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Xero: Ma Activity
Xero completed Melio acquisition and consolidated results into FY26 financials. Revenue grew 31% to $2.753B (organic 21%). US revenue surged 240% YoY to $332M. Melio integration creating margin pressure but core platform showing strong operating leverage with 83% of employees using AI, reducing engineering timelines from 6 months to 10 weeks.
Source: Stocks Down Under
The leadership read
Consolidation of this kind shifts demand toward integration and transformation leadership bench strength in technology.
Market context: the MitchelLake Talent Market Index reads 114.6 — Hot (+16.3 vs prior month); Oceania signal share is easing (-4.6pts).
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