NASDAQ$THRY
Thryv Holdings Inc · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
Thryv's second quarter results were released, showing revenue growth and increased adoption of its SaaS platform.
Thryv reported a 14.8% increase in consolidated revenue, driven by growth in both SaaS and Marketing Services. The company is also raising its full year guidance.
- Total SaaS revenue increased by 26.1% year-over-year.
- Total Marketing Services revenue increased by 12.9% year-over-year.
- SaaS Monthly Active Users (MAU) grew by 27% year-over-year.
- SaaS Net Dollar Retention (NDR) reached 96%.
Headline financials
Revenue & EPS history
Thryv · Revenue · Quarterly
$334M
Revenue by segment
Thryv · $334M total across 2 segments · Q2 2022
- Marketing Services$282M+12.9%84.4%
- SaaS$52.2M+26.1%15.6%
Forward guidance
The company provided guidance for Q3 2022 and FY 2022, raising guidance from previous range.
Tailwinds
- Total SaaS Revenue: $53.7 to $54.2 million for Q3 2022 and $209.5 to $211.0 million for FY 2022, raised from previous guidance.
- Adjusted EBITDA: $4.8 to $5.3 million loss for Q3 2022 and $16.0 to $19.0 million loss for FY 2022, improved from previous guidance.
- Total Marketing Services Revenue: $205.0 to $210.0 million for Q3 2022 and $955.0 to $970.0 million for FY 2022, raised from previous guidance.
- Adjusted EBITDA: $335.0 to $340.0 million for FY 2022, raised from previous guidance.
- Company expects FY22 Marketing Services EBITDA margin of ~35%
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2022
-2.5%
Avg return
Earnings day
-2.9%
Avg return
5 days after
-1.6%
Avg return
30 days after
44%
12 / 27 earnings
Positive
+12.0%
Q3 2023
Best reaction
-46.6%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | -2.2% | +4.1% | +6.0% | |
| Q4 2025 | -46.6% | -25.0% | -36.5% | |
| Q3 2025 | -30.8% | -43.7% | -51.9% | |
| Q1 2025 | -9.2% | -1.3% | -2.9% | |
| Q4 2024 | -6.1% | -9.5% | -27.7% | |
| Q3 2024 | -7.8% | -7.0% | +2.5% | |
| Q2 2024 | -6.9% | -14.8% | -6.5% | |
| Q1 2024 | -9.2% | -9.3% | -11.0% | |
| Q4 2023 | -5.9% | -3.7% | +4.6% | |
| Q3 2023 | +12.0% | +13.3% | +12.5% | |
| Q2 2023 | +1.9% | +3.5% | -12.4% | |
| Q1 2023 | -4.8% | -7.8% | +9.2% | |
| Q4 2022 | -0.5% | -2.7% | -9.4% | |
| Q3 2022 | -12.1% | -7.5% | -6.4% | |
| Q2 2022 | +6.1% | +9.1% | +1.4% | |
| Q1 2022 | +2.5% | -5.1% | -2.9% | |
| Q4 2021 | -0.1% | +4.4% | -4.2% | |
| Q3 2021 | +9.8% | +9.7% | +15.6% | |
| Q2 2020 | -2.8% | -9.2% | -14.2% | |
| Q2 2021 | -2.8% | -9.2% | -14.2% | |
| Q1 2020 | +11.5% | +8.5% | +27.6% | |
| Q1 2021 | +11.5% | +8.5% | +27.6% | |
| Q4 2020 | +6.5% | +4.1% | +18.0% | |
| Q4 2018 | +6.5% | +4.1% | +18.0% | |
| Q3 2020 | +3.5% | +2.3% | +4.5% | |
| Q4 2019 | +3.5% | +2.3% | +4.5% | |
| Q3 2019 | +3.5% | +2.3% | +4.5% | |
| Q4 2017 | — | — | — | |
| Q3 2017 | — | — | — | |
| Q1 2017 | — | — | — | |
| Q3 2015 | — | — | — | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — | |
| Q4 2013 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q3 2012 | — | — | — | |
| Q2 2012 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — | |
| Q4 2012 | — | — | — |
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