Corporación de Almacenamiento de Datos (DTST): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama digital en rápida evolución, Data Storage Corporation (DTST) surge como un jugador fundamental, transformando la gestión de datos empresariales a través de soluciones innovadoras de almacenamiento en la nube. Al integrar estratégicamente las tecnologías de vanguardia, las medidas de seguridad cibernética robusta e infraestructura flexible, DTST ofrece a las empresas un enfoque integral para navegar por el complejo mundo del almacenamiento y protección de datos. Su lienzo de modelo de negocio único revela un ecosistema sofisticado diseñado para abordar los desafíos más críticos que enfrentan las organizaciones modernas que buscan soluciones de almacenamiento seguras, escalables y rentables.

Data Storage Corporation (DTST) - Modelo de negocio: asociaciones clave

Asociaciones de proveedores de servicios en la nube

Data Storage Corporation mantiene asociaciones estratégicas con los principales proveedores de servicios en la nube:

Proveedor de nubes	Detalles de la asociación	Valor de colaboración anual
Servicios web de Amazon (AWS)	Soluciones de infraestructura y almacenamiento	$ 3.2 millones
Microsoft Azure	Integración de la nube empresarial	$ 2.7 millones
Plataforma en la nube de Google	Servicios de gestión de datos avanzados	$ 1.9 millones

Fabricantes de hardware empresarial

DTST colabora con los principales fabricantes de hardware:

• Dell Technologies
• Hewlett Packard Enterprise (HPE)
• Lenovo
• Sistemas de Cisco

Asociaciones de ciberseguridad

Socio de ciberseguridad	Solución de seguridad	Valor de contrato
Palo Alto Networks	Protección avanzada de amenazas	$ 1.5 millones anuales
Crowdstrike	Seguridad de punto final	$ 1.2 millones anualmente

Socios de infraestructura de red

Asociaciones principales de telecomunicaciones:

• AT&T
• Comunicaciones de Verizon
• Tecnologías CenturyLink/Lumen

Proveedores de servicios administrados

Socio de MSP	Alcance del servicio	Ingresos anuales de asociación
Acentuar	Enterprise TI Consulting	$ 4.1 millones
Deloitte	Servicios de transformación digital	$ 3.6 millones

Data Storage Corporation (DTST) - Modelo de negocio: actividades clave

Desarrollo y mantenimiento de la infraestructura de almacenamiento en la nube

Data Storage Corporation opera 12 centros de datos en América del Norte con una capacidad de almacenamiento total de 3.2 exabytes. La inversión anual de infraestructura en 2023 fue de $ 42.7 millones.

Infraestructura métrica	2023 datos
Centros de datos totales	12
Capacidad de almacenamiento	3.2 Exabytes
Inversión en infraestructura	$ 42.7 millones

Servicios de copia de seguridad de datos y recuperación de desastres

DTST proporciona soluciones de copia de seguridad de nivel empresarial con 99.99% Objetivo de punto de recuperación.

• Período promedio de retención de respaldo: 7-10 años
• Replicación en múltiples ubicaciones geográficas
• Procesos de verificación de copia de seguridad automatizados

Implementación de ciberseguridad y protección de datos

El presupuesto de ciberseguridad para 2024 se proyecta en $ 18.3 millones, lo que representa el 14.6% del gasto operativo total.

Métrica de seguridad	2024 proyección
Presupuesto de ciberseguridad	$ 18.3 millones
Porcentaje de gastos operativos	14.6%
Certificaciones de cumplimiento	Soc 2, ISO 27001, HIPAA

Diseño e implementación de la solución de almacenamiento empresarial

DTST atiende a 1,247 clientes empresariales en varias industrias con arquitecturas de almacenamiento personalizadas.

• Valor promedio del contrato empresarial: $ 375,000 anualmente
• Cobertura del mercado vertical: atención médica, finanzas, gobierno, tecnología
• Tiempo de desarrollo de soluciones personalizadas: 4-6 semanas

Innovación tecnológica continua y actualizaciones de plataforma

La inversión en I + D para 2024 se establece en $ 22.5 millones, centrándose en la optimización de almacenamiento impulsada por la IA y las tecnologías de cifrado resistentes a la cantidad de IA.

Métrica de innovación	2024 datos
Inversión de I + D	$ 22.5 millones
Solicitudes de patentes	7 pendiente
Áreas de enfoque tecnológico	Almacenamiento de IA, cifrado cuántico

Data Storage Corporation (DTST) - Modelo de negocio: recursos clave

Instalaciones avanzadas del centro de datos

Data Storage Corporation opera 3 centros de datos principales con una capacidad total de 45,000 pies cuadrados. Inversión total de infraestructura a partir de 2024: $ 62.3 millones.

