Yellow Pages Ltd (TSX:Y)

Q3 2025 Yellow Pages Ltd Earnings Call Transcript

Nov 13, 2025 / 01:30 PM GMT

Release Date Price: C$11.25 (-0.53%)

Transcript

Key Points

Positve

Yellow Pages Ltd (YLWDF) reported a stabilized rate of customer count decline, supported by new customer acquisitions and solid renewal rates.
The company swiftly mobilized alternative suppliers to mitigate the impact of the Canada Post labor disruption, limiting the revenue impact to approximately half a million.
Adjusted EBITDA for the quarter was 20.6% of revenue, indicating solid earnings performance.
Yellow Pages Ltd (YLWDF) maintains a healthy cash balance of approximately 59 million at the end of October.
The board declared a dividend of $0.25 per common share, demonstrating confidence in the company's financial stability.

Negative

Total revenues decreased by 8.1% year over year, primarily due to declines in higher margin digital media and print products.
Print revenues were significantly impacted by the Canada Post labor disruption, resulting in deferred revenue recognition.
Adjusted EBITDA decreased by 20.3% year over year to 10 million, reflecting pressures from lower revenue and changes in product mix.
Net income decreased to 4 million for the third quarter, down from 6.3 million for the same period last year.
Revenue pressures and changes in product mix are expected to continue causing pressure on margins in upcoming quarters.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

Y.TO - Yellow Pages Ltd
Q3 2025 Yellow Pages Ltd Earnings Call
Nov 13, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen. Welcome to Yellow Pages 3rd quarter, 2025 earnings release call. Today's conference call contains forward-looking information about Yellow Pages outlook, objectives, and strategy. These statements are based on assumptions and are subject to important risk and uncertainties. Yellow Pages' actual results could differ materially from expectations discussed. The details of Yellow Pages caution regarding forward-looking information, including key assumptions and risks, can be found in Yellow Pages management discussion and analysis for the 3rd quarter of 2025. This call is being recorded and webcast, and all of the disclosure documents are available on the company's website and on Cedar.

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