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Consensus Cloud Solutions
Consensus Cloud Solutions (CCSI) investor relations material
Consensus Cloud Solutions Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved record Q4 and full year 2025 results, with consolidated Q4 revenue of $87.1M, driven by 7.3% corporate revenue growth and strong operational performance.
Corporate channel now represents 64% of total revenue, up from 60% in 2024, and is projected to reach 68% in 2026.
Free cash flow hit a record $106M for 2025, up 20% from 2024, supporting continued investment and share repurchases.
Debt reduced by $36M in 2025, with $243M in debt retired since the spin and refinancing of 6% Notes due 2026.
SoHo channel revenue declined 11.1% in Q4 and 10% for the year, reflecting the strategic pivot to a cash engine.
Financial highlights
Q4 2025 consolidated revenue was $87.1M, up 0.1% year-over-year, marking the third consecutive quarter of growth.
Adjusted EBITDA for Q4 was $45.2M (51.9% margin); full year Adjusted EBITDA was $186.9M–$187M (53.4% margin).
Adjusted net income for Q4 was $27.3M, up 12.7% year-over-year; full year Adjusted net income was $109.4M, up 3.6%.
Adjusted EPS for Q4 was $1.41 (up 13.7%); full year Adjusted EPS was $5.62 (up 3.1%).
Ended 2025 with ~$75M in cash and $562M in debt; repurchased 1M shares for $23M in 2025, with $57M cumulative repurchases.
Outlook and guidance
2026 revenue guidance: $350M–$364M (midpoint $357M), ~2% growth at midpoint.
2026 Adjusted EBITDA guidance: $182M–$193M (midpoint $187.5M); Adjusted EPS: $5.55–$5.95 (midpoint $5.75).
Q1 2026 revenue guidance: $85.4M–$89.4M; Adjusted EBITDA: $43.8M–$46.8M; Adjusted EPS: $1.36–$1.46.
Corporate revenue expected to grow 7.2%–11.2% in 2026; SoHo revenue expected to decline 8.3%–12.3%.
Free cash flow expected to approximate 2025 record levels; more aggressive share repurchases planned.
Explain Corporate ARPA decline despite revenue growth
What drives the rising Corporate cancel rate?
How long can SoHo remain a cash engine?
What is the SoHo strategic initiative?
Reconcile Corporate ARPA decline with revenue growth
Future capital allocation: debt vs. share buybacks?
Elaborate on 2026 capital allocation strategy
Why is corporate ARPA less relevant now?
Detail eFax Clarity's 2026 growth strategy
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Next Consensus Cloud Solutions earnings date
Q1 20266 May, 2026
Consensus Cloud Solutions
Next Consensus Cloud Solutions earnings date
Q1 20266 May, 2026
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Consensus Cloud Solutions Inc. provides secure digital cloud-based solutions for healthcare and enterprise industries, focusing on data exchange and interoperability. The company’s platform enables the secure exchange of documents, electronic signatures, and sensitive information, particularly in compliance-heavy environments like healthcare. Consensus Cloud Solutions offers services such as digital faxing, secure data exchange, and workflow automation, helping organizations streamline communication while maintaining regulatory compliance. The company is headquartered in Los Angeles, California, USA, and its shares are listed on the NASDAQ.
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