Consensus Cloud Solutions, Inc. (CCSI) Q3 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 06 2025
0mins
Source: SeekingAlpha
Revenue (Corporate Channel) $56.3 million in Q3 2025, a 6.1% increase from $53.1 million in Q3 2024. This growth was driven by sustained expansion and increased usage within upper enterprise accounts, momentum in public sector business, stable growth in advanced products, and strong performance in corporate e-commerce channels.
Revenue (SoHo Channel) $31.5 million in Q3 2025, a 9.2% decrease from $34.7 million in Q3 2024. This decline was part of a strategic plan to optimize profitability and maximize advertising efficiency.
Adjusted EBITDA $46.4 million in Q3 2025, a 1.2% decrease from Q3 2024. The decrease was primarily driven by planned headcount additions.
Adjusted EBITDA Margin 52.8% in Q3 2025, slightly ahead of expectations.
Free Cash Flow $44.4 million in Q3 2025, a 32% increase from $33.6 million in Q3 2024. This increase was due to adjusted EBITDA conversion to free cash flow and an outstanding rate of collections, particularly in the corporate channel.
Corporate Customer Base Approximately 65,000 in Q3 2025, a 12% increase from 58,000 in Q3 2024. This growth was driven by the eFax Protect offering, which added approximately 6,700 new customers in the quarter.
Corporate ARPA $293 in Q3 2025, compared to $310 in Q3 2024. The decline was due to the expansion of the smaller SMB cohort with lower ARPA, balanced by strong performance from large enterprise clients.
SoHo ARPA $15.56 in Q3 2025, compared to $15.38 in Q3 2024. The slight increase reflects improved customer retention and strategic focus on profitability.
SoHo Cancellation Rate 3.71% in Q3 2025, down from 3.84% in Q2 2025. This improvement followed a normalization of customer acquisition patterns after a temporary spike in ads.
Trailing 12-Month Revenue Retention Rate (Corporate) 101.9% in Q3 2025, up from 99.8% in Q3 2024. This reflects strong customer retention and growth in the corporate channel.
Consolidated Revenue $87.8 million in Q3 2025, consistent with Q3 2024.
Adjusted Net Income $26.6 million in Q3 2025, a 0.8% decrease from Q3 2024. The decrease was due to lower adjusted EBITDA and higher income tax, partially offset by lower interest expense and depreciation.
Adjusted EPS $1.38 in Q3 2025, unchanged from Q3 2024.
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Analyst Views on CCSI
Wall Street analysts forecast CCSI stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 36.670
Low
37.00
Averages
37.00
High
37.00
Current: 36.670
Low
37.00
Averages
37.00
High
37.00
About CCSI
Consensus Cloud Solutions, Inc. is a provider of secure information delivery services with a scalable software-as-a-service platform. It serves approximately 703 thousand customers of all sizes, from enterprises to individuals, across over 46 countries and multiple industry verticals, including healthcare, government, financial services, law and education. Its corporate solutions include eFax Corporate, ECFax, eFax Unite, jSign, eFax Conductor, and eFax Clarity. Its SoHo Fax Solutions include eFax. Conductor is a robust interface engine and complete interoperability platform. jSign provides electronic signature and digital signature solutions to businesses, offering document markup and end-user signing services via mobile-aware Web applications and enterprise application programming interface (API). eFax is a global online faxing service with customers worldwide, it offers various brands for subscription including but not limited to MyFax, Sfax, and SRfax.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Consensus Cloud Solutions Announces Q2 Earnings Call
- Earnings Call Announcement: Consensus Cloud Solutions will host its Q2 earnings call on August 6, 2026, at 5 PM ET, featuring CEO Scott Turicchi, CRO Johnny Hecker, and CFO Adam Varon, aiming to enhance investor understanding and confidence in the company's performance.
- Participation Details: Investors can join the call via a designated web link or by dialing (833) 492-0037 for U.S. participants or +1(973) 528-0159 for international callers, ensuring broad access to real-time updates and enhancing transparency and communication efficiency.
- Company Overview: Consensus Cloud Solutions, Inc. is a global leader in digital cloud fax technology, with over 25 years of success, focusing on interoperability solutions that leverage AI and secure data exchange to transform digital information and maximize operational efficiencies, highlighting its critical role in regulated industries.
- Compliance Leadership: The company maintains industry-leading compliance standards, making it a preferred partner for heavily regulated sectors such as healthcare and financial services, indicating its competitive advantage and potential for sustained growth.
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Consensus Cloud Solutions Announces Q2 Earnings Call
- Earnings Call Announcement: Consensus Cloud Solutions will host its Q2 earnings call on August 6, 2026, at 5 PM ET, featuring CEO Scott Turicchi, CRO Johnny Hecker, and CFO Adam Varon, aiming to enhance investor understanding and confidence in the company's performance through a live Q&A session.
- Participation Details: Investors can join the call via a provided link or by dialing in, ensuring that stakeholders have convenient access to the latest company updates, thereby improving transparency and communication efficiency.
- Company Overview: Consensus Cloud Solutions is a global leader in digital cloud fax technology with over 25 years of success, focusing on transforming digital information and automating critical workflows through artificial intelligence and secure data exchange, while maintaining industry-leading compliance standards.
- Market Influence: As a preferred partner in heavily regulated industries such as healthcare and financial services, Consensus's strong compliance capabilities position it significantly in the market, with potential for further consolidation of its leadership through ongoing innovation and technological advancements.
See More
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- Robust Cash Flow: The company reported a free cash flow of $38.5 million in Q1, enabling the repurchase of approximately 600,000 shares during the quarter, indicating a proactive strategy in capital returns and financial flexibility.
