Monday Morning Impact – June 9
Salesforce to Acquire Informatica
Salesforce has announced an agreement to acquire Informatica, a Redwood City, California-based cloud data management company, for approximately $8 billion in equity value, net of Salesforce’s current investment in Informatica. Under the terms of the agreement, holders of Informatica’s Class A and Class B-1 common stock will receive $25 in cash per share.
The planned acquisition is expected to enhance Salesforce’s position in agentic AI, leveraging the combination of Informatica’s data catalog, integration, governance, privacy, metadata management, and overall MDM services with the Salesforce platform. Perceived benefits include enhanced data transparency, improved governance, and simplified means of data interpretation.
“This combination brings together Salesforce’s Einstein and Informatica’s CLAIRE AI engines to forge the ultimate AI-data platform — trusted, explainable, and built to scale,” said Marc Benioff, Chair and CEO of Salesforce. Together, we’ll supercharge Agentforce, Data Cloud, Tableau, MuleSoft, and Customer 360, enabling autonomous agents to act with intelligence, context, and confidence across every enterprise.”
This proposed acquisition is expected to be a key enabler for Salesforce’s next phase of AI-driven growth with an emphasis on Public Sector, Life Sciences, Healthcare, and Financial Services.
“Joining forces with Salesforce represents a significant leap forward in our journey to bring data and AI to life by empowering businesses with the transformative power of their most critical asset — their data,” said Amit Walia, CEO of Informatica. “We have a shared vision for how we can help organizations harness the full value of their data in the AI era.”
Under the terms of the agreement, Salesforce will acquire all outstanding shares of common stock of Informatica that it does not already own. The transaction has been approved by the boards of directors of both Salesforce and Informatica and is expected to close early in Salesforce’s fiscal year 2027, subject to the receipt of required regulatory clearances and satisfaction of other customary closing conditions.
Upon close, Salesforce plans to rapidly integrate Informatica’s technology stack — including data integration, quality, governance, and unified metadata for Agentforce, and a single data pipeline with MDM on Data Cloud.
Channel Impact®
Salesforce plans to invest in Informatica’s ecosystem of data and infrastructure partners to accelerate the growth of Informatica’s cloud business.
Rackspace and Rubrik Join Forces on Cyber Recovery Service
Rubrik, a cyber resilience company, and Rackspace Technology of San Antonio, Texas, have announced a partnership to deliver “Rackspace Cyber Recovery Service” – a new managed service for customers operating in public cloud. The offering combines Rubrik’s orchestrated data protection and cyber recovery solutions with Rackspace’s DevOps principles and managed services to deliver an enterprise-grade service that can simplify and accelerate recovery from ransomware attacks.
“Enterprises can no longer rely on traditional recovery methods in a cloud-first, threat-intensified world,” said DK Sinha, President for Public Cloud at Rackspace Technology. “To ensure recoverability in the public cloud, they must adopt a new approach that leverages cloud native tools, modern DevOps methodologies and trusted expertise. Through our partnership with Rubrik, Rackspace Cyber Recovery Service sets a new standard for cyber resilience of public cloud workloads.”
The value proposition includes continuous anomaly detection and threat monitoring; optimized backup configuration and lifecycle management; infrastructure management services; compliance tools; and professional advisory services.
Channel Impact®
The service is intended to support critical business workloads running in public clouds by restoring service within hours, and helping enterprises significantly strengthen their cyber resilience.
Bitdefender Updates Global Channel Program for Resellers and Managed Service Providers
Bitdefender, a global cybersecurity company, has announced major enhancements to its partner program, introducing a new Platinum tier, expanded access to advanced security solutions through the Not-for-Resale (NFR) program, and simplified deal registration.
The Bitdefender Partner Advantage Network is a multi-tiered program that supports both product and service specialization. All Bitdefender business security solutions are available to partners such as endpoint protection including extended detection and response (XDR), cloud-native security, managed detection and response (MDR), and newly introduced GravityZone Proactive Hardening and Attack Surface Reduction (PHASR), an endpoint security solution to dynamically tailor hardening for each user.
The program’s new Platinum level is intended to recognize and retain the company’s highest-performing resellers and MSPs. Partners in this tier gain priority access to benefits, dedicated support, and joint go-to-market opportunities.
The expanded tier-based Not-for-Resale (NFR) program adds new MDR access for MSPs, providing all partners with access to a full suite of security solutions, including XDR, for internal use and demonstration purposes.
Bitdefender has also simplified the deal registration workflow with an eye toward reducing administrative overhead and shortening sales cycles. The new system eliminates the requirement to input detailed product configurations at the time of registration and no longer requires re-approval if deal elements change.
Joint go-to-market opportunities, and a centralized portal with deal visibility, lead generation tools, sales resources, and product training are also available through the program.
Channel Impact®
The company hopes the updated program will maximize revenue opportunities, streamline partner engagement, and further strengthen support for the channel and MSP community.
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