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dotdigital Group (DOTD) investor relations material
dotdigital Group Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial performance and growth
Achieved double-digit growth in core CXDP ARR, up 13% to £75.4m, with recurring revenue rising 11% to £37.3m, now 84% of total revenues.
Total group revenue increased 4% to £44.2m, with normalised growth at 9%.
ARPC (excluding Social Snowball) rose 7% to £1,968 per month.
Cash at period end was £36.1m after a $20m payment for Social Snowball.
Trading remains in line with full-year market expectations: revenue £91.9m, adjusted EBITDA £29.1m, adjusted PBT £20.0m.
Strategic initiatives and product innovation
Continued focus on higher-value customers and recurring revenue, with growth in all regions.
Social Snowball acquisition performing well, with ARR up 30% annualised and ARPC up 9% since acquisition.
Product enhancements include WinstonAI improvements, WhatsApp adoption, and CreatorSearch launch.
Loyalty product in production testing, with wider release expected later in the year.
Ongoing investment in data, AI, and partner integration capabilities.
Outlook and management commentary
Confident in delivering FY26 results in line with expectations, supported by strong cash, recurring revenues, and product portfolio.
Macro pressures such as FX volatility and customer cost sensitivity are being managed.
Proactive approach to acquisitions, with Social Snowball cited as a successful example.
Management highlights a strong pipeline, healthy balance sheet, and continued focus on value creation.
Half-year results to be announced in early March.
- TimeTickerHeadlineOpen
- TMCV
Q2 FY26 delivered double-digit margin growth, record cash flow, and strong market momentum. - DANSKE
Record profit, strong credit quality, and 100% payout; 2026 outlook remains positive. - GREENPLY
Q3 FY26 delivered strong revenue growth but lower profit, with major MDF expansion announced. - KRO
Q1 2025 net income surged to $18.1M on higher TiO2 sales, improved margins, and LPC integration. - WALL
Profit after tax more than tripled to SEK 2,564 million, with net asset value per share up 8%. - TMCV
Q3 FY26 delivered 17% revenue growth, 12.7% EBITDA margin, and strong cash flow. - SHL
Imaging and therapy growth drove 3.8% Q1 revenue; 2026 outlook and EPS guidance confirmed. - SAAB
Record order backlog and double-digit growth across all segments fueled strong 2025 results. - KRO
Q3 2025 net loss of $37M reflects lower TiO2 prices, weak demand, and higher costs. - YATHARTH
Strong revenue and profit growth, major capital deployment, and new hospital acquisition mark the quarter.
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