Thryv Holdings, Inc. (THRY)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$1.19-8.46%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · THRY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"Our second quarter marked another step forward in the transformation of our business, with SaaS now representing 76% of our revenue and ARPU growing 12% year-over-year," said Joe Walsh, Thryv Chairm…
Stated in 2 of 2 supplied quarters. Management reported: “"Our second quarter marked another step forward in the transformation of our business, with SaaS now representing 76% of our revenue and ARPU growing 12% year-over-year," said Joe Walsh, Thryv Chairman and CEO.” “In addition, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Gross Profit are used by management for budgeting and forecasting as well as measuring the Company’s performance.” Revenue was $150.728 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“"Our second quarter marked another step forward in the transformation of our business, with SaaS now representing 76% of our revenue and ARPU growing 12% year-over-year," said Joe Walsh, Thryv Chairm…”
“In addition, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Gross Profit are used by management for budgeting and forecasting as well as measuring the Company’s performance.”
The Company expects to incur total restructuring and related charges of approximately $20 million to $25 million, approximately 10% of which has already been incurred, with approximately 40% expected…
Stated in 1 of 2 supplied quarters. Management reported: “The Company expects to incur total restructuring and related charges of approximately $20 million to $25 million, approximately 10% of which has already been incurred, with approximately 40% expected to be recognized in the second half of 2026 and the remaining 50% to be recognized in 2027.” “Cost savings are anticipated to begin in 2027, building to approximately $55 million to $60 million in gross annualized cost savings upon completion.”
“The Company expects to incur total restructuring and related charges of approximately $20 million to $25 million, approximately 10% of which has already been incurred, with approximately 40% expected…”
in an all-cash transaction for total consideration of $142 million .
Stated in a supplied disclosure. Management reported: “in an all-cash transaction for total consideration of $142 million .” “The Company intends to use the net proceeds to repay outstanding debt and other liabilities, further strengthening the balance sheet.”
Address the significant decline in Marketing Services revenue while improving adjusted EBITDA margins and profitability.
Issue quarterly and full-year guidance for total revenue, SaaS revenue, Marketing Services revenue, and adjusted EBITDA.
Over the trailing year it converted 2.27x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.