Consensus Cloud Solutions Inc
NASDAQ:CCSI
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Consensus Cloud Solutions Inc
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Consensus Cloud Solutions Inc
Consensus Cloud Solutions, Inc. provides digital cloud fax technology. The company is headquartered in Los Angeles, California and currently employs 459 full-time employees. The company went IPO on 2021-09-30. The firm provides interoperability with streamlined workflows in a platform that keeps customers connected through each patient’s continuum of care. Its solutions include Consensus Unite, Consensus Signal, Consensus Clarity and Consensus Harmony. Consensus Unite provides interoperability to providers and payers across the healthcare ecosystem. Consensus Signal delivers real-time admission, discharge, and transfer (ADT) event alert notification. Consensus Clarity solution integrates natural language processing and artificial intelligence to help healthcare organizations move unstructured electronic health record (EHR) data and clinical content to structured, analytics-ready data. Consensus Harmony includes universal healthcare application programming interface (APIs), cloud fax APIs, electronic signature APIs, and connectivity to multiple participating EHR partners and other industry cloud marketplaces.
Consensus Cloud Solutions, Inc. provides digital cloud fax technology. The company is headquartered in Los Angeles, California and currently employs 459 full-time employees. The company went IPO on 2021-09-30. The firm provides interoperability with streamlined workflows in a platform that keeps customers connected through each patient’s continuum of care. Its solutions include Consensus Unite, Consensus Signal, Consensus Clarity and Consensus Harmony. Consensus Unite provides interoperability to providers and payers across the healthcare ecosystem. Consensus Signal delivers real-time admission, discharge, and transfer (ADT) event alert notification. Consensus Clarity solution integrates natural language processing and artificial intelligence to help healthcare organizations move unstructured electronic health record (EHR) data and clinical content to structured, analytics-ready data. Consensus Harmony includes universal healthcare application programming interface (APIs), cloud fax APIs, electronic signature APIs, and connectivity to multiple participating EHR partners and other industry cloud marketplaces.
Corporate Revenue Strength: Corporate channel delivered record Q4 revenue of $56.8 million, up 7.3% year-over-year, and full-year corporate revenue hit $222.7 million, up 6.5%, both outperforming expectations.
SoHo Managed Decline: SoHo revenue continued its deliberate decline, down 11.1% in Q4 and 10% for the year, but performed slightly ahead of forecasts.
Free Cash Flow Record: Achieved record free cash flow of $106 million for 2025, up 20% from the prior year.
Guidance for Growth: 2026 full-year revenue is guided to $350–364 million (midpoint $357 million), with corporate growth projected at approximately 9% and total revenue expected to grow about 2% at the midpoint.
Share Repurchases Prioritized: The company plans to be more aggressive in share repurchases in 2026, given its high free cash flow yield relative to debt costs.
AI Product Momentum: Early traction for AI-based eFax Clarity solution, with line of sight to multimillion-dollar revenue in 2026, especially in healthcare and government sectors.
Strong Customer Metrics: Corporate revenue retention at 101.3%, up from 100.5% last year, and corporate customer base grew 11.3% to about 65,000.
CFO Transition: CFO Jim Malone will retire after Q1, succeeded by internal leaders Adam Varon (CFO) and Karel Krulik (Chief Accounting Officer).