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Samsung chip sales
SOAR from AI boost
Mobile eXperience/Networks
sales recover inc Galaxy S25
Electronics giant Samsung ceo Jun Young-hyun reported a stunning performance in semiconductors, mobile and networking. Prospects for Q4'26 look brighter including hiuge demand for AI chips; and "continued strength for smartphone sales of foldables and Galaxy Z Fold7" . Full analysis here, first
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TDSynnex secures
A I D C distributor
"Specialist complementary
skills for vendors & partners"
Mighty $80Bn IT wholesaler TDSynnex has agreed to acquire a leading US Automatic Identification and Data Capture (AIDC) specialty distributor. "We're excited about the opportunity to combine its expertise with our global resources, investments and reach" said Reyna Thompson, President of North America. Full story here, first..
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MSP's urged to
make AI happen
Focus on 77% of revenues
coming from current users
AI could represent the biggest opportunity the channel has seen in at least a generation, but Managed Service Providers (MSPs) "will need to move rapidly towards practical implementation" according to new The Channel Company research presented at CRN UK’s XChange MSP. We analyse the presentation here, first...
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F A I R Y Tale of NY
Wall St's AI Bubble?
"Huge gap: $1Tn+ investment
v leaders' low revenues & ROI"
Tech leaders have invested about $1.5Tn in AI infrastructure mania...see Mark Zuckerberg's risky tax avoidance story here too. Leaders have spent more IT capital than ever. "The huge gap between CapEx and end user future revenue is not sustainable" opines Elevation's Roger McNamee. Full story here, first...updated
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M a r c o makes
Open tech move
Provides cybersecurity aid
dev't of WALM framework
Leading US managed tech services provider Marco has joined Open Interoperability Technologies (OIT) supporting its Workplace Asset Lifecycle Management (WALM) framework. CEO Brian Wyatt said “Interoperability can't be separated from cybersecurity as we become increasingly connected across devices, networks, cloud, apps and AI" Full story here, first...
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Rapid AI rise hits
ROI reality check
Enterprise customers asking
hard Q's on costs & returns
Enterprise customers are taking a more pragmatic approach to AI, and demanding clearer evidence of real ROI. Business leaders are more knowledgeable while CFOs are scrutinising costs and returns. Infobip CFO Damir Prusac expects businesses to become more selective about the models they deploy. Full story here, first....
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TDSynnex surges
on AI/W11 demand
$80Bn IT wholesaler's rocket
boost; Gains market share
TD Synnex, the $80Bn #1Global IT wholesaler benefited from high demand for AI PCs and the Windows 11 refresh. CEO Patrick Zammit stated "We delivered another record quarter, with Distribution and Hyve both performing above our expectations". Q3'26 report analysis here, first...
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Amazon mandates
Meta's Muse agent
"Need to ensure safe, secure,
reliable customer experience"
Amazon asked to be removed from Meta’s new Muse AI agent experience, the e-commerce giant said "The agent was launched and can make purchases on behalf of users. We were not given advance notice it would access our webstore". Ironic that Amazon has been accused of doing exactly the same thing with other webstores!? Full story here, first....
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Softcat secures
1st US acquisition
“Capability, scale, culture,
a compelling combination"
Leading UK IT solutions provider Softcat's ceo Graham Charlton tells CRN about its 2nd acquisition and its first in the US. "It took a 5yr search screening multiple targets. This was the right fit given the combination of capability and culture” he says. Full story here, first including what's next...
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Curry's new boss
same as old boss?
Baldock's mkt share baloney
maintained by new ceo?
Embattled electronics retailer Currys (ex-Dixons, PC World) continued to confuse with hollow rhetoric in Q1'27 report. "B2B/Services all growing strongly. In the UK&I, we gained share in every category" commented new ceo Fredrick Tennesen. Nonsense? New boss, same as the old boss? Full analysis here, first.
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