Thryv Holdings, Inc. (THRY)
NASDAQ:THRY
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.1Last Year’s EPS
0.31Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized clear strategic progress: SaaS growth beating expectations, meaningful upmarket traction (ARPU +13% YoY), strong Marketing Center adoption (~30% YoY), accelerating multiproduct adoption, and manageable leverage with upgraded revenue guidance. The principal negatives are an intentional but sizable decline in marketing services billings (-33% YoY), some SaaS gross margin compression and a near-term SaaS EBITDA miss tied to strategic upgrades, and noise in customer counts driven by legacy migrations. Management framed the negatives as deliberate investments to improve long-term economics. Overall, the positives around recurring SaaS growth, product momentum (including AI) and guidance improvements outweigh the transition-related headwinds.Company Guidance
SaaS Revenue Beat and Mix Shift
SaaS reported revenue of $116.7M (CEO referenced ~$117M), up 5% year-over-year and above guidance; SaaS now represents ~70% of total company revenue, marking a structural shift from marketing services to a pure SaaS business.
Marketing Center Strong Momentum
Marketing Center grew ~30% year-over-year in Q1, cited as the centerpiece of the Market, Sell, Grow strategy and a primary driver of new customer engagement and upmarket wins.
ARPU and Annualized Client Spend Expansion
ARPU increased to $378/month, up 13% year-over-year; annualized client spend has eclipsed $4,500; quality customers now represent 70% of SaaS revenue (up from 62% a year ago) and quality customer count grew 6% year-over-year.
AI Product Adoption and Early Impact
Multiple AI capabilities (image generation, AI lead scoring, AI guided dashboard, review responses, AI website builder, AI captioning) are live and showing strong early adoption; management reports improved client engagement, lead conversion and product stickiness.
Multiproduct Adoption and Subscriber Base
Clients using 2+ SaaS products grew to 26,000 (30% of base) from 24,000 (25%) a year ago; the company ended the quarter with 96,000 SaaS subscribers, indicating accelerating cross-sell/attach.
Marketing Services Profitability and Cash Generation
Marketing Services revenue of $50.9M exceeded guidance; Marketing Services adjusted EBITDA was $13.2M, yielding a 26% EBITDA margin. Management emphasizes predictable billings-to-cash patterns despite shifting cadence.
Balance Sheet Strength and Upgraded Guidance
Net debt was $258M with a leverage ratio of 1.7x. Company raised the low end of full-year SaaS revenue guidance to $463M–$471M, raised full-year Marketing Services revenue guidance to $157M–$163M, and maintained full-year SaaS adjusted EBITDA guidance of $70M–$75M and Marketing Services adjusted EBITDA guidance of $30M–$35M.
THRY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
THRY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $3.66 | $3.58 | -2.19% |
Feb 26, 2026 | $3.92 | $2.10 | -46.43% |
Oct 30, 2025 | $11.70 | $8.17 | -30.17% |
Jul 30, 2025 | $12.14 | $13.06 | +7.58% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Thryv Holdings, Inc. (THRY) report earnings?
Thryv Holdings, Inc. (THRY) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Thryv Holdings, Inc. (THRY) earnings time?
Thryv Holdings, Inc. (THRY) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is THRY EPS forecast?
THRY EPS forecast for the fiscal quarter 2026 (Q2) is -0.1.