Thryv Holdings, Inc. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Thryv reported Q2 2026 SaaS revenue of $114.5M (down 0.5% YoY), with SaaS now 76% of total revenue. ARPU grew 12% YoY to $394. Company announced a strategic restructuring plan with $20–25M in total charges (10% already incurred; 40% in H2 2026; 50% in 2027), targeting $55–60M in annual gross cost savings by 2027. Net loss was $16.7M vs. profit of $13.9M YoY; Adjusted EBITDA fell 59% to $20.8M. Company also announced partnerships with Ooma and Wix.
Why this rating
Material restructuring cost ($20–25M = 4–5% of $500M market cap) with multi-year payoff. SaaS revenue flat YoY, profitability collapsed. Moderate near-term negative; restructuring is real but size manageable relative to company scale.
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