital/oaws. Cisco, Cerebras & Coherent fallen. Anthropic mit 2.000 Mrd. $ an die Börse? OpenAI-Vorstände gehen. Sandisk & Maersk steigen wegen Prognose. CXMT überholt Tencent. Birkenstock wächst 15%. Ackman kauft Netflix, verkauft Hertz. JD.com schrumpft. Trigano (WKN: 913141) ist einer von Europas größten Wohnmobil-Herstellern und steckt den Lagerabbau weg und wächst wieder. Neue EU-Führerscheinregel könnte den Umsatz pro Fahrzeug pushen. KGV von 10 und fast 3% Dividende. Burger King ist zurück auf Platz 2 in den USA. Restaurant Brands (WKN: A12GMA) investiert 700 Mio. $ in den Umbau und wächst das fünfte Quartal in Folge. KGV von 17, über 3% Dividende. Aber Rindfleischpreise auf Allzeithoch. Diesen Podcast vom 14.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Aug. 13. A Journal investigation finds that thousands of North Korean operatives have landed jobs at American companies and are funneling millions of dollars back to the regime. Plus, big businesses like Apple and FedEx start reeling in hundreds of millions in tariff refunds. And the WSJ's Stu Woo details how American chatbots are towing Beijing's party line. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn't satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earnings reports on our favorite under-the-radar stocks.Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast discuss: Cisco earnings. Strong hardware, weak software Cerebras, making sense of its confusing earnings Can innovations like Cerebras threaten the AI incumbants? Hidden Gems earnings lightning round Companies discussed: CSCO, ANET, DELL, CRBS, NVDA, XMTR, MQ, TBBBHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: the AI boom boosted Cisco's quarterly profits. And Lenovo is on track to hit its annual revenue goal ahead of schedule. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump deputizes private-sector companies to target cybercriminals. The LiteLLM supply-chain attack exposed credentials belonging to thousands of organizations. Data-theft campaign targets misconfigured Salesforce and ServiceNow instances. Hackers deploy AI agents to breach Taiwanese government systems. CISA mandates urgent patch for actively exploited Cisco firewall vulnerability. Nightmare Eclipse publishes yet another Windows zero-day exploit. On our Industry Voices segment, Clint Gibler, Cyber Lead at OpenAI, and Robby Winchester, Chief Global Professional Services Officer at SpecterOps, discuss frontier models and the future of cyber defense. And please do not reply. Seriously. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today on our Industry Voices segment, Clint Gibler, Cyber Lead at OpenAI, and Robby Winchester, Chief Global Professional Services Officer at SpecterOps, speak with Dave Bittner at Black Hat about frontier models and the future of cyber defense, including responsible AI deployment, red teaming, reducing security noise, and the evolving role of human expertise in AI-assisted defense. If you enjoyed this conversation, be sure to check out the full interview here. Selected Reading Trump turns to private sector in offensive hacking operations memo (CyberScoop) Terabytes of credentials leaked in massive supply-chain attack (Ars Technica) "City-Forum" data-theft attacks target Salesforce, ServiceNow portals (BleepingComputer) 'Near-autonomous' AI agents attack Taiwan's nuclear safety agency (The Register) Cisco says software vulnerability could let hackers crash firewalls (Cybersecurity Dive) Microsoft-vendetta hacker has a new zero day that gives system privileges on fully patched Windows (The Register) Sensitive Info Goes Into ‘No Reply' Emails Constantly. This Guy Sees It All (WIRED) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc.

Plus: Enthusiasm for the AI trade continues to build overseas. South Korea's Kospi index gained more than 3% for a second straight day, and Lenovo Group's shares rose 20% in Hong Kong after the company posted record-high revenue. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer, and David Faber discussed this morning's PPI print, with wholesale prices coming in flat in July, below expectations. They then turned to tech, bringing in Cisco Chair & CEO Chuck Robbins to discuss the company's latest earnings; shares fell despite a beat and record revenue. Later in the hour, Cramer discussed Tapestry's rough quarter after the stock dropped double digits following the open. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chris and Hector break down why ransomware gangs are shifting their focus from executives to mid-level employees, another AI model escaping its cybersecurity sandbox, uncertainty surrounding CMMC requirements, the decline of HackerOne, and a new wave of critical Cisco vulnerabilities. Join our Patreon for weekly bonus episodes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/c/hackerandthefed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Send HATF your questions at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠questions@hackerandthefed.com

Despite beating earnings and revenue estimates and raising guidance, Cisco (CSCO) traded lower as investors focused on gross margin pressure. Melissa Otto discusses Cisco's strength in networking, security, and AI. Paul McCarthy highlights the company's growing hyperscaler AI business, expanding customer base, and competitive position against other giants like Nvidia (NVDA) and Dell Technologies (DELL).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Market update for Thursday August 13, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:The comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rallyCerebras earnings and why the stock fell despite strong growth and raised guidanceSuper Micro's monster AI server forecast and Cisco's disappointing AI outlookThe Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter's business empire

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den Kurssprung von Vestas, die neue Prognose von TKMS und ein pikantes Detail aus Norwegen. Außerdem geht es um CoreWeave, Meta, Super Micro Computer, Nebius, Rocky Mountain Chocolate, Lumentum, Cerebras Systems, StubHub, Cisco, Coherent, Infineon, Suss Microtec, Siltronic, Siemens Energy, Nordex, E.on, SpaceX, Tesla, Yum! Brands, Yum China, Wendy's, McDonald's, Restaurant Brands International, Cava Group, Sweetgreen, Chipotle, Novo Nordisk, Eli Lilly, Costco, Cooper Companies und Johnson & Johnson. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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

Adyen stelt wat teleur in de eerste helft van het jaar, maar maakt dat de komende maanden meer dan goed. De betaalverwerker is extreem enthousiast over wat komen gaat. Het verhoogt de omzetverwachting. Waar aandeelhouders het aandeel eerder nog dumpten, slaan ze het nu massaal in. Deze aflevering hebben we het uitgebreid over die vooruitblik. Je hoort of Adyen het vertrouwen weer helemaal heeft teruggewonnen en waar de groeikansen liggen. Hebben we het ook over Anthropic. Dat gaat volgens de Financial Times in de herfst naar Wall Street. Met een prijskaartje van 2000 miljard! Meer dan SpaceX! Beide bedrijven stellen dus niet teleur. Dat doet Fastned ook niet, bekend van die snellaadstations. Het verlies is wat ingelopen en de omzet flink gestegen. Ook verhoogt het bedrijf de margeverwachting. Te gast: debutant Thijs Buitenhuis van Norbury Capital 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.See omnystudio.com/listener for privacy information.

