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Thryv(THRY) - 2022 Q2 - Quarterly Report
2022-08-04 11:23
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-35895 THRYV HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 13-2740040 (State or other ...
Thryv Holdings (THRY) Investor Presentation - Slideshow
2022-05-25 15:59
thryv 1ST QUARTER 2022 INVESTOR PRESENTATION ©2022 Thryv, Inc. All Rights Reserved. Exhibit 99.2 SAFE HARBOR This Presentation may include certain forward-looking statements, including, without limitation, statements concerning the conditions of our industry and our operations, performance, and financial condition, including, in particular, statements relating to our business, growth strategies, product development efforts, and future expenses. Forward-looking statements can be identified by words such as ' ...
Thryv(THRY) - 2022 Q1 - Quarterly Report
2022-05-05 12:59
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-35895 THRYV HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 13-2740040 (State or othe ...
Thryv(THRY) - 2022 Q1 - Earnings Call Transcript
2022-05-05 00:29
Call Start: 16:30 January 1, 0000 5:09 PM ET Thryv Holdings, Inc. (NASDAQ:THRY) Q1 2022 Earnings Conference Call May 4, 2022 04:30 PM ET Company Participants Cameron Lazard - Investor Relations Joe Walsh - Chairman and Chief Executive Officer Paul Rouse - Chief Financial Officer Conference Call Participants Arjun Bhatia - William Blair & Company John Godin - Needham & Company Zach Cummings - B. Riley Securities Shrenik Kothari - Robert W. Baird & Co. Daniel Moore - CJS Securities, Inc. Operator Ladies and g ...
Thryv(THRY) - 2022 Q1 - Earnings Call Presentation
2022-05-04 22:22
thryv 1ST QUARTER 2022 INVESTOR PRESENTATION ©2022 Thryv, Inc. All Rights Reserved. Exhibit 99.2 SAFE HARBOR This Presentation may include certain forward-looking statements, including, without limitation, statements concerning the conditions of our industry and our operations, performance, and financial condition, including, in particular, statements relating to our business, growth strategies, product development efforts, and future expenses. Forward-looking statements can be identified by words such as ' ...
Thryv(THRY) - 2021 Q4 - Annual Report
2022-03-15 12:46
x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-35895 THRYV HOLDINGS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Exact name of registrant as specified in its charter) Delaware 13-2740040 (State or other jur ...
Thryv(THRY) - 2021 Q4 - Earnings Call Transcript
2022-03-10 20:47
Thryv Holdings, Inc. (NASDAQ:THRY) Q4 2021 Earnings Conference Call March 10, 2022 8:30 AM ET Company Participants Cameron Lazard - Investor Relations Joe Walsh - Chairman and Chief Executive Officer Paul Rouse - Chief Financial Officer Conference Call Participants Arjun Bhatia - William Blair Scott Berg - Needham Daniel Moore - CJS Securities Zach Cummings - B. Riley Securities Shrenik Kothari - Baird Operator Good morning. My name is Emma and I will be your conference operator today. At this time, I would ...
Thryv(THRY) - 2021 Q4 - Earnings Call Presentation
2022-03-10 19:10
Exhibit 99.2 Investor Supplement Fourth Quarter and FY 2021 Safe Harbor This Presentation may include certain forward-looking statements, including, without limitation, statements concerning the conditions of our industry and our operations, performance, and financial condition, including, in particular, statements relating to our business, growth strategies, product development efforts, and future expenses. Forward-looking statements can be identified by words such as ''anticipates,'' ''intends,'' ''plans, ...
Thryv(THRY) - 2021 Q3 - Quarterly Report
2021-11-12 13:47
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-35895 THRYV HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 13-2740040 (State or ...
Thryv(THRY) - 2021 Q3 - Earnings Call Transcript
2021-11-11 21:50
Financial Data and Key Metrics Changes - SaaS revenue for Q3 2021 was $44.8 million, representing a 41% year-over-year increase, driven by a steady increase in clients and a rise in average revenue per unit (ARPU) [29][30] - SaaS ARPU increased to $340, up 31% year-over-year, attributed to a shift in subscription mix and upselling to higher-priced tiers [30] - Third quarter adjusted gross margin was 70%, with an adjusted EBITDA margin of 34.4% [35][36] - SaaS churn improved to 1.7%, a 90 basis point improvement year-over-year [31] Business Line Data and Key Metrics Changes - U.S. marketing services revenue for Q3 was $213.2 million, a 2.3% increase year-over-year, driven by a strong print publication schedule [32] - Marketing services billings decreased by 21% year-over-year, consistent with previous quarters, indicating a steady decline in this segment [33] - Thryv International revenue was 53.3 million Australian dollars, ahead of guidance, with a reporting basis of $39.3 million [34] Market Data and Key Metrics Changes - New acquisition channels now represent 22% of overall sales, doubling from the previous year [11] - Daily active users increased over 30% year-over-year, with significant engagement in platform features [12] Company Strategy and Development Direction - The company is focused on building a SaaS business and is actively pursuing SaaS acquisitions to enhance growth and capabilities [39][40] - The Sensis acquisition in Australia has shown promising early results, with strong customer engagement and a media campaign driving traffic [22][23] - The introduction of a centralized inbox feature aims to streamline communication for small businesses, enhancing user experience [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the small business market's transition to cloud solutions, indicating a significant growth opportunity [70] - The company is confident in its ability to penetrate the Australian market and expects to ramp up sales efforts in 2022 [82] - Management acknowledged mixed confidence among small businesses due to inflation concerns but remains bullish on future growth [70] Other Important Information - The company received an APPEALIE award for customer success, highlighting the quality of its software [38] - The company is planning an Investor Day in March to unveil its strategy in detail [41] Q&A Session Summary Question: Thoughts on medium and long-term targets given current growth - Management noted a shift to a growth-oriented stance, allowing for increased investment in product development and engineering talent, which has contributed to current growth rates [47][48] Question: Balance between expanding existing customers and new customer acquisition - Management indicated there is pricing power in the offering, with existing customers increasingly purchasing more features and services [51][53] Question: SaaS M&A strategy and potential acquisition sizes - Management stated that while larger acquisitions are challenging due to current valuations, smaller tuck-in acquisitions are more feasible at this time [55][57] Question: Uptake of new verticalized functionality and demand from specific verticals - Management reported that financial improvements from verticalized functionality are expected to materialize in 2022, with traction seen in service-oriented verticals [62] Question: Dynamics of marketing services business and billings - Management explained that the lumpiness of the marketing services schedule leads to variability in billings, with strong quarters driven by print publication schedules [73][75]