Thryv Holdings, Inc.

NasdaqCM:THRY Aktierapport

Börsvärde: US$176.1m

Thryv Holdings Förvaltning

Förvaltning kriterier kontrolleras 3/4

Thryv Holdings VD är Joe Walsh, utsedd i Oct 2014, har en mandatperiod på 11.58 år. totala årliga ersättningen är $ 5.26M, bestående av 20.2% lön 79.8% bonusar, inklusive företagsaktier och optioner. äger direkt 4.94% av företagets aktier, värda $ 8.71M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.8 år respektive 5.7 år.

Viktig information

Joe Walsh

Verkställande direktör

US$5.3m

Total ersättning

VD-lön i procent20.17%
Anställning som VD11.6yrs
Ägande av VD4.9%
Ledningens genomsnittliga anställningstid4.8yrs
Styrelsens genomsnittliga mandatperiod5.7yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse May 25

THRY: AI SaaS Pivot And Churn Reset Will Shape 2026 Cash Outlook

Analysts have reduced their price target on Thryv Holdings to $5 from $15, pointing to softer medium term expectations as the company shifts its SaaS offering toward an AI native unified platform and anticipates higher churn from smaller customers before potential benefits from larger clients. Analyst Commentary Bearish analysts have reacted to Thryv Holdings' latest update by sharply reducing expectations, with one price target moving to US$5 from US$15 after the Q4 print and FY26 outlook.
Uppdatering av berättelse Apr 28

THRY: AI SaaS Pivot Will Reshape 2026 Churn And Cash Outlook

Analysts have sharply cut Thryv Holdings' average price targets, with examples ranging from a move to $5 from $15 and to $7 from $13, as they factor in the planned shift toward an AI native unified SaaS platform, expected near term churn among smaller customers, and a focus on higher value clients over time. Analyst Commentary Recent price target cuts reflect a reset in expectations as bearish analysts react to Thryv's planned move toward an AI native unified SaaS platform and the related guidance for 2026.
Uppdatering av berättelse Apr 14

THRY: AI Native SaaS Pivot Will Ultimately Support Margin And Cash Flow Recovery

Analysts cut the fair value estimate for Thryv Holdings to $6.00 from $15.00, reflecting reduced price targets in the $5 to $7 range as they factor in softer revenue assumptions, higher required returns, lower future P/E expectations, and a focus on improved profit margins during the shift toward an AI native, unified SaaS platform. Analyst Commentary Recent research takes a more cautious stance on upside potential, but there are still clear pockets of optimism around Thryv Holdings as it leans into an AI native, unified SaaS model.
Uppdatering av berättelse Mar 30

THRY: AI Native SaaS Pivot Will Reset 2026 Churn And Cash Profile

Narrative Update Analysts have cut Thryv Holdings' price targets sharply, with recent moves from $15 to $5 and from $13 to $7. These changes reflect concerns around the SaaS transition toward an AI native unified platform and near term churn risk, even as analysts note potential upside from higher value clients over time.
Seeking Alpha Mar 28

Thryv: Good Value, But SaaS Execution Is Shakier (Downgrade)

Summary Thryv has lost 60% YTD, pressured by SaaS sector turmoil and macro headwinds. At a 3.4x EV/FY26 adjusted EBITDA multiple, THRY appears deeply discounted, but execution risk remains high. FY26 guidance calls for $611–$631M revenue (-20% to -22%) and $100–$110M adjusted EBITDA (-31% midpoint). I downgrade THRY to neutral, citing weak growth outlook and customer churn risk despite low valuation. Read the full article on Seeking Alpha
Uppdatering av berättelse Mar 16

THRY: AI Native SaaS Transition Will Reshape 2026 Outlook And Risk Profile

Narrative Update Analysts have cut the average price target for Thryv Holdings sharply, with recent moves from $15 to $5 and from $13 to $7. These changes are tied to concerns about the shift toward an AI native unified SaaS platform, expected churn among smaller customers, and uncertainty around the 2026 outlook for small business spending.
Uppdatering av berättelse Mar 02

