In an ASX announcement (pdf), the distributor revealed that Azure has brought in 33 percent sales growth and 24 percent revenue growth in the half year ended 31 December 2019 largely due to demand from Azure and O365.
the Azure is 33% sales growth. thats good numbers, and DTL is mainly in that. So its not a negative at all.
Ann: DTL expects to report strong 1H earnings growth, page-24
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