Despite being available for nearly four months, iOS 26 has seen low adoption among iPhone users, with over 60% still on iOS 18. According to Statcounter, only about 16% of users have upgraded to iOS 26, compared to over 60% adoption of iOS 18 within a similar timeframe last year.
ChatGPT is losing market share as Google’s Gemini platform gains traction. Recent SimilarWeb data show that ChatGPT’s market share fell to 64.5% in January 2026, down from 86.7% a year earlier. Meanwhile, Gemini has surpassed 21%, indicating significant growth in its user base. The report shows a steady decline for ChatGPT over the past year as competition intensifies. The latest trends suggest that while usage of AI tools dips during the holidays, it rebounds when users return to work. Independent evaluations indicate that competitors like Claude Code and Gemini are outperforming ChatGPT in specific areas, such as complex coding and realistic AI-generated images.
Kaseya has announced the layoff of five percent of its global workforce, equating to approximately 250 employees, as part of a strategy to realign its go-to-market teams. The company, which employs over 5,000 people, stated that this decision aims to enhance its service to partners by implementing a more intelligent and customer-focused approach. This recent workforce reduction follows a previous layoff of 200 employees last October.
TD Synnex has reported record earnings for the fourth quarter of its 2025 fiscal year, with revenues reaching $17.4 billion, a nearly 10% increase. This growth is attributed to strong demand for PCs and servers, driven by the need for upgrades to Windows 11-compatible systems before Microsoft ended support for Windows 10. CEO Patrick Zammit noted that the hardware refresh cycle is expected to continue into 2026, as enterprises increasingly seek AI-capable PCs. The company’s Hyve Solutions subsidiary experienced over a 50% year-over-year increase in gross billing, benefiting from broad demand in cloud data center infrastructure. Despite rising prices in the semiconductor market, Zammit reassured investors that demand remains strong, as businesses prioritize AI integration and server upgrades.
Samsung Electronics has forecasted a substantial increase in its fourth-quarter operating profits, predicting a rise to approximately $13.77 billion, up from $4.4 billion a year ago. The company anticipates revenues will grow by about 23 percent year over year, reaching $64 billion. This surge is driven by the escalating demand for NAND flash and DRAM memory, particularly for AI applications, which has led to significant price hikes—up to 70 percent expected in early 2026 alone. As memory prices continue to rise, consumers may face challenges in accessing affordable components, with major suppliers reallocating resources from consumer products to more profitable server memory. Samsung’s competitors, including Micron Technology, are also responding to this demand by investing in new fabrication facilities, but these projects take years to complete, indicating that the current market dynamics will persist for some time.
Why do we care?
Layoffs are not a strategy. They are a confession.
When you see repeated cuts, that’s leadership admitting—quietly—that they misread demand or overbuilt capacity. And when that happens at a vendor, the pain doesn’t disappear. It gets pushed into the channel.
At the same time, look at where the money is actually going. Samsung isn’t guessing—they’re printing profit because memory is scarce and AI infrastructure pays more than consumer devices. That means higher prices aren’t going away, no matter how bullish distributors sound.
So when TD Synnex talks about strong demand, ask: whose balance sheet is strong enough to absorb it? Because SMBs are already constrained, and higher RAM and storage costs don’t magically unlock budgets.
Layer in platform churn—iOS versions all over the place, AI tools rotating by use case—and MSPs are left supporting environments that are more complex, not more modern.
Vendors shed staff, customers shed headcount, and the unresolved question becomes: who is contractually responsible when the system behaves badly? Right now, MSPs are absorbing that answer by default.
This matters now because it’s easy to believe the optimism and miss the risk. If you assume vendor confidence equals customer readiness, you’ll overcommit. If you assume layoffs mean efficiency, you’ll underestimate instability.
The smarter move is to price for heterogeneity, plan for longer lifecycles, and treat upstream profit signals as a warning—not reassurance.