Doxee (DOX) Investor presentation summary

Company overview and market position

• European cloud technology vendor specializing in customer communication, experience, and trust services for regulated markets, with over 200 clients and €31.1M in 2025 revenues.

• Completed a strategic turnaround by 2025, integrating acquisitions and returning to profitability with a positive net result and reduced net debt.

• Serves major clients in utilities, telecom, banking, insurance, and the public sector across Europe.

Market landscape and growth trends

• Core market is Customer Communication Management (CCM), with expansion into adjacent CX, RM, and trust services.

• European addressable market expected to reach ~€4B by 2030, with double-digit growth in adjacent segments outpacing CCM.

• Key trends include AI-driven SaaS demand, regulatory compliance, EU digital sovereignty, and enterprise architecture consolidation.

2030 strategy and value proposition

• Vision to become the EU sovereign platform for AI-powered personalized enterprise communication, focusing on regulated markets.

• Platform integrates CCM, CXM, and trust services, leveraging AI, agentic architecture, and native integration with major enterprise systems.

• Focus on three segments, four industry verticals (utilities, telco, banking/insurance, public sector), and geographic expansion in Italy, DACH, and France.