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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
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
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