Thryv's SaaS revenue grew 48% YoY, with 25% organic growth, and Adjusted EBITDA margins above 20%. Management continues to add new product offerings to the platform, and now 18% of customers use multiple products. With the SaaS and legacy print business generating healthy FCF, the debt on the balance sheet is less of a concern.
Thryv Holdings, Inc. (NASDAQ:THRY ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Cameron Lessard - Assistant Vice President of Investor Relations, Corporate Development & Treasury Joseph A. Walsh - Chairman & CEO Paul D.
Thryv Holdings, Inc. (THRY) came out with quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.33 per share a year ago.
Thryv continues to make its SaaS transformation, with the company's cloud-based marketing software business now making up over 61% of revenue. However, sentiment for THRY stock continues to zig-zag, as investors question whether the SaaS business will grow fast enough to overcome the demise of Thryv's legacy phone book publishing business. While uncertainty remains, THRY's valuation more than accounts for this, given the current stock price, relative to the company's potential value, when the transformation is completed in 2030.
Thryv Holdings, Inc. (NASDAQ:THRY ) Q1 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Cameron Lessard - Head, Investor Relations & Vice President, Corporate Development & Strategy Joe Walsh - Chairman & Chief Executive Officer Grant Freeman - President Paul Rouse - Chief Financial Officer Conference Call Participants Arjun Bhatia - William Blair Scott Berg - Needham Jason Kreyer - Craig-Hallum Zach Cummins - B. Riley Securities Matt Swanson - RBC Operator Thank you for standing by.
Thryv Holdings, Inc. (THRY) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of $0.24. This compares to earnings of $0.22 per share a year ago.
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.
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. (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) 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' 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 (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.