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Earnings Call Summary | Thryv Holdings(THRY.US) Q1 2024 Earnings Conference

Earnings Call Summary | Thryv Holdings(THRY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Thryv Holdings (THRY.US) 2024 年第一季度業績會議
富途資訊 ·  05/05 05:26  · 電話會議

The following is a summary of the Thryv Holdings, Inc. (THRY) Q1 2024 Earnings Call Transcript:

以下是Thryv Holdings, Inc.(THRY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Thryv Holdings reported Q1 SaaS revenue of $74.3 million, a 24% increase year over year.

  • The SaaS adjusted EBITDA for the quarter was $3.4 million with a margin of 4.6%.

  • The adjusted gross margin for SaaS was 68.4%, up 420 basis points year over year, although it decreased by 130 basis points from the previous quarter.

  • Marketing Services reported a revenue of $159.3 million and an adjusted EBITDA of $50.7 million.

  • Thryv's net debt position was $341 million at the end of Q1, with a leverage ratio of 1.9 times net debt to EBITDA.

  • Thryv Holdings報告稱,第一季度SaaS收入爲7,430萬美元,同比增長24%。

  • SaaS調整後的本季度息稅折舊攤銷前利潤爲340萬美元,利潤率爲4.6%。

  • 調整後的SaaS毛利率爲68.4%,同比增長420個點子,儘管比上一季度下降了130個點子。

  • 營銷服務報告收入爲1.593億美元,調整後的息稅折舊攤銷前利潤爲5,070萬美元。

  • 截至第一季度末,Thryv的淨負債狀況爲3.41億美元,槓桿率爲淨負債與息稅折舊攤銷前利潤的1.9倍。

Business Progress:

業務進展:

  • Thryv has started seeing significant traction in their center strategy, with over 8% of their clients now having two or more paid centres, up from practically zero a year ago.

  • The company has expanded its SaaS subscriber base to approximately 70,000, a 30% increase year over year and 6% sequentially.

  • Thryv recently completed a refinancing which provides them financial flexibility to invest in growing their client base, new centers, and increasing spending with existing customers.

  • A strategic shift in their sales commission structure is proving effective in increasing multi-center sales and boosting software sales over legacy products.

  • The company is steadily increasing its SaaS business, with projections to pass 50% next year.

  • The new technology leadership with Rees Johnson is expected to help progress Thryv's software developments.

  • Thryv的中心戰略已開始受到巨大關注,現在有超過8%的客戶擁有兩個或更多的付費中心,而去年同期幾乎爲零。

  • 該公司已將其SaaS用戶群擴大到約70,000人,同比增長30%,環比增長6%。

  • Thryv最近完成了一項再融資,這爲他們提供了財務靈活性,可以投資於擴大客戶群、新中心和增加對現有客戶的支出。

  • 事實證明,與傳統產品相比,其銷售佣金結構的戰略轉變可以有效增加多中心銷售並促進軟件銷售。

  • 該公司正在穩步增長其SaaS業務,預計明年將超過50%。

  • 里斯·約翰遜的新技術領導層預計將有助於推進Thryv的軟件開發。

More details: Thryv Holdings IR

更多詳情: Thryv Holdings IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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