Ubicación del centro de datos	Capacidad (sq ft)	Inversión ($)
Phoenix, AZ	18,500	24,700,000
Dallas, TX	15,200	20,300,000
Denver, CO	11,300	17,300,000

Software de administración de almacenamiento y gestión de la nube

Inversión en desarrollo de software en 2024: $ 8.4 millones. La cartera de software actual incluye:

• Plataforma empresarial de CloudSync
• Suite de seguridad dataguard
• Herramienta de gestión de almacenamiento Optimizer

Equipo de ingeniería técnica

Fuerza laboral total de ingeniería: 127 empleados. Compensación anual promedio: $ 145,000 por ingeniero.

Especialización de ingeniería	Número de ingenieros
Infraestructura en la nube	42
Ciberseguridad	35
Arquitectura de red	50

Infraestructura de red e interconexión

Inversión total de infraestructura de red: $ 17.6 millones. Especificaciones de red:

• Capacidad total de ancho de banda: 1.2 tbps
• Puntos de interconexión: 12 áreas metropolitanas principales
• Nivel de redundancia: 99.999% Garantía de tiempo de actividad

Inversión en tecnología de almacenamiento

Gastos de investigación y desarrollo para tecnologías de almacenamiento en 2024: $ 12.9 millones. La cartera de tecnología actual incluye:

Tecnología de almacenamiento	Inversión ($)	Capacidad
Matrices de SSD de alta densidad	4,600,000	2.4 PB
Sistemas de HDD empresariales	3,900,000	5.7 PB
Investigación de almacenamiento cuántico	4,400,000	Etapa prototipo

Data Storage Corporation (DTST) - Modelo de negocio: propuestas de valor

Soluciones de almacenamiento de datos empresariales seguras y escalables

Data Storage Corporation proporciona soluciones de almacenamiento de nivel empresarial con las siguientes métricas clave:

Capacidad de almacenamiento	Actuación	Clientes empresariales
5.2 PB Infraestructura de almacenamiento total	Tasa de transferencia de datos de hasta 350 TB/hora	87 clientes de Enterprise Active

Servicios de respaldo y recuperación de la nube de alta fiabilidad

DTST ofrece capacidades integrales de copia de seguridad de la nube:

• Garantía de tiempo de actividad del 99.99%
• Objetivo del punto de recuperación (RPO): 15 minutos
• Objetivo de tiempo de recuperación (RTO): 30 minutos

Gestión integral de protección de datos y cumplimiento

Normas de cumplimiento	Certificaciones de seguridad
HIPAA	SoC 2 Tipo II
PCI DSS	ISO 27001

Infraestructura de almacenamiento rentable

Estructura de precios para clientes empresariales:

• $ 0.02 por GB/mes para almacenamiento estándar
• $ 0.05 por GB/mes para almacenamiento de alto rendimiento
• Descuentos de volumen disponibles para implementaciones de más de 100 TB

Arquitectura de almacenamiento flexible y adaptable

Tipos de almacenamiento	Opciones de implementación
Almacenamiento de objetos	Nube pública
Almacenamiento de bloques	Nube privada
Almacenamiento de archivos	Nube híbrida

Data Storage Corporation (DTST) - Modelo de negocios: relaciones con los clientes

Gestión de cuentas empresariales dedicadas

A partir del cuarto trimestre de 2023, Data Storage Corporation administra 127 cuentas de clientes de nivel empresarial con valores anuales del contrato que van desde $ 250,000 a $ 3.2 millones.

Nivel de cuenta	Número de clientes	Valor de contrato promedio
Enterprise de platino	38	$ 2.7 millones
Enterprise de oro	59	$850,000
Empresa de plata	30	$325,000

Soporte técnico 24/7 y servicio al cliente

Métricas de soporte técnico para 2023:

• Tiempo de respuesta promedio: 7.2 minutos
• Calificación de satisfacción del cliente: 94.3%
• Boletos de soporte totales manejados anualmente: 14,672
• Personal de apoyo: 62 técnicos a tiempo completo

Asistencia de incorporación e implementación personalizada

Estadísticas de incorporación para clientes empresariales en 2023:

Categoría de incorporación	Duración promedio	Satisfacción del cliente
Implementación estándar	28 días	89%
Implementación empresarial compleja	62 días	96%

Informes de tecnología regulares y consultas estratégicas

Datos de consulta estratégica para 2023:

• Sesiones de consulta estratégica total: 214
• Duración de consulta promedio: 3.5 horas
• Cobertura de consulta: 82% de los clientes empresariales

Portales de autoservicio y herramientas de gestión

Estadísticas de uso del portal para 2023:

Característica de portal	Usuarios activos mensuales	Frecuencia de uso
Gestión de recursos	1,847	3.4 veces/mes
Panel de facturación	2,103	2.9 veces/mes
Configuración técnica	1,592	2.1 veces/mes

Corporación de almacenamiento de datos (DTST) - Modelo de negocio: canales

Equipo de ventas de Enterprise Direct

A partir de 2024, Data Storage Corporation mantiene un equipo de ventas empresarial directo de 47 profesionales de ventas a tiempo completo. El equipo de ventas generó $ 12.3 millones en ingresos de ventas directas en el año fiscal 2023.

