The dominant structural shift addressed is the move of platform vendors away from competing on feature sets toward controlling the governance and billing layer that underpins managed services. This is evident in moves by Microsoft, AWS, and Kaseya, specifically with Microsoft's new licensing tier combining per-seat fees with consumption-based AI add-ons, AWS redefining managed services around agents, and Kaseya introducing action-based pricing for IT management. Analysts noted that these developments collectively place a consumption meter on previously flat-rate services, reconfiguring how MSPs and IT providers will be billed and held accountable.
Primary evidence for this shift includes data from Omdia’s channel media report and tracked M&A activity within the MSP sector. The report counted 169 MSP acquisitions in 2025, mirroring prior years’ activity, yet identified that one acquirer—Evergreen Services Group—accounted for 47 deals, illustrating a concentration in acquisition strategies. Notably, 69% of publicly announced deals involved private equity, with the remainder pursued by independent operators. The North American channel media landscape saw significant contraction, with titles dropping from 29 to 18, despite stability in the global outlet count—attributed to both industry consolidation and AI-driven changes in content discovery.
Supporting developments include growing use of AI in content production, leading to declining traffic for B2B publications as audiences increasingly access information through automated tools rather than direct visits. The rise of engagement-focused business models and shifts in acquisition criteria—such as Evergreen targeting founder-led MSPs—underscore evolving buyer strategies. Additionally, platform vendors are restructuring their product and pricing models around agent-driven and action-based billing, while shifting their external positioning to emphasize AI, intelligence, and cyber resilience.
Operationally, MSPs and IT leaders face increased pricing and margin variability driven by emerging consumption-based licensing and AI service models. The historical per-user, per-month bundle is at risk as vendors experiment with new billing constructs, exposing providers to cost unpredictability and complicating client contracts. Providers lacking internal engineering or acquisition frameworks may be especially exposed, while consolidation and vendor dependency raise governance and accountability stakes. MSPs pursuing higher margin services, such as compliance or cyber resilience offerings, must prepare for new cost structures and intensifying pressure from both customers and vendors regarding efficiency, pricing, and service outcomes.
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[00:00:13] The channel looks stable. 106 channel media outlets worldwide, the same number as two years ago. 169 MSP acquisitions tracked in 2025, close to the year before. But beneath that stability, three things are shifting fast, and they're all connected. North America lost a third of its channel media titles. One acquirer ran 47 of the year's MSP deals on its own.
[00:00:42] And the platform vendors aren't competing on features anymore. They're competing to own the governance and billing layer before it standardizes. That last one is one I've been covering all this week and last on the Daily News Show. Microsoft just introduced a new licensing tier that pairs a per-seat fee with consumption-based AI add-ons. AWS is packaging agents as a managed services category.
[00:01:08] Kaseya is shipping an agentic IT management platform priced by actions, not by seats. Every one of these moves puts a meter on what used to be a flat-rate managed service. Today's guest has the structural view that explains why all of this is happening at once. She tracks M&A activity, platform dynamics, and the business models evolving underneath the whole MSP market, not just the announcements.
[00:01:34] Welcome to the Business of Tech Lounge. This is where we break down what's changing in the IT services market, what it means for providers and vendors, and what to actually do about it. If you're running or supporting an MSP, this is about making sense of the environment you're operating in, not just the headlines. Today's guest is Jessica Davis, the principal analyst in the managed services practice at Omnia.
[00:01:57] She co-authored Omnia's top 106 channel media report with Jane McBain, and she publishes some of the sharpest data-driven analysis on MSP M&A and platform dynamics in the channel. Before moving to the analyst side, she spent years working inside channel media as a practitioner, which gives her a lens most analysts don't have. Now to make this conversation possible, a message from our sponsor. When chaos hits, will your system survive?
[00:02:26] Comet Backup's full image backups protect your entire system, files, apps, settings, and even the OS in one powerful automated backup. Comet is easy to deploy and bandwidth efficient. Full system backups for Windows, for Linux, for servers, for endpoints, all in one centralized platform. Whether you get hit with ransomware, hardware failure, or accidental deletion, Comet restores your system to physical VM or the cloud.
