Xero Limited (XRO) Q4 2025 Earnings Call

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:01.027 -- 00:00:04.230 Thank you, Operator. Good morning from Sydney, Australia. 00:00:04.230 -- 00:00:08.033 Thank you for joining our investor briefing today covering Xero's financial and operating 00:00:08.033 -- 00:00:11.636 results for the full year ending March 31st, 2025. 00:00:11.636 -- 00:00:17.720 I'm Sukhinder Singh-Cassidy, and I'm with Claire Bramley, our newly appointed CFO. 00:00:17.922 -- 00:00:21.625 Our first agenda item is a summary of Xero's performance for the full year. 00:00:21.625 -- 00:00:25.728 I'll then pass to Claire to cover our financial results in more detail before I finish 00:00:25.728 -- 00:00:28.751 with strategic priorities and Xero's outlook. 00:00:28.751 -- 00:00:31.592 After that, we'll move to Q&A. 00:00:31.857 -- 00:00:36.502 So, moving to a summary of our results on slide five. 00:00:37.087 -- 00:00:41.395 We're really pleased with our FY25 results, and in particular, our ability to deliver 00:00:41.395 -- 00:00:47.065 strong financial outcomes while executing our strategy with focus and purpose. 00:00:47.065 -- 00:00:51.774 You'll see that we continue our track record of strong macro resilient revenue growth 00:00:51.774 -- 00:00:54.419 with each of our large markets contributing. 00:00:54.419 -- 00:00:58.624 This, along with another meaningful increase in profitability through disciplined capital 00:00:58.624 -- 00:01:04.550 allocation, has led us to generate another greater than rule of 40 outcome. 00:01:04.550 -- 00:01:07.994 I'm going to touch on the key metrics here, and Claire will discuss them in more detail 00:01:07.994 -- 00:01:12.559 later. Revenue grew 23% to $2.103 00:01:12.559 -- 00:01:14.481 billion year-on-year. 00:01:14.481 -- 00:01:18.845 Adjusted EBITDA of $641 million is up $114 00:01:18.845 -...