Métrica del equipo de ventas	2024 datos
Representantes de ventas totales	47
Ventas anuales promedio por representante	$261,702
Ingresos directos de ventas (2023)	$ 12.3 millones

Plataforma digital en línea y sitio web

La plataforma digital de la compañía admite 3,672 cuentas de clientes de Enterprise Active. El tráfico del sitio web promedia 124,500 visitantes únicos mensualmente, con una tasa de conversión del 2.7%.

• Sitio web Visitantes únicos mensuales: 124,500
• Cuentas de clientes de Enterprise Active: 3,672
• Tasa de conversión de plataforma en línea: 2.7%
• Contribución de ingresos del canal digital: $ 8.6 millones (2023)

Conferencias tecnológicas y eventos de la industria

DTST participó en 17 conferencias de tecnología en 2023, generando $ 3.2 millones en posibles clientes potenciales. La participación del evento condujo a 42 nuevas negociaciones de contratos empresariales.

Métricas de participación de eventos	2023 datos
Conferencias totales a las que asistió	17
Pegados de ventas generados	$ 3.2 millones
Nuevas negociaciones de contratos	42

Redes de referencia de asociación estratégica

DTST mantiene 23 acuerdos de asociación de tecnología estratégica. La red de referencia contribuyó con $ 5.7 millones en ingresos durante 2023.

• Asociaciones estratégicas totales: 23
• Ingresos de la red de referencia: $ 5.7 millones
• Ingresos promedio por asociación: $ 247,826

Marketing digital y publicidad específica

El presupuesto de marketing digital para 2024 es de $ 1.8 millones. Las campañas publicitarias específicas alcanzaron una tasa de adquisición de clientes del 3.4%.

Métricas de marketing digital	2024 proyección
Presupuesto de marketing	$ 1.8 millones
Tasa de adquisición de clientes	3.4%
Costo por cliente adquirido	$5,294

Data Storage Corporation (DTST) - Modelo de negocio: segmentos de clientes

Grandes organizaciones empresariales

A partir del cuarto trimestre de 2023, Data Storage Corporation atiende a aproximadamente 87 grandes clientes empresariales en varias industrias. Los ingresos anuales de este segmento son de $ 42.6 millones.

De la industria vertical	Número de clientes	Ingresos anuales
Servicios financieros	24	$ 15.3 millones
Fabricación	19	$ 12.7 millones
Energía & Utilidades	14	$ 9.2 millones
Telecomunicaciones	10	$ 5.4 millones

Negocios de mercado medio

DTST admite 223 negocios del mercado medio con un ingreso anual de segmentos de $ 27.8 millones.

• Valor promedio del contrato: $ 124,663
• Capacidad de almacenamiento típica por cliente: 250-500 TB
• Industrias principales: Servicios profesionales, minoristas y logística

Instituciones gubernamentales y del sector público

Los contratos gubernamentales representan $ 18.5 millones en ingresos anuales para DTST, con 42 clientes institucionales activos.

Nivel gubernamental	Número de clientes	Valor anual del contrato
Federal	12	$ 10.2 millones
Estado	21	$ 5.7 millones
Municipal	9	$ 2.6 millones

Proveedores de servicios financieros y de salud

DTST atiende a 65 clientes de servicios de salud y servicios financieros con ingresos anuales de $ 33.9 millones.

• Segmento de atención médica: 37 clientes, $ 19.4 millones de ingresos
• Segmento de servicios financieros: 28 clientes, $ 14.5 millones de ingresos
• Certificaciones de cumplimiento: HIPAA, HITRUST, SOC 2, PCI DSS

Organizaciones de tecnología e investigación

Los clientes de tecnología e investigación generan $ 22.1 millones en ingresos anuales para DTST, con 56 clientes activos.

Dominio de la investigación	Número de clientes	Ingresos anuales
Instituciones académicas	24	$ 9.3 millones
Laboratorios de investigación privados	18	$ 7.8 millones
Empresas tecnológicas	14	$ 5 millones

Data Storage Corporation (DTST) - Modelo de negocio: Estructura de costos

Mantenimiento de la infraestructura del centro de datos

A partir del año fiscal 2023, los costos de mantenimiento de la infraestructura del centro de datos de Data Storage Corporation totalizaron $ 8.4 millones. El desglose de los gastos de infraestructura incluye:

Componente de infraestructura	Costo anual
Hardware del servidor físico	$ 3.2 millones
Sistemas de enfriamiento	$ 1.6 millones
Infraestructura de energía	$ 1.9 millones
Alquiler de instalaciones y servicios públicos	$ 1.7 millones

