THRY earnings / call / takeaways
THRY earnings call: key takeaways
What THRY said on its earnings call of November 9, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 9, 2026·AI-generated from the call transcript and Lician data
- The company also exceeded guidance, with SAS EBITDA margins improving year-over-year (10:11)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | -$0.06 | – | – |
| Revenue | $145.7M | – | – |
What changed since last quarter
- The company raised full-year SaaS revenue guidance to $453 million to $454 million, up from previous estimates. (15:23)
- Marketing services revenue is expected to decline, with the business no longer being a material part of the company by 2027. (15:23)
- The CEO emphasized the importance of partnerships and the new AI growth platform as key drivers for future growth. (1:50)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Q4 SaaS revenue guidance: $110 million to $111 million (15:23) | not captured |
| EBITDA | Q4 SaaS adjusted EBITDA guidance: negative $4.5 million to negative $5.5 million (15:23) | not captured |
| Revenue | Full-year SaaS revenue guidance: $453 million to $454 million (15:23) | not captured |
| EBITDA | Full-year SaaS adjusted EBITDA guidance: $16.5 million to $17.5 million (15:23) | not captured |
What analysts pressed on
In their words
We're beating our plan. We've sold approximately 1,500 growth platforms already since launch.
Joe Walsh (1:50)We're a company that has a brand spanking new AI growth platform.
Joe Walsh (17:04)We're focused on larger businesses with larger spend.
Joe Walsh (17:04)It's it's it's off to a great start at the top.
Alinda Lee (19:51)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.