dotdigital Group (DOTD) H2 2026 TU earnings summary

Executive summary

• FY26 revenue, profit, and cash met market expectations, with platform expansion driving higher ARR growth.

• Significant product innovation and integration of acquisitions extended the offering across the customer lifecycle.

• Entering FY27 with a larger recurring revenue base and improved revenue visibility.

Financial highlights

• Revenue rose 8% year-over-year to £90.9m, or 9% on a constant-currency basis.

• Gross margin improved to 80% from 79% as higher-margin core CXDP revenue increased.

• Recognised recurring revenue (core CXDP) up 14% to £76.8m, now 84% of total revenue.

• Cash at year-end was £17.1m, after a $30m outlay for the Alia acquisition.

Outlook and guidance

• Board confident in delivering FY27 market expectations and accelerating organic growth.

• Greater revenue visibility and broader market opportunity anticipated for FY27.