Partner Session
Next Era of Partner Orchestration: Building Resiliency in a Hybrid & Multi-Cloud World | Jay McBain
As enterprises expand into hybrid and multi-cloud environments, success depends less on where workloads run and more on howthey’reorchestrated. In this SHIFT 2025 session, analyst Jay McBain explains why partner ecosystems are becoming the connective layer for resilience, risk management, and growth.Â
Key Takeaways
- Partner ecosystems are shifting from transactional resale to outcome-driven orchestration.
- Over 70% of global technology spendis influenced or transacted through partners.Â
- Resilience markets are growing faster than core IT spend.Â
- A small fraction of partners drives a disproportionate share of services revenue.Â
- Modern deals require multi-partner coordination across the lifecycle.Â
- Agentic AI and multi-cloud services are the fastest-growing partner opportunities.Â
About This Session
The next era of partner orchestration is defined by resilience. Hybrid and multi-cloud environments introduce cyber risk, operational complexity, and distributed workloads that require tighter coordination across platforms, services, and ecosystems.Â
Resilience-centered markets–cybersecurity, data protection, and managed services–are growingnearly twiceas fast as overall IT spend, drawing VARs, GSIs, MSPs, cloud specialists, and AI-driven service firms.Â
More than 70% of the$5.3 trillion globaltechnology market flows through partners,with customerspendshaped by consulting, integration, design, co-selling, and lifecycle services.Â
Modern enterprise deals require orchestration across an average of seven partners, reinforcing why partners–not vendors–now deliver outcomes, continuity, and resilience.Â
Partner capability isconsolidatingrapidly, with a small top tier drivingthe majority ofservices revenue–reflecting a shift toward large-scale, cross-stack orchestration across cloud, SaaS, cyber, telco, and AI platforms.Â
Why Partner with Commvault
Help enable the best cyber resilience for your customers by providing rapid recovery of their data, cloud applications, and environments. Build trust, increase revenue, and lead the market with Commvault.Â
Commvault Fearless Partner Awards
Recognizing those partners and people whodemonstrateextraordinary devotion to promoting resilience in the face of security threats, barriers, and business challenges.Â
Partner Supported Technologies
Explore Commvault’s integration ecosystem across platforms and applications.Â
Frequently Asked Questions
Why does partner orchestration matter more in hybrid and multi-cloud environments?
Modern customer solutions span edge, cloud, SaaS, cyber, infrastructure, and integration layers. Effective resiliency requires multiple partners collaborating across architecture, deployment, management, and ongoing operations.Â
Why are so many partners involved in enterprise deals?
Deals now require specialists in consulting, architecture, cybersecurity, data, integration, managed services, cloud operations, and platform alignment. No single partner can deliver all outcomes across the lifecycle.Â
How concentrated is the global partner ecosystem?
The top 1,000 partners generate two-thirds of all global tech services revenue—more than the next 970 combined—highlighting extreme consolidation and the rise of large-scale multi-platform orchestrators.Â
Where does AI fit into partner-led growth strategies?
Agentic AI services – automation, governance, resilience operations, and remediation – are emerging as the fastest-growth opportunities through 2030.
How does Commvault support partner-led resilience?