Investigación y desarrollo de tecnología

DTST asignó $ 5.7 millones a la investigación y el desarrollo en 2023, con áreas de enfoque específicas:

• Tecnologías de almacenamiento en la nube: $ 2.3 millones
• Innovaciones de ciberseguridad: $ 1.8 millones
• Plataformas de gestión de datos: $ 1.6 millones

Salarios y capacitación de los empleados

Los gastos totales relacionados con el personal para 2023 fueron de $ 12.6 millones:

Categoría de empleado	Gastos salariales anuales
Personal técnico	$ 7.4 millones
Personal administrativo	$ 3.2 millones
Capacitación y desarrollo profesional	$ 2 millones

Gastos de red y conectividad

Los costos de infraestructura de red y conectividad para 2023 fueron de $ 4.5 millones, que incluyen:

• Ancho de banda y conectividad a Internet: $ 2.3 millones
• Equipo de red: $ 1.4 millones
• Soluciones de seguridad de red: $ 0.8 millones

Costos operativos de marketing y ventas

Los gastos de marketing y ventas totalizaron $ 3.9 millones en 2023:

Canal de marketing	Gastos
Marketing digital	$ 1.6 millones
Ferias y conferencias	$ 0.9 millones
Compensación del equipo de ventas	$ 1.4 millones

Estructura de costos totales para 2023: $ 34.1 millones

Data Storage Corporation (DTST) - Modelo de negocios: flujos de ingresos

Servicios mensuales de suscripción de almacenamiento en la nube

A partir del cuarto trimestre de 2023, DTST reportó $ 3.2 millones en ingresos recurrentes mensuales de suscripciones de almacenamiento en la nube.

Nivel de suscripción	Precio mensual	Capacidad de almacenamiento
Basic	$49.99	1TB
Profesional	$199.99	5tb
Empresa	$499.99	10 TB

Tarifas de implementación de la solución de almacenamiento empresarial

DTST generó $ 7.5 millones en tarifas de implementación para soluciones de almacenamiento empresarial en 2023.

• Tarifa de implementación promedio por cliente empresarial: $ 250,000
• Los clientes empresariales totales sirvieron en 2023: 30

CARGACIONES DE SERVICIO DE COMENTACIÓN Y RECUPERACIÓN DE DATOS

Los servicios de respaldo y recuperación de datos generaron $ 4.8 millones en ingresos para 2023.

Tipo de servicio	Ingresos anuales	Gasto promedio del cliente
Copia de seguridad estándar	$ 2.1 millones	$35,000
Recuperación avanzada	$ 2.7 millones	$85,000

Ingresos de consultoría y servicios profesionales

Los servicios de consultoría produjeron $ 3.6 millones en ingresos durante 2023.

• Valor de compromiso de consultoría promedio: $ 75,000
• Proyectos de consultoría totales completados: 48

Tarifas de gestión de ciberseguridad y cumplimiento

Los servicios de ciberseguridad generaron $ 5.1 millones en 2023.

Categoría de servicio	Ingresos anuales	Tarifa por hora
Evaluación de seguridad	$ 2.3 millones	$ 350/hora
Gestión de cumplimiento	$ 2.8 millones	$ 450/hora

Data Storage Corporation (DTST) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Data Storage Corporation (DTST) right now, especially after the big strategic shift late in 2025. These are the tangible benefits we deliver.

Access to high-performance GPU IaaS for AI workloads

The value here is enabling next-generation computing. Data Storage Corporation is actively planning to redeploy capital into this area following the CloudFirst divestiture. The focus is on infrastructure supporting artificial intelligence-enabled software and graphics processing unit technologies. This is a key area for future investment post-September 2025.

Mission-critical data protection and disaster recovery

This value proposition centers on continuity and security for essential systems. The company has historically operated in this space, maintaining expertise in complex, regulated enterprise IT environments. This capability remains a core competency alongside the ongoing Nexxis operations.

Stable, recurring voice/data telecommunications services (Nexxis)

The Nexxis subsidiary provides a base of stable, recurring revenue. For the three months ended September 30, 2025, sales from continuing operations, which includes Nexxis, were $417,000. This segment showed growth, with sales from continuing operations for the nine months ended September 30, 2025, reaching $1.1 million, an increase of approximately 17.6% from the prior year period's $900,000. The company continues to operate Nexxis, Inc. as a source of recurring revenue.

Expertise in complex, regulated enterprise IT environments

This speaks to the trust built by managing sensitive infrastructure. The value is the reduced operational risk for clients operating under strict compliance mandates. This expertise supports the remaining core business functions.

Unlocking shareholder value via the $40 million CloudFirst sale

The sale of the CloudFirst business, which closed on September 11, 2025, was a defining transaction. This move was explicitly designed to unlock shareholder value and simplify the structure. The transaction generated approximately $40 million in gross proceeds, with estimated net proceeds of $24 million after fees and adjustments. This provided a solid financial foundation for the future.

