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CDW Corporation: AI Impact on VAR Business Model & Disintermediation Risk
Feb 9, 2026
Partner Interview
CDW•US•Large CapSHI InternationalMicrosoftCiscoDellSwitching CostsPhysical Infra & NetworksInformation TechnologyMaterialsFeb 9, 2026
Cogent: Sprint Fiber Longevity & Monetization Challenges
Aug 25, 2025
Partner Interview
Cogent Communications•US•Small CapVerizonAT&TCienaCiscoCorningLumen TechnologiesSprintT-MobileZayo Group HoldingsNetwork EffectsPhysical Infra & NetworksCommunication ServicesInformation TechnologyIndustrialsAug 25, 2025
Broadcom: Operating Philosophy & Culture
Dec 30, 2024
Partner Interview
Broadcom•US•Mega CapNVIDIACiscoAlphawave IPGoogleAmazonProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyEnergyCommunication ServicesConsumer DiscretionaryDec 30, 2024
Dynatrace: Datadog, User Personas & Switching Costs
Jun 24, 2024
Partner Interview
Dynatrace•US•Large CapDatadogSplunkCiscoSwitching CostsB2B SoftwareInformation TechnologyJun 24, 2024
Weekly update
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Dec 13, 2023
Burford Capital•GG•Small CapThe GymEvolutionWayfairFortinetSnowflakeAmazonDatadogDatabricksHilton Grand VacationsZscalerCisco
Dec 13, 2023
Fortinet: Competitive Landscape & SASE Transition
Dec 11, 2023
Partner Interview
Fortinet•US•Large CapZscalerPalo Alto NetworksCheck Point SoftwareCiscoInformation TechnologyDec 11, 2023
Fortinet: Channel Breakdown, Competition & Bundle vs Point Solution
Nov 27, 2023
Partner Interview
Fortinet•US•Large CapPalo Alto NetworksCiscoCheck Point SoftwareZscalerInformation TechnologyNov 27, 2023
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