Transcript
View Transcript
Please view videoherefor a time-stamped transcript
00:09 – 00:16Â
Hi everyone, I’m Jay McBain, Chief Analyst for Omdia, a partners, channels, alliances and ecosystems.Â
00:16 – 00:26Â
Excited to be here today to talk about the next era of partner orchestration, building resiliency in a hybrid and multi-cloud world.Â
00:26 – 00:28Â
So I always like to start with the numbers.Â
00:28 – 00:33Â
And when we’re talking about resiliency, we’re talking a lot about different parts of our industry.Â
00:33 – 00:37Â
There’s hardware elements, there’s software elements.Â
00:37 – 00:40Â
There’s obviously services wrapped all around this.Â
00:40 – 00:45Â
And of course, there’s operational and business resiliency that we’ll be touching on as well.Â
00:45 – 00:53Â
But if you start to add up the target addressable market size that we’re all looking at at different levels, it covers multiple parts of our industry.Â
00:53 – 01:03Â
So we’ll try to touch on that today, try to bring this all together where the opportunity is as we step into the AI era and how we allÂ
01:03 – 01:07Â
can take advantage of this next step in technology.Â
01:07 – 01:14Â
First of all, our industry, the 5.3 trillion that I just showed, is over 70 % sold through partners today.Â
01:14 – 01:21Â
And that is staying relatively stable, given the rise of marketplaces and other things.Â
01:21 – 01:28Â
But mostly what we’re talking about today is the 96 % of that spend by customers.Â
01:28 – 01:33Â
From the smallest flower shop to the biggest bank to the biggest government, that spendÂ
01:33 – 01:35Â
that is surrounded by partners.Â
01:35 – 01:38Â
We don’t just count who transacts the deal.Â
01:38 – 01:48Â
We’re interested in who’s helping the customer in co-marketing and co-selling, who’s consulting and designing and architecting the deal, configuring, obviously implementing,Â
01:48 – 01:52Â
integrating, managing hundreds of different services.Â
01:52 – 01:59Â
On average today, McKinsey would say that there are seven partners around a medium to large size deal.Â
01:59 – 02:01Â
And we’re going to talk about that orchestration.Â
02:01 – 02:04Â
And we’re going to talk about that in the frame of resiliency.Â
02:04 – 02:08Â
So first of all, you know, obviously the channel is a big place.Â
02:08 – 02:17Â
The technology industry growing at 7 % this year is growing three to four times larger than the world economy, what our customers are growing at.Â
02:17 – 02:20Â
And when we talk about resiliency, it’s growing at about double that.Â
02:20 – 02:24Â
So it’s obviously dragging in a lot of different kinds of partners.Â
02:24 – 02:31Â
And many of you from different legacy types are coming in to take advantage of this opportunity with Commvault,Â
02:31 – 02:34Â
and to see this move into 2026.Â
02:34 – 02:46Â
There are millions of partners out there of different types and tens of millions of people that are taking on new roles in cyber, taking on new roles in data, and obviously helpingÂ
02:46 – 02:48Â
customers through all of this.Â
02:48 – 02:59Â
One of the things that we did recently at Omdia is went top down and for the first time ever kind of looked around the world at the most capable, highest capacity partnersÂ
02:59 – 03:08Â
from a services perspective, not just a resell who transacts the most, but who is doing most of those hundreds of services at a bigger level.Â
03:08 – 03:16Â
But what’s interesting is you start to look at many of the logos on this slide, and you can imagine dragging each of these logos into a circle.Â
03:16 – 03:27Â
But the fact of the matter is the 30 companies that sit in the middle transact more services than the next 970 around the white of the outside.Â
03:28 – 03:35Â
And when you look at the 970, they transact more services revenue than the next million companies combined.Â
03:35 – 03:45Â
So where we thought maybe it was an 80-20 rule or maybe a 95-5 rule, we’re in a 99.9, 0.1 % rule.Â
03:45 – 03:58Â
What’s interesting is these thousand companies generate $1.07 trillion or two thirds of the entire tech services market globally is done by a very few.Â
03:58 – 04:14Â
So looking around the world at where these companies sit, look at the legacy types, whether system integrator, a VAR, an MSP, a reseller, different types in terms of how theyÂ
04:14 – 04:21Â
came to market, but really looking at this market top down in a way that we never have before.Â
04:21 – 04:25Â
Obviously, when we’re thinking about resiliency, we’re thinking a lot about infrastructure.Â
