Thryv Holdings

THRY

Market cap $139M

Thryv Holdings, Inc. (THRY) Q4 2025 Earnings Call Transcript

Thryv Holdings, Inc. (THRY) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of $0.4. This compares to earnings of $0.19 per share a year ago.

DALLAS--(BUSINESS WIRE)--Thryv Holdings, Inc. (NASDAQ:THRY) (“Thryv” or the “Company”), the provider of Thryv®, the leading small business marketing and sales software platform, reported an increase in SaaS revenue of 14% year-over-year in the fourth quarter of 2025 and grew 34% year-over-year for the full year 2025. Fourth Quarter Financial 2025 Highlights: SaaS revenue was $119.0 million, a 14.1% increase year-over-year SaaS revenue excluding Keap was $102.8 million, a 13.1% increase year-ove.

First Eagle Small Cap Opportunity Fund A Shares (without sales charge*) posted a return of 1.71% in fourth quarter 2025. Small Cap Opportunity Fund A Shares (without sales charge*) posted a return of 1.71% in fourth quarter 2025.

DALLAS--(BUSINESS WIRE)--Thryv® Holdings, Inc. (NASDAQ:THRY) (“Thryv'' or the “Company”), provider of the leading small business marketing and sales software platform, announced today that it will release its fourth quarter and full year 2025 financial results on Thursday, February 26, before the market opens. The release will be followed by a conference call at 8:30 a.m. ET to discuss the results with the investment community. To register for this conference call, please use this link or visit.

DALLAS--(BUSINESS WIRE)--Small business owners see challenges ahead in 2026, leading to muted optimism according to new data from Thryv® (NASDAQ: THRY). The small business (SMB) marketing platform surveyed SMBs in mid-December 2025. When asked to select business factors they felt optimistic about, ranging from the economy and competitive edge to tech advances like AI and hiring capabilities, “none of the above” was the top choice (39 percent). Slight bright spots: almost a third of SMBs express.

Thryv Holdings is a compelling small-cap value play, transitioning from Yellow Pages to a recurring SaaS business with >30% SaaS growth. THRY's SaaS segment now comprises 58% of revenue, with organic growth at 14% and adjusted EBITDA margin near 20%. Despite a 60% stock decline, THRY trades at just 3.3x EV/FY25 adjusted EBITDA, offering deep value amid market pessimism.

Thryv Holdings, Inc.'s share price has fallen over 50% after Q3 earnings. The Q3 THRY report had some negative surprises, but the overall investment thesis for the company remains intact. I think the market overreacted to the Q3 results.

DALLAS--(BUSINESS WIRE)--With AI at the forefront of most current business innovations, small business experts from Thryv, Inc. (NASDAQ:THRY) share their predictions for those trends poised to transform how SMBs compete and succeed in 2026. AI Rapidly Accelerates Small Business Digital Transformation Small business productivity will skyrocket as business owners use AI-enhanced automations for everything from marketing to invoicing and scheduling, to customer communications. Beyond that, the ins.

Shares of Thryv Holdings, Inc. have fallen nearly 40% since Q3 earnings, where full year SaaS revenue guidance was slightly lowered, while adjusted EBITDA was raised. The market appears to be concerned by the deceleration in organic growth, along with the weak FCF generation so far this year. Management remains optimistic on achieving the target of nearly doubling SaaS revenue by 2030, mainly driven by upselling.