Monday Morning Impact – March 31
Canalys Projects Minimal Growth for US PC Market Amid Tariff Concerns
PC shipments (excluding tablets) to the United States grew 6% year on year to 17.7 million units in Q4 2024, driven by strong performance in the commercial segment, according to Canalys. However, the market researcher also expects the US PC market to face challenges amid volatile trade policies and potentially higher prices. Total PC shipments to the US are expected to fall just shy of 2% growth in both 2025 and 2026 with volumes hovering between 70 to 72 million units each year.
The commercial segment was the strongest-performing segment in the second half of 2024, driven heavily by Windows 10 end-of-service demand. As Microsoft increases its efforts to boost awareness around the October 2025 deadline, businesses are stepping up investments in PC fleet refreshes. This trend is set to continue throughout this year and even into 2026, given the scale of older Windows 10 devices that remain present in the installed base.
While the US PC market will continue to be bolstered by the Windows refresh, Canalys sees new headwinds in the form of tariffs and associated inflation.
“President Trump’s ongoing trade war with Canada, Mexico and China has had swift negative repercussions for the stock market and pushed the US GDP growth forecast for Q1 2025 into negative territory,” said Canalys Analyst Greg Davis. “In addition to the direct impact of tariffs, the stop-start nature of announcements and delays have cast uncertainty around pricing for consumer electronics this year. The tariffs have prompted mitigating actions across the PC industry, with vendors and channel partners engaging in some recent stockpiling of devices.” A Canalys poll of US channel partners revealed that 50% held five weeks or more of PC inventory in January 2025, up from 29% in November 2024.
“The new policies have also been a catalyst for positive developments, with TSMC and Apple recently announcing major manufacturing investments in the US,” added Davis. “Combined, the two companies announced intentions to invest US$665 billion in production facilities, R&D, training and more. However, it will be some time before the benefits from these investments materialize.”
Channel Impact®
Canalys’ PC Analysis service provides quarterly updated shipment data to help with accurate market sizing, competitive analysis and identifying growth opportunities in the market.
Telarus Launches Business Management Platform for Technology Advisors
Telarus, a Sandy, Utah-based technology services distributor, has launched “Telarus Hub,” an agent-facing business management platform that includes a pipeline dashboard for real-time visibility into prospects, deals, and forecasts; streamlined access to account, order, supplier, and commission data; and online and on-demand training. Partner can also explore and qualify technologies, and more easily manage quotes, orders, and commissions.
“Telarus Hub is the next-gen platform our advisors have been asking for,” said Telarus CEO Adam Edwards. “It sets a new standard of service, enabling them to sell more effectively, reduce daily task efforts, and source best-in-class supplier solutions for their customers.”
Telarus Hub will replace the company’s current back office system to provide better decision-making, time-savings, deal acceleration, and easier support access.
The platform is now available to all active Telarus technology advisors.
Channel Impact®
The platform is intended to upgrade the ways technology advisors connect with Telarus teams and resources, utilize sales tools, and level up their industry knowledge.
Accenture and CrowdStrike Team up on Security Operations
Accenture and CrowdStrike have launched a collaborative effort combining Accenture’s security services with the CrowdStrike Falcon cybersecurity platform, including SIEM capabilities, to deliver improved cost efficiencies to areas such as security operations (SecOps), continuous threat exposure management, and AI workload protection.
The two companies note that AI-enabled operations can generate massive volumes of data that can pose challenges for security teams to efficiently and effectively detect and respond to threats.
The integrated offering is intended to streamline security workflows into a unified ecosystem that integrates threat prevention, detection and response based on CrowdStrike’s SIEM technology.
“Cybercriminals are infiltrating organizations with alarming sophistication and unprecedented speed,” said Paolo Dal Cin, global lead at Accenture Security. “To combat this, we work closely with organizations to understand their unique cybersecurity needs and tailor solutions to address their specific challenges. By combining our expertise with CrowdStrike’s technology, we can help clients adopt a more proactive and efficient approach to digital defense.”
“Customer demand for Falcon platform adoption, cybersecurity consolidation, and SOC services expertise is driving our market-moving Accenture partnership,” said George Kurtz, founder and CEO, CrowdStrike. “Accenture’s deep expertise with the Falcon platform and SIEM transformation have directly assisted organizations in upleveling their cybersecurity programs from device to cloud to datacenter. Accenture plays a key role in guiding organizations to embrace the AI-native SOC, leaving legacy SIEMs, point products, and manual SOC operations behind for automated, resilient, and machine speed cybersecurity platform controls.”
Channel Impact®
The combined solution is expected to enable real-time threat visibility, prevention and remediation with optimized operational costs.
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