04:25 – 04:28Â
We’re thinking about infrastructure from the edge.Â
04:28 – 04:35Â
Through hybrid, virtualized, co-located, right up through multi-cloud environments.Â
04:35 – 04:39Â
So we’re watching, for example, at the data center level.Â
04:39 – 04:48Â
And when you see server sales and you look at the left-hand column, those are growth numbers in the triple digits that we’ve been facing over the last couple of years,Â
04:48 – 04:55Â
obviously the rise of NVIDIA and other things, but driving obviously the storage market, we’re starting to see double digit growth there.Â
04:55 – 04:58Â
We’re seeing a rebound in the networking market.Â
04:58 – 05:03Â
So we’re starting to look at the topology of this next 20 year era.Â
05:03 – 05:18Â
Obviously client server running from about 1980 to the year 2000, cloud running from about 2000 till just a few years ago as AI from a consumer perspective picked up.Â
05:18 – 05:28Â
But these blend these two eras together and from edge to cloud, we’re going to see a lot of activity and building out our resiliency plans really from edge to cloud.Â
05:28 – 05:35Â
Watching obviously the hyperscalers with growth in the 20s, 30s, some of them 40s.Â
05:35 – 05:41Â
We’re watching as this continues and you can see these numbers dip upwards.Â
05:41 – 05:51Â
As we start to think about multi-cloud, we think about the workflows, we think about the workloads and the containers and where all of this is gonna take place and how we’re goingÂ
05:51 – 05:57Â
to secure this, how we’re gonna back this up, how we’re gonna build these plans around our customerÂ
05:57 – 06:03Â
as more and more data, agentic AI wise comes through side doors and back doors.Â
06:03 – 06:14Â
And as know, the software industry, you know, goes through some pretty large changes in terms of how data is transferred and obviously protected as that happens.Â
06:14 – 06:18Â
Inside of this, we’re obviously watching cybersecurity very closely.Â
06:18 – 06:26Â
Now there are many companies chasing at the top, a $94.6 billion market andÂ
06:26 – 06:36Â
From a product perspective, we break it up into the major layers of a zero trust or a SASE or a NIST type of framework at the customer side.Â
06:36 – 06:42Â
But each of these areas are growing either at or north of double digits.Â
06:42 – 06:50Â
But really what we’re focused from a partner perspective is the $2 for every $1 of product that today is sold.Â
06:50 – 06:54Â
And those services, by the way, are growing faster than the products.Â
06:54 – 06:58Â
The products will finish 2025 at about a 9 % growth, just shy of 10.Â
06:59 – 07:03Â
The services around the products will grow at 11.Â
07:03 – 07:06Â
Managed security services, for example, are growing at 15.Â
07:06 – 07:16Â
So again, when I talk about the tech industry growing three or four times faster than the global economy, and we talk about opportunities for partners to grow double that, we seeÂ
07:16 – 07:23Â
things like resilience and remediation and managed all coming into that play where partners canÂ
07:23 – 07:36Â
build a business that’s growing at 15 or 20 or 25 % around this opportunity, not just for 2026, but looking ahead for the next three to five years through the agentic phase of AI.Â
07:36 – 07:48Â
We also look inside the partner and the P &L in terms of where in the customer life cycle is obviously the most sticky, highest revenue, highest profit opportunities.Â
07:48 – 07:51Â
And we see before the point of sale,Â
07:51 – 07:55Â
the advisory and the consulting, the design services.Â
07:55 – 08:01Â
We look at the point of sale, the opportunities there are there through procurement and provisioning.Â
08:01 – 08:07Â
We obviously look post-sale at the deployment, the implementations, the integrations, the managed services.Â
08:07 – 08:11Â
But around the cycle here, there are significant opportunities.Â
08:11 – 08:19Â
And around resiliency, 91.6 % of it flows to, through, and with partners in one way.Â
08:19 – 08:30Â
So a great opportunity, not just today and this month, this quarter, but looking ahead in terms of where I would be thinking about, know, hooking my caboose to a fast moving trainÂ
08:30 – 08:32Â
that’s leaving the station.Â
08:32 – 08:39Â
So also wanted to dip into just managed services for a moment, because most people don’t recognize how large they’ve become.Â
08:39 – 08:49Â
So we’re at a moment now where $608 billion represents almost 15 to 20 cents out of every dollar that customers spend on techÂ
08:49 – 08:50Â
and telco.Â