Mawmas, while Snooki is in recovery mode from major surgery, our besties have left us another gift. A guide to the 2000s, with an all-inclusive flash back leaving us yearning for a time long ago (not that long though, we’re not that old). First, our besties are protesting the long, overheated summer. It’s time for the holidays! Speaking of sweaty summers, the two talk hygiene routines: it’s morning vs. evening showers. Then we’re on a wild ride to the past. Long before soul cycle, we had tanning salons for community, where befriending the receptionist was the key to your social life. It’s a mystery how we didn’t damage our skin and yet we’re claimed to be the youngest looking generation. After baking all day in the artificial sun and spa, we hit the parking lots, chain smoking and cranking CDs, pregaming on cheap jet fuel by the names of Cisco and Four Loko to get our nights going and save a few dollars. We were broke back in the day, and this was before $30 cocktails. The best part? The after party…at your local Mickey D’s…Taco Bell, Burger King, and White Castle. Why choose? And no 2000s tour is complete without a book club read from our favorite adopted Chilean author…Snooki Polizzi’s Confessions of a Guidette. The ULTIMATE guide to Y2K fashion era including tacky jewelry, four inch heels (minimum), and what it means to be a Meatball. VolumeSee omnystudio.com/listener for privacy information.

A.M. Edition for Aug. 12. Centrist David Crowley scores an electoral upset in Wisconsin, narrowly defeating Democratic socialist Francesca Hong in a race to secure the Democratic nomination for governor. WSJ's Damian Paletta says Crowley's victory could mark a turning point for progressives. Plus, New York City launches a sweeping investigation into four prediction markets – probing Polymarket, Kalshi, Coinbase and Gemini Titan for alleged deceptive marketing practices and the targeting of minors. And could one of Hollywood's oldest studios be relocating from Tinseltown to Music City? Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Nathan and Guy Adami dig into the biggest story in markets: Nvidia's roundtable with Wall Street's top financiers — Jensen Huang, David Solomon, Jon Gray, and Stephen Schwarzman — and the multi-hundred-billion-dollar backstop deal getting compared to a modern-day CDO. Dan lays out why he thinks this AI CapEx build could make the dot-com bust and the GFC look tame, walks through Nvidia's doubling credit default swaps, and answers a listener question on exactly what would signal the bubble has popped. Plus: the cautionary tale of The Trade Desk's collapse from $140 to $14, why valuations are only richer once before in history (the dot-com peak), and a preview of what to watch in Cisco's earnings after the close today. Show Notes A short history of valuing stocks (FT) Wall Street just endorsed Jensen Huang's ‘big concept' for AI. What now? (CNBC) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

The traders debate what's driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco reporting Q2 numbers after the close. Then, BofA Securities' U.S. economics head explains why three rate hikes this year could still be in the cards--even on the back of a muted CPI print. Plus, Google's new AI smartphone lineup, a landmark social media trial hitting Meta and the big moves in restaurant stocks catching the attention of our traders today.   Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, explains why rising forward earnings estimates should continue to support stocks and why he expects tech to lead despite potential headwinds over the next two months. Earnings from Cisco and Cerebras, including reaction from Wedbush's Matt Bryson. David Snyder, Managing Principal and Chief Investment Officer at Journey 1 Advisors, explains why he remains heavily invested but has added hedges as he prepares for the possibility of a correction or bear market. He identifies a potential oil price spike as a key risk that could tighten financial conditions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Cisco Watched This Week by Talented Slackers

Ron Westfall of HyperFRAME Research discusses Cisco (CSCO) as a key beneficiary of AI infrastructure spending. He highlights growing demand for Cisco's AI data centers from hyperscalers and enterprise customers. Westfall also explains how Cisco's networking and security businesses, strengthened by its Splunk acquisition, could benefit from an AI-driven enterprise upgrade cycle.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Join Boson's Live 8-Week CCNA Workshop starting Aug 17:https://itdad.info/8Weeks2CCNAIf you are studying for the CCNA by just watching video courses on a second monitor while you scroll through social media, you are setting yourself up to fail on your first attempt. I learned this the hard way, burning hundreds of dollars on exam fees early in my career because my study strategy had a massive flaw. Passive information consumption does not build long-term retention or real skill. In this video, I am breaking down the exact study stack I wish someone handed me when I started—videos for introduction, labs for muscle memory, active recall for retention, and practice exams for verification—so you can build real skills, stop wasting money, and pass on your first attempt.

Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia's $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-deals playing out in tech now. Then, economist Joe Lavorgna lays out his expectations for tomorrow's CPI report—and why the former counselor to Treasury Secretary Bessent thinks the Fed should hike interest rates now. Plus, all the headlines from CoreWeave earnings, On Holding's worst day on record and the Options Action ahead of Cisco results. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Take a Network Break! Cisco takes center stage in our Red Alert after the network giant discovered a bunch of high-severity bugs in its Catalyst SD-WAN platform. It has rolled out software upgrade and there are no other workarounds. On the news front, NVIDIA assembles other tech bigwigs to form the Open Secure AI Alliance... Read more »

Take a Network Break! Cisco takes center stage in our Red Alert after the network giant discovered a bunch of high-severity bugs in its Catalyst SD-WAN platform. It has rolled out software upgrade and there are no other workarounds. On the news front, NVIDIA assembles other tech bigwigs to form the Open Secure AI Alliance... Read more »

Take a Network Break! Cisco takes center stage in our Red Alert after the network giant discovered a bunch of high-severity bugs in its Catalyst SD-WAN platform. It has rolled out software upgrade and there are no other workarounds. On the news front, NVIDIA assembles other tech bigwigs to form the Open Secure AI Alliance... Read more »

Football franchises run on data. Jono Luk of Sumer Sports explains how AI is changing who wins — on the field and in the stands.Full Show Notes:Most sports AI coverage focuses on stats. Jono Luk, Chief Product Officer at Sumer Sports, is thinking about something harder: measuring what a player decided, not just what they did. Sumer's computer vision tracks all 22 players up to 60 times per second, generating probabilities for every moment of every play — not to describe what happened, but to evaluate whether the best decision was made.That depth of game intelligence turns out to be useful in two places. For coaches, GMs, and scouts, it surfaces skill that box scores miss entirely. For the business side of a franchise, that same real-time game data becomes the trigger for personalized fan experiences — the right offer, the right moment, whether someone is in the stadium or watching from a sports bar. Jono calls this the before, during, and after — and argues it's the same attract-retain-monetize cycle every enterprise runs, just with a different playbook.The episode also covers what Jono wishes organizations understood before they start any AI conversation: AI isn't synonymous with LLMs. Computer vision, specialized models, and multi-component pipelines built for specific data types are doing work that frontier models simply aren't designed for. That framing matters for any enterprise buyer, not just sports franchises.What We Cover:How Sumer Sports uses computer vision to evaluate player decisions, not just outcomesWhy specialized AI models outperform general-purpose frontier models for sports analyticsThe two sides of AI in a football franchise: football operations and fan engagementHow real-time game data triggers personalized in-venue and at-home fan experiencesWhat the NIL era means for AI-assisted recruiting at college and high school levelsWhy AI in the enterprise isn't just about LLMs — and how to think about the broader toolkitThe one question Jono wants every organization to ask before deploying AIGuest Bio:Jono Luk is Chief Product Officer at Sumer Sports, a football data analytics and AI company that uses computer vision to analyze every player, every game, in real time. Before Sumer, Jono held product and technology leadership roles at Cisco. He brings a cross-industry perspective on how AI fits into larger solutions — not as a replacement for human judgment, but as the infrastructure that surfaces better decisions faster.Sumer Sports: https://www.sumersports.comJono Luk on LinkedIn: https://www.linkedin.com/in/jonoluk/ (confirm URL before publishing)Resources Mentioned:Sumer Sports: https://www.sumersports.comLopez Research: https://www.lopezresearch.com/research/

Don’t miss the AI partnership revolution Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this episode, Vince Menzione sits down with Amit Sinha from WorkSpan and Marc Monday from ServiceNow to dissect the rapid evolution of AI-native partnerships and the shifting dynamics of the channel ecosystem. They explore how the hyperscaler co-sell model has transformed into a complex strategy of asymmetrical collaboration that demands unprecedented speed, simplicity, and scale from publishers. By integrating AI agents to orchestrate workflows, manage high-risk renewals, and automate low-dollar deals, companies can activate their sellers and drive explosive, exponential growth in their partner programs. https://www.youtube.com/watch?v=ZP4cFBcCI9Q Key Takeaways The partner channel is no longer just a piece of the strategy; it is the entire strategy for winning in 2026. Modern co-selling is an asymmetrical collaboration where publishers must often do more than fifty percent of the heavy lifting. Implementing AI agents within partnerships can lead to massive revenue impacts, such as a 24% higher lift on renewals for companies like Boomi. True scaling requires moving beyond traditional time-and-materials consulting toward outcome-based frameworks for customers. Activating sellers through continuous AI-driven account orchestration is the ultimate key to unlocking exponential ecosystem growth. The market is moving faster than ever, necessitating that partner enablement and roadmaps shift to agile, sprint-based cycles rather than long-term rigid plans. