Data#3 H1 Sales Climb on AI and Windows 11 Tailwinds, Dividend Ticks Higher

Data#3 Sales Climb Amid AI Optimism

Published on February 23, 2026

Data#3 posted a strong first half, with demand building around AI and endpoint upgrades. For sales teams, that means more budgets moving into cloud, data, and device refresh projects-plus service attach on top.

The numbers that matter

• Gross sales: $1.54 billion (+9.2%)
• Revenue: $423.1 million (+8.1%)
• Net profit: $23.2 million (+3.7%)
• Interim dividend: 13.5¢ per share (+3.1%)

Data#3 delivers cloud services, data analytics, IT infrastructure, consulting, and managed services. The growth mix points to steady project flow and recurring services-good signals for deal velocity and attach rates.

Why this matters for sales

Two demand waves are in play: AI adoption and the Windows 11 refresh. Both create clear entry points for new wins, renewals, and upsell into services.

• AI momentum: Buyers want quick wins, guardrails, and measurable ROI. Package "discovery → pilot → scale" to land, then expand into data platforms, M365/Copilot readiness, security, and ongoing optimisation.
• Windows 11 refresh: Windows 10 reached end-of-support, which pushes device and OS upgrades, app compatibility work, security baselines, and endpoint management. Reference policy details here: Microsoft's Windows 10 end of support.
• Services attach: Wrap projects with managed services for monitoring, user enablement, cost control, and governance. This stabilises margin and drives renewals.

Where the deals are

• AI pilots: Copilot readiness, data quality workshops, and secure rollout playbooks for specific roles (sales, service, finance). Quick 60-90 day scopes with clear KPIs.
• Endpoint and OS upgrades: Fleet refresh, app testing, device procurement, Autopilot/Intune setup, and security baselines. Bundle with training and support.
• Cloud and analytics: Modern data stack, reporting upgrades, and ML experimentation environments. Position as the foundation for AI use cases.
• Security overlays: Identity, DLP, and safe AI usage policies to reduce risk as teams start using new tools.

Talk tracks you can use

• "Let's scope a 90-day AI pilot tied to two workflows and agreed ROI metrics. If it pays off, we expand to the next team."
• "Your Windows 10 devices increase risk and support costs. We can map compatibility, refresh endpoints, and standardise management in one plan."
• "AI success depends on clean data and security. We'll fix the data layer, set access rules, and roll out safely."
• "We'll bundle the project with managed services so your team gets outcomes without extra overhead."

Objections to prep for

• 'We're not ready for AI.' Start small. One workflow, one team, clear baseline, and a pilot that proves value fast.
• 'Budgets are tight.' Prioritise refresh and AI pilots that protect revenue or cut costs in-year. Phased rollouts help cash flow.
• 'Security worries.' Lead with identity, permissions, and data governance. Show the controls first, then the features.
• 'App compatibility for Windows 11.' Offer assessment, remediation, and a staged rollout with rollback options.

KPIs to track this quarter

• # AI-qualified opportunities created
• Win rate on endpoint/OS refresh deals
• Services attach rate per project
• Average deal size and gross margin mix
• Time-to-first-value on pilots

Next steps

• Build a target list: Windows 10 fleets, heavy Microsoft spend, regulated industries, and teams asking about Copilot.
• Launch an "AI discovery + pilot" offer with fixed scope, timeline, and success metrics.
• Package Windows 11 refresh with security baselines, device procurement, training, and managed support.
• Coordinate with vendors for MDF and co-selling to compress sales cycles.

Helpful resources

• AI for Sales
• Microsoft AI Courses

Bottom line: AI and Windows 11 are opening doors right now. Keep offers tight, prove value fast, and attach services to lock in renewals.