AI Anxiety Continues Post Xero's Strong Result
Xero’s strong FY26 result highlighted accelerating US growth, Melio momentum and expanding AI capabilities, while investor concerns around AI...
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Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Primer: Xero Ltd (XRO AU) - Dec 2025
Xero is a dominant player in the cloud accounting software market in Australia, New Zealand, and the UK, poised for future growth through...
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Sceptics Want Xero To Prove Melio's Added Value
Despite strong underlying growth in the core accounting business, lower cost guidance and the general approval of analysts, shares in Xero fell...
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Forsyth Barr Technology Digest Edition 14—The Pace of Change Accelerates
The pace of change across the tech sector is accelerating. The global tech selloff reflects growing investor concern over the durability of...
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