Ann: DTL adapting to Microsoft partner incentive program changes, page-5

  1. 130 Posts.
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    Dicker Data only off 0.5% compared to 12% on open for Data #3 - I’m aware Data #3 spruiks itself as the #1 partner for Microsoft in Australia but surely it’d have an impact on Dicker Data as well.

    Read this release a few times and it honestly seems like a negligible change to anything. The enterprise agreement which had its fees reduced, a segment which sales are probably pretty stable, low single digit growth, whereas the other segments like copilot, cloud which had its incentives increased have pretty big tailwinds, I’m thinking high single to low double digit growth moving forward.

    Not a price sensitive release, no change to guidance.
 
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