XRO 1.29% $125.22 xero limited

13% subscriber growth is a disaster, Xero's fall in momentum is...

  1. 1,664 Posts.
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    13% subscriber growth is a disaster, Xero's fall in momentum is accelerating. To have all that marketing clout and achieve this poor result means there needs to be a reset in approach. I don't believe its the product which is sticky and sticky means pretty happy existing clients. The problem is in execution of global sales strategy. It must be blatantly obvious where the ROI on customer acquisition is a disaster, and the CEO must be able to see this by geographic area. This must have been able to be seen 6months ago, so what's being done to fix this, and leverage the methods which are proving to work in the geographic areas where better metric are being achieved. Where to we need to refocus growth investment to turn this around. Fail on this one metric and follow the share price down. AIMHO DYOR but now looking significantly overvalued as PE is overweight on Subscriber Growth and this can only head in one direction with massive turn around.

 
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