dotDigital Group PLC
LSE:DOTD
dotDigital Group PLC
dotDigital Group Plc engages in the provision of data-driven omnichannel marketing automation solutions. The firm's dotdigital Engagement Cloud is a SaaS marketing platform that enables companies to create, test and send data-driven automated campaigns across channels, including email, SMS, social, advertising, mobile, Web and offline. Its technology integrates with existing e-commerce and customer relationship management (CRM) platforms to create a robust marketing engine that supports insight-driven activities and improves business growth. The firm operates primarily in Europe, Middle East, and Africa (EMEA), North America and Asia-Pacific (APAC). The firm's subsidiaries include Dotdigital EMEA Limited, Dotdigital Inc, Dotdigital APAC Pty Limited, Dotdigital B.V. and others.
dotDigital Group Plc engages in the provision of data-driven omnichannel marketing automation solutions. The firm's dotdigital Engagement Cloud is a SaaS marketing platform that enables companies to create, test and send data-driven automated campaigns across channels, including email, SMS, social, advertising, mobile, Web and offline. Its technology integrates with existing e-commerce and customer relationship management (CRM) platforms to create a robust marketing engine that supports insight-driven activities and improves business growth. The firm operates primarily in Europe, Middle East, and Africa (EMEA), North America and Asia-Pacific (APAC). The firm's subsidiaries include Dotdigital EMEA Limited, Dotdigital Inc, Dotdigital APAC Pty Limited, Dotdigital B.V. and others.
ARR: Forward-looking ARR was GBP 75.4 million at period end and the group now reports well over GBP 81 million ARR including the most recent acquisition (Alia).
Business mix: Contracted recurring revenue is now 84% of group revenues and the high‑margin CXDP core drives the vast majority of gross profit.
Acquisitions: Social Snowball was ~GBP 4.1m ARR at acquisition and Alia was just above $8m ARR (c. GBP 6m forward‑looking ARR) — both expand Shopify presence and product breadth.
Margins & profitability: Gross margin improved from 78% to 80%; adjusted EBITDA typically 30%–33% and adjusted PBT typically 20%–23%; effective tax rate peaked at 31% and is expected to decline to 27%–28%.
Product & AI: Dotdigital positions WinstonAI natively in the platform, owns sending infrastructure and over 250 integrations, aiming to defend via first‑party data, orchestration and compliance credentials.
Growth rates: 3‑year CAGR in forward-looking ARR is 14% (organic ARR growth ~9%); functionality recurring revenues grew 20% in the period.
Cash flow & capital allocation: Strong cash generation with second‑half weighting; management is redeploying go‑to‑market investment into faster growth areas (e.g., Social Snowball).
