NASDAQ$THRY
Thryv Holdings Inc · Q4 2022 earnings
Q4 2022 earnings · · Investor relations
Briefing
Thryv grew SaaS revenue and exceeded guidance metrics in Q4 2022.
Thryv Holdings, Inc. reported strong fourth-quarter results, with a 25% year-over-year increase in SaaS revenue. The company exceeded all guidance metrics, reporting strong SaaS revenue growth, improving SaaS Adjusted EBITDA, and increasing marketing services revenue.
- Total SaaS clients increased 13% year-over-year.
- SaaS monthly active users increased 37% year-over-year.
- Total SaaS revenue was $59.3 million, a 24.9% increase year-over-year.
- Total Marketing Services revenue was $220.1 million, an 11.7% increase year-over-year.
Headline financials
Revenue & EPS history
Thryv · Revenue · Quarterly
$279M
Revenue by segment
Thryv · $279M total across 2 segments · Q4 2022
- Marketing Services$220M—78.8%
- SaaS$59.3M—21.2%
Forward guidance
Thryv is issuing guidance for the full year 2023.
Tailwinds
- SaaS Revenue $257 to $259 million
- SaaS Adjusted EBITDA Turns Profitable
- Marketing Services Revenue $635 - $649 million
- Marketing Services Adjusted EBITDA $185 - $187 million
- SaaS Revenue $59.5 - $60.0 million
Headwinds
- These statements are forward-looking and actual results may materially differ.
- The Company’s ability to maintain adequate liquidity to fund operations.
- The Company’s future operating and financial performance.
- The Company’s ability to consummate acquisitions, or, if consummated, to successfully integrate acquired businesses into the Company’s operations, the Company’s ability to recognize the benefits of acquisitions, or the failure of an acquired company to achieve its plans and objectives
- Limitations on our operating and strategic flexibility and the ability to operate our business, finance our capital needs or expand business strategies under the terms of our credit facilities
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 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 |
|---|---|---|---|---|
| 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% | |
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| Q2 2012 | — | — | — | |
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| Q4 2012 | — | — | — |
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