Latest Analyst Insights
22 November, 2025
The industry has moved past "AI as a feature." We now operate in a world where AI is the fundamental "operating system" of business. The next two years will be defined by a reckoning, separating partners who use AI from partners who become AI-native. These ten predictions are not isolated trends; th...
20 November, 2025
As an analyst, I am trained to distinguish between strategic narrative and on-the-ground reality. I have watched Kyndryl’s journey since its spin-off with keen interest, tracking its core strategy of Alliances, Accounts, and Advanced Delivery. At its recent analyst briefing, Kyndryl provided compell...
19 November, 2025
At its recent Partner Summit, Cisco’s executive team, led by CPO Jeetu Patel, made a declaration that was as bold as it was inevitable: "Cisco is the critical infrastructure company for the AI era." For an organization built on connecting the internet, this is a profound pivot. However, according to...
