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

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