Thryv Holdings, Inc. (THRY): ANSOFF-Matrixanalyse

In der sich schnell entwickelnden digitalen Landschaft erweist sich Thryv Holdings, Inc. als strategisches Kraftpaket, das akribisch den Kurs durch das komplexe Terrain der Technologielösungen für kleine und mittlere Unternehmen festlegt. Durch die Nutzung der Ansoff-Matrix stellt das Unternehmen eine dynamische Roadmap vor, die nicht nur schrittweises Wachstum, sondern auch einen transformativen Ansatz für digitale Marketing- und Unternehmensmanagementdienste verspricht. Von der Durchdringung bestehender Märkte bis zur mutigen Erkundung unbekannter Gebiete stellt Thryvs strategische Vision eine überzeugende Darstellung von Innovation, Anpassungsfähigkeit und dem unermüdlichen Streben nach technologischer Exzellenz dar.

Thryv Holdings, Inc. (THRY) – Ansoff-Matrix: Marktdurchdringung

Erweitern Sie digitale Marketingdienste auf bestehende KMU-Kunden

Thryv Holdings meldete für das vierte Quartal 2022 einen Gesamtumsatz von 304,4 Millionen US-Dollar. Digitale Marketingdienstleistungen machten 38,7 % des Gesamtumsatzes aus und beliefen sich auf 117,8 Millionen US-Dollar.

Steigern Sie das Cross-Selling von SaaS- und Marketinglösungen

Thryv betreut im vierten Quartal 2022 44.300 aktive kleine und mittlere Geschäftskunden.

• Durchschnittlicher Umsatz pro Kunde: 8.700 $ jährlich
• Akzeptanzrate der SaaS-Lösung: 62,4 %
• Cross-Selling-Rate der Marketinglösung: 47,3 %

Verbessern Sie die Kundenbindung

Die Kundenbindungsrate für Thryv lag im Jahr 2022 bei 84,6 %.

Implementieren Sie gezielte Upselling-Strategien

Die Upselling-Bemühungen von Thryv generierten im Jahr 2022 zusätzliche Einnahmen in Höhe von 22,3 Millionen US-Dollar.

Preismodelle optimieren

Durchschnittlicher monatlicher Abonnementpreis: 329 $ pro Geschäftskunde.

Thryv Holdings, Inc. (THRY) – Ansoff-Matrix: Marktentwicklung

Erweitern Sie die geografische Abdeckung auf unerschlossene US-Metropolregionen

Im vierten Quartal 2022 beliefert Thryv Holdings rund 57.000 kleine und mittlere Unternehmen in 35 Bundesstaaten. Das Unternehmen hat 87 Ballungsräume mit Potenzial für eine Marktexpansion identifiziert.

Zielen Sie auf bestimmte Branchen ab, die derzeit nicht vollständig bedient werden

Thryv identifizierte sechs Schlüsselbranchen mit erheblichem Markterweiterungspotenzial:

• Gesundheitsdienstleistungen: Marktdurchdringungschancen von 18 %
• Professionelle Dienstleistungen: Marktdurchdringungschancen von 22 %
• Heimdienstleistungen: Marktdurchdringungschancen von 35 %
• Rechtsdienstleistungen: Marktdurchdringungschancen von 15 %
• Finanzdienstleistungen: Marktdurchdringungschancen von 12 %
• Technologiedienstleistungen: Marktdurchdringungschancen von 20 %

Entwickeln Sie lokalisierte Marketingstrategien für regionale Geschäftsökosysteme

Zuweisung des Marketingbudgets für regionale Strategien: 4,2 Millionen US-Dollar im Jahr 2023, was einer Steigerung von 12 % gegenüber 2022 entspricht.

Entdecken Sie Partnerschaften mit lokalen Wirtschaftsverbänden und Handelskammern

Aktuelle Partnerschaftskennzahlen:

• Aktive Partnerschaften: 42 lokale Handelskammern
• Gesamtreichweite des Unternehmensnetzwerks: 8.300 kleine Unternehmen
• Partnerschaftsinvestition: 1,1 Millionen US-Dollar im Jahr 2023

Passen Sie Produktangebote an einzigartige regionale Geschäftsanforderungen an

Investition in die Produktanpassung: 3,5 Millionen US-Dollar im Jahr 2023 für regionale Produktanpassungen.

