Xamble’s Transformation Narrows Losses but Profitability Remains Elusive

• Q3 revenue rebounds 11% to A$1.7 million
• EBITDA losses narrow despite ongoing growth investments
• Strong user and influencer growth with 145% increase in app downloads
• Launch of Creators Academy engages over 2,100 creators
• AI-powered recruitment agent testing underway to boost efficiency

Transformation Strategy Yields Early Financial Gains

Xamble Group Limited (ASX – XGL), a Southeast Asian influencer-centric digital marketing platform, has reported encouraging signs of recovery in its latest quarterly update. For the three months ending September 2025, the company’s revenue climbed 11% quarter-on-quarter to A$1.7 million, returning to levels last seen in Q1 2025. This rebound comes after a challenging first half marked by structural realignment and significant investments in technology and growth initiatives.

Despite continuing to invest heavily in its platform and technology stack, Xamble narrowed its EBITDA losses by approximately A$140,000 compared to the previous quarter. This improvement suggests that the company’s transformation efforts; focusing on operational efficiencies, cost discipline, and a sharper commercial focus; are beginning to take hold.

Operational Momentum and Platform Growth

Beyond the headline financials, Xamble’s operational metrics paint a picture of robust platform engagement and expanding ecosystem scale. App downloads surged 145% year-on-year to over 10,500, while monthly active users increased by 45% to 1,266. The influencer community nearly doubled, reaching over 4,000 creators, and new brand onboarding accelerated dramatically with a 220% increase compared to the prior year.

Transactions facilitated through the platform also saw a remarkable 275% jump, underscoring growing commercial traction. These metrics highlight the company’s success in building a vibrant creator-led marketplace that is gaining traction with both influencers and brands.

Strategic Initiatives – Creators Academy and AI Integration

In August 2025, Xamble launched its Creators Academy, a program designed to empower influencers with training and tools to monetize their content effectively. Over 2,100 creators with a combined following exceeding 3 million have engaged with the initiative, which includes workshops delivered in partnership with local educational institutions. This initiative aims to deepen creator engagement and enhance the quality of influencer marketing campaigns.

October saw the commencement of testing for Xamble’s AI-powered recruitment agent, a key innovation that automates creator onboarding and campaign management. By integrating multiple communication channels with generative AI, this tool promises to improve operational scalability and efficiency, potentially boosting margins and freeing resources for higher-value activities.

Outlook and Market Positioning

CEO Jason Thoe expressed cautious optimism, noting that the company has built a more resilient and efficient organisation with stronger quality revenue streams. The exit from Taiwan operations in late 2024 has allowed Xamble to focus on core markets and scalable growth initiatives, supported by ongoing technology investments partly funded by the Malaysia Digital Acceleration Grant.

With momentum returning and a clearer path toward profitability, Xamble is positioning itself as a leading influencer marketing and social commerce platform in Southeast Asia. The recent partnership with InvestorHub also signals a commitment to enhanced investor engagement and transparency.

Bottom Line?

Xamble’s early transformation gains set the stage for a critical test of sustainable profitability in upcoming quarters.

Questions in the middle?

• Will the narrowing EBITDA losses continue into 2026 amid ongoing investments?
• How will AI integration impact operational efficiency and margin expansion long term?
• Can Xamble sustain its rapid user and influencer growth in a competitive digital marketing landscape?