Thryv vs Yext

8-K Financial Filing Analysis for Thryv (2026-09-14)

On September 12, 2026, Thryv Holdings, Inc. entered into an Asset Purchase Agreement to divest its legacy directory operations to Coldwater YP, LLC, an affiliate of Carolwood, L.P., for $142 million in cash, subject to customary adjustments. The transaction encompasses the Yellow and White Pages print directories and their associated digital editions across the United States, Australia, and New Zealand, as well as Australia White Pages. This divestiture marks a major strategic milestone, allowing Thryv to shed its legacy marketing services footprint and fully transition into a pure-play SMB SaaS and software business.

• Entered into an Asset Purchase Agreement on September 12, 2026, to sell legacy directory assets for $142 million in cash.
• Divested assets include Yellow and White Pages print directories, digital directory editions in the US, Australia, and New Zealand, and Australia White Pages.
• The purchaser is Coldwater YP, LLC, an affiliate of Carolwood, L.P., subject to customary closing conditions and adjustments.

Thryv Joins 2026 Top 100 Most Loved Workplaces

Thryv Holdings, Inc., an AI-enabled small business marketing platform provider, was named to the Best Practice Institute’s 2026 Top 100 Global Most Loved Workplaces list. This is Thryv’s third consecutive year on the list; the company rose from #66 in 2025 to #53 in 2026. The ranking is based on BPI’s Love of Workplace Index®, which draws data from more than two million employees worldwide and evaluates employee sentiment across factors such as career advancement, values alignment, respect, collaboration, diversity and leadership. Thryv leadership highlighted the company’s remote-first culture and international teams across the U.S., Australia, Canada, the Dominican Republic and New Zealand. The article was published July 15, 2026.

• Thryv Holdings, Inc. earned a spot on the 2026 Top 100 Global Most Loved Workplaces list from the Best Practice Institute.
• This is Thryv’s third consecutive year on the Best Practice Institute list.
• Thryv improved its ranking from #66 in 2025 to #53 in 2026.

AI Adoption Continues to Rise, but 70% Say They Need More Training to Use It Effectively

Thryv announces new research on AI adoption among small businesses, highlighting the need for training.

10-Q Financial Filing Analysis for Yext (2026-09-01)

Yext, Inc. reported its financial results for the second quarter and six months ended July 31, 2026. For Q2 fiscal 2027, total revenue decreased 2% year-over-year to $111.1 million, driven by customer attrition despite contributions from acquired businesses. GAAP net income fell to $13.1 million ($0.13 per share) compared to $26.8 million ($0.22 per share) in the prior-year quarter, primarily due to prior-year favorable fair value adjustments on Hearsay contingent consideration. On a non-GAAP basis, net income rose to $21.2 million from $16.3 million, and Adjusted EBITDA expanded to $34.0 million from $26.4 million, benefiting from ongoing operational discipline and headcount reductions. During the first half of the fiscal year, Yext returned significant capital to shareholders via a $140.0 million self-tender offer and ongoing share repurchases, financed in part by a $50.0 million delayed draw term loan.

• Total revenue for Q2 FY2027 was $111.1 million (down 2% YoY), with GAAP net income at $13.1 million and Adjusted EBITDA reaching $34.0 million.
• Annual Recurring Revenue (ARR) as of July 31, 2026, stood at $440.8 million, down 1% YoY, with enterprise customers ($50k+ ARR) growing 2% to $405.9 million.
• Completed a $140.0 million modified Dutch auction tender offer repurchasing 24.35 million common shares at $5.75 per share, partially funded by a $50.0 million term loan draw.

Yext Launches Multiplayer Agent Harness for Marketing

Yext, Inc. announced the launch of a multiplayer agent harness for marketing teams, expanding its agentic marketing platform Scout. The new harness provides a shared, context-rich workspace where corporate teams, field teams, partners, and AI agents collaborate on the same goals. This addresses the problem that AI agents have improved productivity but not necessarily business outcomes, with only 37% of respondents reporting positive enterprise EBIT contribution despite 80% productivity gains, according to McKinsey. Yext's CEO emphasizes the importance of combining human judgment with AI agents that carry historical context and brand knowledge. Scout continuously monitors a brand's presence across search, listings, reviews, and social surfaces, bringing attention to issues and actions. The agent harness is live today with Yext account teams.

• Yext announced a multiplayer agent harness for marketing teams.
• The agent harness is part of the Scout agentic marketing platform.
• Scout monitors brand presence across search, listings, reviews, and social.

Promptwatch CEO on Generative Engine Optimization (GEO)

Promptwatch founder and CEO Gijs de Groot discusses how search behavior is shifting from traditional engines like Google to AI-driven systems, and why brands must optimize across a broader information ecosystem—what he calls Generative Engine Optimization (GEO). Promptwatch, founded in March 2025, offers a platform that measures brand visibility in AI dialog systems, uses CDN log data and other signals to recommend technical and editorial optimizations, and has introduced a new solution called "Agentic AI Search Optimization" that can apply optimizations automatically. De Groot stresses the continuing importance of owned websites, high-quality content, and trusted sources while warning against mass low-quality AI content and an exclusive reliance on LLM-centered strategies.

• Promptwatch was founded in March 2025.
• Promptwatch offers a platform to optimize brand visibility in AI-driven dialog systems and to measure visibility in language-model answers.
• Promptwatch's entry packages start at €85 per month; the company also offers business licenses and enterprise solutions.