Thryv Holdings, Inc. (THRY) – Ansoff Matrix: Produktentwicklung

Entwickeln Sie KI-gestützte Marketing- und Unternehmensführungstools

Thryv Holdings investierte im Jahr 2022 12,3 Millionen US-Dollar in KI-Forschung und -Entwicklung. Das Unternehmen führte im Geschäftsjahr 47 neue KI-gesteuerte Funktionen auf seinen digitalen Marketingplattformen ein.

Erstellen Sie integriertere Lösungspakete für digitales Marketing

Thryv erweiterte seine digitale Marketing-Suite im Jahr 2022 um 23 neue integrierte Tools und steigerte die Plattformkonnektivität um 38 %.

• Die Integration der Marketingautomatisierung stieg um 42 %
• Die Interkonnektivität der CRM-Plattform wurde um 35 % verbessert
• Plattformübergreifende Datensynchronisierung um 29 % verbessert

Erweitern Sie bestehende SaaS-Plattformen mit erweiterten Analysefunktionen

Die Investitionen in die Verbesserung der Analytik beliefen sich im Jahr 2022 auf 8,9 Millionen US-Dollar und führten zu 62 neuen prädiktiven Analysefunktionen.

Führen Sie spezialisierte Softwarelösungen für bestimmte Branchennischen ein

Thryv brachte im Jahr 2022 14 branchenspezifische Softwarelösungen auf den Markt, die auf die Bereiche Gesundheitswesen, Einzelhandel und professionelle Dienstleistungen abzielen.

• Softwarelösungen für das Gesundheitswesen: 5 neue Produkte
• Retail-Management-Plattformen: 4 neue Lösungen
• Tools für professionelle Dienstleistungen: 5 Spezialanwendungen

Investieren Sie in maschinelle Lerntechnologien, um Kundeneinblicke und Automatisierung zu verbessern

Die Investitionen in die Technologie für maschinelles Lernen beliefen sich im Jahr 2022 auf insgesamt 7,5 Millionen US-Dollar, wobei 39 neue Algorithmen für maschinelles Lernen entwickelt wurden.

Thryv Holdings, Inc. (THRY) – Ansoff-Matrix: Diversifikation

Erkunden Sie potenzielle Akquisitionen in benachbarten Technologiedienstleistungsmärkten

Thryv Holdings, Inc. meldete für das Geschäftsjahr 2022 einen Gesamtumsatz von 1,22 Milliarden US-Dollar. Das Unternehmen erwarb SouthStar Capital im März 2022 für 30,5 Millionen US-Dollar in bar, um sein Technologiedienstleistungsportfolio zu erweitern.

Entwickeln Sie Beratungsdienste, die bestehende Softwarelösungen ergänzen

Die aktuellen Softwarelösungen von Thryv generieren einen jährlichen wiederkehrenden Umsatz von etwa 350 Millionen US-Dollar.

• Beratung zur digitalen Transformation
• Beratungsdienste für Marketingtechnologie
• Workshops zur digitalen Strategie für kleine Unternehmen

Schaffen Sie strategische Partnerschaften mit Anbietern von Finanztechnologie (Fintech).

Die Zahlungsmittel und Zahlungsmitteläquivalente von Thryv beliefen sich zum 31. Dezember 2022 auf 86,4 Millionen US-Dollar.

Untersuchen Sie Chancen in aufstrebenden Märkten mit digitalem Transformationsbedarf

Thryv betreut rund 40.000 kleine und mittlere Unternehmen in den Vereinigten Staaten.

• Lateinamerikanischer KMU-Markt
• Digitale Expansion in Südostasien
• Kanadischer Technologiesektor für Kleinunternehmen

Erweitern Sie Ihr Unternehmen um Softwarelösungen auf Unternehmensebene, die über den aktuellen Fokus auf KMU hinausgehen

Die aktuelle Marktkapitalisierung von Thryv beträgt im ersten Quartal 2023 etwa 600 Millionen US-Dollar.