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI native, ecosystem shifting, hyperscalers, Work Span, ServiceNow, lifecycle incentives, cloud native, consumption led, DocuSign, Gong, Boomi, workflow orchestration, asymmetrical collaboration, CRM integration, marketplace private offers, high propensity, seller activation, agentic solution, outcome based consulting, LLM control tower. Transcript Amit Sinha and Marc Monday Audio Episode [00:00:00] Marc Monday: We have to be soup drop dead simple and we’re gonna talk about that nice. In this world. It has to be simple. Even though under the covers it’s very complicated, [00:00:10] Vince Menzione: you can feel it happening. The ecosystem is shifting beneath us. The way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. [00:00:21] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi, own your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:43] Vince Menzione: It is the strategy because being in the room [00:00:46] Marc Monday: changes everything. Let’s start. [00:00:52] Vince Menzione: And, uh, two incredible friends up on, uh, up on stage. But I think I’m just gonna have my, one of my first friends come up. Amit Sinha from Work Span, a great, great friend and supporter. We’ve been together since the beginning, since the very first ultimate partner in Dallas when we commandeered Microsoft facility. [00:01:12] Amit Sinha: Yeah, [00:01:12] Vince Menzione: you have a little bit that you’re gonna share first and then we’re all gonna come join you. [00:01:16] Amit Sinha: Absolutely. And [00:01:17] Vince Menzione: then we’re gonna have my other great friend, mark Monday on us on stage with us as well. So yeah, [00:01:21] Amit Sinha: what a privilege. Uh, what a privilege. Vince, you do an amazing job as a community and, uh, incredible. [00:01:27] Amit Sinha: Shout out to Alexandra. Uh, we work together at Cisco talking about lifecycle incentives across the whole lifecycle. So amazing work done there as well. So. Very quickly, I’m gonna talk to you about AI native partnerships. A quick motivation. That’s me. Of course, we are using Nano banana to cover that. [00:01:45] Amit Sinha: That’s me looking up a Yellow Pages. I will date myself. That’s, uh, McDonald’s coming to India and me looking up, uh, the nearest McDonald’s, right? And this is me now booking Uber Eats Ma and I had this real experience yesterday night. I flew in from Sapphire in Orlando and I was hungry. Ma said, let’s, let’s get Uber Eats. [00:02:06] Amit Sinha: And we had a great. De this is digital native, right? We had no idea the world would transform this way, but completely new ways of working. Okay. Um, and, uh, another great experience that Mike, my co-founder and CEO seated the back half, I spent a decade at SAP, uh, doing hana, which was a database product, but it was on premise. [00:02:28] Amit Sinha: We had these racks and our whole gig was actually take an amazing HANA database with this server mounted, deployed. Wow. The CIO and the CFO, that this is the most amazing thing. And they would not say, Hey, you can’t take that box away, because it’s such a good insight that I get for my, uh, analytics product, right. [00:02:47] Amit Sinha: So that’s the old way. And look at us. We are all cloud native, right? Cloud has gotten to a place where it’s not just about infrastructure, running things and meters and stuff like that in a scalable way. It is a also source of innovation. New capability, new business model, consumption led business model. [00:03:07] Amit Sinha: Whole new way of working, right? So this comes to the new world now, what does AI need to look like? We heard all the amazing speakers talk about, uh, you know, the promise of ai, right? But you have a choice. Uh, you have a choice to do it yourself or, uh, especially as partnership professionals, right? When you do it yourself, you have this chat bots and stuff that you get from all the major. [00:03:33] Amit Sinha: You can always get more productive, but that’s about half an hour saved. The bar is too low there. So this is an amazing piece of, uh, research put together by all the experts. Vince, thank you for doing that. Uh, we had Jay McBain lend his voice as well. We had Rob Moyer with all his, uh, decades of, you know, insight and wisdom as to what would the future with AI look like, uh, encapsulate in that. [00:03:57] Amit Sinha: So go ahead, take a picture. Uh, this is not gated. Um, beautiful piece of content has also new insights from leading firms. AI native, I would dare say frontier firms who are like DocuSign or Gong who are really pioneering AI native partnerships, Boomi, and how they’re powering their renewal business case across AWS Google and Microsoft Marketplaces. [00:04:21] Amit Sinha: Uh, this really talks about that. And here, uh, this is the thought leadership that we bring to the table. And again, this is not a vendor pitch. This is, you know, as you elevate from the low bar about making yourself productive where you’re cut and paste, uh, into a chatbot, your context so that you can get a better co-sell email out there. [00:04:40] Amit Sinha: You DIY, this thing. But if you think of working with works span, these are three things that you should think about. First is imagine instead of cut and paste, you have your entire partnership context right there. And because the context is there, the right better together story, the right case study, the right partnership documents, the right opportunity and accounts that intelligence not only informs you, but also your team in a, in an extended way, and even your partnership in an extended way that’s fully automated. [00:05:13] Amit Sinha: Second is it’s not just informing you or sensing you, it is also acting. And I think this is where there are, you know, death by a thousand cuts if happening in the world where all this time gets taken up, right? But if you have an agent that scales in ly, whether you are big mature partnership, you got lots and lots of accounts and opportunities to cover, the agent can do that. [00:05:36] Amit Sinha: Or if you’re a new partnership, how do you get to market quickly? With the right assets, the right get to market content. This can work both ways. And lastly, how do you secure this partnership is done in trust. So you should have an agent for every partnership, uniquely your partnership with Microsoft, your partnership with ServiceNow, your partnership with uh, AWS and Google. [00:05:59] Amit Sinha: They all get a different agent. And the point here is these agents can work in a circle of trust and the boundary that gets established. So via work span, come talk to us outside. And with that, Vince, let’s uh, bring Mark along. Come on, mark. [00:06:17] Vince Menzione: Alright. I am gonna have you and then Mark, uh, yeah. Want mark in the middle? [00:06:22] Marc Monday: Oh, uh oh. [00:06:24] Vince Menzione: So, uh, let me move over so I get back to the picture slide. Look at those two handsome gentlemen up there. Uh, thrilled to have you Mark as well. Uh, for those of you who don’t, because you’ve been, you were just in Boca with us this Yeah. This winter. [00:06:39] Marc Monday: That’s right. [00:06:40] Vince Menzione: And, uh, tell us about your new role at ServiceNow. [00:06:43] Marc Monday: Well, I have the absolute privilege of leading