CCSI

Investors in Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) had a good week, as its shares rose 6.3% to close at US$29.33 following the release of its quarterly results. Consensus Cloud Solutions reported US$88m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$1.30 beat expectations, being 9.6% higher than what the analysts expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Following last week's earnings report, Consensus Cloud Solutions' five analysts are forecasting 2026 revenues to be US$355.9m, approximately in line with the last 12 months. Statutory earnings per share are predicted to accumulate 5.4% to US$5.05. Before this earnings report, the analysts had been forecasting revenues of US$355.6m and earnings per share (EPS) of US$4.87 in 2026. So the consensus seems to have become somewhat more optimistic on Consensus Cloud Solutions' earnings potential following these results. View our latest analysis for Consensus Cloud Solutions The consensus price target was unchanged at US$34.40, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Consensus Cloud Solutions, with the most bullish analyst valuing it at US$42.00 and the most bearish at US$20.00 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Consensus Cloud Solutions' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 1.9%...

Interested in Consensus Cloud Solutions, Inc.? Here are five stocks we like better. Corporate growth accelerating: Corporate revenue hit a record $58.7 million, up 8.2% year‑over‑year, with net revenue retention above 102% as the company “high‑grades” its customer base toward larger enterprise accounts. Strong profitability and cash generation: Q1 adjusted EBITDA was $47.9 million (54.1% margin), adjusted EPS was $1.52 (up 10.9%), and free cash flow was $38.5 million (up 14%), while the company repurchased $17 million of stock and sits with roughly $92 million cash and net debt/EBITDA of 2.5x. Guidance reaffirmed with cautious hiring headwinds: Management reaffirmed full‑year 2026 targets (revenue $350–364M, adjusted EBITDA $182–193M, adjusted EPS $5.55–5.95) but warned margins may compress as hiring ramps to support growth and 2027 initiatives. Consensus Cloud Solutions (NASDAQ:CCSI) reported first-quarter 2026 results that management said marked a continued shift toward faster-growing corporate revenue, while maintaining profitability and strong free cash flow. CEO Scott Turicchi said the company entered 2026 with “momentum” and delivered results that exceeded internal expectations in both corporate and SOHO channels. Turicchi noted consolidated revenue grew 1.5% year over year versus Q1 2025, and said it was the second consecutive quarter of year-over-year growth across four metrics: revenue, adjusted EBITDA, non-GAAP EPS, and free cash flow. → Berkshire Hathaway’s Record Cash Hoard: Why and What's Next? The quarter’s performance was driven by an 8.2% revenue increase in the corporate channel, which Turicchi attributed to “record usage as well as a continuation of customer acquisition across our continuum.” He described it as the company’s highest corporate growth rate since Q4 2022. Turicchi also said SOHO outperformed the company’s forecast due to improved customer acquisition and a “significant improvement” in the year-over-year decline rate compared to Q4 2025. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% CRO and EVP of Operations Johnny Hecker framed 2025 as a “foundational year” and said the company’s realignment toward “high-value, high-durability corporate revenue” is accelerating, particularly as customers continue migrating to cloud-based workflows. Hecker said the company intensified go-to-market execution to focus on “int...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Corporate channel growth accelerated to 8.2%, the highest rate since late 2022, driven by record usage and sustained customer acquisition. Management attributes the Corporate momentum to a 'barbell strategy' that prioritizes high-grading the portfolio toward larger, high-durability enterprise accounts. Net Revenue Retention (NRR) reached 102%, a 76 basis point sequential improvement, indicating that existing clients are integrating the platform deeper into their clinical workflows. The SoHo channel is being managed as a 'Strategic Cash Engine' focused on yield and contribution margin rather than subscriber longevity to fund Corporate expansion. Operational performance in Healthcare is shifting from a discretionary tech update to a mandatory upgrade as clients face severe staffing constraints and margin pressure. The eFax brand serves as a strategic entry point and 'magnet' for cloud migration, effectively leading conversations around broader digital transformation. Management expects adjusted EBITDA margins to track toward the 50% to 55% midpoint for the remainder of the year as they close the Q1 hiring gap. The soft launch of a rearchitected eFax platform is designed to serve as a new workflow and AI monetization framework, enabling future layering of Clarity AI capabilities. The company is monitoring debt markets for opportunistic refinancing before late 2027, though no substantial maturities occur until late 2028. Guidance for 2026 revenue remains at a $357 million midpoint, with management maintaining a 'philosophical principle' of only raising ranges when highly confident in exceeding them. The VA engagement is projected to contribute $9 million to 2026 revenue as the integration continues to scale into daily operations. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Q1 EBITDA margins of 54.1% were partially inflated by a hiring lag in go-to-market and engineering roles relative to budget expectations. The company utilized $17 million to repurchase 600,000 shares in Q1, citing a free cash flow yield approximately 3x that of their debt costs. FedRAMP high certification for the ECFax solution is cited as a critical differentiator for gaining traction...