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[00:03:17] Thank you so much, Dave. It's really exciting to be back here again. Oh. Great to talk to you. Oh, likewise. I love having you on the show. Now, I got to start with the report you worked with on Jay, because it sort of sets up the frame for everything I think we're going to talk about. Like, the global count of dedicated media outlets held flat, the same as two years ago. But underneath that, there's some dynamics to it. North America dropped from 29 titles to 18. EMEA expands from 38 to 48.
[00:03:45] And three specific ownership moves seem to capture all of that. Informa tech targets Sunset's Channel Futures and launches Channel Dive. Cyber Risk Alliance acquired Channel Pro. And MSPRADIO, which is responsible, of course, for this show, acquired Small Biz Thoughts from Karl Palachuk. Now, the report flagged something that I thought was really interesting. AI is beginning to influence content production and discovery. And some of those B2B publications are seeing traffic drops.
[00:04:14] Can you tell me, like, kind of what's driving what you think the contraction there is going on, that North American headline in particular? Before we get to that, Dave, before we get into the report, I've got a scoop and a correction for you on the record, which is that 106 should really be 107. And the business of tech totally belongs on the media list.
[00:04:38] And, you know, we think of the business of tech as being a podcast a lot of times. But you have really created a written media site as well that goes along with the podcast. And so and we didn't include it on the list this year. So my apologies to you. But you really have built and maintained that site.
[00:05:03] And it's it's a media outlet by every definition that we use in the methodology. So this consider this a scoop. Well, one hundred worldwide. This is the addition. Well, thank you. That is very flattering. And we appreciate it. You know, there's it's fun. We get the fun of being on lots of different mediums and lots of different ways. So I really appreciate it. We will call it that we defy definition sometimes. Yeah. But but thank you for your gracious inclusion.
[00:05:32] So help me understand there. Like, because what's going on with that North American drop versus media expanding? You know, it's and it's a two year change to the original list. Or the last list that Jay put together was in 2024, January 2024. That drop happened in two years.
[00:05:58] And you mentioned a couple of the changes that happened in the market. And I think they're illustrative of what we're talking about here. For instance, Informa Tech Target, which Omdia is a part of, sunsetted channel features and launched channel dive instead. Channel dive is an email first industry dive playbook applied to the channel.
[00:06:24] So they are perhaps thinking that distribution beats brand equity in this case. And again, it's an acquisition story here. Informa acquired the industry dive publications. It acquired a number of other publications that it had rolled up into channel futures.
[00:06:47] I'm thinking of ones that I previously worked for, including MSB mentor, talking cloud and the bar guy all rolled up into channel futures. And if you want to see Joe Penetary's archive, you can go to channel futures and look it up. And mine there as well. So it's a story of consolidation there.
[00:07:11] And we saw this also with Cyber Risk Alliance's acquisition of Channel Pro, which happened at the end of last year. So we're seeing consolidation, bigger companies buying smaller independent media companies.
[00:07:31] It's exciting to see your business of tech acquisition of this other industry iconic business and teaming up together without the big. I don't want to say, you know, without the big, you know, pocketbooks behind them. I don't you know, maybe you have a secret, Dave, that I don't know about. But but but I think that's great to see, because I think there's a certain.
[00:08:02] Lane of independent media that doesn't have to follow the same kind of rules that that established media like Informa Tech Target and Cyber Risk Alliance need to follow. And, you know, as a former media person, I'm all there for it. Well, I think that gets at it because I think it's a business model question. Right. Because I think, you know, what we do, we're we're entirely independent.
[00:08:31] I'm pretty transparent about the fact that I'm the sole owner and I've revealed publicly that the way that we did our acquisition was old school. We went to the bank and asked for a loan. You know, versus private equity coming into space and leveraging their resources to expansion. They're just two different business models. The follow up I got to ask about, and particularly somebody who come from that space and have thought about the media space. Is it print economics collapsing faster that people should think about?
