Xero's Subscriber Growth Could Trouble Some Investors -- Market Talk

Dow Jones

2024/11/14

2317 GMT - Any Xero bears will likely contend that the cloud-accounting software provider is masking slow subscriber growth with price rises, RBC Capital Markets analyst Garry Sherriff says. He points out in a note to clients that the Australia-listed company's fiscal first-half revenue was broadly in line with expectations, despite subscriber numbers coming in about 2% lower than analysts had forecast. On the flip side, Sherriff says that pricing strength, low customer churn, and stronger-than-expected earnings and free cashflow are all positive. RBC has an outperform rating and A$170.00 target price on the stock, which is at A$161.55 ahead of the open. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

November 13, 2024 18:17 ET (23:17 GMT)

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He points out in a note to clients that the Australia-listed company's fiscal first-half revenue was broadly in line with expectations, despite subscriber numbers coming in about 2% lower than analysts had forecast. On the flip side, Sherriff says that pricing strength, low customer churn, and stronger-than-expected earnings and free cashflow are all positive. RBC has an outperform rating and A$170.00 target price on the stock, which is at A$161.55 ahead of the open. 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He points out in a note to clients that the Australia-listed company's fiscal first-half revenue was broadly in line with expectations, despite subscriber numbers coming in about 2% lower than analysts had forecast. On the flip side, Sherriff says that pricing strength, low customer churn, and stronger-than-expected earnings and free cashflow are all positive. RBC has an outperform rating and A$170.00 target price on the stock, which is at A$161.55 ahead of the open. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7016":"应用软件","BK4211":"区域性银行","ISBC":"投资者银行","BK7503":"科技股","XRO.AU":"XERO LTD"},"translate_title":"Xero的用户增长可能会给一些投资者带来麻烦——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XRO.AU":0.9,"ISBC":1},"content_text":"2317 GMT - Any Xero bears will likely contend that the cloud-accounting software provider is masking slow subscriber growth with price rises, RBC Capital Markets analyst Garry Sherriff says. He points out in a note to clients that the Australia-listed company's fiscal first-half revenue was broadly in line with expectations, despite subscriber numbers coming in about 2% lower than analysts had forecast. On the flip side, Sherriff says that pricing strength, low customer churn, and stronger-than-expected earnings and free cashflow are all positive. 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