the partner channel at ServiceNow. Yeah. Um, it’s comprised of our partner programs, our program gives and gets, and importantly our five routes to market, our consulting and implementation partners, our resell partners, our service provider partners, our hyperscaler partners, and importantly our build partners. [00:07:03] Vince Menzione: I love it. I love it. So let’s talk about the partner programs and why they’re so critical to ServiceNow right now. [00:07:08] Marc Monday: I think in this world scale is everything, and so this profession has always been a bit mercurial and a little bit of a black box for organizations. What does the partner team do? What does that look like? [00:07:21] Marc Monday: But what we have to continue to do is explain, this is your force multiplier. Working together in collaboration helps you scale beyond your individual numbers. And that’s really the thing that we’re focused on is how do we drive that? And I have three big things that we have to focus on is we have to be sup, drop dead simple, and we’re gonna talk about that [00:07:40] Vince Menzione: nice. [00:07:41] Marc Monday: In this world, it has to be simple. Even though under the covers it’s very complicated. We have to be incredibly fast. Agility is the key in this very moment. And then as I said, with that becomes the scaling element and the force multiplier. [00:07:56] Vince Menzione: And you have spent many, you, well, we both worked at Microsoft together. [00:07:59] Vince Menzione: It’s [00:07:59] Marc Monday: true. [00:07:59] Amit Sinha: Way back way. [00:08:00] Marc Monday: I feel like you’re punking me having me right before lunch. Like I remember back at Microsoft, you did something to me, so I’m gonna have you right before lunch. [00:08:07] Vince Menzione: It’s, no, it’s really terrific to have you. But, uh, so yeah, you, you mentioned about like the change and the specificity and the clarity around it. [00:08:16] Vince Menzione: Amme you have, uh, broken the model, so to speak, working with ServiceNow, right? Yeah. You went from being a traditional. I’ll call it co-sell Engine Marketplace Company. Uh, tell us, tell us, tell us about the innovation that’s going on in the room. We’re working with ServiceNow. [00:08:31] Amit Sinha: Absolutely. Uh, when you think of co-sell, the first mine goes to just co-sell with the hyperscalers, right? [00:08:36] Amit Sinha: Because they kind of pioneered and started this in a unique way. We, of course, got started with Microsoft eight years ago, doing not just co-sell and P two P, but since then AW S and Google right. You would be surprised to know that we do about 10% of AWS sales through work, expand co-sale. Right. Just [00:08:53] Vince Menzione: wow. [00:08:53] Amit Sinha: But that’s where we started. Where we ended up is really looking at all partner types and all motion types and. Mark and I disagreed and he, he really pushed me hard on this. Yeah, and the point here is if you look at your build partner motion, it’s also a co-sell. You build, then you co-sell and go to market, [00:09:11] Vince Menzione: right? [00:09:12] Amit Sinha: If you think about your services partners, right? You have a product. They have amazing last mile services and digital transformation. Uh, capabilities, and again, there’s a coastal motion there. So where we world works span eventually was not just coastal with hyperscalers, but across all partner types. And Mark, thank you for pushing us on that. [00:09:31] Amit Sinha: Yeah. And being a pioneering partner on works span with us. I really appreciate [00:09:34] Marc Monday: this. It was a fun rumble we got there. [00:09:37] Vince Menzione: So why does it matter now for ServiceNow specific? [00:09:40] Marc Monday: Yeah. I mean the reality is, um, I’m gonna say something provocative. We’re, we’re all friends. Yeah. Um, Cosell iss probably a misnomer. It’s not a 50 50 coequal relationship. [00:09:53] Vince Menzione: Yeah. You don’t walk in together holding it back. [00:09:55] Marc Monday: It’s asymmetrical collaboration. I love that. And I want to put the stake in the ground. The co-sell motions that have been created by the hyperscalers are wonderful. The pipe has been opened, but the reality is the publisher. Has to do a lot of the work and the systems are there, but the key is not just connecting into partner center as an example. [00:10:16] Marc Monday: Yeah. But building your own infrastructure and processes. That’s where the magic comes together, and that’s where we really drive scale. And so if we approach co-selling is asymmetrical collaboration and recognizing that you probably need to do more than 50%. When a, when a a team collaborates on co-authoring a book, it’s not like someone’s writing every other word, and it’s exactly 50%. [00:10:40] Marc Monday: Or if a pilot, a co-pilot is with a pilot on a plane, they’re not doing exactly 50% of the work’s, [00:10:46] Vince Menzione: right? No. [00:10:47] Marc Monday: This asymmetric approach requires that we do a lot of the work on our side. Yeah. And that’s where AM and team have really helped us a ton. [00:10:55] Vince Menzione: And ServiceNow was known as a ticketing solution back in the day. [00:10:58] Vince Menzione: Right. And you’ve kind of, I mean, it it, it started that way. [00:11:01] Marc Monday: We have a wonderful heritage 20 plus years Yeah. Of workflow orchestration. Yeah. And in a diggen world, what are we really doing? We’re orchestrating workflows, and importantly, we need to govern those workflows and we need to sequence them in a meaningful way. [00:11:17] Marc Monday: And so our vision of a control tower across any hyperscaler, any LLM, any workflow, any system of record, any time, that’s the key to everything. [00:11:27] Vince Menzione: And so now you’ve taken the work span approach and driven it across what I see, like taking, taking this. This stack, we’ll call it. Yeah, the tower. Yeah. And then applying all of the methodologies and best practices on what we’ve called co-selling and ecosystem orchestration, essentially is what it really is. [00:11:46] Amit Sinha: Absolutely. [00:11:46] Vince Menzione: Yeah. [00:11:47] Amit Sinha: Yeah. And we are thrilled to partner with ServiceNow on this. So ServiceNow, as you guys know, uh, release their CRM product. So we got in at the ground floor on that opportunity and with the now assist agents as well. What we’ve really built is an integration between work span as a platform. [00:12:03] Amit Sinha: And ServiceNow, CRM as well. So if anybody is using that all the way from ServiceNow