[00:08:58] Like what is kind of driving the media incentive? And I ask because I think it's important for listeners to understand kind of the financial motivations behind the media firms. And you've spent some time thinking about them. Yeah, like 20 years at least. It's, you know, print collapsing. That's been happening for a long, long time.
[00:09:18] I can remember working at InfoWorld back in the 90s and having them end their print publication because they thought it was a great idea at the time. And didn't realize that the folks who were the print buyers wouldn't automatically pay the same rate for the digital publication only.
[00:09:42] So they thought they were saving a lot of money by not printing and sending out a lot of publications, a lot of print editions. And they actually cut off a part of the market as a result. And when all these publications transitioned to digital only, they found themselves in competition with Google for advertising in a way that had never happened before.
[00:10:12] And, you know, a lot of their revenue just dropped away from the advertising side. So I got to then follow up with AI a little bit because that feels like the new trend that we need to be thinking about. You flagged it in the report, you know, that it's causing those measurable drops and readers are getting information from AI rather than going to the source. I can confirm that.
[00:10:34] I actually was digging into our own traffic data and we're seeing a distinct percentage of our overall traffic to business of tech coming from those AI bots. I'm encouraged that we're, you know, viewed as a definitive source, but I'll note that our information is getting consumed in a way and provided to end readers without us necessarily getting the traffic itself. How real do you view that threat?
[00:11:01] And what do you think it means for those outlets that are depending on traffic for revenue? It's an interesting question, right? It's going to change the dynamic of things in a big way. I happen to leave media right around the same time I would have been noticing that drop. So I don't have any direct data about that myself.
[00:11:28] But this is what I've heard from my friends in the media industry. And I think the answer that most organizations are pursuing now is engagement and community. You want to create a community that is your audience who you can... You're not just getting the traffic numbers. You're engaging with them in lots of different ways. Maybe comments.
[00:11:57] Maybe on the YouTube live stream, you're getting comments. You're bringing people in. You're creating leads for your sponsors, perhaps. And so all these touch points of engagement are the new ways that these media outlets will be measured, I think, in the future.
[00:12:24] And they're the direction that these organizations need to go in. Well, you've clearly given me the plug. If you're watching this and have a question for us, put it in the comments. We'll address it here. And before we move on from this, I kind of want to get your take. Are you viewing this, if we think about it from the businesses of the media perspective, but I think there's lessons for the MSPs themselves as they think about their messaging, do you view this as a threat or an opportunity for businesses if AI is leveraging their knowledge
[00:12:53] and presenting it out as part of the answer? It's such an interesting question. And just to go back for even a moment, I noticed in my own use of AI that some platforms had locked AI out of hitting them recently. And that will certainly change the dynamic in the years to come.
[00:13:20] Will those organizations get the kind of traffic that they did from AI or will they get better traffic? I mean, I think the answer is you need to be a destination site now. You can't just be a commodity. You can't just repackage the news and not have any value add to it. You need to really create something of value and make people want to come to you on their own.
[00:13:44] They can discover you via AI or search engines, but they need to, after they discover you, you want them to come back again without AI driving them there. Well, we're going to take a quick break here. When we come back, we're going to talk about the M&A data and what it's actually doing, who's doing the buying, and what it tells us about the market is headed. We'll be right back. This episode is brought to you by ControlMap.
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[00:14:40] Visit scalepad.com slash Dave to get started. That's scalepad.com slash Dave. A quick heads up, Acronis is hosting a live event on May 13th called The Pivotal Point of IT, building services for the AI-first era. Their CEO will be laying out Acronis' vision for AI-first service delivery for MSPs, including a new partner program and what they're calling a major platform announcement.
[00:15:07] If you want to hear directly from Acronis on where they're taking all of this, registration link is at go.acronis.com slash Dave Sobel AI era. No spaces. The system is consolidating itself. The M&A market for MSPs themselves looks like it's kind of similar. You tracked 169 MSP acquisitions in 2025, and PE touches 69% of the publicly announced deals.
