Really?
First, Oracle and BlackBerry commentary from the partners is speculation. The same speculation that said Oracle was buying Avaya last year, and the year before that, and the year before that, and....
Second, unless thing are different in other regions, everything is running about the same as they have a year ago. Are some deals stalling? Sure, that is expected. And those reps will look to fill those gaps with other deals, so I'm sure the mix of deal size is a little different. But that is just sales 101. If a big deal stalls, find another or a few smaller ones to take its place.
Thirdly, taking deals direct does not make a sales team more successful. In fact it is a lot more work for the sales team. It is much more efficient to use partners as it allows the sales team to cover more deals and therefore bring in more revenue. When we do take a deal direct, it is because we have a clear reason to do so. A customer request to go direct is by far the most common reason. Those rules have been in place for a long time and have not changed.
Look, this has been hard on Avayas partners as well. Many have seen their sales take a hit. Some more than others. However, a few are really doing well, and I'd bet the stories they are telling are very different from what you are hearing.