- Stable Full-Year Outlook: CFO Adam Varon reaffirmed the revenue guidance for FY 2026 between $350 million and $364 million, and while the guidance was not raised, it reflects confidence in future growth, with Q2 revenue projected between $87.9 million and $91.9 million.
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Consensus Cloud (CCSI) Q1 2026 Earnings Transcript
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- Participation Details: Investors can join the call via live webcast or by dialing in (U.S.: 833-492-0037, International: +1-973-528-0159), ensuring a broad investor audience can access the latest company updates in real-time, thereby increasing transparency and interactivity.
- Company Overview: Consensus Cloud Solutions is a global leader in digital cloud fax technology with over 25 years of success, focusing on interoperability solutions that leverage AI and secure data exchange to optimize critical workflows and maximize operational efficiencies, showcasing its competitive edge in the industry.
- Compliance Standards: The company maintains industry-leading compliance standards, making it a preferred partner for heavily regulated sectors such as healthcare and financial services, indicating its robustness and adaptability in complex market environments.
See More
Consensus Cloud Solutions Announces Q2 Earnings Call
- Earnings Call Announcement: Consensus Cloud Solutions will host its Q2 earnings call on August 6, 2026, at 5 PM ET, featuring CEO Scott Turicchi, CRO Johnny Hecker, and CFO Adam Varon, aiming to enhance investor understanding and confidence in the company's performance.
- Participation Details: Investors can join the call via a designated web link or by dialing (833) 492-0037 for U.S. participants or +1(973) 528-0159 for international callers, ensuring broad access to real-time updates and enhancing transparency and communication efficiency.
- Company Overview: Consensus Cloud Solutions, Inc. is a global leader in digital cloud fax technology, with over 25 years of success, focusing on interoperability solutions that leverage AI and secure data exchange to transform digital information and maximize operational efficiencies, highlighting its critical role in regulated industries.
- Compliance Leadership: The company maintains industry-leading compliance standards, making it a preferred partner for heavily regulated sectors such as healthcare and financial services, indicating its competitive advantage and potential for sustained growth.
See More
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- Earnings Call Announcement: Consensus Cloud Solutions will host its Q2 earnings call on August 6, 2026, at 5 PM ET, featuring CEO Scott Turicchi, CRO Johnny Hecker, and CFO Adam Varon, aiming to enhance investor understanding and confidence in the company's performance through a live Q&A session.
- Participation Details: Investors can join the call via a provided link or by dialing in, ensuring that stakeholders have convenient access to the latest company updates, thereby improving transparency and communication efficiency.
- Company Overview: Consensus Cloud Solutions is a global leader in digital cloud fax technology with over 25 years of success, focusing on transforming digital information and automating critical workflows through artificial intelligence and secure data exchange, while maintaining industry-leading compliance standards.
- Market Influence: As a preferred partner in heavily regulated industries such as healthcare and financial services, Consensus's strong compliance capabilities position it significantly in the market, with potential for further consolidation of its leadership through ongoing innovation and technological advancements.
See More
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- Stock Performance: Grindr Inc. shares surged 5.8% in the last trading session to close at $13.36, with notable trading volume indicating strong market optimism regarding its future performance.
- Revenue Growth: The company is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year increase of 62.5%, while revenues are projected to reach $129.15 million, up 23.9% from the previous year, showcasing robust business growth potential.
- Stable Earnings Expectations: Although the consensus EPS estimate has remained unchanged over the past 30 days, the growth expectations for earnings and revenue provide support for the stock price, indicating market confidence in the company's future.
- Investment Rating: Grindr Inc. currently holds a Zacks Rank of #2 (Buy), suggesting analysts are optimistic about its future performance, and investors should monitor changes in earnings expectations to capitalize on potential investment opportunities.
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- Strong Financial Performance: Consensus Cloud Solutions achieved an 8.2% revenue growth in its Corporate channel for Q1 2026, reaching $58.7 million, demonstrating robust performance amid cloud migration trends and solidifying its market position.
- Robust Cash Flow: The company reported a free cash flow of $38.5 million in Q1, enabling the repurchase of approximately 600,000 shares during the quarter, indicating a proactive strategy in capital returns and financial flexibility.
- Stable Full-Year Outlook: CFO Adam Varon reaffirmed the revenue guidance for FY 2026 between $350 million and $364 million, and while the guidance was not raised, it reflects confidence in future growth, with Q2 revenue projected between $87.9 million and $91.9 million.
- Strong Market Demand: CRO Johnny Hecker noted that despite a tight macroeconomic environment, the Corporate channel's record revenue and net revenue retention rate exceeding 102% indicate that the ongoing demand for cloud migration presents a structural opportunity for the company.
See More
Consensus Cloud (CCSI) Q1 2026 Earnings Transcript
See More
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- Earnings Call Announcement: Consensus Cloud Solutions will host its Q1 2026 earnings call on May 7, 2026, at 2 PM PT, where CEO Scott Turicchi and other executives will discuss financial results and engage in a Q&A session, aiming to enhance investor understanding and confidence in the company's performance.
- Participation Details: Investors can join the call via live webcast or by dialing in (U.S.: 833-492-0037, International: +1-973-528-0159), ensuring a broad investor audience can access the latest company updates in real-time, thereby increasing transparency and interactivity.
- Company Overview: Consensus Cloud Solutions is a global leader in digital cloud fax technology with over 25 years of success, focusing on interoperability solutions that leverage AI and secure data exchange to optimize critical workflows and maximize operational efficiencies, showcasing its competitive edge in the industry.
- Compliance Standards: The company maintains industry-leading compliance standards, making it a preferred partner for heavily regulated sectors such as healthcare and financial services, indicating its robustness and adaptability in complex market environments.
See More
