Thryv Holdings Inc. (THRY)
NASDAQ (CM) NASDAQ (CM) Primary 
Thryv Holdings: Valuation Decoupled From Its Bright Prospects
Thryv's SaaS business is expected to continue to post organic growth of close to 20%, with solid FCF generation. THRY's SaaS business is valued at a revenue multiple of just 1, representing a large discount to relevant peers. While marketing services revenue continues to decline sharply, FCF expected from it through 2030 should cover a substantial portion of the company's debt.
Are Investors Undervaluing Thryv (THRY) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Thryv Holdings, Inc. (THRY) Q4 2024 Earnings Call Transcript
Thryv Holdings, Inc. (NASDAQ:THRY ) Q4 2024 Earnings Conference Call February 27, 2025 8:30 PM ET Company Participants Cameron Lessard - Assistant VP, IR & Treasury Joe Walsh - Chairman and CEO Paul Rouse - CFO Conference Call Participants Jason Kreyer - Craig-Hallum Scott Berg - Needham & Company Linda Lee - William Blair Daniel Moore - CJS Securities Zach Cummins - B. Riley Securities Operator Thank you for standing by.
Thryv Holdings, Inc. (THRY) Surpasses Q4 Earnings and Revenue Estimates
Thryv Holdings, Inc. (THRY) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to earnings of $0.32 per share a year ago.
Thryv Holdings: An Opportune Time To Wager On The SaaS Metamorphosis
Thryv Holdings' transformation into a SaaS-based CRM software company has taken longer than expected, and investors reacted negatively to recent shareholder dilution. However, a closer look suggests that the market's current "show me" skepticism about THRY works to one's advantage. While the stock currently prices in some of the expected future growth of the SaaS business, high upside remains.
Thryv Holdings, Inc (THRY) Q3 2024 Earnings Call Transcript
Thryv Holdings, Inc (NASDAQ:THRY ) Q3 2024 Results Conference Call November 7, 2024 8:30 AM ET Company Participants Cameron Lessard - Assistant Vice President, Investor Relations & Treasury Joe Walsh - Chairman and Chief Executive Officer Paul Rouse - Chief Financial Officer Conference Call Participants Jason Kreyer - Craig-Hallum Scott Berg - Needham & Company Arjun Bhatia - William Blair Robert Oliver - Robert W. Baird Zach Cummins - B.
Thryv Holdings, Inc. (THRY) Reports Q3 Loss, Lags Revenue Estimates
Thryv Holdings, Inc. (THRY) came out with a quarterly loss of $2.65 per share versus the Zacks Consensus Estimate of a loss of $2.53. This compares to loss of $0.78 per share a year ago.
Thryv: Strong Q3 Preliminary Results Overshadowed By The Equity Offering
Preliminary Q3 results show growth in Thryv's SaaS business accelerating to nearly 30% year over year, with adjusted EBITDA margins close to 12%. The company has signed an agreement to acquire a complementary business, which posted $85 million in trailing twelve-month revenue, for $80 million in cash. The equity offering to raise cash was done at a share price of $14.
Thryv Q2 Earnings: Weaker FCF Could Slow Down Its Deleveraging Efforts
Q2 results show the SaaS business continuing to grow at 25% with double-digit adjusted EBITDA margins. A sharp decline in marketing services billings together with weak FCF generation this quarter is a cause for concern. I expect stronger FCF generation in the second half of the year, which will help reduce the company's debt and alleviate investor concerns.
Thryv Holdings, Inc. (THRY) Q2 2024 Earnings Call Transcript
Thryv Holdings, Inc. (NASDAQ:THRY ) Q2 2024 Earnings Conference Call August 1, 2024 8:30 AM ET Company Participants Cameron Lessard – Assistant VP, IR & Treasury Joe Walsh – Chairman & CEO Paul Rouse – CFO Conference Call Participants Arjun Bhatia - William Blair Scott Berg - Needham & Company Daniel Moore - CJS Securities Robert Oliver - Robert W. Baird Zachary Cummins - B.
Thryv Holdings, Inc. (THRY) Q2 Earnings Miss Estimates
Thryv Holdings, Inc. (THRY) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.43 per share a year ago.
Thryv Holdings: More Attractive Now With Debt Risk Mitigated
Shares have dropped over 25% since Q1 earnings, where strong performance in the SaaS business was overshadowed by a rapid decline in the company's legacy business. Management has successfully extended the company's debt maturity until 2029, giving it ample time to pay down the remaining debt. Shares are attractively priced and offer significant upside based on my conservative expectations.
