earnings
confidence high
sentiment positive
materiality 0.75
Thryv Q3 SaaS revenue $45M (+41% YoY); raises 2021 SaaS guidance to $169-171M
Thryv Holdings, Inc.
2021-Q3 EPS reported
$2.67
revenue$868,943,000
- US SaaS revenue $45M (+41% YoY); total revenue $297M (+24%); net income $36M.
- Adjusted EBITDA $102M (34% margin); gross profit $193M (+43% YoY).
- SaaS ARPU rose to $340 from $260; monthly churn improved to 2.1% from 2.7%.
- Net Dollar Retention improved 11pp to 90%; Seasoned NDR 95%.
- Raised FY2021 SaaS guidance to $169-171M (prev $157-160M); Marketing Services to $785-790M.