Climb Partners with LogicMonitor for AI-First Observability
Climb, a wholly owned subsidiary of Climb Global Solutions, announced a new partnership with LogicMonitor. Climb will bring LogicMonitor's AI-first hybrid observability platform to its partner ecosystem, enabling VARs and MSPs to deliver predictive, full-stack observability across on-premises, hybrid, and multi-cloud environments. "Through this agreement, Climb is expanding its U.S. observability portfolio with LogicMonitor's AI-first platform, giving Climb's partners a simplified path to deliver enterprise-grade, full-stack visibility across complex on-premises, hybrid, and multi-cloud environments. The collaboration reinforces Climb's role as the industry's emerging vendor distributor focused on bringing in-demand, next-generation solutions to market and empowering partners to move faster, capture new opportunities, and deliver high-value services that keep even the most complex customer environments running predictably and resiliently," the company said.
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- Stock Split Decision: Climb Global Solutions' board has approved a four-for-one stock split, aimed at increasing liquidity to attract more investors, thereby enhancing the market performance of the company's shares.
- Shareholder Rights Protection: Shareholders of record as of March 16, 2026, will receive three additional shares for each share held, with distribution expected after trading closes on March 20, 2026, ensuring existing shareholders' rights are fully protected.
- Trading Adjustment Timeline: Trading on a split-adjusted basis is expected to commence on March 23, 2026, and market reactions to this adjustment will influence the company's future stock price movements and investor confidence.
- Financial Performance Highlights: Climb Global Solutions recently reported a non-GAAP EPS of $1.53, beating expectations by $0.27, with revenue of $193.8 million exceeding forecasts by $26.05 million, indicating strong financial health for the company.

- Financial Performance Growth: Climb Global Solutions reported a 3% increase in gross billings to $625.4 million in Q4 2025, with net sales rising 20% to $193.8 million, reflecting the company's strong organic growth from both new and existing vendors.
- Strategic Acquisition: The acquisition of Greece-based interworks.cloud is expected to be immediately accretive to earnings and adjusted EBITDA, enhancing engagement with vendors and resellers while solidifying Climb's position in the Southeastern European market.
- Dividend Suspension Decision: Management announced the suspension of quarterly cash dividends starting Q1 2026, allowing for greater capital retention to support organic growth initiatives and strategic acquisitions, indicating a strong focus on future expansion.
- Outlook: Management emphasized a continued focus on accelerating organic growth and pursuing M&A opportunities, with expectations of capturing $250 million in gross billings from Fortinet within the next 18 months, positioning the company for significant growth.
- Earnings Beat: Climb Global Solutions reported a Q4 non-GAAP EPS of $1.53, exceeding expectations by $0.27, indicating strong profitability that may boost investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $193.8 million, a 19.8% year-over-year increase, surpassing analyst expectations by $26.05 million, reflecting its competitive position and growth potential in the market.
- Decline in Adjusted EBITDA: Despite revenue growth, adjusted EBITDA fell to $13.0 million from $16.1 million year-over-year, suggesting that cost pressures may be impacting profitability.
- Stable Gross Billings: Total gross billings increased by 3% to $625.4 million, with the distribution segment growing by 4% to $602.3 million, while the solutions segment remained flat at $23.1 million, indicating varied performance across business lines.
- Earnings Announcement Date: Climb Global Solutions is set to announce its Q4 earnings on February 26 before the market opens, with investors keenly awaiting the results to gauge the company's future prospects.
- Earnings Expectations: The consensus EPS estimate stands at $1.26, reflecting a significant year-over-year decline of 44.2%, indicating potential profitability challenges that may affect investor confidence.
- Revenue Forecast: The anticipated revenue for Q4 is $167.75 million, representing a modest year-over-year growth of 3.7%, suggesting some market resilience despite the overall sluggish growth, which may attract investor interest.
- Historical Performance Review: Over the past two years, Climb Global Solutions has exceeded EPS estimates 88% of the time and revenue estimates 75% of the time, indicating a relative stability in financial performance that could provide reassurance to investors.
- Acquisition Overview: Climb Global Solutions has acquired Interworks for approximately €8 million ($9.4 million), aiming to enhance its market position in Southeastern Europe, with expectations that this transaction will positively impact earnings and adjusted EBITDA.
- Market Coverage Expansion: With over 600 cloud reseller and managed service provider relationships, Interworks will further strengthen Climb's penetration in Greece, Malta, Cyprus, and Bulgaria, thereby enhancing its competitive advantage within the Microsoft ecosystem.
- Strategic Synergies: The acquisition integrates Interworks' management team and market expertise into Climb, promoting cross-sell opportunities in the cloud market and solidifying Climb's position as the distributor of choice in Southeastern Europe.
- Future Growth Potential: The addition of Interworks will enable Climb to better meet Microsoft's compliance and partner requirements, with expectations of driving long-term growth in the cloud and software distribution sectors, particularly in the rapidly evolving Southeastern European market.
- Industry Recognition: Climb's CMO Kim Stevens has been named to the 2026 CML100 list, highlighting her influence and leadership in the IT channel market, which enhances the company's reputation within the global partner ecosystem.
- Market Strategy: The CML100 honors leaders excelling in partner enablement, go-to-market strategies, and innovation, reflecting Climb's commitment to supporting partners in a complex market environment, thereby strengthening its competitive position.
- Team Contribution: Stevens noted that this recognition belongs to the global marketing team's creativity and execution, emphasizing their crucial role in driving business growth and enhancing channel value, which further solidifies Climb's brand image.
- Technological Adaptability: The 2026 CML100 honorees demonstrate leadership and strategic vision in rapidly changing areas such as cloud, cybersecurity, and AI, indicating Climb's ongoing efforts in technological innovation and market adaptability, positioning the company favorably for future market opportunities.