[00:15:34] But one of them ran 47 deals. That's Evergreen Services Group, who's been on the show here several times. They operate three operating arms in five countries. The next most active PE-backed platforms completed five to six deals each. 52 of those deals had no PE involvement at all, independent operators scaling by acquisition themselves. And there's some shift going on here as well that we're going to get into,
[00:16:01] but I got to ask about Evergreen specifically. What does it show specifically about Evergreen's execution? Are they doing it in a particular deal size? Are they competing differently than M&A or the other PE players? Like, what are they doing differently? Yeah. Yeah. Yeah. So I was just super fascinated by it as I was going through the data.
[00:16:26] Evergreen is playing in a different size market than most of the PE players are playing in. They are targeting, I want to say MSPs at around 30 employees typically, which is, you know, not tiny, but not gigantic either.
[00:16:51] The MSPs that Evergreen is targeting tend to be founder-led, be on the smaller side compared to the other ones, as I said. And because of this, they are less likely to get investment banking involved in the deal to work on their behalf. Or if they do, investment banking may not go to the end of the deal with them.
[00:17:19] They will get smaller valuations than some of the other companies. These are deals that are not going up to auction. There is less competition for these companies than there are for the bigger companies, the bigger MSPs. And so Evergreen is getting a deal on these companies. But at the same time, these companies are happy to sell to Evergreen because Evergreen gives them a number of things that they couldn't get from these other companies,
[00:17:49] such as they get to keep their brand. They get to keep their operating company. They get to keep their platform and stack for the most part. So there are a number of benefits that owners see in getting acquired by Evergreen. Which is interesting to think about because if we think about the conversation that MSPs often have,
[00:18:15] and they're lumping PE in as this one amorphous blob. And what that data is saying is, no, there's actually different moves, different types of buyers. Evergreen looks like a particularly different one. But 52 of those deals had no PE at all. Independent operators buying other independents quietly. These are my people. I will always applaud that. But I really want to know, what does the data say about that cohort? Are they buying talent? Is it a geography?
[00:18:45] Is it a capability? Or is there some other strategic logic to that cohort? Yeah. And because they're independent, they probably all have their own personal ambitions to do with it. But I got to say that these kinds of deals are, if you go to any of the M&A days at any of the MSP events, these kinds of deals are discouraged.
[00:19:10] Because, you know, MSPs don't normally have the company ingestion engine that these larger acquirers have. So it's a challenge to really do this kind of deal. Companies frequently find targets in their own peer groups for these kinds of deals.
[00:19:35] I understand that, you know, companies want to grow. They want to grow by acquisition as well as organically. And this is one of the reasons behind MSPs wanting to acquire, independent MSPs wanting to acquire. And their ultimate goal may be to be acquired by PE, but to get to a certain size before that happens.
[00:20:02] Or they may want to create their own empire. And one of the most visible companies that's doing that is the 20 MSP. They've acquired, oh gosh, I forget how many, but a lot. I think 44 total MSPs. And they're still going strong.
[00:20:30] They've created, they've developed an entire system that shrinks the due diligence window. And really gives them a view into the operations of the MSPs that they acquire. It's a very smart operation that they have. Well, it's interesting that the marketplace of buyers is starting to mature and emerge. And I think I will, I liked your framing there.
[00:20:58] Like if you go to these conferences and you hear that messaging, I think I would always implore listeners to go, well, remember who puts on the conferences to make sure that you think about where that advice is coming. But there's another detail in the analysis I got to dig into. Because your analysis says that the smart roll-ups are reallocating technicians, not just cutting them. And they're moving them in things like fractional CIOs, CISOs, the GRC offering, cybersecurity training.
[00:21:24] Like those are high margin services that work if everything beneath that is priced and stable. Now, what I want to get into is I've been talking a lot about some of the new threat around consumption-based AI pricing, making baseline managed services harder to bundle. Like, so let's start with the roll-ups in your data. Do they have a pricing model already looking to this? Or do you think they have the same exposure to this variability that everybody else does?
[00:21:54] I have not dived deeply into this topic with the roll-ups yet. I know that from the ones I've talked to, everyone is experimenting. Everyone's working on this. I have heard that they have built, many of them have built their own agents for ticketing. I don't know the answer on the pricing.
