Channel Insider: Partner POV

Q3 2025 Channel Recap: Broadcom Shake-Up, Scale Computing Acquisition, AI Services & Quantum Trends

Episode Summary

Join Katie Bavoso, Victoria Durgin, and Jordan Smith from Channel Insider as they recap the biggest IT channel news and trends from Quarter 3 of 2025. From Broadcom’s latest VMware partner program changes and Scale Computing’s surprise acquisition, to the rise of AI-managed services and the looming quantum security revolution, this quarterly editorial recap dives into what partners need to know heading into Q4.

Episode Notes

🔍 Key Topics Covered:

Major acquisitions and market consolidation

Broadcom’s VMware Advantage Program ending

Microsoft’s new CSP revenue thresholds

Ingram Micro ransomware attack details

AI adoption and the fight against “Shadow AI”

Top executive moves across the channel

The growth of GTIA post-CompTIA

Emerging trends in AI services, MSP evolution, and quantum security

⏱️ Topics & Time Codes

00:00 – Intro: Meet the Channel Insider editorial team
01:21 – Scale Computing acquired by Acumera — what it means for partners
04:02 – Q3 surprises & stability: Vendor consolidation and cautious optimism
07:03 – Broadcom ends VMware Advantage Program (November 1 deadline explained)
15:04 – Microsoft CSP revenue and security requirements (effective October 1)
18:18 – Ingram Micro ransomware attack by SafePay — what happened
21:11 – Channel leadership shake-ups: Cisco’s Rodney Clark departs, Frank Rauch & Terry Richardson “retirements”
25:01 – ChannelCon 2025 recap: GTIA’s debut and industry reaction
30:24 – Proofpoint Protect insights: AI agents vs. “shadow AI”
34:39 – AI-Managed Services with Thrive — what MSPs can learn
38:09 – NFL & the Channel: Using tech to improve fan experience
41:07 – LSU & TekStream partnership building student-run SOCs
44:27 – Predictions for Q4 2025: Broadcom, ConnectWise, Kaseya & Quantum Security
49:10 – Wrap-up: How to connect with the Channel Insider team