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Thryv (THRY) investor relations material
Thryv Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
SaaS revenue grew 33.1% year-over-year to $115.9 million in Q3 2025, now representing 61% of total revenue, with Keap contributing significantly to subscriber and ARPU growth.
Consolidated revenue increased 12.1% year-over-year to $201.6 million, with net income of $5.7 million, reversing a prior year loss.
Adjusted EBITDA more than doubled to $40.8 million (20.3% margin), driven by higher-margin SaaS sales.
The company is transitioning from legacy Marketing Services to a pure-play SaaS model, targeting higher-value, multi-product clients and leveraging AI for product innovation.
The Keap acquisition, completed in October 2024 for $77 million, accelerated SaaS growth and client expansion.
Financial highlights
SaaS ARPU rose 19% year-over-year to $365, with SaaS adjusted gross margin improving 80 basis points to 73%.
Marketing Services revenue declined 7.7% year-over-year to $85.7 million, with adjusted EBITDA margin rising to 24.8%.
Free cash flow for Q3 2025 was $14.6 million; operating cash flow was $22 million.
Total company billings were $184.2 million, down 4% year-over-year; SaaS billings up 32%, Marketing Services billings down 33%.
Net debt reduced by $9 million to $265 million; total debt outstanding $268.2 million as of September 30, 2025.
Outlook and guidance
Q4 2025 SaaS revenue expected between $118 million and $121 million; full-year SaaS revenue guidance raised to $460–$463 million.
Q4 2025 SaaS Adjusted EBITDA expected between $19.2 million and $21.2 million; full-year guidance raised to $73–$75 million.
Full-year 2025 Marketing Services revenue expected at $323–$325 million; Adjusted EBITDA guidance updated to $76–$78 million.
Company remains on track to exit Marketing Services by 2028, with cash flows lasting through 2030 and projected unlevered free cash flow of $250–$300 million by 2030.
Management anticipates compliance with all debt covenants and sufficient liquidity for the next 12 months.
What drove Q3 Marketing Services EBITDA growth?
Detail drivers of organic SaaS revenue growth.
What is the debt reduction strategy?
NRR decline: How to reverse the trend?
CTO's plan for AI and product speed?
Upmarket shift: Impact on customer growth vs. ARPU?
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Frequently asked questions
Thryv Holdings, Inc. provides software services, applications and tools to enable small-to-medium sized businesses (SMBs) to manage their daily marketing tasks efficiently. Thryv offers a flexible platform – tailored to meet specific needs of different businesses by integrating with existing business applications and tools – that includes automated email marketing solution for better customer engagement, real-time social engagement monitoring & dashboards for better customer care delivery, along with other SMB marketing needs.
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