[00:22:20] Now, I can tell you, having just come from Kaseya Connect and also from Enable and Power recently, that on the vendor side, as you've been talking about, Dave, both of those vendors are also looking at the consumption-based pricing. And they haven't set the pricing yet.
[00:22:43] They're still figuring out what the costs are and what the uptake will be for the inquiries that MSPs make against the systems. And so even the vendors haven't set the pricing yet. So I don't expect that the MSPs themselves have done it. I think you're right. I think this is early days.
[00:23:12] And I want to highlight, because you've just come back from two of these shows, and that's the third area I wanted to talk about is a little bit some of what's going on with the platform vendors. Microsoft, clearly the first mover here with their new E7 plan. The Microsoft E7 plan pairing a per-seat fee with the consumption meter. So that's the element. They're rolling that out. That's coming out in June. AWS has got theirs.
[00:23:37] Kaseya did do some discussion about the way that they're going to be putting together agentic platform pricing, and it's having to do the actions. But I'm under the impression that they're still working it out specifically. And then from Empower, which was Enable's event, you focused on the fact that the platform vendors are competing to own that governance layer via MCP before it standardizes. Talk to me a little bit about what you're seeing there in terms of the way the vendors are talking about that offering.
[00:24:07] The MCP offering. I mean, it is... At Enable, it was interesting because their new chief AI officer, I say new, but she's been there for a year or two already, Nicole Reinecke, she was discussing the MCP servers as like better than APIs.
[00:24:38] APIs are very fragile in the way they connect things, but MCP servers are not. And I thought that was an interesting framing of it. She did not get into the pricing part of it at all, though. Okay. But they're clearly thinking about it. So help us understand, like, what is the vision that these platform companies are talking about in terms of the way they think that offering is going to work for MSPs?
[00:25:07] I'll move on to Kaseya, too, because I thought they're framing... They're talking about the whole data gravity piece and how many billions of tickets that they have and how this data is the key to training the systems so that they are able to automate and create autonomous IT and automate those level one tickets.
[00:25:37] There is absolutely an opportunity for companies that have to deal with the governance and the compliance issues that go with using public AI. And there's an opportunity there. They've just made the first move here. I don't know how that's going to work out in the future.
[00:26:07] I think we're all figuring out a little bit. It was interesting. Tell me, help me understand a little bit about their framing, because from the coverage I was digging into, they were positioning this as, hey, we're the only ones... This could say specifically, we're the only ones that have all this data. I'd immediately make the argument of, well, Microsoft has it, too. That if we think about the fact that they could get this via Intune with that many. And I think if we had somebody from ConnectWise, they'd say, well, we have it.
[00:26:35] And I think somebody from Enable would probably say, well, we have it, too. How are you thinking about the data layer and who the people are that might be able to do this? Is there a line of size? Are you starting to think about how to analyze this space? I'm going to say something that's a little against their argument about the data size,
[00:27:01] which is, sure, there's a lot of data that they have. But how structured is that data? Has everyone submitted the same ticket in the same way over the last 20 years that it's been reported? I think the more recent data is the data that's really valuable to any of these companies. And it sort of resets the starting line for things.
[00:27:29] And I mean, they can train, they can use their 20 years or 10 years of data to train their systems. But really, it's the last year or two of data that's going to be the most valuable in training the systems right now. And you could say that MSPs themselves have this data. And you could say that Titan and Shield also have this data.
[00:27:56] And Treeline also has this data. So is it a huge advantage? I don't know. I mean, I think Kaseya's advantage here and ConnectWise perhaps as well and Enable as well is that they have a number of components to their platforms. So they can have a view across all those functional applications that some of the other providers might not be able to have.
[00:28:26] But I mean... Yeah. That's an interesting take. And the other thing that you said in there that I'm intrigued by is the idea of managed versus unmanaged and how clean the data is. Because in theory, one of the pitches of AI is that you can do the unstructured data, can be more leveraged by AI. But we know that isn't completely unstructured. You have to have some level of structure to the data. That I think will be really interesting.
[00:28:54] Now, I kind of want to tie that out a little bit to what we've been talking about with the moves with people moving into those higher value roles at the MSP levels themselves. Right? So moving into GRC type work where they're doing compliance. I feel like that's linked to the data question.
