NASDAQ$THRY

Thryv Holdings Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Reported strong Q4 and fiscal year 2021 results, exceeding all guidance targets.

Thryv reported a strong finish to 2021, with Q4 representing their largest SaaS revenue quarter on record. The company beat all of its 2021 guidance targets and acquired Vivial Media Holdings, Inc.

  • Total SaaS revenue grew 36% year-over-year.
  • Consolidated total revenue was $244.4 million, a decrease of 1.0% year-over-year
  • Consolidated net income was $5.1 million.
  • SaaS Average Revenue per Unit (“ARPU”) increased to $351.

Headline financials

Total Revenue

$244M

Previous: $247M-1.0%
EPS (adj)

$0.13

Previous: $3.31-96.1%
SaaS Monthly ARPU

$351.00

Previous: $293.00+19.8%
Net Income

$5.1M

Previous: $110M-95.4%
Operating Income

$5.25M

Previous: $17.4M-69.8%
Gross Profit

$151M

Previous: $141M+7.2%
Cash & Equivalents

$11.3M

Previous: $2.41M+368.1%
Total Assets

$1.3B

Previous: $1.21B+7.0%
Stock-Based Comp

$1.86M

Previous: $1.3M+43.2%

Revenue & EPS history

Thryv · Revenue · Quarterly

$244M

Q4 2021-1%vs Q4 2020
Beat estimate in 8 of 8 quarters(100%)
ActualEstimate

Revenue by segment

Thryv · $184M total across 2 segments · Q3 2023

  • Marketing Services
    $117M-48.0%
  • SaaS
    $67.4M+19.1%

Forward guidance

Thryv is issuing guidance for the first quarter and full year 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

-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

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
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 2018+6.5%+4.1%+18.0%
Q4 2020+6.5%+4.1%+18.0%
Q3 2020+3.5%+2.3%+4.5%
Q3 2019+3.5%+2.3%+4.5%
Q4 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 2012
Q3 2013
Q2 2013
Q2 2012
Q1 2013
Q4 2012

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