opportunities to Marketplace private offers, you can a genetically do that. Of course you can do it on Salesforce Hub, spot and Dynamics, but now ServiceNow is an additional option on that. I wanna really double click though, mark, on your point around asymmetry around this, when we say six to seven partners are gonna surround the end customer, right? [00:12:27] Amit Sinha: Yes. They will come at different points in time. Yes. Right? And they will also have different roles to play. So just as you think of a team, right? A soccer team for that matter, or a football team, pick your analogy right. Not everybody’s equal. Right? There’s always a qb. There’s always somebody who holds the prime on the deal. [00:12:45] Amit Sinha: There’s always a role to play. [00:12:46] Marc Monday: Yeah, [00:12:47] Amit Sinha: and I think what’s beautiful about our partnership here is when you look at it applied to services partners, it’s about building billion dollar businesses around ServiceNow, using their competency, but knowing the kind of joint accounts you need to go pursue in order to. [00:13:03] Amit Sinha: You know, burn down their inventory or, or co-sell alongside. If it’s the build partner, it’s about attacking an industry vertical or a joint account there. Right? So knowing very intelligently who to partner with and when to bring them on is the AI orchestration that is key in this partnership [00:13:19] Vince Menzione: here. Yeah. [00:13:19] Vince Menzione: So important. ’cause you, it isn’t single threaded this, this asymmetrical approach. [00:13:24] Amit Sinha: Right. So [00:13:25] Vince Menzione: incredible. You just ha you just finished your big event. I was hoping I did spare Share with us a little bit of your perspective on what’s been changing and how your ecosystem is evolving. Uh, I had Jen Odes in the studio. [00:13:38] Vince Menzione: That’s right. As you know, back in the fall. Fall, go back and watch it again. Yeah, it’s available. Great. Great podcast interview. Yeah. And you’ve been on stage at our events before and we’ve had that as a podcast, but take us how things are changing from the partner type perspective. We have MSPs in the room. [00:13:53] Vince Menzione: I know MSPs are, I know again, hands on the steering wheel. So important, right? Yeah. This technology is so complex. How are you thinking about ecosystem in your role? [00:14:03] Marc Monday: Yeah, I said earlier it’s about simplicity, speed, and scale. Yeah. Last week we had our big customer event knowledge, and on the first day we had our partner event. [00:14:13] Marc Monday: I think the biggest thing that’s happening right now is the pace of change is a bit overwhelming at times. And keeping pace with that is super critical. So what we’ve tried to do and what we announced last week was a lot of investment in giving our channel partners the exact same tools that we use in our business, right? [00:14:32] Marc Monday: So we were really focused on. Um, delivering business value. And so we took our, the solution that we use or the tools that we use for, um, delivering, uh, business value through our partners. It’s an assessment tool. Um, we’ve syndicated that to our partners. We’ve made that available. We also put a little bit of a stake in the ground around what do customers expect right now? [00:14:56] Marc Monday: Um, the time and materials business is gonna be under a tremendous amount of pressure. Some studies are predicting that it could be. Compressed by as much as 30% customers are looking for outcome based. Yeah. Um, they may stop on that journey and, and have something that’s fixed fee. But the reality is everyone is expecting value from the, the technology that they buy, and particularly from an agent perspective. [00:15:21] Marc Monday: We really leaned in on that and published what I think is a pretty good framework mm-hmm. For, um, outcome-based consulting. And we had a couple partners co-author that with us, which was really wonderful. Nice. Um, and it was a nice piece of co-creation and I think I’m seeing more and more of that where we’re co-creating with our partners in ways that we’ve never done before. [00:15:41] Marc Monday: And then I think importantly, security and reliability, um, and managing risk increasingly will be important. In an agentic world, we call it a control tower. We made two fairly big acquisitions in the last several months in terms of both the front door and the back door in terms of securing with the calls that are going into that agent or from that agent. [00:16:04] Marc Monday: To your various data sources. And so for us trying to bring that all together with our strong history of workload flow, orchestration, and then importantly, governance, security, and risk, uh, in the environment today, when you have the potential for hundreds of thousands or even millions of agents touching your core systems of record, [00:16:24] Vince Menzione: how are you thinking about both tiering your partners and also enabling your partners? [00:16:30] Marc Monday: Yeah, I think this is also an, an an area where I’d love to benchmark with y’all, um, because, you know, historically most of us built a fairly robust learning plan for our partners. You’d have a certification and then you would have a competency, and then you, maybe you’d have a wrapper around that competency. [00:16:48] Marc Monday: And it would take a long time, maybe 12 or 18 months to get to that highest level of certification. And it was incredibly robust and that’s wonderful. But when the roadmap is moving so fast that we’re releasing weekly, monthly, and every 90 days, does that type of training still hold water? So I’m proposing that we have both a volume view of how many trained individuals can we get as quickly as possible, and then value. [00:17:16] Marc Monday: And so we don’t want to lose this rich history, what I would describe as the rear view mirror, how we got here, but we also need to approach the windscreen, the windshield, where are we going and what is that opportunity? Yeah, so we have to go a little bit faster when it comes to enablement, [00:17:32] Vince Menzione: so. You, you were in a partnership, you, you call it a built on partnership. [00:17:37] Vince Menzione: Is that, is that the approach that [00:17:38] Amit Sinha: Yeah. ServiceNow has an ISV program called The Built On Partnership. Built On [00:17:41] Vince Menzione: Partnership, yeah. [00:17:42] Amit Sinha: Uh, so we sign onto that program, great accelerators to build lot of coaching and help to build on the ServiceNow platform. It’s