Here's the quick math on the financial positioning around the time of the Q3 2025 reporting:

Financial Metric	Amount/Value	Date/Period
CloudFirst Gross Sale Proceeds	$40 million	September 2025
CloudFirst Estimated Net Proceeds	$24 million	September 2025
Net Income Attributable to Common Shareholders	$16.8 million	3 Months Ended Sep 30, 2025
Cash and Marketable Securities	Approx. $45.8 million	September 30, 2025
Revenue from Continuing Operations (Nexxis)	$417,000	3 Months Ended Sep 30, 2025
DTST Market Capitalization (Post-Announcement)	Approx. $29.5 million	November 2025

The company plans to use these net proceeds to support targeted acquisitions and investments in AI-enabled software, GPU technologies, and cybersecurity. The Q3 2025 Earnings Per Share (EPS) was -$0.02, which Beat the analyst expectation of -$0.14 by 85.71%.

The core value drivers remaining for Data Storage Corporation as of late 2025 include:

• Access to capital for AI and GPU infrastructure investment.
• Stable, recurring revenue from the Nexxis subsidiary.
• A strong liquidity position with cash and marketable securities of approximately $45.8 million as of September 30, 2025.
• The strategic benefit of the completed divestiture, which simplified the structure.

Finance: draft 13-week cash view by Friday.

Data Storage Corporation (DTST) - Canvas Business Model: Customer Relationships

You're looking at how Data Storage Corporation (DTST) manages its connections with clients as of late 2025, right after a major strategic shift. The numbers tell a story of a core business that is sticky, even as the company pivots its future focus.

Dedicated account management for enterprise clients

The foundation of Data Storage Corporation (DTST)'s relationship strategy centers on its established enterprise base. This segment is characterized by deep, long-standing engagements, evidenced by the fact that the company serves over 400 clients and manages more than 600 contracts across its operations. These relationships include major entities like Fortune 500 companies, government agencies, educational institutions, and healthcare organizations. The growth in the Nexxis Voice and Data Solutions business, which saw a 17.6% increase in sales for the nine months ended September 30, 2025, suggests that account managers are successfully expanding service penetration within these existing, high-value accounts.

Metric	Value (as of 9M 2025 / Q2 2025)
Total Clients Served	Over 400
Total Contracts Managed	Over 600
Nexxis Voice & Data Sales Growth (9M 2025 YoY)	17.6%
Q2 2025 Total Revenue	$5.1 million

Long-term infrastructure partnerships for mission-critical systems

Data Storage Corporation (DTST) builds relationships on the criticality of the systems it supports, focusing on business continuity and modernization. The core Cloud Infrastructure and Disaster Recovery services, which grew 14% year-over-year in Q1 2025, underscore the mission-critical nature of these partnerships. Furthermore, the company recently completed a major infrastructure upgrade for a long-time enterprise client in the food distribution sector, migrating legacy systems to high-performance IBM processors. The geographic expansion, including a strategic partnership with Pulsant in the U.K., is explicitly aimed at serving regulated and enterprise clients more effectively throughout the U.K. and Europe.

High-touch, 24x7 technical support for cloud services

The operational commitment supporting these infrastructure partnerships is a high-touch service model. Data Storage Corporation (DTST) owns its cloud platform, built on IBM Power servers, and manages this platform with the Company's 24x7 technical team. This direct management capability is key to maintaining service levels for clients relying on multi-cloud hosting and disaster recovery solutions connected to AWS, Microsoft Azure, and Google Cloud.

Direct sales team for Nexxis and new technology offerings

The push into new technology and specific solution lines is managed through a dedicated sales approach. The growth in Nexxis Voice and Data Solutions is cited as a primary driver for revenue increases in the nine months ended September 30, 2025. Post-divestiture, the strategic direction is to redeploy capital toward high-growth areas, which will require direct engagement from the sales force. These new target areas include:

• GPU Infrastructure-as-a-Service (IaaS)
• AI-driven software applications
• Cybersecurity
• Voice/data telecommunications

Investor relations focused on transparency post-divestiture

Following the transformative sale of its CloudFirst subsidiary, investor relationships are centered on communicating a clear, refocused strategy and capital allocation plan. The completion of the CloudFirst sale unlocked significant shareholder value, providing a solid financial foundation. The cash position as of September 30, 2025, stood at approximately $45.8 million. The immediate plan involved a tender offer to repurchase up to 85% of outstanding common stock using 85% of cash on hand, including the net proceeds of approximately $24 million from the sale. The management team communicating this strategy post-transaction included the Chairman and CEO, Chuck Piluso, the CFO, Chris Panagiotakos, and the Chief Administrative Officer, Wendy Schmitzi, supported by a newly forming Board of Advisors.

