거래 업데이트 및 반기 결과 통지
1월 31 2024
닷디지털 그룹 plc
("Dotdigital", the "Company", or the "Group")
거래 업데이트 및 반기 결과 통지
닷디지털 그룹 plc (AIM: DOTD), the leading SaaS provider of an all-in-one customer experience and data platform (CXDP), announces a trading update for the six months ended 31 December 2023 ("H1 2024"). The trading performance reported in this statement is based on unaudited management accounts.
하이라이트
· | Revenue tracking in line with market expectations for the full year, with H1 2024 up by 15% to £38.7m (H1 2023: £33.8m)1 |
· | Organic revenue increased by 11% in constant currency (9% reported to £36.9m) Adjusted profit before tax tracking in line with market expectations for the full year2 |
· | Fresh Relevance integration on track, with cost synergies slightly ahead of schedule and first new joint customers won |
· | 기능 반복 수익(라이선스, 데이터 요금 및 추가 기능)이 8% 증가한 £13.2m(1년 상반기: £2023m) |
· | Organic average revenue per customer (ARPC) (excluding Fresh Relevance) growth of 8% to £1,700 continues in line with customer revenue growth |
· | Cash balance on 31 December 2023 of £37.1m (31 December 2022: £49.6m), in line with expectations post-acquisition of Fresh Relevance2 and reflecting usual working capital cycles |
살펴보기
The Board is pleased to report that trading and financial performance for the first half of the year was in line with Board expectations, with prior year investment in the Group's product portfolio and operations driving stronger traction with higher value customers and increased bookings.
The integration of Fresh Relevance, acquired in September 2023 is progressing on track. Significant strides have already been made to position the combined businesses for scalable growth, including development of a unified onboarding process, implementation of a single sign-on and the establishment of a joint go-to market strategy.
A key rationale behind the acquisition was to grow the Group's addressable market and increase traction with higher value customers. Encouragingly, the addition of Fresh Relevance has already led to new direct deals with new customers in larger size brackets and the pipeline continues to grow. In line with another important objective for the Group, initial uptake of the personalisation platform by existing Dotdigital customers has been good.
The Group is pleased to report growth in all regions. The largest, EMEA, continues to grow in line with expectations as customers move toward comprehensive, all-in-one solutions. APAC maintains its trajectory of strong, double-digit growth following previous investment. Commercial progress in North America continues to accelerate from FY23 levels, with percentage sales growth in the high single digits and a growing pipeline of opportunities.
Revenue from strategic partnerships continued to grow, albeit more modestly than in H1 2023, with growth in CRM connectors offset by continued subdued activity through the larger ecommerce connectors.
Outlook
As we enter the second half, trading conditions remain positive. While cognisant of wider macroeconomic pressures, the demand for impactful and efficient digital marketing capabilities is growing as organisations across industries look to attract, convert and retain customers. The investment we have made in enhancing our product offering as we build out our comprehensive CXDP platform, infusing AI, personalisation and omni-channel functionality, strengthens our market position and leaves us well placed for the future.
반기 실적통보
그룹은 31년 2023월 5일에 2024년 XNUMX월 XNUMX일에 마감된 XNUMX개월 동안의 결과를 발표할 예정입니다.
Dotdigital의 CEO인 Milan Patel은 다음과 같이 말했습니다.
"We have successfully delivered strong growth, achieved a higher ARPC, and increased bookings in the period. I am encouraged by the momentum that is building in the US, whilst EMEA and APAC continue to be in great shape, albeit at different stages of development.
The Fresh Relevance acquisition is every bit the fit we hoped it would be. Our teams have gelled well and the initial work on combining the technology has been completed. It's testament to the speed and quality of the integration that we are already making meaningful headway together with our combined offering with higher value organisations.
We are feeling positive going into the second half. Of course, macroeconomic uncertainties are likely to persist but, with strength across all regions, an increasingly compelling product and market trends that work in our favour, we enter it with confidence."
1 Market consensus for revenue for the year to 30 June 2024 is £78.5m.
2 Market consensus for adjusted profit before tax for the year to 30 June 2024 is £15.7m. Adjustments include share based payments, acquisition costs and other exceptional items.
자세한 내용은 문의하시기 바랍니다 :
닷디지털 그룹 Plc | 전화 : 020 3953 3072 |
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알마 전략적 커뮤니케이션 힐러리 뷰캐넌 데이비드 아이슨 키어런 브레헤니 | 전화 : 020 3405 0210 |
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Canaccord Genuity(지명 고문 및 공동 Broker) 조나단 바, 영업 | 전화 : 020 7523 8000 |
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Cavendish Capital Markets Limited(합동 Broker) Sunila de Silva, Equity Capital Markets | 전화 : 020 7220 0500 |
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가수자본시장(공동 Broker) Alex Bond, 기업 재무 | 전화 : 020 7496 3000 |
닷디지털 소개
Dotdigital Group plc(AIM: DOTD)는 마케팅 전문가에게 교차채널 마케팅 자동화 기술을 제공하는 선두업체입니다. Dotdigital의 고객 경험 및 데이터 플랫폼(CXDP)은 자동화와 AI의 힘을 결합하여 기업이 대규모로 관련성이 높은 고객 경험을 제공할 수 있도록 지원합니다. Dotdigital을 통해 마케팅 팀은 고객 데이터를 통합 및 강화하고, 귀중한 고객 세그먼트를 식별하고, 참여, 전환 및 충성도로 이어지는 개인화된 교차 채널 고객 여정을 제공할 수 있습니다.
1999년에 설립된 Dotdigital은 런던에 본사를 두고 있으며 크로이던, 맨체스터, 뉴욕, 멜버른, 시드니, 싱가포르, 도쿄, 암스테르담, 케이프타운 및 바르샤바에 지사를 두고 있습니다. Dotdigital의 솔루션은 4,000개국에서 150개 이상의 브랜드를 지원합니다.
RNS는 귀하의 IP 주소를 사용하여 약관 준수 여부를 확인하고, 귀하가 이 커뮤니케이션에 포함된 정보를 사용하는 방식을 분석하고, 그러한 분석을 익명으로 다른 사람과 상용 서비스의 일부로 공유할 수 있습니다. RNS와 런던 증권 거래소가 귀하가 제공한 개인 데이터를 사용하는 방법에 대한 자세한 내용은 개인 정보 보호 정책을 참조하십시오.