THRY: AI Native SaaS Shift And Index Removals Will Set Up Rebound

Analysts have reduced their price targets on Thryv Holdings, with our fair value estimate moving from $13.00 to $4.75, as they factor in the shift toward an AI native unified SaaS platform, higher expected churn among smaller clients, updated discount rate assumptions, and a lower future P/E multiple despite slightly higher projected profit margins. Analyst Commentary Recent Street research has focused on how Thryv's shift toward an AI native unified SaaS platform and updated guidance are feeding into valuation, growth expectations, and execution risk.
Uppdatering av berättelse Feb 16

THRY: Index Removals Will Set Stage For Future Upside Potential

Analysts now see Thryv Holdings as fairly valued at $13.00 per share, with the updated target based on slightly adjusted assumptions for the discount rate, revenue trajectory, profit margins and future P/E expectations. What's in the News Thryv Holdings, Inc.
Uppdatering av berättelse Feb 02

THRY: Self Serve SaaS Transition Will Eventually Clarify And Support Recovery Potential

Analysts have maintained their fair value estimate for Thryv Holdings at US$15.00, incorporating slightly softer revenue growth assumptions and a modestly higher discount rate. This reflects concerns about challenging SaaS growth and limited near term visibility highlighted in recent research.
Analysartikel Jan 28

Thryv Holdings, Inc.'s (NASDAQ:THRY) 26% Dip In Price Shows Sentiment Is Matching Revenues

Unfortunately for some shareholders, the Thryv Holdings, Inc. ( NASDAQ:THRY ) share price has dived 26% in the last...
Uppdatering av berättelse Jan 19

THRY: Self Serve SaaS Transition Will Eventually Support Medium Term Upside

Analysts have kept their fair value estimate for Thryv Holdings steady at $13.00. However, with a slightly higher discount rate and future P/E assumption, many are tempering expectations in light of recent downgrades that cite challenging growth dynamics and limited near term visibility in the SaaS transition.
Uppdatering av berättelse Jan 05

THRY: Self Serve Transition Will Set Up SaaS Business For Recovery

Analysts have reduced their price target on Thryv Holdings from US$26 to US$15, citing recent downgrades and concerns about challenging growth in the software business, as well as limited near term visibility while the company works through a transition in its customer acquisition model. Analyst Commentary Recent commentary from Street research has shifted to a more cautious tone, with the stock moving to a Market Perform stance and no formal price target.
Uppdatering av berättelse Dec 15

THRY: Self-Serve SaaS Pivot Will Drive Medium-Term Upside Despite Downgrade

Analysts have nudged their price target for Thryv Holdings slightly higher to $13.00 from $13.00, reflecting updated modeling assumptions that modestly tweak discount rates and long term profitability, while still highlighting near term growth visibility challenges in the SaaS transition. Analyst Commentary Recent research updates underscore a mixed backdrop for Thryv Holdings, with valuation adjustments reflecting both execution risk in the SaaS pivot and potential upside if the transition stabilizes.
Uppdatering av berättelse Nov 30

THRY: Self-Serve Transition Will Drive Medium-Term Upside Amid Downgrade Concerns

Analysts have modestly lowered their fair value estimate for Thryv Holdings to $13.00 per share. This change reflects concerns about challenging growth and limited visibility in the company’s near-term outlook.
Uppdatering av berättelse Nov 16

THRY: Future Revenue Stream Will Depend On Stabilizing Self-Serve Transition

Analysts have lowered their fair value price target for Thryv Holdings from $19.50 to $13.00. They cite increased uncertainty over the company’s growth prospects and profitability during a challenging transition period.
Analysartikel Nov 04

Why Investors Shouldn't Be Surprised By Thryv Holdings, Inc.'s (NASDAQ:THRY) 41% Share Price Plunge