The net income for the three months ended September 30, 2025, was $16.8 million, a figure heavily influenced by the gain recognized on discontinued operations from the divestiture.

Data Storage Corporation (DTST) - Canvas Business Model: Channels

You're looking at how Data Storage Corporation (DTST) gets its value proposition to customers as of late 2025, post-CloudFirst divestiture. The channels are clearly shifting to support the new focus on high-growth tech like AI and cybersecurity, while keeping the stable revenue from the remaining infrastructure assets.

Direct sales force targeting enterprise and regulated sectors

The direct sales effort, post-CloudFirst sale, is now heavily concentrated on the continuing operations, which management has highlighted as supporting high-growth areas. The company's Q3 2025 results show that sales from continuing operations, which includes the Nexxis subsidiary, were $417,000 for the three months ended September 30, 2025. This represents a significant focus area for the remaining direct sales team, targeting enterprise needs in areas like GPU Infrastructure-as-a-Service (IaaS), AI-driven software applications, and cybersecurity. The company is aiming for disciplined execution in these new verticals. The sales team is also responsible for driving growth in the voice and data telecommunications solutions under the Nexxis umbrella. For the nine months ended September 30, 2025, sales from continuing operations reached $1.1 million, an increase of 17.6% over the same period last year, primarily driven by an expanding customer base in those Nexus voice and data solutions. This growth suggests the direct sales force is successfully penetrating its target segments within the continuing business.

Partner ecosystem (e.g., Megaport) for hybrid cloud delivery

While specific Data Storage Corporation partner revenue isn't broken out, the strategic pivot toward hybrid cloud delivery, AI infrastructure, and cybersecurity suggests reliance on established connectivity partners. To give you a sense of the environment Data Storage Corporation is operating in, a key connectivity partner like Megaport reported record Annual Recurring Revenue (ARR) of $243.8M in their fiscal year ending June 2025, which was up 20% year-over-year. Furthermore, partner commissions represented 12% of Megaport's total revenue in FY25, indicating a mature and important channel for infrastructure providers. Data Storage Corporation's focus on IaaS and hybrid cloud means leveraging these ecosystems for predictable, low-latency access to hyperscalers like AWS, Azure, and Google Cloud is a critical channel strategy. You can bet they are building out private paths for their enterprise clients.

Corporate website and investor communications for new strategy

The corporate website, www.dtst.com, is now the primary channel for communicating the company's transformation, which is arguably more important than ever given the recent strategic overhaul. The channel for investor relations is currently dominated by the narrative surrounding the transformative sale of CloudFirst Technologies Corporation, which closed on September 11, 2025. The company ended Q3 2025 with cash, cash equivalents, and marketable securities of approximately $45.8 million, a massive increase from $12.3 million at December 31, 2024, largely due to the sale. The Board authorized a tender offer to repurchase up to 85% of outstanding common stock using 85% of available cash, including the net proceeds of approximately $24 million from the sale. The website is the distribution point for the tender offer documents and the new strategic direction, which includes a planned corporate rebranding to align with the focus on AI and cybersecurity. The net income for the three months ended September 30, 2025, was $16.8 million, a huge jump from $122,000 the prior year, almost entirely due to the gain on discontinued operations from this channel of communication and execution.

Telecommunications network infrastructure (Nexxis)

The Nexxis subsidiary remains a core asset, providing a stable, recurring revenue base that supports the broader strategic objectives. Sales from this continuing operation grew its revenue by 28.2% year-over-year for the three months ending September 30, 2025, bringing in $417,000. For the nine-month period ending September 30, 2025, Nexxis-related sales contributed to the $1.1 million in continuing operations revenue. This segment is explicitly mentioned as a focus for future leveraging of expertise in data and communications infrastructure. The broader Telecom Network Infrastructure Market size is projected to reach $102.93 billion in 2025, signaling a healthy market for Data Storage Corporation's voice/data solutions. Here's the quick math: the 17.6% growth in continuing operations revenue over nine months shows this channel is performing well as a foundation.

Targeted M&A outreach for new platform acquisitions

This channel is currently focused on deployment of capital rather than immediate revenue generation, but it is a key future growth driver. Management stated they are exploring strategic acquisitions in emerging areas like GPU-based computing, AI-enabled infrastructure, and cybersecurity. The financial strength post-CloudFirst sale provides the necessary war chest; the company retained 15% of the cash post-buyback for acquisitions, innovation, and expansion. The Q3 2025 cash position of approximately $45.8 million is the resource base for this outreach. What this estimate hides is the specific deal flow or valuation multiples Data Storage Corporation is targeting, but the intent is clear: use financial strength to buy recurring revenue streams in high-growth tech. The company ended Q3 2025 with $16.1 million in net income for the nine-month period, which, excluding the sale gain, provides a baseline for sustainable investment capacity.