08:50 – 08:55Â
And this large number, by the way, is one and a half times larger than the SaaS industry overall.Â
08:55 – 08:58Â
All the sales forces and service nows and work days.Â
08:58 – 09:02Â
It’s also one and a half times larger than all the hyperscalers combined.Â
09:03 – 09:09Â
Not just the big three AWS, Microsoft, Google, but Oracle and IBM and Ali Baba and everybody else as well.Â
09:09 – 09:12Â
So it’s a massive market and it’s growing at 13%.Â
09:12 – 09:18Â
And as we look into 2026, more customers, 82 % of them are going to outsource moreÂ
09:18 – 09:23Â
of their IT, more of their security, more of their resiliency than they did last year.Â
09:23 – 09:37Â
So building out these recurring models, building out these every 30 day forever models for customers is a very rich environment for many of the partners here on this call and aroundÂ
09:37 – 09:39Â
the world who are taking advantage.Â
09:39 – 09:41Â
So this is the moment we’re at.Â
09:41 – 09:44Â
You know, I talked about the numbers, talked about theÂ
09:44 – 09:48Â
different markets in terms of what’s growing and the double digit growth that we’re facing.Â
09:48 – 10:00Â
But this is the platform moment that we’re all in and the platform economy to win this as a partner, understanding there’s lots of ways to work with a vendor like Commvault YouÂ
10:00 – 10:04Â
know, in the past, you may have thought about, you know, resell as a bar.Â
10:04 – 10:05Â
You may have thought about managed services.Â
10:05 – 10:10Â
You may have thought about system integration, you know, legacy services types.Â
10:10 – 10:14Â
But today it’s really servicing the customer in all stages of the life cycle.Â
10:14 – 10:18Â
And participating as perhaps an integration partner.Â
10:18 – 10:24Â
44 % of all partners in the world now are coding, building agents, and building software.Â
10:24 – 10:34Â
And that integration work up and down, and it could be software, it could also be hardware, is key because the majority buyer that we now have, 51 % of our buyers areÂ
10:34 – 10:36Â
millennials born after 1982.Â
10:36 – 10:41Â
Their number one criteria for buying now is integrations.Â
10:41 – 10:44Â
It’s not the service, the support,Â
10:44 – 10:52Â
the pricing, the brand reputation that perhaps Baby Boomers and Gen X would have thought integrations are everything.Â
10:52 – 10:56Â
Buying best of breed and making sure everything works together.Â
10:56 – 11:07Â
So working in this integration world is absolutely critical among the average seven layers of the deal that the customer will end up buying.Â
11:07 – 11:12Â
The next thing down the right-hand side is the services partnerships and the channel partnerships.Â
11:12 – 11:22Â
I mentioned 91.6 % of our market is really through partners, but at the same time, if there are seven partners in doing different things, and again, this could beÂ
11:22 – 11:32Â
non-traditional partners, it could be agencies, lawyers, accountants, and others doing different kinds of technical services and fin-offs and other types of things, but workingÂ
11:32 – 11:42Â
as a team and building out all of these different ways to support the customer in the journey that the customer’s on is absolutely critical.Â
11:42 – 11:52Â
At this stage, as we move to the left, we all have to think about alliances and having alliances, obviously in a multi cloud world with the hyperscalers and the big SaaSÂ
11:52 – 12:00Â
platforms, having alliances built with the major cyber platforms, distribution platforms, telco platforms.Â
12:00 – 12:05Â
This is a platform led economy where you may even have alliances with people that you compete with.Â
12:05 – 12:10Â
Cause you compete in the morning and then by the afternoon, your best friends and partner.Â
12:10 – 12:14Â
But it’s all surrounded the customer and it’s driving that customer forward.Â
12:14 – 12:24Â
Sometimes you will win level one of the deal and the biggest part of the deal, but sometimes you’ll win layer five of the deal and then may not be the strategic generalÂ
12:24 – 12:28Â
contractor in front of the customer, but alliances become critical.Â
12:29 – 12:33Â
And then probably most important is how we go to market.Â
12:33 – 12:38Â
The average customer today spends 28 measurable moments before they purchase.Â
12:39 – 12:42Â
So this is a considered purchase and it looks like buying a car.Â
12:42 – 12:44Â
looks like buying anything expensive.Â
12:44 – 12:53Â
So buying a million dollars of resiliency has a lot of work that goes into getting that customer to that stage.Â