The Thryv Holdings, Inc. ( NASDAQ:THRY ) share price has fared very poorly over the last month, falling by a...
Uppdatering av berättelse Nov 01

THRY: Digital Transformation Will Support Future Margin Improvement And Value Creation

Analysts have lowered their price target for Thryv Holdings from $21.75 to $19.50, citing increased discount rates, reduced revenue growth expectations, and a lower profit margin outlook for the company. Valuation Changes Consensus Analyst Price Target has decreased from $21.75 to $19.50, reflecting a lower expected valuation for Thryv Holdings.
Analysartikel Aug 01

Is There An Opportunity With Thryv Holdings, Inc.'s (NASDAQ:THRY) 30% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Thryv Holdings fair value estimate is US$18.73 Thryv Holdings...
User avatar
Ny berättelse May 29

SaaS Shift Will Unlock Broader Digital Opportunities

Ongoing shift to SaaS and deeper client engagement drives improved margins, predictable earnings, and reduces churn for long-term growth stability.
Analysartikel May 06

Thryv Holdings, Inc.'s (NASDAQ:THRY) 26% Share Price Surge Not Quite Adding Up

Those holding Thryv Holdings, Inc. ( NASDAQ:THRY ) shares would be relieved that the share price has rebounded 26% in...
Analysartikel Mar 19

Thryv Holdings, Inc. (NASDAQ:THRY) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely

Thryv Holdings, Inc. ( NASDAQ:THRY ) shares have retraced a considerable 25% in the last month, reversing a fair amount...
Analysartikel Feb 28

An Intrinsic Calculation For Thryv Holdings, Inc. (NASDAQ:THRY) Suggests It's 42% Undervalued

Key Insights The projected fair value for Thryv Holdings is US$30.04 based on 2 Stage Free Cash Flow to Equity Thryv...
Analysartikel Jan 17

What Thryv Holdings, Inc.'s (NASDAQ:THRY) P/S Is Not Telling You

It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.8x seems...
Analysartikel Sep 27

Revenues Not Telling The Story For Thryv Holdings, Inc. (NASDAQ:THRY)

It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.7x right now...
Analysartikel Aug 04

Thryv Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders might have noticed that Thryv Holdings, Inc. ( NASDAQ:THRY ) filed its second-quarter result this time...
Analysartikel Jul 17

Thryv Holdings' (NASDAQ:THRY) Returns On Capital Not Reflecting Well On The Business

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...
Analysartikel Jun 07

Shareholders May Be Wary Of Increasing Thryv Holdings, Inc.'s (NASDAQ:THRY) CEO Compensation Package

Key Insights Thryv Holdings will host its Annual General Meeting on 13th of June Total pay for CEO Joe Walsh includes...
Analysartikel May 23

Is There Now An Opportunity In Thryv Holdings, Inc. (NASDAQ:THRY)?

Thryv Holdings, Inc. ( NASDAQ:THRY ), is not the largest company out there, but it saw significant share price movement...
Analysartikel May 05

Thryv Holdings, Inc. Just Missed EPS By 46%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Thryv Holdings, Inc. ( NASDAQ:THRY ) filed its first-quarter result this time last...
Analysartikel Apr 24

Revenues Not Telling The Story For Thryv Holdings, Inc. (NASDAQ:THRY)

It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.9x seems...
Analysartikel Jan 06

Thryv Holdings (NASDAQ:THRY) Shareholders Will Want The ROCE Trajectory To Continue

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysartikel Oct 09

Does Thryv Holdings (NASDAQ:THRY) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Analys av ersättningar till VD

Hur har Joe Walsh:s ersättning förändrats jämfört med Thryv Holdings:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$14m

