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MSP profitability: Market splits as some MSPs stagnate — Jessica Davis, Omdia
The episode highlights a structural split within the managed services market, defined by how different segments are responding to rising economic uncertainty, AI experimentation, and shifting revenue expectations. Omdia’s recent partner sentiment polls reveal a divergence: approximately 44% of channel partners expect their revenue to fall, while 41% anticipate growth—signaling a bifurcation rather than a broad recession. The episode identifies this as a period of market stress with implications similar to the post-2008 transition from break-fix to recurring revenue, but now driven by new…
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