REG - Eagle Eye Solutions - AGM Trading Statement

Eagle Eye SolutionsAnnouncement

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RNS Number : 0759I  Eagle Eye Solutions Group PLC  19 November 2025

 

 

 

 

 

 

 

19 November 2025

Eagle Eye Solutions Group PLC

("Eagle Eye", the "Group" or the "Company")

 

AGM trading statement

Positive progress on all strategic objectives provides confidence in full year
performance

 

Eagle Eye, a leading SaaS and AI technology company that creates digital
connections enabling personalized, real-time marketing at scale, provides the
following trading update ahead of the Company's Annual General Meeting ("AGM")
to be held at 2.30 p.m. today at the offices of x+why, The Orchard, Floor 8,
One Great Cumberland Place, London, W1H 7AL.

 

Trading in H1 FY26 has started well, with new Wins in the UK, Thailand and
notably in North America, where Eagle Eye has recently secured a new five-year
contract with one of the largest independent food retailers, with the
potential for expansion. Early progress from sharpened focus on the North
American market is encouraging set against our strategic objective of winning
in our biggest market, the USA. The pipeline continues to build, with an
increasing number of well-progressed opportunities, demonstrating the growing
traction of Eagle Eye's offering.

 

The Group is also pleased to report positive progress with its
transformational OEM agreement, with both parties anticipating first customer
contracts within the next few months. The launch event in October 2025 for the
OEM's new loyalty solution was well attended; the solution is now live on the
OEM's global price list and training of the OEM's global sales team is
ongoing. The vendor's scale and extensive customer relationships mean the
Board is confident this opportunity will add to Group ARR in FY26, with
material revenue contribution from FY27 onwards.

 

As set out at the full year results, Eagle Eye is putting in place the
foundations required to support sustained growth and margin progression,
including operational and platform efficiencies, increased partner led
delivery and the continued scale-up of its SaaS and AI revenue base. As part
of this, the Group has made further adjustments to its operating structure to
streamline its leadership. The Board is confident in maintaining a
double-digit adjusted EBITDA margin for FY26 and improving adjusted EBITDA
progression as the year progresses, with a target FY26 exit run rate EBITDA
margin of 20%.

 

The Board remains confident in Eagle Eye's significant medium-term growth
prospects, supported by continued strong momentum in EagleAI, expanding routes
to market, and a scalable technology platform. With four new customer wins
already this year and a healthy pipeline, alongside the structural changes
undertaken and a strengthened leadership team, Eagle Eye is well positioned to
deliver further positive momentum as it progresses through FY26, and for a
return to double-digit revenue and EBITDA growth in FY27.

 

Enquiries:

 Eagle Eye Solutions Group plc                               Tel: 0844 824 3686
 Tim Mason, Chief Executive Officer
 Lucy Sharman-Munday, Chief Financial Officer

 Investec Bank plc (Nominated Adviser and Joint Broker)      Tel: +44 20 7597 5970
 David Anderson / Nick Prowting / James Smith

 Shore Capital (Joint Broker)                                Tel: +44 20 7408 4090
 Corporate Advisory: Daniel Bush, David Coaten, Lucy Bowden
 Corporate Broking: Henry Willcocks

 Alma Strategic Communications                               Tel: +44 20 3405 0205
 Caroline Forde, Hannah Campbell, Kinvara Verdon

 

 

About Eagle Eye

 

Eagle Eye is a leading SaaS and AI company, enabling retail, travel and
hospitality brands to earn lasting customer loyalty through harnessing the
power of real-time, omnichannel and personalized marketing. Our powerful
technology combines the world's most flexible and scalable loyalty and
promotions capability with cutting edge, built-for-purpose AI to deliver 1:1
personalization at scale for enterprise businesses, globally.

 

Our growing customer base includes Loblaws, Southeastern Grocers, Giant Eagle,
Asda, Tesco, Morrisons, JD Sports, E.Leclerc, Carrefour, the Woolworths Group
and many more. Each week, more than 1 billion personalized offers are
seamlessly executed via our platform, and over 700 million loyalty member
wallets are managed worldwide.

 

AI-powered, API-based and cloud-native, Eagle Eye's enterprise-grade
technology is fully certified by the MACH Alliance and has received
recognition from leading industry bodies, including Gartner, Forrester, IDC
and QKS.

 

Web - www.eagleeye.com
(https://url.avanan.click/v2/r02/___http:/www.eagleeye.com/___.YXAxZTpzaG9yZWNhcDphOm86NTRiMzRmNDVjYTVjZWQwMGViYjM5MDVlZGJlODU2NTY6NzoyOTUzOjZiNTQwMzcxZTg5ZWY4MmUwMjNlMDBmMGFiMTI1Mjk5MGZhZWQ4Y2RiZmY1OTk5OThhZmIyOTU2YWRhM2VjZDU6cDpGOk4)
 

 

 

 

 

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