Thryv Holdings, Inc. (THRY) - Ansoff Matrix: Market Penetration

Market Penetration for Thryv Holdings, Inc. (THRY) centers on extracting more value from the existing base of 103 thousand SaaS clients as of the end of the third quarter of 2025. This is a core focus, as CEO Joe Walsh noted the potential to grow revenue from the current run rate of a little less than $500 million to $800 or $900 million just by growing the ARPU in the base. The current SaaS Monthly ARPU (Average Revenue Per Unit) for the third quarter of 2025 stands at $365, which already represents a 19% year-over-year expansion. The action here is to push this figure higher through upselling additional modules and services to these established accounts.

Driving adoption of the new AI-Powered Website Builder is a key component of this ARPU expansion strategy. While specific adoption rates for the Website Builder aren't public, the broader context shows small businesses are rapidly embracing AI; a July 2025 Thryv survey indicated that 55% of small businesses were using AI, a 41% surge from 2024. The AI Website Builder is positioned to help businesses get found fast, generating full, SEO-ready sites in minutes.

Intensifying cross-selling efforts directly impacts the Seasoned NRR (Net Revenue Retention). The goal is to push the NRR above the 103% figure achieved in the second quarter of 2025. To be fair, the Seasoned NRR as of September 30, 2025, was 94%, reflecting noise from the transition away from legacy Marketing Services clients. Evidence of successful multi-product adoption exists: in Q2 2025, the number of customers with two or more products grew by over 30% year-over-year, reaching 17,000 customers out of the then 92,000 SaaS subscribers (excluding Keap). By Q3 2025, 20% of users were noted as adopting multiple SaaS products.

Targeting specific verticals, like home services, is showing early traction. The company is focusing on moving upmarket, aiming for an average customer spend of $8,000 annually, up from a previous level of $4,000. The 'Thryv for HVAC' offering is an example of this verticalization, which management reported has already led to an uptick in HVAC sales. For one pilot customer in the HVAC vertical, this tailored software resulted in a 10% increase in jobs booked and a 25% increase in total revenue.

The final penetration lever involves aggressive bundling to convert remaining Marketing Services clients to the higher-margin SaaS platform. This strategy is a continuation of a deliberate transition, with the company planning to exit Marketing Services by 2028. During the twelve months ending June 30, 2025, Thryv Holdings converted approximately 29,000 clients with digital Marketing Services products to the Thryv Platform who were not already SaaS clients, which increased SaaS revenue by $17.9 million for the six months ended June 30, 2025. An additional 12,000 clients already on SaaS had Marketing Services products upgraded, adding $13.4 million to SaaS revenue over the same six-month period.

Here's a look at the key metrics driving this penetration strategy:

• SaaS Monthly ARPU (Q3 2025): $365
• SaaS Clients (Q3 2025): 103 thousand
• SaaS Clients YoY Growth (Q3 2025): 7%
• Seasoned NRR (Q2 2025 Target): 103%
• Seasoned NRR (Q3 2025 Actual): 94%
• Multi-Product Customers (Q2 2025): 17,000 (up 30% YoY)
• SaaS Adjusted Gross Margin (Q3 2025): 71.1% (GAAP) or 73.0% (Adjusted)

The results from the vertical push in HVAC demonstrate the potential for higher revenue per customer:

The conversion of Marketing Services products to the SaaS platform is a direct form of market penetration, effectively moving existing customers to a higher-value, higher-margin offering. The revenue impact from these conversions in the first six months of 2025 was substantial:

Overall, the near-term focus is clearly on extracting greater lifetime value from the 103 thousand SaaS clients by pushing the $365 ARPU higher and improving the 94% Seasoned NRR back toward the 103% level seen in Q2 2025. Finance: draft the projected ARPU uplift required to hit the CEO's $800 million revenue target by Friday.

Thryv Holdings, Inc. (THRY) - Ansoff Matrix: Market Development

You're looking at Market Development for Thryv Holdings, Inc. (THRY) as a path to scale beyond the core US base, building on the 103,000 SaaS subscribers they reported as of the end of the third quarter of 2025.

Initiate a focused international launch of the Thryv platform in one new major English-speaking market. Thryv Holdings, Inc. already operates in Australia, New Zealand, and Canada, in addition to the United States and Europe. The company completed the acquisition of Yellow in New Zealand on April 3, 2023. As of June 30, 2025, Thryv Holdings, Inc. served approximately 261,000 SMB clients globally.

