Dicker Data Ltd
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Pfizer Inc
NYSE:PFE
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Bank of America Corp
NYSE:BAC
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NYSE:MA
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NYSE:UNH
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Pfizer Inc
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Nike Inc
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Coca-Cola Co
NYSE:KO
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Walmart Inc
NYSE:WMT
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Verizon Communications Inc
NYSE:VZ
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Chevron Corp
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Dicker Data Ltd
Dicker Data Ltd. engages in the distribution of computer hardware and related products. The company is headquartered in Sydney, New South Wales and currently employs 694 full-time employees. The company went IPO on 2011-01-24. The firm operates through two segments: Australian and New Zealand operations. The firm provides a range of solutions, which include accessories, backup and recovery, business applications, business monitors, cloud, components, data center, data management, gaming, networking, notebooks, peripherals, printers, power solutions, remote working, scanners and mobility, ups, workstations, surveillance, servers and internet of things (IoT). it distributes its products to resellers and technology vendors, which includes Cisco, Citrix, Dell Technologies, Hewlett Packard Enterprise, Lenovo, Microsoft, and other brands. The Company’s subsidiaries include Dicker Data New Zealand Ltd, Express Data Holdings Pty Ltd and Dicker Data Financial Services Pty Ltd.
Dicker Data Ltd. engages in the distribution of computer hardware and related products. The company is headquartered in Sydney, New South Wales and currently employs 694 full-time employees. The company went IPO on 2011-01-24. The firm operates through two segments: Australian and New Zealand operations. The firm provides a range of solutions, which include accessories, backup and recovery, business applications, business monitors, cloud, components, data center, data management, gaming, networking, notebooks, peripherals, printers, power solutions, remote working, scanners and mobility, ups, workstations, surveillance, servers and internet of things (IoT). it distributes its products to resellers and technology vendors, which includes Cisco, Citrix, Dell Technologies, Hewlett Packard Enterprise, Lenovo, Microsoft, and other brands. The Company’s subsidiaries include Dicker Data New Zealand Ltd, Express Data Holdings Pty Ltd and Dicker Data Financial Services Pty Ltd.
Strong Revenue Growth: Dicker Data reported first-half gross revenue of $1.8 billion, up 15.7% year-on-year, with growth across all categories and segments.
Profitability: Operating profit before tax rose 13.3% to $57.6 million, with EBITDA up 9.4% to $75.4 million and EPS at $0.21 for the half.
Recurring Software Momentum: Recurring software revenue approached $0.5 billion for the half, up 23%, putting the company on track for over $1 billion for the full year.
AI & Enterprise Deals: The company secured significant AI infrastructure deals, including a notable $30 million project, and saw strong growth in mid-market and enterprise customers.
Margin Trends: Gross profit margin softened due to a higher mix of competitive enterprise deals, but operating cost ratios improved through targeted cost control.
Guidance & Outlook: Full-year revenue is guided to $3.7–$3.8 billion (up 10–13%), with operating profit before tax of $120–124 million. No SMB recovery is assumed in current guidance.
Future Growth Engines: Management highlighted AI, ongoing PC refresh cycles, cybersecurity (with CrowdStrike added as a vendor), and software as key areas for future growth.