12:54 – 12:58Â
And each of these 28 moments, they can be co-sell moments or co-marketing moments.Â
12:58 – 13:02Â
They can be co-innovation or co-development or co-creation moments.Â
13:02 – 13:08Â
And then post-sale, because almost two thirds of our industry now is subscription or consumption based.Â
13:08 – 13:11Â
Post-sale, it’s every 30 days forever.Â
13:11 – 13:19Â
It’s who is upselling, cross-selling, enriching, who’s making sure that that stickiness is there, that customer life is there.Â
13:19 – 13:31Â
So the companies that do this the best recognize that there’s five different parallel paths of a platform and also recognize that platforms are synonymous with partnerships.Â
13:31 – 13:35Â
It’s not just a UI or UX on top of disparate products.Â
13:35 – 13:38Â
It’s not a pricing bundle.Â
13:38 – 13:51Â
It is truly all the partnerships necessary to bring that customer to a great outcome and to a point of delight that they happily renew and enrich and renew at a larger amount eachÂ
13:51 – 13:52Â
cycle.Â
13:52 – 13:57Â
So this is probably the most important piece and changes that we’re going through as an industry.Â
13:57 – 14:01Â
The economics of partnering and so much change underneath this.Â
14:02 – 14:07Â
But when we reorient everything from our vendor, our distributor,Â
14:07 – 14:13Â
partner, different kinds of partners, and we reorient around the customer and put them in the middle.Â
14:13 – 14:22Â
We understand the 28 moments in green before the sale and where we can add value at all these services levels.Â
14:22 – 14:32Â
We look at the point of sale and looking at where we can add value, whether we collect the money or not, whether the money goes uh to a marketplace, whether the money goes toÂ
14:32 – 14:35Â
another reseller, whether the money goes direct.Â
14:35 – 14:45Â
However the money changes hands becoming less important, but building that seven layer strategy, building that seven layer deal and working it through and provisioning that andÂ
14:45 – 14:50Â
deploying that into implementation, integration services, into managed services.Â
14:50 – 14:52Â
And again, this flywheel never ends.Â
14:52 – 15:03Â
It keeps cycling around and around and around as we look at renewing this and creating a customer for life, which is obviously the most profitable kind of customer to have.Â
15:04 – 15:13Â
When I said that, you know, the legacy types, when I talk about a VAR, an MSP, a system integrator, an ISV, you we always wanted to typecast a partner based on what they did.Â
15:13 – 15:21Â
And all of you partners are shouting back saying, well, no, we serve the customer before, during, and after the transaction.Â
15:21 – 15:25Â
We are not and have never been just, for example, a cash register.Â
15:26 – 15:34Â
So when you ask broader set of a million partners around the world, over half are doing consulting services and charging for it.Â
15:34 – 15:37Â
Over half are doing the design and architecture work.Â
15:37 – 15:40Â
Start thinking about those zero trust, SASE and other models.Â
15:40 – 15:44Â
You look at 30%, almost a third are doing integration work.Â
15:44 – 15:46Â
So they look like a system integrator at times.Â
15:46 – 15:50Â
Two thirds are doing managed services and that number is growing quickly.Â
15:50 – 15:56Â
And that’s that 44 % number that are co-creating, that are developing software, writing agents.Â
15:56 – 16:02Â
And so when you look at the customer journey, it is this model where partners are everywhere.Â
16:02 – 16:11Â
And the average partner is doing 3.2 different business models, again, to delight that customer, drive profitable revenue growth.Â
16:12 – 16:19Â
So we flip into this next 20 year era, and we understand that it’s going to be built on top of platforms.Â
16:19 – 16:23Â
We also understand it’s going to be built on top of partnerships.Â
16:23 – 16:31Â
The interesting things we move from generative AI in consumer to agentic AI in business is understandingÂ
16:31 – 16:34Â
that the first two years have been somewhat underwhelming.Â
16:34 – 16:40Â
We’ve watched on the consumer side, for example, as NVIDIA became the biggest, most valuable company in the world.Â
16:40 – 16:50Â
You watch every other day as they’re making a hundred billion or half trillion dollar agreements in a circular, you know, kind of revenue economy in consumer.Â
16:50 – 17:00Â
You watched as for example, chat to BT got to 2 billion active users monthly fastest growing product in any category in history.Â
