Highlights

  • Revenue rose 6% to GBP 83.9m, supported by organic and recurring growth.
  • Adjusted profit before tax increased 13% to GBP 19.0m for FY25.
  • ARR in core CXDP business grew 14%, driven by customer expansion and platform adoption.

Dotdigital Group plc (LSE:DOTD), a SaaS provider of AI-powered customer experience and data platforms, announced its audited results for the financial year ended 30 June 2025 (FY25). The Group reported revenue growth of 6% year-on-year to GBP 83.9m (FY24: GBP 79.0m), equivalent to 7% on a constant-currency basis. Profitability was slightly ahead of market expectations.

Recurring revenue contributed 94% of total revenue, with contracted recurring revenue accounting for 80%. Average revenue per customer increased 8% on a constant-currency and normalised basis to GBP 1,923 per month (FY24: GBP 1,781).

Forward-looking annual recurring revenue (ARR) grew 14% to GBP 72.6m (FY24: GBP 63.6m), or 9% on an organic basis. Adjusted EBITDA rose 10% to GBP 26.8m (FY24: GBP 24.3m), while adjusted profit before tax increased 13% to GBP 19.0m (FY24: GBP 16.8m).

Adjusted diluted earnings per share rose to 4.80p (FY24: 4.71p). The company reported a cash balance of GBP 36.2m as of 30 June 2025, after a USD 20m cash outlay for the Social Snowball acquisition in June 2025. A final dividend of 1.21p per share has been proposed, in line with the Group’s progressive dividend policy.

Operational Developments

Revenue from international operations rose to 33% of total revenue, up from 32% in FY24, with North America and APAC regions recording approximately 20% growth in local currencies. New global clients added during the year included Science in Sport, KFC, FujiFilm, The Body Shop, and BBC Children in Need.

Functionality recurring revenue increased 12% on a constant-currency basis to GBP 35.5m, driven by customer growth and expanded platform usage. The June 2025 acquisition of Social Snowball added influencer, affiliate, and referral marketing capabilities and has shown approximately 50% ARR growth to date on an annualised basis.

The Group continued investing in AI and data capabilities, expanding its Winston AI platform and launching WhatsApp functionality in April 2025, now adopted by over 30 customers. Fresh Relevance has been fully integrated, strengthening personalisation features and supporting cross-sell opportunities.

Outlook

Dotdigital stated it is positioned to meet full-year market expectations for FY26. The Group noted ongoing market demand for integrated platforms capable of leveraging automation and AI to enhance efficiency and customer experience.

Milan Patel, CEO of Dotdigital, said:
"We are pleased to report another year of profitable growth alongside meaningful progress on our platform strategy. New customer wins were complemented by consistently high retention and expansion within our existing base, underscoring the strategic value clients place on our platform as the foundation of their digital marketing strategy.

Customers are consolidating around fewer, more capable systems and demanding clear returns; we are meeting that need. With advances in AI, data and mobile messaging, the addition of Social Snowball and the integration of Fresh Relevance, our CXDP is broader and more valuable than ever."

Share performance of DOTD

DOTD’s shares traded at GBX 68.0 per share on 04 November 2025.