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Consensus Cloud Solutions Inc
NASDAQ:CCSI

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Consensus Cloud Solutions Inc
NASDAQ:CCSI
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Price: 23.42 USD -1.35%
Market Cap: $441.9m

Consensus Cloud Solutions Inc
Investor Relations

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.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 10, 2026
AI Summary
Q4 2025

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).

Key Financials
Corporate Revenue (Q4 2025)
$56.8 million
Corporate Revenue (Full Year 2025)
$222.7 million
Corporate Revenue Retention Rate (Q4 2025)
101.3%
Corporate Customer Base (Q4 2025)
65,000
Corporate ARPU (Q4 2025)
$290
SoHo Revenue (Q4 2025)
$30.3 million
SoHo Revenue (Full Year 2025)
$127 million
SoHo ARPU (Q4 2025)
$15.55
SoHo ARPU (Full Year 2025)
$15.58
SoHo Customer Base (Q4 2025)
638,000
SoHo Customer Churn (Q4 2025)
3.5%
Consolidated Revenue (Q4 2025)
$87.1 million
Consolidated Revenue (Full Year 2025)
$349.7 million
Adjusted EBITDA (Q4 2025)
$45.2 million
Adjusted EBITDA Margin (Q4 2025)
51.9%
Adjusted EBITDA (Full Year 2025)
$186.9 million
Adjusted EBITDA Margin (Full Year 2025)
52.4%
Adjusted Net Income (Q4 2025)
$27.3 million
Adjusted Net Income (Full Year 2025)
$109.4 million
Adjusted EPS (Q4 2025)
$1.41
Adjusted EPS (Full Year 2025)
$5.62
Free Cash Flow (Full Year 2025)
$106 million
CapEx (Full Year 2025)
$30 million
Debt Balance (Year-end 2025)
$562 million
Total Debt-to-EBITDA Ratio (Year-end 2025)
3x
Net Debt-to-EBITDA Ratio (Year-end 2025)
2.6x
Shares Repurchased (Q4 2025)
344,000 shares for $8 million
Shares Repurchased (Full Year 2025)
1 million shares for $23 million
Total Shares Repurchased (Since Program Inception)
2.2 million shares for $57 million
Cash and Cash Equivalents (Year-end 2025)
$75 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. R. Scott Turicchi
CEO & Director
No Bio Available
Mr. James C. Malone
CFO & Principal Accounting Officer
No Bio Available
Mr. Jeffrey Alan Sullivan
Chief Technology Officer
No Bio Available
Ms. Vithya Aubee J.D.
Chief Legal Officer, VP & Secretary
No Bio Available
Mr. Johnny Hecker
Chief Revenue Officer & Executive VP of Operations
No Bio Available
Ms. Lynn M. Johnson
Chief People Officer
No Bio Available
Mr. Adam Varon
Senior Vice President of Finance
No Bio Available

Contacts

Address
CALIFORNIA
Los Angeles
700 S. Flower Street, Legal Dept - 15Th Floor
Contacts
+13238609200.0
www.consensus.com
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