Thryv(THRY) - 2025 Q3 - Earnings Call Presentation

Q3 2025 Financial Performance - SaaS revenue increased to $115.903 million, a 33.1% year-over-year increase compared to $87.055 million in 2024[35] - Marketing Services revenue decreased to $85.652 million, a 7.7% year-over-year decrease compared to $92.797 million in 2024[35] - Consolidated revenue increased to $201.555 million, a 12.1% year-over-year increase compared to $179.852 million in 2024[35] - Net income was $5.654 million, compared to a net loss of $96.071 million in 2024[35] Profitability Metrics - SaaS Adjusted EBITDA was $19.591 million with a margin of 16.9%[35] - Marketing Services Adjusted EBITDA was $21.242 million with a margin of 24.8%[35] - Consolidated Adjusted EBITDA was $40.833 million with a margin of 20.3%[35] Billings - Total Company billings were $184.2 million, a 4% year-over-year decrease[59] - SaaS billings were $113.6 million, a 32% year-over-year increase[59] - Marketing Services billings were $70.6 million, a 33% year-over-year decrease[59] FY 2025 Outlook - The company expects SaaS revenue between $460.0 million and $463.0 million, representing a 34% to 35% increase[63] - The company expects Marketing Services revenue between $323.0 million and $325.0 million, representing a ~32% to ~33% decline[63] - The company expects total revenue between $783.0 million and $788.0 million, representing a ~4% to ~5% decline[63]