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Sep 30, 2025
Thryv Q3 2025 Earnings Report
Thryv reported strong third quarter 2025 results with significant SaaS revenue growth and exceeding SaaS Adjusted EBITDA guidance.
Key Takeaways
Thryv Holdings, Inc. delivered a strong third quarter in 2025, marked by a 33% year-over-year increase in SaaS revenue to $115.9 million and a consolidated total revenue of $201.6 million, up 12% year-over-year. The company achieved a consolidated net income of $5.7 million, a significant improvement from a net loss in the prior year, and exceeded its SaaS Adjusted EBITDA guidance, demonstrating effective execution of its strategy to increase customer spend.
SaaS revenue grew by 33% year-over-year, reaching $115.9 million.
Consolidated total revenue increased by 12% year-over-year to $201.6 million.
Net income for the quarter was $5.7 million, a substantial turnaround from a net loss of $96.1 million in Q3 2024.
SaaS monthly ARPU expanded by 19% year-over-year to $365, indicating successful customer spend growth.
Revenue by Segment
Forward Guidance
Thryv is providing guidance for the fourth quarter and full year 2025, projecting continued growth in SaaS revenue and Adjusted EBITDA for both SaaS and Marketing Services segments.
Positive Outlook
- Q4 2025 SaaS Revenue expected between $118.0 million and $121.0 million.
- Full Year 2025 SaaS Revenue expected between $460.0 million and $463.0 million.
- Q4 2025 SaaS Adjusted EBITDA expected between $19.2 million and $21.2 million.
- Full Year 2025 SaaS Adjusted EBITDA expected between $73.0 million and $75.0 million.
- Full Year 2025 Marketing Services Adjusted EBITDA expected between $76.0 million and $78.0 million.
Challenges Ahead
- Q4 2025 Marketing Services Revenue expected between $71.6 million and $73.6 million, indicating a potential decrease from Q3 2025.
- No specific negative guidance points were highlighted in the report.
- Potential for economic slowdowns to impact small business spending.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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