• Salesforce deal expansion: Deal sizes via the Dextara acquisition have increased from under $100,000 to between $0.5 million and $2 million, with the latest multi-year transportation win falling at the higher end of that range.
• AI product pipeline: The company has integrated AI into its Finato finance platform, launched an agentic underwriting solution, and is developing an agentic claims processing platform, securing multi-year, multi-million-dollar contracts.
• Outcome-based pricing: AI engagements are structured on an output-based model per transaction or processed item, allowing Datamatics to improve its own margins while sharing operational efficiency gains with clients.
• FY27 growth guidance: Management is currently maintaining its high-single-digit organic growth guidance before revisiting it in a quarter, noting that AI capabilities are improving deal conversion rates despite broader market softness.