not just the CRM integration, where it’s the opportunities and orders. [00:17:54] Amit Sinha: And by the way, this is the best platform or order management out there. So if you think of, uh, of your, if you are a MSP or consulting partner, building orders for your customers, now you want them to land on the marketplace, right? You wanna build that highway. Think of work span, right? So that’s where we came in and we said that if we look at the large number of channel partners, MSPs, who need to do that and are using ServiceNow as a platform to do it, can they genetically do it right from the now CRM? [00:18:24] Amit Sinha: Yeah, so that’s why we came in. The three big use cases we saw, number one was renewals. You talked about Alexandra doing it. Renewals is so [00:18:31] Vince Menzione: important. Yeah. [00:18:32] Amit Sinha: Oh my goodness. If you think about the renewals playbook [00:18:34] Vince Menzione: was so huge, [00:18:35] Amit Sinha: six months, nine, you know, uh, 90 days out, you wanna build that playbook. Mm-hmm. In an agent way when you reach out. [00:18:43] Amit Sinha: And by the way, you heard, uh, die Talk about 462 billion of uncontested Cloud commits out there. Yep. You want your high risk renewals to go against the high propensity to buy accounts. Right. So imagine that matchmaking, if you were to do it humanly, it’ll take you days. If you had an agent to do it like the now assist agent, it can just be done like that. [00:19:06] Amit Sinha: So that was the first use case we went after. Nice. The second one was the low dollar automation. We all have businesses that we land, right? Sub 50 K deals, so we have inside sales teams calling on those customers all day long. So now imagine a Gentech solution where you take all those low dollar deals and again, tie to the marketplace. [00:19:26] Amit Sinha: How can you have express private offers, right, from your opportunities? So those were the two use cases that we went after first and boy, uh, we got some amazing results, [00:19:36] Vince Menzione: I bet [00:19:36] Amit Sinha: for one of these companies, Boomi, we showed that 24% higher lift on renewals. That’s like hundreds of millions in impact just in one year alone. [00:19:46] Vince Menzione: And using AI internally as obviously you’re an AI company. Yeah. How are you thinking about how’s the impact of AI helping the partner function within ServiceNow? [00:19:54] Marc Monday: I, I think there’s this really wonderful opportunity right now where in the short term, we’re taking busy work out of the partner management profession. [00:20:05] Marc Monday: Um, partner managers historically have spent a lot of time chasing data and chasing information and really acting as an ombudsman for the partner within the organization. That work is very quickly. Getting identified. That’s phase one. The thing I’m actually a little more excited about is when it can expand the horizon to have different types of conversations, expanding the partnerships, expanding the multi-partner oppor opportunities. [00:20:29] Marc Monday: That, for me is the next phase, but we, I believe we are the most progressive when it comes to using AI on ourselves and really trying to take the profession to the next level. [00:20:40] Vince Menzione: Nice. Well, I was gonna, I was gonna, I want to go back to the platform again. ’cause you, you’re, you’re starting, you, you mentioned renewals, you’re mentioning some of the success. [00:20:50] Vince Menzione: What else can you point to on the success side, [00:20:52] Amit Sinha: there’s some, uh, amazing research that Sam here has done, uh, with all the data that Wepan has. So we looked at close to a million opportunities and, uh, looked at all the companies doing well. And we actually tabulated how many sellers are engaged on co-sell, not the partnering team, but how many end sellers. [00:21:11] Amit Sinha: This shows the extent of the transformation that the company has gone through, and what we found was amazing. If more than 50% of your sellers have engaged on 10 or more deals, your ecosystem is exponential. It doesn’t need the kind of the doctoring or the prod or the push to kind of say, Hey, use partners. [00:21:31] Amit Sinha: The sellers get it themselves, right? So we, we did this analysis and found like, wow, how can we then get sellers to activate? And the bottleneck that we found was. That there are not enough partner managers to assist every seller in the world. I think that seller activation is the unlock that AI can do. [00:21:50] Amit Sinha: Imagine if you have a partner agent sitting on every account and every opportunity 24 by seven, right? As the world changes, as the world evolves, as the solutions come in. As you know, market events happen. These agents are listening, positioning the right. One of those six partners, or all six partners for that matter, in front of people. [00:22:10] Amit Sinha: So I feel like that that big unlock is seller activation. Yeah. So if all partner managers do with ai, next is one. Of course, get yourself skilled up and yourself productive. But next, direct it to your own internal sales teams and get them activated on your partnerships because that’s where you will move the revenue lever the fastest, in my opinion. [00:22:30] Vince Menzione: Fantastic. What advice do you have for whether they be ISV partners or other partners in the room? ’cause we have partners of all types here. Yeah. What would you have, what would you say to them that need to do differently or better? [00:22:43] Marc Monday: Yeah. [00:22:44] Vince Menzione: Starting today, [00:22:46] Marc Monday: I, I don’t wanna be a broken record, but I would just say go faster. [00:22:48] Marc Monday: However fast you think you’re going, it’s not enough. Yeah. Um, the reality is I think Bill McDermott says like, the market’s never been this fast before and it will never be this slow again. Oh. The reality is this is the pace we run at, and the only way we can run at this pace is if we have the agents doing much of the work for us. [00:23:09] Marc Monday: So I would say go faster. The second thing I would say is automating a bad process is a bad process. So really go and interrogate the workflow that you’re actually thinking about identifying. I’ve seen too many instances from partners and partnerships where you’re taking a bad process and you’re trying to build automation. [00:23:29] Marc Monday: Go back and deconstruct it or start fresh blank piece of paper. Um, again, to my metaphor of the rear view mirror and the wind screen, like it’s, we