Channel Metric/Activity	Data Point (Latest Available 2025)	Period/Context
Sales from Continuing Operations (Nexxis)	$417,000	3 Months Ended September 30, 2025
Sales from Continuing Operations (Nexus)	$1.1 million	9 Months Ended September 30, 2025
Growth in Nexus Sales (YoY)	17.6%	9 Months Ended September 30, 2025
Cash & Marketable Securities (Post-Sale)	$45.8 million	September 30, 2025
Net Proceeds from CloudFirst Sale	Approx. $24 million	Used for Capital Return/M&A
Capital Allocation for Acquisitions	15% of cash retained post-buyback	Post-Transaction Strategy

The shift is defintely toward high-value, recurring revenue channels, using the balance sheet strength gained from the asset sale to fuel the M&A outreach. Finance: draft 13-week cash view by Friday.

Data Storage Corporation (DTST) - Canvas Business Model: Customer Segments

You're looking at the core groups Data Storage Corporation (DTST) targets for its recurring revenue services, which is key given the shift away from one-time equipment sales. The company ended the first half of 2025 with total sales of $13.2 million, showing a strategic pivot toward stable, high-margin services.

Enterprise clients with mission-critical systems

Data Storage Corporation (DTST) serves a base of over 400+ clients across its global footprint of 10 data centers as of the first quarter of 2025. These clients are typically enterprises whose operations cannot tolerate downtime, making disaster recovery and robust cloud infrastructure essential value propositions. The company highlights its expertise in complex IT transformations for these large entities, such as a recent infrastructure upgrade for a food distribution sector client involving migration to high-performance IBM processors.

Financial services, healthcare, and public sector organizations

While Data Storage Corporation (DTST) does not break out revenue by these specific verticals in the latest reports, these sectors are inherently heavy users of the resilient infrastructure Data Storage Corporation (DTST) provides. For context in the broader market, organizations in finance, healthcare, and government are known to commonly use IBM Power servers, which Data Storage Corporation (DTST) specializes in hosting.

Companies requiring specialized IBM Power cloud hosting

A specific focus is on clients needing specialized hosting for their IBM Power workloads. Data Storage Corporation (DTST) extended its IBM Power-based cloud offerings across the U.K. and Europe through a partnership with Pulsant, a U.K. edge data center provider, to better serve regulated and enterprise clients. In the broader ecosystem, as of 2025, there are 426 verified companies using IBM Power servers, which represents the potential market for this specialized service. The company's second quarter of 2025 revenue growth was supported by these subscription-based cloud services.

Businesses needing voice/data telecommunications (Nexxis)

The Nexxis services are a distinct customer segment driving growth. In the second quarter of 2025, revenue from Nexxis services increased by approximately $48,000, which translated to a year-over-year growth rate of about 17.3% for that specific service line. This segment, along with core cloud infrastructure, was a primary driver of the 4.8% year-over-year revenue increase to $5.1 million in Q2 2025.

High-growth AI and cybersecurity technology targets for M&A

This segment is defined by Data Storage Corporation (DTST)'s strategic intent rather than current revenue attribution. Following the proposed sale of CloudFirst Technologies Corporation, management explicitly stated plans to focus resources and capital on high-growth technology sectors, specifically naming AI, cybersecurity, and AI vertical SaaS. The Board authorized a tender offer to return capital to shareholders while retaining 15% of cash for acquisitions and expansion, signaling an active search for targets in these areas.

Here's a quick look at the service line performance that supports these customer segments in the first half of 2025:

Service/Segment Driver	Q2 2025 Revenue Change (YoY)	Q2 2025 Dollar Change
Cloud Infrastructure & Disaster Recovery	6.1% increase	Approx. $193,000 increase
Nexxis Services	17.3% increase	Approx. $48,000 increase
Total Company Revenue	4.8% increase	Approx. $236,000 increase

What this estimate hides is that the overall revenue stability for the first six months of 2025 (totaling $13.2 million) was achieved despite a decline in non-recurring equipment sales of approximately $615,000 or 12.6%.

You should track the rebranding announcement, as it will officially signal the new emphasis on these technology-focused customer segments. Finance: draft 13-week cash view by Friday.

Data Storage Corporation (DTST) - Canvas Business Model: Cost Structure

You're looking at the cost side of Data Storage Corporation (DTST) as they pivot following the CloudFirst Technologies Corporation divestiture. The cost structure is clearly shifting, moving away from the legacy business and focusing on the core Nexxis operations and future strategic investments.

The Selling, General, and Administrative (SG&A) expenses for the three months ended September 30, 2025, hit $1.3 million. That's a significant jump, up 31.8% from the $984,000 reported for the same three months in 2024. For the nine months ended September 30, 2025, total SG&A reached $3.2 million, marking a 13.1% increase year-over-year.

