Proud to present our coverage of the Xero #ASX $XRO H1 FY 2025 results thanks to @_max_wellth.
Churn is low 🥳
Prices are up 🥳
Subscriber growth is slowing 🫤
Free cash flow is growing 😌
You can access it below or simply via the website.
RPMGlobal $RUL.AX is another name with a highly credible, invested leader; sticky customers (multi-year contracts); hitting a key op. leverage point; and with solid cap. management (MD: “we make money, we buy shares”). Recent (profitable) #ASX300 entrant, on more radars now. 1/6
$AIM $AIM.ax looks good?
Total revenue up 7% but 37% growth in tech revenue. Tech now making up over 50% of revenue.
Gross margin improving. Free cash flow adjusted for acquisition payment around $2M.
Loss after tax down to $1.3M from $4M.
Inventory up on new product dev.
#AD8 ‘24 😀
#AD8 ‘25 💀
Looks like customers got on the chip hype train last year and might have some left over for 2025… Guidance not great. Banking on faith in mgmt that 2026 actually turns around.
We’ll get a proper look in a few weeks at the full results. Weird timing.
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