Dec 31 2025US$5mUS$1m

US$307k

Sep 30 2025n/an/a

US$18m

Jun 30 2025n/an/a

-US$84m

Mar 31 2025n/an/a

-US$92m

Dec 31 2024US$5mUS$1m

-US$74m

Sep 30 2024n/an/a

-US$340m

Jun 30 2024n/an/a

-US$271m

Mar 31 2024n/an/a

-US$260m

Dec 31 2023US$6mUS$1m

-US$259m

Sep 30 2023n/an/a

-US$52m

Jun 30 2023n/an/a

-US$12m

Mar 31 2023n/an/a

US$30m

Dec 31 2022US$7mUS$1m

US$54m

Sep 30 2022n/an/a

US$110m

Jun 30 2022n/an/a

US$132m

Mar 31 2022n/an/a

US$99m

Dec 31 2021US$3mUS$1m

US$102m

Sep 30 2021n/an/a

US$206m

Jun 30 2021n/an/a

US$171m

Mar 31 2021n/an/a

US$158m

Dec 31 2020US$4mUS$1m

US$149m

Sep 30 2020n/an/a

US$37m

Jun 30 2020n/an/a

US$37m

Mar 31 2020n/an/a

US$29m

Dec 31 2019US$29mUS$1m

US$36m

Ersättning vs marknad: Joe s total kompensation ($USD 5.26M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 1.66M ).

Ersättning vs inkomst: Ersättningen från Joe har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Joe Walsh (61 yo)

11.6yrs
Anställning
US$5,259,837
Kompensation

Mr. Joseph A. Walsh, also known as Joe, serves as Chief Executive Officer and Director of Thryv Holdings, Inc. (formerly known as Thryv, Inc.) (formerly known as Dex Media Holdings, Inc.) since October 201...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Joseph Walsh
Chairman & CEO11.6yrsUS$5.26m4.94%
$ 8.7m
Grant Freeman
President2.7yrsUS$3.39m0.22%
$ 392.2k
Paul Rouse
CFO, Executive VP & Treasurer11.5yrsUS$3.43m0.40%
$ 701.7k
John Wholey
Executive VP and Chief Operations & Customer Success Officer11.3yrsUS$2.51m0.44%
$ 782.7k
Lesley Bolger
Chief Legal Officer and Human Resources6.9yrsUS$2.40m0.23%
$ 404.5k
Sean Wechter
Chief Technology Officerless than a yearinga uppgifteringa uppgifter
Cameron Lessard
Assistant Vice President of Investor Relationsno datainga uppgifteringa uppgifter
Kim Mortensen
VP of Partnerships & Sales1.2yrsinga uppgifteringa uppgifter
Elise Balsillie
Head of Thryv Australia and New Zealand & VP of Revenue ANZno datainga uppgifteringa uppgifter
Rees Johnson
Chief Product Officer2.1yrsinga uppgifteringa uppgifter
4.8yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder

Erfaren ledning: THRY s ledningsgrupp anses vara erfaren ( 4.8 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Joseph Walsh
Chairman & CEO11.6yrsUS$5.26m4.94%
$ 8.7m
Amer Akhtar
Independent Director5.7yrsUS$271.88k0.030%
$ 52.3k
Ryan O'Hara
Independent Director5.7yrsUS$265.00k0.030%
$ 52.5k
Bonnie Kintzer
Independent Director5.7yrsUS$265.00k0.028%
$ 50.1k
John Slater
Lead Independent Director9.8yrsUS$318.75k0.053%
$ 93.2k
Lauren Vaccarello
Independent Director5.7yrsUS$271.88k0.025%
$ 43.6k
Lou Orfanos
Independent Directorless than a yearUS$227.50k0.011%
$ 19.8k
5.7yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder

Erfaren styrelse: THRY s styrelse anses vara erfaren ( 5.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 12:37
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Thryv Holdings, Inc. bevakas av 8 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Stephen WeissBofA Global Research
Jason AlperBTIG
Jason KreyerCraig-Hallum Capital Group LLC