Microsoft Shares Azure Revenue for First Time as Q4 2025 Earnings Beat Forecasts

Microsoft Corp. closed its fiscal year 2025 on June 30 with fourth-quarter revenue of $76.44 billion, up 18 percent year-over-year, and net income of $27.23 billion ($3.65 per share), beating analyst expectations.

Azure and Intelligent Cloud revenue grew 39 percent year-over-year, surpassing $75 billion and underpinning growth across Microsoft’s AI-driven platform offerings (and also marking the first time Microsoft has publicly broken out Azure revenue).

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Posted by Redmond Channel Partner magazine staff on July 30, 20250 comments


Palo Alto Networks Poised To Acquire CyberArk in $25B Deal

Palo Alto Networks, a major security provider that has deeply integrated its security products with Microsoft Azure, has agreed to acquire CyberArk in a definitive cash-and-stock transaction valued at roughly $25 billion.

The boards of both companies have unanimously approved the agreement, which is expected to close in the second half of Palo Alto's fiscal 2026, pending regulatory and shareholder approvals.

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Posted by Redmond Channel Partner magazine staff on July 30, 20250 comments


Dynamics 365, Power Platform and Copilot Getting AI Boosts in Wave 2 Update

Microsoft has published its 2025 release wave 2 plans for Dynamics 365, Microsoft Power Platform and role‑based Copilot offerings, covering hundreds of AI‑centric updates rolling out between October 2025 and March 2026.

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Posted by Redmond Channel Partner magazine staff on July 29, 20250 comments


Global Microsoft Partners Henson Group, myCloudDoor Unite as Aliando

Henson Group and myCloudDoor have officially merged, launching a combined Microsoft solutions provider now named Aliando.

The new firm touts itself as a leading Azure Cloud Solution Provider (CSP) and among the top 1 percent of Microsoft partners globally. In a prepared statement, Chris Danelz, Microsoft's GM of global channel partner solutions, alled the union "a huge win for Microsoft and customers everywhere."

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Posted by Redmond Channel Partner magazine staff on July 22, 20250 comments


Kyndryl and Microsoft Launch AI‑Driven 'Acceleration Hub'

Kyndryl, in collaboration with Microsoft, launched the Kyndryl Microsoft Acceleration Hub earlier this month, a joint initiative to help enterprises adopt agentic AI systems by leveraging Azure AI Foundry and Copilot.

The hub integrates Kyndryl Consult's domain expertise and Kyndryl Vital's co‑creation framework, delivering tailored AI solutions through physical and virtual innovation centers, including a new AI Innovation Lab in Liverpool.

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Posted by Redmond Channel Partner magazine staff on July 22, 20250 comments


Accenture, Microsoft Broaden AI‑Based Cybersecurity Alliance

Accenture and Microsoft recently announced an expanded partnership around AI‑powered cybersecurity solutions designed to help customers combat increasingly sophisticated attacks.

Their collaboration targets four key areas: modernizing security operation centers (SOCs) via Microsoft Sentinel, Defender and Accenture's Adaptive MxDR; automating data protection and AI security across Microsoft 365 with Purview; streamlining cloud migrations and tool consolidation; and improving identity and access management using Microsoft Entra.

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Posted by Redmond Channel Partner magazine staff on July 16, 20250 comments


Luware Opens North American HQ in New York To Support U.S. Growth

Microsoft integration partner Luware on Tuesday announced the opening of its North American headquarters in New York City, marking its first major office in the United States.

Founded in Zurich in 2010, Luware has grown to over 150 employees and serves more than 1,000 organizations globally with its Microsoft Teams‑native contact center and compliance solutions. The new NYC office positions Luware to better support clients and partners in the U.S. market.

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Posted by Redmond Channel Partner magazine staff on July 15, 20250 comments


Microsoft-Replit Partnership Democratizes 'Vibe Coding' for Business Users

Replit has entered a strategic, non-exclusive partnership with Microsoft, integrating its "vibe coding" platform deep into Azure Container Apps, Azure Virtual Machines and Neon Serverless Postgres, with sales available directly through the Azure Marketplace.

Vibe coding, a term coined earlier this year by OpenAI co-founder Andrej Karpathy, is a byproduct of the AI-assisted, low-code/no-code development movement. The idea is to enable a developer to tell an AI, for instance GitHub Copilot, to build an application to their specification using just natural language -- no coding required.

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Posted by Redmond Channel Partner magazine staff on July 14, 20250 comments


Pax8 to MSPs: Embrace AI Agents and 'Managed Intelligence'

Microsoft marketplace partner Pax8's inaugural report about AI's impact on SMBs, introduces the concept of managed intelligence providers (MIPs), an evolution of managed service providers (MSPs), tasked with orchestrating and governing intelligent agents to drive business outcomes.

The report, titled "The Agentic Inflection Point: And the Rise of the Managed Intelligence Provider," highlights a significant shift in SMB operations through the adoption of AI-powered agents. The study identifies four levels of AI agent functionality -- chatbots, assistants, digital labor and digital workforce -- each representing increasing autonomy and business impact. According to the report, 54 percent of midsize organizations have already deployed AI, and 83 percent of "high-growth SMBs" are pilot testing it, indicating a trend toward AI-native businesses.

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Posted by Redmond Channel Partner magazine staff on July 09, 20250 comments


Microsoft Consolidates Cloud Migration Programs into 'Azure Accelerate'

Microsoft this week launched Azure Accelerate, a unified platform that merges the Azure Migrate and Modernize with Azure Innovate programs.

The new Azure Accelerate aims to streamline cloud and AI adoption by providing enterprises with expert guidance, funding and deployment assistance.

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Posted by Redmond Channel Partner magazine staff on July 08, 20250 comments


Boxxe Acquires CAE To Strengthen IT Services Portfolio

U.K.-based IT services provider and Microsoft Solutions Partner boxxe has acquired CAE Technology Services Limited, a Cisco Gold Partner with a strong presence in networking and security.

The acquisition, finalized on July 3, aims to enhance boxxe's capabilities in both the private and public sectors, especially in healthcare and education, where CAE has a deep roster of customers. The deal also includes CAE's subsidiary, Novus Networks Limited.

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Posted by Redmond Channel Partner magazine staff on July 08, 20250 comments


Commvault Restructures Leadership To Strengthen Partner Ecosystem

Longtime Microsoft partner Commvault is taking steps to bolster its own channel program.

The data security giant announced a strategic leadership reshuffle on Tuesday, appointing Alan Atkinson as Chief Business Development Officer, and bringing on Michelle Graff as Senior Vice President of Global Partners and Channel. Atkinson, previously Commvault's Chief Partner Officer, will now oversee strategic alliances and business development initiatives. Graff, a veteran in channel leadership, will manage global partner programs and channel strategies.

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Posted by Redmond Channel Partner magazine staff on July 08, 20250 comments