Browsing Tag
Xero
8 posts
Sage Group (LSE: SGE) rises 0.59% ahead of H1 FY26 results next Thursday in the post-Copilot moment of truth
Sage Copilot has 150,000 customers and PwC is now its AI trust partner. May 21 results will reveal whether the moat is real or the disruption is winning.
Xero (ASX: XRO) stock up 8.55% as FY26 revenue jumps 31% and Anthropic AI deal lands
Xero (ASX: XRO) is down 56% over twelve months. FY26 revenue grew 31% and Melio drove US revenue 240% higher. The reset is now between investment phase and margin recovery.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
Asset Vision (ASX: ASV) drops as enterprise asset management micro-cap sees sentiment-driven price discovery on thin turnover
Asset Vision builds AI defect detection for roads. The 5-year SaaS contract is real. The market cap is A$21m. Friday wiped 11% on no news.
Asset Vision (ASX: ASV) drops as enterprise asset management micro-cap sees sentiment-driven price discovery on thin turnover
Asset Vision builds AI defect detection for roads. The 5-year SaaS contract is real. The market cap is A$21m. Friday wiped 11% on no news.
Xero (ASX: XRO) climbs into FY2026 result as Melio integration becomes the central thesis test
Xero spent US$2.5bn on Melio. Shares are down 57% from the highs. The May 14 result is when bulls and bears find out who was right.
TechnologyOne (ASX: TNE) shares climb ahead of H1 FY2026 result as SaaS+ and AI thesis builds momentum
The Australian SaaS sell-off shed $1 trillion globally. TechnologyOne just upgraded guidance to 18-20% PBT growth. Either the market is wrong, or TNE is.
Xero to acquire US payments platform Melio in $3bn deal to expand SMB financial software offerings
Xero to acquire US-based Melio for up to $3 billion to enhance its SMB payments capabilities and accelerate growth in the North American market.