Data Storage (DTST) Q2 FY26 earnings call

Data Storage Corporation is strategically transforming following the CloudFirst sale, focusing on disciplined capital deployment for M&A in AI infrastructure, cybersecurity, and communications. The Nexxis subsidiary provides a stable, growing recurring revenue base, with Q2 FY26 revenue up 9.3% and gross profit up 21.9%. The company maintains a strong balance sheet with $9.3 million in cash and no long-term debt, enabling a patient and selective approach to acquisitions, prioritizing quality businesses with predictable cash flow and strong management.