Full Year 2025 Xref Ltd Earnings Call Transcript

Sep 9, 2025 / 01:00 AM GMT

Transcript

Key Points

Positve

Xref Ltd (ASX:XF1) achieved a significant turnaround in EBITDA, moving from a loss to a positive $2.5 million, largely due to an 8% reduction in expenses.
The company has transitioned to a largely subscription-based revenue model, which has outperformed previous credit usage rates.
Xref Ltd (ASX:XF1) has streamlined operations to a single technology platform, reducing overheads and simplifying processes.
The company secured a $3.6 million placement from a strategic partner, strengthening its balance sheet and supporting growth plans.
Xref Ltd (ASX:XF1) has seen a 29% growth in Monthly Recurring Revenue (MRR), indicating strong performance in its subscription model.

Negative

The proposed acquisition by Seek failed, which could have provided additional strategic benefits.
The company had to absorb significant one-off costs, including $700k for a strategic review and $500k in redundancy payments.
There is a risk of competitors introducing disruptive innovations that could challenge Xref Ltd (ASX:XF1)'s market position.
The recruitment market is currently underperforming, which could impact future revenue growth.
Xref Ltd (ASX:XF1) has undergone a significant headcount reduction, which, while improving efficiency, may put stress on remaining employees.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

XF1.AX - Xref Ltd
Full Year 2025 Xref Ltd Earnings Call
Sep 10, 2025 / 01:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning everyone and welcome to X X Ref's Results and strategy webinar.

Thank you for joining us today. If you're not joining us right now and seeing a recording of this, then welcome to you as well. This will go live as a recording after this this morning. My name is Lee Martin Seymour, I'm the CEO and founder of X Rev.

We're thrilled to have so many of our valued shareholders and partners with us today, even some of our shareholders that are also employees are with us today, so welcome to you guys. Many of you have spent time with me, so I'm particularly excited to be able to pass the microphone to some of the members of our board and executive team today to give a chance for you to hear from them, directly.

Now, for

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.