should honor the past. We’ve done a wonderful job in the last 30 years of building all of this stuff. It’s just not built for this speed. So we need to really stay focused on what’s in front of us. [00:23:49] Vince Menzione: We talked a little bit earlier in one of the other sessions about the playbook and the three year plan, and then maybe moving to sprints. That’s right. How are you, how are you thinking? Are you thinking along the same lines? A [00:23:59] Marc Monday: hundred percent. Uh, we need to move at the pace. Sorry, I’m, we need to move at the pace that the roadmap is moving. [00:24:05] Marc Monday: So if we’re doing weekly, monthly, and quarter releases, we don’t wanna whipsaw the channel. We have to be careful of that. But the reality is, if we’re pivoting our product strategies or release strategies on a quarterly basis. We have to have that same level of agility. That’s where the people who’ve grown up in this profession taking really complicated stuff and making it simple is so critical. [00:24:26] Vince Menzione: Ami, you touched on AI’s role in the partner function. But let’s expand on that. What, what’s it gonna look like in two years? If AI becomes, will it replace the partner function? What, what do you see happening? [00:24:38] Amit Sinha: Absolutely not. I think, uh, we are seeing this evolution and, and you can see the parallels in the engineering organization. [00:24:44] Amit Sinha: When Claude Cursor came along, you saw engineering completely transformed as to how products are now built. How they are, how product managers write PRDs, how engineers actually code this, you know, code the scaffolding all the way to the user experience, how it’s tested. Everything has fundamentally changed. [00:25:01] Amit Sinha: So if you went and asked the engineering leader, how will your role change? Right? Imagine answering that question today, right? It’s fundamentally different. I feel like it’s coming to every function. Whether you want it or not, it’s coming to every function. And the partnership leader will look like the partnership operator that Rob talks about. [00:25:19] Amit Sinha: Yes. It’ll be about orchestrating real time relationships at the account level, at the opportunity level, and being a hands-on person. Uh, i, I would say even at the leadership level or down to partner managers, how can you cover the breadth of accounts and opportunities that’s out there to, for you to prosecute? [00:25:36] Amit Sinha: It’ll not look like I’m managing a partnership. It’ll not look like, Hey, I have to offer an MDF. It’ll not look like, Hey, let’s do A QBR, you know, and get all the teams engaged because that’ll be too late essentially. So this operator perspective is what’s gonna change just as it changed in engineering, it’s gonna happen in partnerships [00:25:56] Vince Menzione: perspective as well. [00:25:57] Marc Monday: Big plus one on what Rob’s talking about. I, I, I’m a big fan of that and I love this idea of using what’s happening in the developer world as an analog for where we’re going. Yeah. Um, I met a product manager last week and she was saying that she was producing 30 or 40 product requirement docs every week. [00:26:14] Marc Monday: Um, that’s remarkable output and she can only do that because of the way she’s leveraging ai. The same will be true for a partner manager, a 10 x, a 20 x, a 30 x on each individual once we get to that stage, and it will happen very quickly. [00:26:29] Amit Sinha: Yeah. Imagine putting a hundred joint account plans together in a day. [00:26:33] Amit Sinha: Yep. [00:26:33] Vince Menzione: Right. Incredible. [00:26:34] Amit Sinha: Imagine putting like five connections on an opportunity just surrounding your deal right now. Right. Doing that. [00:26:41] Vince Menzione: I couldn’t even, I, I couldn’t even imagine. I know you couldn’t even imagine when we were back in the days we were running PAMs and Yeah, totally. Those resources, what they had to do and what’s all totally automated today. [00:26:52] Marc Monday: It. It’s true, it’s true. I was, um, I was bemoaning this, I’ve been on the road a lot lately and I was like telling my wife, like, I long for the days where you have one meeting and you go, you know, you go to New York and you do a two hour QBR and you go to a nice dinner and then maybe you walk around Central Park. [00:27:06] Marc Monday: The reality is you’re doing a hundred of those every single day. It’s a different era. That’s where we need to get the tools to work for people. [00:27:15] Amit Sinha: Mark, I love your analogy around the rear view mirror versus the windshield. Mm-hmm. You have to see through the windshield. [00:27:20] Marc Monday: We do. We do. It’s amazing. Don’t be afraid. [00:27:23] Marc Monday: I, I mean, I would just say do not be afraid. Be excited. We in this room, get to lead the path. Yeah. It is an absolute privilege. [00:27:32] Vince Menzione: So insightful, gentlemen, you’ve been incredible to be on stage with today. Uh, I we have a le a little less than a minute. I was hoping maybe if there was like one question we could take. [00:27:42] Vince Menzione: I got John with a mic and then it’s lunchtime after this, so [00:27:48] Marc Monday: ask on because he can be more pithy. [00:27:50] Vince Menzione: Yeah. [00:27:55] Vince Menzione: Well, you’re both are gonna be around here. I hope [00:27:57] Marc Monday: we will be here. [00:27:58] Vince Menzione: Mark didn’t have you got to sleep in your own bed last night? [00:28:00] Marc Monday: Uh, yeah. It was a long day, but yes. I thank you for, it was very late. Thank you so much. Let’s put this on the record. Marks down. We’re having the event in Bellevue. That was great. [00:28:09] Marc Monday: We’re gonna [00:28:09] Amit Sinha: bring it back. We’re gonna bring it back to Bellevue. [00:28:12] Marc Monday: Seven mile commute is the best trip that I’ve had in many, many weeks. [00:28:17] Amit Sinha: Thank you. Well, thank you, gentlemen. It [00:28:19] was [00:28:19] Marc Monday: incredible. [00:28:20] Vince Menzione: Thanks for listening to the Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. [00:28:28] Vince Menzione: Subscribe where you listen, and head over to the Ultimate partner.com for show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live event in Reston, Virginia, [00:28:44] Marc Monday: October [00:28:45] Vince Menzione: 26th through October 28th. Until next time. Keep showing up in the rooms that matter because being in the room changes everything.

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