• Salesforce deal traction: Following the acquisition of Dextara, Datamatics has seen typical Salesforce deal sizes expand from under $100,000 to between $500,000 and $2 million, with multiple deals signed and a strengthening pipeline in logistics.
• AI platform expansion: The company has integrated AI into its Finato finance platform and launched an agentic AI underwriting solution, while currently developing a claims processing platform that is securing multi-year, multi-million-dollar contracts.
• FY27 growth guidance: Management is maintaining its high single-digit organic growth guidance for FY27 for now, with plans to revisit potential guidance upgrades after a quarter once newly launched AI implementations begin scaling.
• Outcome-based pricing: Engagements are structured on an output-based model per processed transaction or claim, allowing the company to share operational gains with clients while simultaneously expanding its own margins.