Key Highlights

  • Dotdigital will publish full-year results for the year ended 30 June 2026 on Tuesday 3 November.
  • The July trading update showed Revenue of 90.9 million pounds, up 8 per cent, with gross Margin of 80 per cent and year-end cash of 17.1 million pounds.
  • Contracted annual Recurring Revenue in the core platform Business was 85.4 million pounds, up 18 per cent, or 8 per cent organically.

A results date with a fixed timetable

Dotdigital Group Plc (OTC:DOTDF), the London-headquartered provider of AI-powered Marketing automation and personalisation technology, is quoted on AIM under DOTD and over the counter in the United States as DOTDF. In an announcement on 22 October 2026, it said full-year results for the year ended 30 June 2026 will be published on Tuesday 3 November.

A results presentation follows at 09:00 GMT that day, hosted by chief executive Milan Patel and chief financial officer Tom Mullan, and a virtual investor presentation is scheduled for Thursday 5 November at 11:00 GMT. The company says its technology is used by more than 9,800 brands in 150 countries.

What the July trading update said

On 28 July the company issued an unaudited trading update for fiscal 2026. Revenue was 90.9 million pounds, up 8 per cent, or 9 per cent in constant currency, from 83.9 million. Gross margin was 80 per cent, up from 79 per cent. The company said revenue, profit and cash were in line with market expectations, though it did not disclose profit figures.

Excluding acquisitions, group revenue was flat, which the company attributed to the exit of a low-margin messaging contract and a tougher comparator for non-recurring revenue in the first half of the previous year.

Cash at year end was 17.1 million pounds, down from 36.2 million, after a 30 million dollar initial payment for the Acquisition of Alia.

The update also cited consensus figures at publication: revenue of 92.3 million pounds, adjusted EBITDA of 29.1 million pounds, a 32 per cent margin, adjusted profit before tax of 19.7 million pounds and closing cash of 16.3 million pounds. Reported revenue of 90.9 million pounds and cash of 17.1 million therefore sit either side of those figures, while the company described the outcome as in line with expectations. The 3 November release should show how profit compares.

Recurring revenue and acquisitions

Forward-looking contracted annual recurring revenue in the core platform business was 85.4 million pounds, up 18 per cent from 72.6 million, or 8 per cent organically, an improvement from 6 per cent at the half year. Recognised recurring revenue was 76.8 million pounds, up 14 per cent, or 3 per cent organically, and about 84 per cent of group revenue, up from 80 per cent.

Alia, acquired on 3 March 2026, saw annual recurring revenue rise from 6.9 million pounds at acquisition to 10.0 million at 30 June, an increase of 45 per cent. Social Snowball annual recurring revenue rose 33 per cent, from 4.1 million to 5.4 million, with about 1 million dollars of first-year deferred consideration payable in fiscal 2027.

Outlook and what to watch

The board said it is confident of delivering fiscal 2027 market expectations and of accelerating organic growth over the medium term, entering the year with a larger contracted recurring revenue base. Mr Patel said market conditions remain mixed. These are management expectations, not results.

Measurable items on 3 November include the audited revenue figure against the 90.9 million pounds reported in July, the first disclosure of full profit figures, organic growth in recurring revenue, the integration of Alia and Social Snowball, and the closing cash position after the acquisition payments. Currency also matters, since the company reports in pounds while the OTC line trades in dollars.