Strong Growth and Profitability for Xero in FY24
Strong Growth and Profitability for Xero in FY24
Accounting software multinational Xero (ASX:XRO) has reaped the benefits of the restructuring and management change a year or so ago and the new direction she brought to the group.
會計軟件跨國公司Xero（澳大利亞證券交易所股票代碼：XRO）從大約一年前的重組和管理變革以及她爲集團帶來的新方向中受益。
CEO Sukhinder Singh Cassidy was named CEO in late 2022 and started in early 2023 with a dramatic set of changes for the company, which was finding it hard to keep costs under control while growing subscriber numbers.
首席執行官蘇欣德·辛格·卡西迪於2022年底被任命爲首席執行官，並於2023年初開始對公司進行了一系列重大變革，該公司發現在訂戶數量不斷增長的同時，很難控制成本。
There were signs at the September 30 half-year of some improvement, and Thursday saw the company improve with a 22% jump in revenue, costs under control, and a 75% surge in underlying earnings.
9月30日的半年度有一些改善的跡象，週四該公司有所改善，收入增長了22％，成本得到控制，基礎收益增長了75％。
CEO Sukhinder Singh Cassidy said in Thursday's announcement, "This result shows we're doing what we said we'd do. We've delivered a strong and profitable FY24 result, demonstrating our commitment to balancing growth and profitability. We have a clear and focused strategy to win on purpose, and Xero is positioned well as we move into FY25."
首席執行官蘇欣德·辛格·卡西迪在週四的公告中表示：“這一結果表明我們正在按照我們說的去做。我們已經實現了強勁且盈利的24財年業績，這表明了我們對平衡增長和盈利能力的承諾。我們有明確而有針對性的戰略來贏得勝利，在我們進入25財年之際，Xero處於有利地位。”
Revenue jumped to $NZ1.7 billion for the year to March, driven by more subscribers, higher revenue per subscribers (ARPU), and an operating expense to revenue ratio of 73.3%, which was in line with the forecast from Xero.
截至3月的一年中，收入躍升至17億新西蘭元，這得益於更多的訂戶，更高的每位訂戶收入（ARPU）以及73.3％的運營支出與收入的比率，這與Xero的預測一致。
Adjusted (or underlying) EBITDA was up 75% to $NZ526.5 million, with normal EBITDA of $NZ497.4 million after the write-down of $NZ28.9 million in the company's Xero Go product.
調整後（或標的）息稅折舊攤銷前利潤增長了75％，至5.265億新西蘭元，在減記該公司Xero Go產品的2890萬新西蘭元后，正常息稅折舊攤銷前利潤爲4.974億新西蘭元。
The good news saw the shares leap more than 6% in the first quarter-hour of trading. Xero said that average monthly churn (at 0.99%) "remained below pre-pandemic levels, and ARPU improved a further 14% (10% in constant currency), underscoring Xero's macro resilience and the value customers place in Xero to help them manage changing environments."
好消息是，該股在交易的前四分之一小時內上漲了6％以上。Xero表示，平均月流失率（0.99％）“仍低於疫情前的水平，ARPU又增長了14％（按固定貨幣計算爲10％），這凸顯了Xero的宏觀彈性和客戶爲幫助他們管理不斷變化的環境而對Xero的重視。”
Australia and New Zealand "continued to deliver strong results in higher cloud-penetrated markets with continued double-digit revenue growth, up 22% (22% in CC) to $NZ969.9 million. ARPU increased 11% to $NZ37.97, and total subscribers grew to 2.4 million."
澳大利亞和新西蘭 “繼續在雲滲透率更高的市場中取得強勁業績，收入持續實現兩位數增長，增長22％（按CC計算爲22％），達到9.699億新西蘭元。ARPU增長了11％，達到37.97新西蘭元，總訂戶增長到240萬。”
"In Australia, Xero delivered 205,000 net subscriber additions to reach 1.8 million subscribers. In New Zealand, 38,000 net subscribers were added to reach 605,000 subscribers.
“在澳大利亞，Xero淨增加了20.5萬名用戶，達到180萬訂戶。在新西蘭，新增了38,000名淨訂閱者，達到60.5萬名訂閱者。
The company said growth momentum continued in its international markets, with revenue increasing 24% (20% in CC) to $NZ743.9 million, ARPU rising 17% (11% CC) to $NZ41.05, and subscribers growing to 1.8 million.
該公司表示，其國際市場的增長勢頭仍在繼續，收入增長了24％（按CC計算爲20％），達到7.439億新西蘭元，ARPU增長了17％（11％ CC），至41.05新西蘭元，訂閱人數增長至180萬新西蘭元。
In the UK, Xero delivered pleasing growth, adding 107,000 net subscribers, taking total subscribers to 1.1 million. Xero added 38,000 net subscribers in North America to reach 422,000 subscribers. Rest of World subscribers increased to 285,000 with 31,000 net subscriber additions.
在英國，Xero實現了令人愉快的增長，淨用戶增加了10.7萬人，使訂戶總數達到110萬。Xero在北美增加了38,000名淨用戶，達到42.2萬名訂閱者。世界其他地區的用戶增加到28.5萬人，淨增用戶31,000人。
For the next financial year, Xero saw expenses around the 73% level of 2024 but forecast higher spending on product design and development, with their costs as a percentage of revenue "expected to be higher."
在下一個財政年度，Xero的支出約爲2024年的73％，但預計產品設計和開發支出將增加，其成本佔收入的百分比 “預計會更高”。
譯文內容由第三人軟體翻譯。