17:00 – 17:03Â
But the consumer side doesn’t equal the business side.Â
17:04 – 17:16Â
We’ve been growing slower and all of the early winners in AI that we know thought the GSIs and others that work in on consulting and proof of concepts have actually had lacklusterÂ
17:16 – 17:17Â
growth.Â
17:17 – 17:29Â
So yes, the business side is rolling out slower, but not to say that it is a failure, not to say it might be a trend that doesn’t play out like Metaverse orÂ
17:29 – 17:32Â
or some of the others that we’ve had.Â
17:32 – 17:43Â
It is to say that over the course of this 20 years, we’re going to go through three or four major phases of AI and the business side is going to create trillions of dollars ofÂ
17:43 – 17:45Â
opportunity.Â
17:45 – 17:51Â
So the first thing we did just last month is when it asked partners about their customers.Â
17:52 – 17:58Â
So in this case, you we were saying is more of this happening direct as our company’s insourcing moreÂ
17:58 – 18:00Â
than ever before?Â
18:00 – 18:09Â
And the answer is no, 88 % of agentic AI projects and consulting and early conversations are with partners.Â
18:09 – 18:15Â
And maybe 12 % of customers are doing it in-house at the moment.Â
18:15 – 18:25Â
We think that’s going to drop as they see the complexity, as they see the compliance, the regulatory, the governance, the resiliency issues.Â
18:25 – 18:28Â
We see that number dropping into single digits.Â
18:28 – 18:33Â
And obviously this being a partner led opportunity for the next three to five years.Â
18:33 – 18:36Â
So we mapped it out in terms of what partners are doing today.Â
18:36 – 18:38Â
We interviewed partners around the world.Â
18:38 – 18:47Â
We started to map out the $59 billion today that’s happening around agentic AI and generative AI and these strategies.Â
18:47 – 18:54Â
And we mapped it out to 2030, 267 billion and a 35.3 % compounded growth rate.Â
18:54 – 19:03Â
If you look at that entire $5 trillion industry and look at every slice, this happens to be the number one fastest growing opportunity for partners.Â
19:04 – 19:18Â
So jumping into all of the legacy services, jumping into the coding and agentic, the data layers, the cyber layers, the remediation layers, the resilience layer, there is a lot ofÂ
19:18 – 19:19Â
work to do.Â
19:19 – 19:24Â
And again, 88 % and growing of customers are relying on partners to get this done.Â
19:24 – 19:30Â
And building out a practice and building out a key part of our revenue in this area is critical.Â
19:30 – 19:41Â
And making choices across vendors who are investing in this area and making sure that we’re aligned to where this growth is, is critical as we think about fourth quarter and weÂ
19:41 – 19:47Â
think about going into 2026 and making sure that we’re on this growth curve with the industry.Â
19:47 – 19:54Â
And again, now we’re talking about growing at 5X, the tech industry, which is the fastest growing industry in the world.Â
19:54 – 20:01Â
So these are unbelievable amounts of growth when our customers might be growing at 2%.Â
20:01 – 20:13Â
Now, the phases, the first three to five years, many partners dialing in today are heavy at work on rethinking their sales and marketing, rethinking their invoicing, billing,Â
20:13 – 20:16Â
service tickets, all the pieces and parts of their business.Â
20:16 – 20:22Â
And as they implement agents and as they implement AI strategies internally,Â
20:22 – 20:26Â
It allows them to go out and have this conversation with customers.Â
20:26 – 20:33Â
The one thing we do know two years into this AI era is that it’s not a product.Â
20:33 – 20:39Â
There’s no skew that every company in the world is going to have to go buy and bolt in.Â
20:39 – 20:42Â
It’s going to show up as feature, not product.Â
20:42 – 20:45Â
And as partners, we know a lot about this.Â
20:45 – 20:52Â
So if you’re serving, let’s say a small restaurant, they’ve invested their entire technology budget, probablyÂ
20:52 – 20:56Â
on a platform like Toast or Square or Clover.Â
20:56 – 20:59Â
You know, the people running around with iPads around the restaurant.Â
20:59 – 21:00Â
But this is how they do their staffing.Â
21:00 – 21:03Â
This is how they do their charging.Â
21:03 – 21:04Â
This is they work with Uber Eats.Â
21:04 – 21:06Â
This is how they order food.Â
21:06 – 21:09Â
mean, literally everything in the restaurant runs on one platform.Â
21:09 – 21:17Â
They’re going to watch that platform come in with agents and be able to do those things better, more efficiently, et cetera.Â
21:17 – 21:20Â