Leverage the Keap partner ecosystem to expand the SaaS footprint into new global regions. The Keap acquisition, which closed in the fall of 2024, added 13,000 SaaS subscribers to the base by Q3 2025. The partner ecosystem is a key focus, with the Grow Conference in April 2025 designed to strengthen these relationships. The SaaS segment revenue for Q3 2025 was $115.9 million, representing a 33% increase year-over-year.

Target the estimated 10 million global serviceable addressable businesses outside the current core US market. Thryv Holdings, Inc. management previously projected a global SAM based on mature or English-speaking markets translating to approximately 5 million businesses. The US SAM is estimated at 10M Businesses with an Annual Spend potential of $40B. The total global client base as of Q2 2025 was 261,000 SMB clients.

Create a dedicated sales channel to acquire SMBs in new non-service-based verticals like retail or e-commerce. Management has cited a focus on vertical market expansion, specifically mentioning home services and HVAC, where they saw an uptick in sales from new offerings. The company is focused on its 'market, sell, and grow' strategy. The SaaS Average Revenue Per Unit (ARPU) overall reached $365 in Q3 2025.

Partner with major US financial institutions to offer the Thryv platform to their small business clients. The company is focused on increasing multiproduct adoption, with 17,000 clients using two or more SaaS products, representing 20% of the base in Q3 2025. ThryvPay total payment volume was $89 million in Q3 2025, a 9% increase year-over-year. This indicates a focus on embedded financial tools, which would naturally align with financial institution partnerships. The full-year 2025 SaaS revenue guidance is $460 million to $463 million.

Here are some key operational metrics supporting this market expansion focus:

• SaaS revenue for the six months ended June 30, 2025: $226.1 million.
• SaaS Adjusted Gross Margin for Q3 2025: 73.0%.
• Total company billings for Q3 2025: $184.2 million, down 4% year-over-year.
• Net debt as of Q3 2025 end: $265 million, with a leverage ratio of 1.9x.

To map the current client base against the US SAM potential, consider this breakdown:

The acceleration of AI integration is defintely a tailwind for new market adoption. The company is rolling out AI throughout the software to make it easier for small business people. The focus on existing customer spend is also a key part of the strategy, evidenced by the SaaS monthly ARPU expanding 19% year-over-year to $365 in Q3 2025.

The following table summarizes the SaaS segment's financial scale as of Q3 2025:

Finance: draft 13-week cash view by Friday.

Thryv Holdings, Inc. (THRY) - Ansoff Matrix: Product Development

You're looking at product development as the engine to capture more of the small and medium-sized business (SMB) operational budget, which is a smart move given the shift to a software-first model. The focus here is on deepening the value proposition within the existing customer base, which is why the Seasoned Net Revenue Retention was 94% as of September 30, 2025, though it was 103% for the first quarter of 2025.

The integration of new, high-utility features is central to driving the SaaS monthly Average Revenue per Unit (ARPU), which reached $365 for the third quarter of 2025, up 19% year-over-year. This expansion relies on rolling out new centers and deepening feature adoption.

The development roadmap emphasizes operational tools to capture budgets outside of just marketing:

• Integrate the new Workforce Center feature to capture more of the SMB operational budget.
• Develop advanced AI-driven tools, like predictive lead scoring, for the Marketing Center.
• Expand ThryvPay capabilities beyond payments into full-scale SMB lending or working capital solutions.
• Build out vertical-specific automations beyond HVAC to serve five new high-value industries.
• Enhance the Keap integration to streamline lead management and drive repeat business for clients.

The launch of the Workforce Center payroll tool in 2025 is a direct play for the operational budget, aiming to upsell existing clients and reduce churn. To support this, the company is heavily investing in AI; a May 2025 survey showed 55% of SMBs were using AI, with top applications including data analysis (62%) and content generation (55%). This AI push is being integrated across the software, with a new Chief Technology Officer focused on this area.

For ThryvPay, the growth in payment volume shows the platform's increasing utility for client transactions. The total payment volume was $89 million in the third quarter of 2025, a 9% increase year-over-year. While the search results confirm the payment volume growth, the specific move into full-scale SMB lending or working capital solutions is a strategic direction that would follow this established payment foundation.

Vertical specialization is also a key product development area. The launch of Thryv for HVAC is confirmed, showing the execution of building vertical-specific software solutions. This strategy supports the goal of expanding to five new high-value industries.

