XROLF News and Press, Xero Ltd Ord From 03/29/21

Assessing the market for small business accounting software, we conclude that Xero has faced heightened competition in international markets despite anticipated pandemic tailwinds. With sales efficiency falling, we expect Xero will need to ramp sales and marketing spend to re-ignite s...

Intuit and Xero are leading cloud-based accounting software vendors with growing market share and a strong home-field advantage. Intuit has a wider range of products featuring its QuickBooks and TurboTax software while Xero has a greater reliance on the accounting software market. ...

Xero's earnings surged from NZD1.3 million in 1H FY 2020 to NZD34.5 million in 1H FY 2021, but its financial performance is not as good as what headline numbers suggest. Xero Limited's revenue and subscriber growth slowed in 1H FY 2021, which is likely attributable to both the negativ...

Sage's FY20 results last Friday were poor, and the FY21 margin reset surprised investors, sending shares down 13.4% that day. We find the way management reports performance potentially misleading, and underlying figures are more consistent with a struggling business. “Renew...

Though sector rotation is going on among investors and value is being preferred overgrowth, Global X Cloud Computing ETF remains a solid long-term growth story. It is a young ETF (inception in December 2019) that is currently focused on investing in productivity-linked cloud-based sof...

The following slide deck was published by Xero Limited in conjunction with their 2021 Q2 earnings call. For further details see: Xero Limited 2021 Q2 - Results - Earnings Call Presentation

Xero Ltd (XROLF) Q2 2021 Earnings Conference Call November 11, 2020, 18:30 ET Company Participants Steven Vamos - CEO Kirsty Godfrey-Billy - CFO Conference Call Participants Siraj Ahmed - Citigroup Paul Mason - Evans & Partners Craig Wong-Pan - CLSA Limited Quinn Pierson - Crédit Sui...

Introduction We review our investment case on Intuit ( INTU ), eleven months after our initial Buy rating last September and after this week’s FY20 results . Since our initiation, shares have gained 29.3% (including dividends), more than 10 percentage points ahead of the S&P...

Image source: https://freerangestock.com/ - Free Commercial Images Please skip the following introduction if you have read my previous articles. Introduction " It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. " " Whether we're t...

Xero is a world class software business (A provider of SaaS accounting software for small businesses.) with a long growth runway, however I also think that the shares have become overvalued as it trades at Fwd EV/sales of 15.3x, a 66% premium to 5-year average. FY20 result summary -Reven...