$553B customer commits. 531% multicloud database growth. 243% AI infra growth. Oracle just showed what partner-led AI-cloud growth really looks like. For months, Wall Street questioned whether this was real demand or just AI narrative. Oracle’s last quarter performance gave a clear answer.

CRO of a fast-growing AI company told me recently: once his sellers saw that Marketplace + co-sell can strengthen every part of MEDDPICC, there was no going back.

CrowdStrike hit ~$1.5B in TCV on AWS Marketplace last year, growing ~50% YoY. Even at scale, marketplace revenue isn’t slowing down. It’s compounding.

Okta closed ~$750M in TCV on AWS Marketplace last year growing 45%+ YoY. Their total revenue grew 12%. Marketplace grew ~4X faster. That gap tells you a lot about where enterprise software distribution is heading.

Everyone says you need CEO buy-in for partnerships. Workiva’s CEO just showed what it actually looks like — and it’s more deliberate than most realize.

75% of enterprises want service providers to build their key Agentic AI use cases. Not internal teams. Partners. And C-suite is leading the charge, 2X+ more likely than mid-management to buy from partners.

AvePoint grew SaaS revenue 37% YoY to $88.9M in a market where many SaaS vendors are slowing. Their fastest-growing motion? Channel now drives 57% of ARR.

Workiva is the type of SaaS company AI could disrupt. Reporting + compliance + governance is where AI is moving fast.

Many companies are still debating whether marketplace should be comp neutral. Top alliance leaders—backed by their exec team—have moved past that.