As you move up from a restaurant and get into medium sized business,Â
21:20 – 21:25Â
hundreds of people that have now vice presidents, they’ve already built their tech stack.Â
21:25 – 21:34Â
And whether it’s a head of sales or head of marketing, head of HR, head of product, whatever it is, each of the 12 vice presidents have a pretty complex stack that they’veÂ
21:34 – 21:37Â
already built and they’re spending a lot of money and time on it.Â
21:37 – 21:40Â
And they’re gonna implement agents through that.Â
21:40 – 21:47Â
So as we start to think about resiliency, we’re thinking about the 250,000 SaaS companies that are out there andÂ
21:47 – 21:51Â
all of these companies as they connect together in these seven layer stacks.Â
21:51 – 22:03Â
And as we rethink every job role, as we rethink as data is passed back and forth through side doors and back doors, how incredibly important these compliance levels, theseÂ
22:03 – 22:07Â
governance levels built around resiliency are.Â
22:08 – 22:16Â
Now it starts to get fun when you start to look five plus years out, five through 10, 15 years, as the world turns physical in a big way.Â
22:17 – 22:28Â
Start to think about humanoid robots, we start to think about all of IOT, the billions of devices that we delivered, not only are smart, but connected to the internet, but now theyÂ
22:28 – 22:34Â
have large language model access and contextualize some of these sensors and then things that are out there.Â
22:34 – 22:39Â
But the idea of humanoid robots is within this next generation.Â
22:39 – 22:46Â
And the idea of having one in every home doing the dishes and washing, we’re within the frame now.Â
22:46 – 22:49Â
of having them smart enough with these consumer models.Â
22:49 – 22:57Â
Chat GPT version 10, by that time, will be smart enough, obviously, to uh work around a house and work around humans.Â
22:57 – 23:03Â
And just we’re waiting for the dexterity and agility of the hands and some of the movement.Â
23:03 – 23:04Â
But here we are.Â
23:04 – 23:06Â
But that’s not the promise of AI.Â
23:06 – 23:13Â
The reason and where the opportunity relies on this big 20-year arc that we’re in is here.Â
23:13 – 23:20Â
99 % of the world’s business data today has not been trained or tuned into models.Â
23:20 – 23:22Â
It hasn’t been indexed.Â
23:22 – 23:24Â
It hasn’t been cleansed.Â
23:24 – 23:26Â
It hasn’t been ready for it.Â
23:26 – 23:32Â
For example, every flight that we’ve ever taken sits on a safer system put in place inÂ
NaN:NaN – NaN:NaNÂ
undefinedÂ
23:32 – 23:39Â
Every banking transaction we’ve ever made sits on an IBM mainframe put in place in the 1960s, 1970s.Â
23:39 – 23:41Â
So that dataÂ
23:41 – 23:47Â
and the data across all 27 industries still sits outside of models.Â
23:47 – 23:56Â
And that’s been the slow moving, you know, kind of part of the business because there’s a lot to consider before I’m ready to open up the doors.Â
23:56 – 24:01Â
And 83 % of that data, by the way, sits in cold storage at the edge.Â
24:01 – 24:09Â
So if you start to think about where the data is and how this hybrid and multi-cloud resiliency world is going to work from edge to cloud.Â
24:09 – 24:18Â
You start to think about where the data is, how the data is going to have to be opened and thought and moved, and then how these models are going to work.Â
24:18 – 24:25Â
And this is over the course of 10 years as companies start to think about making their chat bot smarter.Â
24:25 – 24:36Â
Not only agentically when they cancel your flight and have to go book you a hotel and get you an Uber or get you a Hertz rental, but also from your own perspective.Â
24:36 – 24:40Â
You know, all of us have had canceled flights in our life and we all react differently.Â
24:40 – 24:44Â
So some of us may want that hotel and, you know, go out at five o’clock the next morning.Â
24:44 – 24:54Â
But other ones of us may want to fly six hours away from our airport where the weather isn’t as bad and then rent a car and just drive home that night.Â
24:54 – 24:59Â
But that’s the type of business and agentic all coming together with the world’s data.Â
24:59 – 25:03Â
And this is the resiliency problem that we’re facing over this arc.Â
25:03 – 25:05Â
When I talk about theseÂ
25:05 – 25:12Â
really large growth rates in services and these tremendous growth rates that our industry is going to be facing.Â
25:12 – 25:14Â
We’re on the right call here.Â
25:14 – 25:22Â
We’re in the right event to talk about this bigger opportunity of where we’re going to build our businesses to the next level.Â
