Core Insights - Stord has acquired Shipwire from Ceva Logistics to enhance its scale and capabilities in the competitive e-commerce logistics market [7][6] - The acquisition allows Stord to expand its fulfillment volume and footprint, adding 12 fulfillment centers and access to Ceva's global network of 1,000 warehouses [6][14] - Stord's revenue reached $147 million in 2025, and the company has raised a total of $325 million from investors, with a valuation of $1.5 billion [10][9] Company Overview - Stord, founded in 2015, provides a comprehensive logistics solution for e-tailers, managing over $10 billion in transactions [1] - The company operates 11 major fulfillment hubs across 13 buildings, including locations in the UK and the Netherlands [1] - Stord's business model targets small and medium-sized companies, enabling them to achieve delivery speeds comparable to larger retailers [1] Market Dynamics - E-commerce growth has slowed since the pandemic peak but remains strong, with U.S. e-commerce retail sales increasing by 275% to $304.2 billion over the past decade [3] - E-commerce now accounts for 16.3% of total retail sales, up from 14.6% in 2021 [3] - The logistics sector is experiencing consolidation as companies seek to enhance their technological capabilities and operational efficiencies [27] Strategic Moves - Stord's acquisition of Shipwire is its fifth, following a recent acquisition of Ware2Go, which added 2.5 million square feet to its warehouse network [9][6] - The company is investing in AI technology to improve order management and enhance customer experience [15][16] - Stord's multi-user facilities utilize advanced technology for inventory management and shipment processing, significantly improving efficiency [24][25] Customer Base - Stord serves a diverse range of direct-to-consumer and B2B brands, including Seed Health, Native, and Athletic Greens, delivering over 30 million packages to approximately 11.5% of U.S. homes last year [8][9] - The company is focused on enhancing customer experience through technology and personalized services [22][20]

Core Insights - Keepit has announced a strategic partnership with Ingram Micro in France to enhance its market reach and support for its cloud-native data protection solutions [1][2][3] Group 1: Partnership Details - The agreement allows Ingram Micro France to integrate Keepit's cloud backup and recovery platform into its portfolio, providing marketing, sales, distribution, and partner enablement support [2] - This collaboration will enable French resellers, managed service providers (MSPs), and managed security service providers (MSSPs) to access Keepit's vendor-independent data protection services through Ingram Micro's local infrastructure [2][3] Group 2: Market Strategy - France is identified as a strategic market for Keepit, with the partnership aimed at accelerating the adoption of its data protection solutions among local organizations [3] - The collaboration is expected to empower French channel partners to enhance cyber resilience and ensure long-term data protection readiness for their customers [3] Group 3: Product Features - Keepit's cloud backup and recovery platform is designed to ensure continuous access to data, independent of the original SaaS environment, addressing key demands for data sovereignty, compliance, and resilience in France [3] - The platform's architecture avoids middleware and enforces immutability, aligning with local regulatory requirements and mitigating ransomware impacts [5] Group 4: Partner Network Expansion - This agreement enhances the Keepit Partner Network, which supports resellers, MSPs, and distributors across EMEA, North America, and ANZ in offering secure, cloud-native data protection [4]

Core Insights - Keepit has announced a strategic partnership with Ingram Micro to enhance its market presence in Poland [1] - The collaboration aims to provide robust SaaS data protection solutions to Polish resellers, Managed Service Providers (MSPs), and Managed Security Service Providers (MSSPs) [1] Company Overview - Keepit is a vendor-independent, cloud-native data protection provider [1] - Ingram Micro is recognized as a leading business-to-business platform company within the global technology ecosystem [1] Market Strategy - The partnership is designed to expand Keepit's reach across the Polish IT channel [1] - Ingram Micro will play a crucial role in supporting marketing and distribution efforts for Keepit's services in Poland [1]

Core Insights - Gina Mastantuono's career trajectory showcases a strategic approach to career development, emphasizing the importance of versatility in finance and leadership roles [1][2][3] - Under her leadership as president and CFO, ServiceNow's market capitalization increased significantly from approximately $50 billion to over $200 billion since 2020, marking a successful tenure [3] - Mastantuono's focus on building strong teams and fostering "new power skills" is crucial for navigating the evolving landscape of the AI economy [4] Company Performance - ServiceNow made its debut on the Fortune 500 list in 2023, highlighting its growth and prominence in the enterprise software sector [3] - The company's revenue growth and market cap increase reflect effective financial and operational strategies implemented during Mastantuono's leadership [3] Leadership Philosophy - Mastantuono prioritizes hiring ambitious individuals with high potential, emphasizing the importance of curiosity and emotional intelligence in team dynamics [4] - The advice from former Uber CEO Dara Khosrowshahi to hire future leaders is a guiding principle for Mastantuono, indicating a forward-thinking approach to talent management [4] Future Aspirations - Mastantuono envisions a future role as a CEO, expressing a desire to lead a company to new heights and make a significant impact [5]

Core Perspective - Keepit has entered into a strategic go-to-market agreement with Ingram Micro to enhance its market presence in Germany and Switzerland [1] Company Summary - Keepit is identified as the world's only independent, cloud-native data protection, backup, and recovery provider [1] - The partnership with Ingram Micro aims to intensify the joint go-to-market strategy in the specified markets [1] Industry Summary - The collaboration reflects a growing trend in the technology ecosystem where B2B platform companies are forming strategic alliances to expand market reach [1]