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dotdigital Group (DOTD) investor relations material
dotdigital Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved strong financial results for FY2025, with profitability and EPS marginally ahead of expectations, driven by organic expansion and international markets despite macroeconomic challenges.
Continued investment in technology, especially AI, and integration of acquisitions like Social Snowball, expanding product capabilities and addressable market.
Diversified revenue streams with 94% of group revenues from recurring and repeating sources, providing predictability and stability.
Organisational enhancements included scaling efforts, international investments, and recruitment of a Chief Revenue Officer.
Financial highlights
Group revenue grew 7% year-over-year on a constant currency basis to £83.9m, with recurring revenue up 8%.
Adjusted EBITDA margin at 32%, with free cash flow of £13.9m for FY2025.
Gross margin at 80% group-wide, with core contracted recurring revenues carrying over 90% gross margin.
International revenues now 33% of group total, growing at 20% year-over-year.
Average revenue per customer increased 8% year-over-year on a normalized basis to £1,923 per month.
Outlook and guidance
Confident in continued growth and meeting market expectations for FY2026, supported by strong recurring revenues and cash position.
Ongoing investment in organic growth, product innovation (notably AI and loyalty platform), and selective M&A.
International expansion and new product launches expected to drive further ARPC and market share gains.
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