[00:29:12] But I think we have to then look at, like, if we're moving into some of the high margin advisory work, like, how much does the underlying stability really matter? Like, are you thinking... As we're thinking about this to try and give the MSPs a little bit of insight. I don't want them to panic about something that's happening right now. But I want to directionally give them some thought. How much do you think this is going to be their responsibility versus these platform vendors that are talking about it?
[00:29:42] I mean, I think the platform vendors would love to be able to offer the MSPs something that they could use to make the process more automated, make it more repeatable. I think the... I think the...
[00:30:02] There's a question about how bespoke it will need to be and how complex and different each of the end customers are. It makes an argument for vertical specialties, for sure. But I do think that the platform vendors will want to help MSPs get there and offer this. Well, so the other thing I want... Before we run out of time, I want to hit one other area.
[00:30:31] You've made some 2026 predictions around compliance services growing 21%, managed detection and response growing 13%. What's interesting to me is those are both governed, outcome-based service lines. And I'm leaning heavily into the idea that I think governance as a product is where MSP margins survives a lot of this. Like if you focus on that, like how much of the market data is supporting that?
[00:30:56] And is there like compliance and MDR growth thinking about how fast that market space is growing to give MSPs some direction of what they should be focused on? What we're seeing right now is it seems like the... Well, you know, we're all running at top speed and we're all trying to catch up with ourselves at the same time.
[00:31:22] The MSP market is wanting to move into these areas, to use the tools that are already available for this. The tool vendors are trying to catch up with where the MSPs want to be. But nobody's where, you know, nobody's at that goal. It's still at the point of emerging from our perspective.
[00:31:50] In terms of MDR, I mean, that's a big growth area. I mean, just look at how Enable itself has repositioned itself as a cyber resilience vendor. You know, that's what they call themselves now in their press releases, in their SEC filings. They're not a managed service platform provider anymore. They're a cyber resilience provider.
[00:32:19] And it's for good reason. If you break down the revenue of Enable by product line, Cove, their BCDR is a huge chunk of it. And their Adlumen MDR is growing, I think, at the fastest rate.
[00:32:41] And they've expanded to the reseller market with Adlumen had had some strong market with resellers already. So, it totally makes sense for that. That's where MSPs should be going. That's where vendors have seen the opportunity. And that's where the margins are, just like you said.
[00:33:06] And the IT service revenues and margins are just not as big. Yep. I have to do my quick disclosure. I am a shareholder in Enable, so I want to make sure that I've done that proper disclosure for listeners. And that comes from my employment there now over seven years ago. But what I think is interesting is there's two ways to think about that. I think the market is moving that way.
[00:33:31] I think it's also a recognition that there are other players on the MSP platform side that have moved faster than they have. Amdia's own sort of positioning on market size has shown. Kaseya, ConnectWise, and now Ninja1 in the sort of 1, 2, and 3 slot, a spot formally held by Enable. They've sort of recognized, hey, we're not winning on the MSP platform front, but we are winning on the cyber resilient front. Let's just move into the spaces that we're doing relight.
[00:33:59] There's both a good and a bad side to that. I look at that and say, like, that's a smart move to lean into the things you're good at. But it also does recognize that there's a shift there. But it might be like our last piece to think about there is, is that telling of where the future of this industry is that some vendors are saying, hey, this is the stuff that's actually interesting. And we're not even interested in being in the MSP platform side.
[00:34:27] Like, is that an interpretation you're thinking about or is there another framing to it? I think that's a really interesting idea. And I'm thinking about that a lot, really. You know, we started out with MSPs being break-fix companies. Then we moved into, you know, the new era with RMM and PSA and recurring revenues.
[00:34:54] I mean, it feels like we're at a transition point again, honestly. You know, with the pricing, the changing, the foundation, you know, of everything has been per user per month pricing, right? And now we're looking at something different. Maybe first as a hybrid. I don't know. We'll see what happens.
