Eagle Eye Solutions Group PLC
LSE:EYE
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Eagle Eye Solutions Group PLC
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Eagle Eye Solutions Group PLC
Eagle Eye Solutions Group Plc engages in the provision of digital consumer engagement solutions to the retail and hospitality industries. The company is headquartered in Guildford, Surrey and currently employs 141 full-time employees. The company went IPO on 2014-04-16. Its Eagle Eye AIR platform enables clients to attract, interact with and retain consumers. The company offers promotional campaigns for various brands. Eagle Eye AIR digitally incentivize and reward customer loyalty, whilst targeting promotions to optimize voucher redemption. The firm's digital marketing platform enables the issuance, management and redemption of gifts and rewards in real-time. Its solutions include connecting with customers, developing digital services, rewarding customer loyalty and rewarding staff loyalty. The company provides services to various sectors, including food services, retail, grocery, and food and beverages.
Eagle Eye Solutions Group Plc engages in the provision of digital consumer engagement solutions to the retail and hospitality industries. The company is headquartered in Guildford, Surrey and currently employs 141 full-time employees. The company went IPO on 2014-04-16. Its Eagle Eye AIR platform enables clients to attract, interact with and retain consumers. The company offers promotional campaigns for various brands. Eagle Eye AIR digitally incentivize and reward customer loyalty, whilst targeting promotions to optimize voucher redemption. The firm's digital marketing platform enables the issuance, management and redemption of gifts and rewards in real-time. Its solutions include connecting with customers, developing digital services, rewarding customer loyalty and rewarding staff loyalty. The company provides services to various sectors, including food services, retail, grocery, and food and beverages.
Outlook: Management says performance is ahead of prior expectations and reiterated the medium-term targets of GBP 100 million revenue and 30% EBITDA.
Growth: ARR is building strongly (29%+ YoY) with 8 major contract wins in the period, 4 in the U.S., and ARR reported at GBP 42 million.
Profitability: Adjusted EBITDA margin was 18% (above the initial 13% expectation); management expects an exit rate around 20% and remains on the path to 30%.
AI momentum: AI is 15% of sales and nearly 20% of direct profit, the AI business is growing 30% and delivered GBP 750 million of influenced sales in the U.K. and France in 2025.
U.S. push: North America is a priority — Wakefern and QuikTrip wins cited — with a stated U.S. ICP of ~230 retailers and U.S. contracts typically 2–3x average size.
Model shift: SaaS represented 85% of revenue (up from 72%), professional services fell from GBP 4.4m to GBP 3.0m as the business moves to a product-led SaaS model.
Capital & cash: Net cash position with over GBP 12 million of cash and an unutilized facility; free cash flow conversion was 140% and a GBP 1 million share buyback was completed.
OEM opportunity: An OEM partnership has placed Eagle Eye on the partner price list; two contracts won so far and initial expected contribution of ~GBP 2 million ARR.
