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What does Thryv Holdings do and what are its main business segments?

What is the revenue and EPS growth rate for Thryv Holdings year over year?

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- **AI-Driven Growth**: HVAC vertical initiative boosted revenue by 25%, with plans to expand into home services. AI tools like call analysis and website builders enhance customer engagement.
- **Financial Performance**: Q3 SaaS revenue $115.9M (+33% YoY), adjusted EBITDA $19.6M (17% margin). Full-year SaaS revenue guidance $440M-$463M.
- **Upmarket Strategy**: Focus on $400+/month clients (77% of base) with 12% churn vs. 25% for lower-tier, driving ARPU to $355 (Thryv) and $437 (Keap).
- **Answer Engine Optimization**: 54,000 optimized websites and AI-driven AEO improve visibility, with 27-lead success stories.
- **AI Acceleration**: New CTO Sean Wechter integrates AI across products, improving development speed and third-party CRM integrations.

**【CEO Summary Section】**
- **Business Transformation Update**: CEO Joe Walsh highlighted progress in integrating AI into the company's software, including features like social captioning and review response automation. The HVAC vertical initiative showed a 10% lift in jobs booked and 25% revenue growth, with plans to expand into home services.
- **Partner Satisfaction**: Improved partner portal updates and API integrations led to higher partner morale, with feedback indicating better alignment with their needs.
- **AI Integration**: AI tools such as call analysis and website builders are enhancing customer experience and operational efficiency, with examples like a dentist receiving 27 leads via automated call transcripts.
- **Upmarket Strategy**: Focus on customers spending $400+/month, who exhibit lower churn and higher ARPU, driving ARPU growth to $355 for Thryv and $437 for Keap.

**【CFO Financial Commentary】**
- **Q3 2025 Results**: SaaS revenue of $115.9M (+33% YoY), adjusted EBITDA of $19.6M (17% margin), and 103,000 SaaS subscribers (7% YoY growth). Thryv ARPU reached $65, with 17,000 multi-product clients (+20% YoY).
- **Legacy Transition**: Marketing Services revenue declined 33% YoY as clients migrated to SaaS, but adjusted EBITDA of $21.2M (25% margin) reflects strategic focus on pure-play software.
- **Guidance Update**: Full-year SaaS revenue $440M-$463M, adjusted EBITDA $73M-$75M, and Marketing Services revenue $323M-$325M.

**【Q&A Highlights】**
- **Answer Engines**: Thryv leverages Answer engines to enhance visibility, with 54,000 optimized websites and AI-driven answer engine optimization (AEO).
- **ARPU Growth**: Emphasis on multi-product adoption and upmarket sales, with field sales targeting $6,000/month clients, driving ARPU from $4,000 to $8,000.
- **AI Innovation**: New CTO Sean Wechter is accelerating AI development, improving product road map efficiency and integrations with third-party CRMs.
- **Customer Quality**: 77% of clients spend $400+/month, with 12% churn vs. 25% for lower-tier clients, supporting sustainable growth.


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