[00:35:21] But it feels like a transition time to me, doesn't it, to you, Dave? Well, I think so. I mean, I almost want to say, like, I think right now the biggest factor that's going to come out of this AI transition is its disruption to the classic MSP bundle. I think ultimately that's the piece that I want providers to be thinking about. Again, I don't think about this in emergency timeframes. I don't think this is collapsing underneath you.
[00:35:48] But the moment the vendors start adding consumption pricing to standard per seat pricing, it breaks the model. Like, it just breaks the model. And everyone along the path is having to think about it. You can see it both in the individual side and, you know, people that are now having to pay for token usage.
[00:36:09] If we're tracking what's going on in Silicon Valley with some of the SaaS consumption like there, my favorite recently was that Uber blew through their entire token budget for the year is already gone. So they're having to rethink that budget line item. If you extend that to the idea of customers in general who are using AI, the MSP is going to be caught in the middle of this squeeze of the vendors who are adding AI consumption. Customers that are going to ask you to regulate it.
[00:36:36] And in the middle is going to be the provider having to think about that. I don't think anybody's got a clear answer to this. Although I will say to give everyone a little bit of anecdotal evidence, I literally looked at an MSP's proposal on their solution for this to their customer this morning. Who sort of came to me and said, hey, this is what I'm thinking about in terms of a service offering. And I sort of said, okay, I think you are on to something. So I think you have time to be thinking about that.
[00:37:05] Give us a little bit of sense. Like what are the things you're thinking about next for your next research projects? Well, before I get to that, I just want to say also that first of all, the work that you've done on this pricing thing the past few weeks has been incredible. I just applaud what you've done with it.
[00:37:26] And second, anecdotally at the Enable conference, I heard MSPs saying that they were hearing from customers that the customers were expecting them to pass the AI savings along to the customers. Because it was a big efficiency play.
[00:37:48] And so things should get cheaper because MSPs were now using AI instead of people. And so I think there's going to be a lot of pressure across the board. And I will also say that Kaseya, one of the things that they're doing with this Kaseya intelligence is they are positioning themselves as an intelligence company and not a SaaS company.
[00:38:18] And as we've all seen in the stock market, SaaS companies are being punished because they're not AI companies.
[00:38:27] So, you know, very IPO minded Kaseya is repositioning itself as an intelligence company, just as Enable repositioning itself as a cyber resilience company, getting away from the RMM PSA platform idea, making that a little smaller in the investor's eyes. So next, for me, I am working on a couple of different things.
[00:38:55] I'll be putting together a report about the first quarter M&A for MSPs. I'm also working on a list of big MSPs and sort of dovetailing with that. I'm looking at alternative platforms that MSPs may be using besides ConnectWise, Kaseya Enable,
[00:39:25] because those companies are too small. There's a bold statement to end on. Those companies are too small. I like to hear that. So if people are interested in keeping an eye on what you're up to and finding your work at Omnia, what's the best way for them to do so? You can find me on LinkedIn. Feel free to connect with me there. I am the first Jessica Davis on LinkedIn. So if you search Jessica Davis and channel, I'll come up.
[00:39:55] Well, perfect. Well, Jessica, I look forward to having you on to tell us all about these research findings when you've got them already. You know you have an open invite to come back anytime. I'm really looking forward to it. Thanks so much, Dave. And I want to thank two of our sponsors, ABC Solutions. If you're running an MSP and struggling to get clean financial visibility, that's profitability by clients, service line performance, or just accurate books. They focus specifically on accounting for managed service providers and IT firms.
[00:40:22] They're at abcsolvesit.com. And if connectivity reliability is still a constraint, especially in things like edge environments or for distributed teams, Rhythms delivers 5G solutions designed for MSP use cases, where uptime and coverage actually matter. More on them at rythmz.com. That's rhythms.com. The Business of Tech is free if you just want to stay informed.
[00:40:48] If you want to actually understand what's changing and make better decisions because of it, that's what the Business of Tech Plus is built for. Details are at businessof.tech slash plus. If you're listening to the recording and have a question on YouTube, put it in the comments below or send it in at question at mspradio.com. Thanks for joining me, and I will see you next time.
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