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Dotdigital posts strong H1 recurring growth as Social Snowball acquisition lifts ARR

Story Highlights
  • Dotdigital’s core CXDP platform delivered double-digit ARR growth and rising recurring revenue, keeping H1 trading in line with full-year market expectations despite FX headwinds.
  • The Social Snowball acquisition is driving rapid ARR growth and expanding Dotdigital’s influencer and affiliate capabilities, reinforcing its product portfolio and positioning for FY26 performance in line with guidance.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Dotdigital posts strong H1 recurring growth as Social Snowball acquisition lifts ARR

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Dotdigital ( (GB:DOTD) ) has shared an announcement.

Dotdigital reported that trading for the first half of its 2026 financial year was in line with market expectations, with its core CXDP business delivering double-digit growth in annualised recurring revenue, an 11% rise in recognised recurring revenue and a higher share of total revenue coming from subscriptions. Forward-looking contracted ARR in the core platform rose 13% to £75.4m and group revenue grew 4% to £44.2m despite FX headwinds and a tough comparative period, while cash stood at £36.1m after the $20m acquisition of Social Snowball, which has since recorded approximately 30% ARR growth and strengthened Dotdigital’s influencer, affiliate and referral offering in the Shopify ecosystem. The group continued to invest in product innovation, including enhancements to its WinstonAI capability, WhatsApp channel, and the launch of CreatorSearch, with a loyalty product moving through early adopter testing and broader release expected later in the year; management said the strong recurring-revenue base, expanding product suite and active M&A strategy leave the business well positioned to navigate macro pressures and deliver full-year 2026 results in line with expectations.

The most recent analyst rating on (GB:DOTD) stock is a Buy with a £74.00 price target. To see the full list of analyst forecasts on Dotdigital stock, see the GB:DOTD Stock Forecast page.

Spark’s Take on GB:DOTD Stock

According to Spark, TipRanks’ AI Analyst, GB:DOTD is a Outperform.

Dotdigital’s overall stock score is driven by its strong financial performance, characterized by consistent revenue growth and robust profitability. The technical analysis suggests moderate bullish momentum, while the valuation is fair, providing a balanced investment case. The absence of earnings call data and corporate events does not impact the score.

To see Spark’s full report on GB:DOTD stock, click here.

More about Dotdigital

Dotdigital Group plc is a London-headquartered provider of cross-channel marketing automation technology and an AI-powered customer experience and data platform (CXDP) used by marketing professionals to deliver personalised, data-driven campaigns at scale. Founded in 1999 and listed on AIM, the company supports more than 4,000 brands across 150 countries through tools that unify and enrich customer data, enable segmentation, and orchestrate hyper-relevant, cross-channel customer journeys to drive engagement, conversions and loyalty.

Average Trading Volume: 858,275

Technical Sentiment Signal: Sell

Current Market Cap: £207.6M

For detailed information about DOTD stock, go to TipRanks’ Stock Analysis page.

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