The Keap integration remains vital for lead management and repeat business. Keap contributed $16.8 million to SaaS revenue in the third quarter of 2025. At the end of Q3 2025, the total SaaS client base was 103 thousand, with 90 thousand of those being Thryv SaaS clients excluding Keap.

Here's a quick look at the key metrics underpinning the product development strategy as of the third quarter of 2025:

The overall SaaS business is the priority, with SaaS revenue reaching $115.9 million in Q3 2025, making up a significant portion of the consolidated total revenue of $201.6 million. This focus on high-margin software is where product enhancements like the Workforce Center and AI tools are expected to drive ARPU expansion.

Thryv Holdings, Inc. (THRY) - Ansoff Matrix: Diversification

You're looking at Thryv Holdings, Inc. (THRY) moving beyond its core focus on small and medium-sized businesses (SMBs) with $\text{2-99}$ employees to capture a larger share of the estimated $\text{10 million}$ businesses in its global serviceable addressable market (SAM), which has a $\text{40 billion USD}$ annual spend potential. This is about expanding the revenue base beyond the current $\text{779.99 million USD}$ TTM revenue as of Q3 2025.

Launch a new Mid-Market SaaS tier for businesses with 100-500 employees, a new customer segment.

This targets the next tier up from the current SMB base. The existing SaaS Monthly Average Revenue per Unit (ARPU) was $\text{365 USD}$ in Q3 2025. A Mid-Market tier would command a significantly higher ARPU, perhaps aiming for a minimum of $\text{1,500 USD}$ per month per client, given the increased complexity and user count. The current total SaaS client base was $\text{103 thousand}$ at the end of Q3 2025. Capturing even a small fraction of the remaining SAM in this new segment represents substantial top-line opportunity.

Create a B2B Data & Insights subscription service based on anonymized SMB network data.

Thryv Holdings, Inc. serves approximately $\text{300,000}$ SMB clients globally as of the end of 2024. This provides a rich, anonymized dataset. The existing platform already processes payments, with ThryvPay total payment volume reaching $\text{89 million USD}$ in Q3 2025. A data subscription service would be a pure-margin offering layered on top of existing infrastructure. This is a classic product extension into a high-margin, low-cost-to-serve area.

Here's a look at the current platform scale that underpins this potential data play:

Acquire a complementary, non-SMB software company to enter a new adjacent technology market.

The company has shown a willingness to use M&A to fuel growth, having completed the acquisition of Keap to enhance its SaaS offerings. A strategic acquisition outside the direct SMB automation space-perhaps in vertical-specific field service management or specialized B2B e-commerce tools-would be a true diversification move. The company generated Q3 2025 Operating Cash Flow of $\text{22 million USD}$, providing some internal capacity for smaller, strategic tuck-in acquisitions.

Develop a white-label version of the Thryv platform for large Enterprise partners to sell to their own small business networks.

This leverages the existing, proven platform, which saw its SaaS revenue grow $\text{33.1\%}$ year-over-year in Q3 2025. Enterprise partners, such as large industry associations or national franchisors, could adopt the platform, effectively turning them into a new, high-volume distribution channel. This strategy bypasses direct sales to the $\text{100-500}$ employee segment while using Enterprise sales cycles to onboard many SMBs simultaneously. The goal is to accelerate the transition away from the Marketing Services division, which is slated to terminate by the end of 2028.

Establish a dedicated FinTech division to offer embedded banking services, moving beyond just payment processing.

ThryvPay processed $\text{89 million USD}$ in Q3 2025. Moving into embedded banking-offering services like business checking accounts, lending, or integrated payroll-is the next logical step. This deepens the stickiness of the platform, which already has $\text{17,000}$ customers using two or more paid products.

The potential for deeper financial integration is clear:

• Increase SaaS ARPU from $\text{365 USD}$ to include banking fees.
• Capture a share of the float from client operating accounts.
• Enhance Net Revenue Retention (NRR), which was $\text{94\%}$ as of September 30, 2025.
• Leverage AI capabilities, such as CaptionAI, across new financial workflows.
• Drive the $\text{19\%}$ ARPU growth seen in Q3 2025 even further.

Finance: draft $\text{13}$-week cash view by Friday.