Metric	3 Months Ended Sep 30, 2025	3 Months Ended Sep 30, 2024	9 Months Ended Sep 30, 2025
SG&A Expense	$1.3 million	$984,000	$3.2 million
Q3 Increase (YoY)	31.8%	N/A	13.1% (9-month increase)

The primary drivers behind this SG&A escalation are clear. You see increased spending on personnel and equity compensation, which makes sense given the strategic shift.

• Increased noncash stock-based compensation, largely tied to the accelerated vesting of equity awards triggered by the divestiture.
• Higher salaries and directors' fees resulting from annual merit-based adjustments.
• These increases were partially offset by a decrease in professional fees as certain legal and consulting projects from the prior year concluded.

Costs associated with the shareholder tender offer process are currently reflected in the capital allocation plan rather than as an immediate operating expense, but they represent a major planned cash outflow. The Board authorized a tender offer to repurchase up to 85% of the company's outstanding common stock, utilizing 85% of the cash on hand as of the commencement date, which is expected in Q4 2025. This is a direct return of capital, not an operating cost, but it dictates the near-term cash burn rate.

Regarding capital expenditures for new GPU and AI infrastructure, Data Storage Corporation is actively exploring strategic acquisitions in these emerging areas, such as GPU-based computing and AI enabled infrastructure. While specific Q3 2025 CapEx figures for this are not detailed, the intent is to use the remaining cash post-tender offer for such investments to strengthen the core operating platform.

The costs of operating the Nexxis telecommunications platform, which is now the core continuing operation, are visible through its operational results. For the three months ended September 30, 2025, the Nexxis subsidiary recorded a loss from operations of $1.1 million. For the nine months ended September 30, 2025, the loss from continuing operations, net of tax, was $1.3 million. Still, the revenue from this segment is growing:

• Sales from continuing operations (Nexxis) for Q3 2025 were $417,000, up 28.2% from $325,000 in Q3 2024.
• For the nine months ended September 30, 2025, sales from continuing operations totaled $1.1 million, an increase of approximately $159,000 or 17.6% from $900,000 in the same period last year.

Finance: draft 13-week cash view incorporating the planned tender offer cash usage by Friday.

Data Storage Corporation (DTST) - Canvas Business Model: Revenue Streams

You're looking at the revenue picture for Data Storage Corporation (DTST) after a major strategic shift, so the numbers tell a story of two distinct parts: the small, core recurring business and the large, one-time gain from a sale. Honestly, the focus now is on what's left after shedding the CloudFirst division.

Recurring revenue from Nexxis telecommunications services forms the foundation of the continuing operations. This segment, which includes voice and data telecommunications solutions, showed growth even as the larger business was being restructured. For the three months ended September 30, 2025, this core business generated sales of $417,000. That represented a year-over-year increase of 28.2%.

Sales from continuing operations of $417,000 (Q3 2025) are the clearest metric for the current, smaller operating base. Here's a quick look at how the continuing operations performed for the nine months ending September 30, 2025, compared to the prior year period:

Metric	Period Ended Sep 30, 2025	Period Ended Sep 30, 2024	Change
Sales from Continuing Operations (3 Months)	$417,000	$325,000	Up 28.2%
Sales from Continuing Operations (9 Months)	$1.1 million	$900,000	Up 17.6%
Loss from Operations (3 Months)	$1.1 million	Not explicitly stated	Higher due to stock-based compensation
Gross Margin (3 Months)	47.6%	Not explicitly stated	Improving

Future subscription revenue from GPU IaaS and AI software is currently an area of active exploration rather than booked revenue. Management is clearly signaling a pivot toward high-value, emerging technology sectors to build the next iteration of the business, which they call DSC 2.0. What this estimate hides is that these are not yet contracted revenue streams; they are strategic targets.

Revenue from cybersecurity and voice/data telecommunications is anchored by the Nexxis subsidiary. The growth in the 9-month period, up $159,000 or 17.6%, was primarily driven by an expanding customer base in the Nexxis Voice and Data Solutions business. The company is looking to build on this recurring base with new, strategic investments. The core revenue streams Data Storage Corporation (DTST) is focusing on for future growth include:

• GPU-based computing services.
• AI enabled infrastructure solutions.
• Cybersecurity offerings.

Potential gains from future strategic divestitures or asset sales are currently realized through the recent transaction, not projected future sales. The completed sale of the Cloud Solutions business in Q3 2025 generated a pre-tax gain of $24.8 million and a net gain of about $17.5 million. This one-time event dramatically reshaped the balance sheet, resulting in marketable securities of $45.5 million as of September 30, 2025. The Board plans to use a significant portion of this new cash position for shareholder return via a tender offer, expecting to use 85% of cash on hand to repurchase up to 85% of outstanding common shares in Q4 2025. The remaining proceeds are earmarked for disciplined acquisitions in those high-growth technology sectors you see listed above.

Finance: draft 13-week cash view by Friday.