25:22 – 25:25Â
So I start to think about, you know, the legacy services.Â
25:25 – 25:32Â
Do I have the certifications and competencies to build out for these consulting and designÂ
25:33 – 25:35Â
this advisory work that needs to be done?Â
25:35 – 25:43Â
Do I have the data expertise across readiness, across cleansing and indexing and inferring?Â
25:43 – 25:51Â
Do I have the resiliency strategies in place and the right people in the right places to help the customer even outsource most of these pieces?Â
25:51 – 25:57Â
Am I one of those 44 % that are building agents and building that with resiliency in mind?Â
25:57 – 26:00Â
All of these different services, again, hundreds of them.Â
26:01 – 26:10Â
Are what adds up to this 35.3 % growth in our industry, and making sure that our businesses, we’re working at a program level with Commvault.Â
26:10 – 26:19Â
We’re working to make sure that the education and training, development, again, certifications, competencies that we’re building are connected to these largeÂ
26:19 – 26:21Â
opportunities that we’re facing.Â
26:21 – 26:28Â
And we’re taking advantage of this opportunity and taking advantage of it not only in all of our current customers,Â
26:28 – 26:34Â
who are again in the early stages of these conversations, but we’re looking at it as a team sport.Â
26:34 – 26:40Â
We may actually not be doing all the bullets here, and that’s where larger deals may have seven partners.Â
26:40 – 26:53Â
And we’re gonna work as a team to deliver this outcome and deliver this next stage for the customer and do it obviously in a customer for life or a highly profitable sticky scenarioÂ
26:53 – 26:55Â
that they will continue to buy.Â
26:55 – 26:58Â
So again, the world is getting more complex.Â
26:58 – 27:09Â
What we do understand a couple of years into AI era is that it’s going to be from edge to cloud and from consumer to business and how all this is going to play out.Â
27:09 – 27:20Â
Every company is starting to think about all of the slices of that pie chart, how they’re going to think about hardware and software and services and telecom, how they’re going toÂ
27:20 – 27:22Â
pull it all together.Â
27:22 – 27:33Â
From edge to cloud and where the data sits and where the data ought to sit, how the data is going to move and how we’re going to build a defense against all of this data fallingÂ
27:33 – 27:42Â
into consumer models, obviously data, business data that’s been well protected and cold stored for so long, falling into the wrong hands.Â
27:42 – 27:46Â
This is one of the biggest opportunities.Â
27:46 – 27:51Â
It’s obviously one of the biggest threats that we’ve ever faced as technology professionals.Â
27:51 – 28:01Â
And when we start to see the complexity that our customers are facing, we start to understand pretty quickly why they’re outsourcing more services this year than they didÂ
28:01 – 28:11Â
last year and why they’re going to be outsourcing more next year than they did this year for them to be able to find the cyber talent, for them to be able to find the AI talent,Â
28:11 – 28:21Â
for them to be able to pull together the team necessary to drive their outcome and for them to stay ahead of their competitors is where we’re at.Â
28:21 – 28:29Â
And we know in these 20 year cycles, if you look at the fortune 500, 52 % of companies from 20 years ago no longer exist.Â
28:29 – 28:32Â
And it’s worse if you look at non-fortune size companies.Â
28:32 – 28:38Â
But the fact of the matter is, this is the cycle that you start to look at this and staying ahead of your competitors.Â
28:38 – 28:49Â
And AI is one of these things that could knock companies out of the fortune 500 or out of business and get acquired because they’re not taking the right moves today.Â
28:49 – 28:57Â
And again, those who rely on partners, those who are investing more in outsourcing service partnerships are the ones that are winning today.Â
28:57 – 29:07Â
The companies that are winning today in the channel, in partnerships, are the ones that are looking at these platform models very carefully and making sure that they’re at theÂ
29:07 – 29:10Â
right stage and have the right relationships.Â
29:10 – 29:14Â
And again, I’ve hooked their caboose to the right train, leaving the station really quickly.Â
29:15 – 29:17Â
Thank you so much for the time today.Â
29:17 – 29:21Â
Really enjoyed kind of walking through the future of where our industry is.Â
29:21 – 29:24Â
I hope you have a great rest of your event.Â
29:24 – 29:25Â
Thank you.Â