Image source: The Motley Fool. Thursday, May 7, 2026 at 5 p.m. ET Chief Executive Officer — Scott Turicchi Chief Financial Officer — Adam Varon Chief Revenue Officer and EVP Operations — Johnny Hecker Vice President of Finance — Kip Kilpak Need a quote from a Motley Fool analyst? Email [email protected] Operator: Good day, ladies and gentlemen, and welcome to the Consensus Cloud Solutions, Inc. Q1 2026 Earnings Call. My name is Paul, and I will be the operator assisting you today. At this time, all participants are in a listen-only mode. If anyone should require operator assistance during the conference, please press the appropriate key on your telephone keypad. On this call from Consensus Cloud Solutions, Inc. will be Scott Turicchi, Adam Varon, Johnny Hecker, and Kip Kilpak. I will now turn the call over to Kip Kilpak, Vice President of Finance at Consensus Cloud Solutions, Inc. You may begin. Kip Kilpak: Good afternoon, and welcome to the Consensus Cloud Solutions, Inc. investor call to discuss our Q1 2026 financial results, other key information, and our Q2 2026 quarterly guidance. Joining me today are Scott Turicchi, CEO, Johnny Hecker, CRO and EVP Operations, and Adam Varon, CFO. The earnings call will begin with Scott providing opening remarks, Johnny will give an update on operational progress since our Q4 2024 investor call, then Adam will provide Q1 2026 financial results and our Q2 2026 guidance range. After we finish our prepared remarks, we will conduct a Q&A session. At that time, the operator will instruct you on the procedures for asking a question. Before we begin our prepared remarks, allow me to direct you to our forward-looking statements and risk factors on Slide 2 of our investor presentation. As you know, this call and the webcast will include forward-looking statements. Such statements may involve risks and uncertainties that could cause actual results to differ materially from the anticipated results. Some of those risks and uncertainties include, but are not limited to, the risk factors that we have disclosed in our regulatory filings, including our annual 10-Ks and quarterly 10-Q SEC filings. Now let me turn the call over to Scott for his opening remarks. Scott Turicchi: Thank you, Kip. I would also like to welcome Adam on his first earnings call as our Chief Financial Officer. I am very proud of the momentum that our team carried into 2...

LOS ANGELES, May 07, 2026--(BUSINESS WIRE)--Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) today reported financial results for the first quarter of 2026. "I am pleased that our Q1 achievements continued the momentum from 2025. We continued to see strength in our corporate channel, which exceeded 8% revenue growth in the quarter and had the highest year over year revenue growth since Q4 2022. We also saw improvement in the SoHo channel ahead of our expectations. We were able to repurchase approximately 600,000 shares of our common stock during the quarter at what we believe are attractive prices. This was fueled by our revenue growth and strong year over year key financial results highlighted below as well as excellent net cash provided by operating activities and Free cash flow," said Scott Turicchi, CEO of Consensus. FIRST QUARTER UNAUDITED 2026 HIGHLIGHTS Q1 2026 quarterly revenues increased by $1.3 million to $88.5 million compared to $87.1 million for Q1 2025. This increase was primarily due to an increase of $4.4 million or 8.2% in our Corporate business, partially offset by a decrease of $3.1 million or 9.5% in our small office/home office ("SoHo") business relating to our strategic initiative. Net income (1) increased by $3.5 million or 16.7% to $24.7 million in Q1 2026 compared to $21.2 million for Q1 2025. The increase was primarily due to a favorable change in intercompany related foreign exchange gain and loss, as well as a decrease in our interest expense due to debt repurchases and redemption that lowered our outstanding debt balance. Q1 2026 net income margin (1) was 27.9% compared to 24.3% for Q1 2025. Earnings per diluted share (1) increased to $1.30, or by 21.5% in Q1 2026 compared to $1.07 for Q1 2025. The increase was primarily due to the items discussed above, as well as a lower weighted average share count as a result of share repurchases. Adjusted EBITDA (3,4) for Q1 2026 of $47.9 million increased compared to Q1 2025 of $47.3 million primarily driven by an increase in revenues partially offset by increases in our marketing spend and personnel-related expenses. Adjusted EBITDA margin (3) was 54.1% and 54.2% in Q1 2026 and Q1 2025, respectively, which were both within our target Adjusted EBITDA margin (3) range of 50% - 55%. Adjusted net income (1,2) in Q1 2026 increased to $28.9 million from $27.0 million in Q1 2025, primarily driven b...

Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.52 per share, beating the Zacks Consensus Estimate of $1.4 per share. This compares to earnings of $1.37 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.96%. A quarter ago, it was expected that this company would post earnings of $1.31 per share when it actually produced earnings of $1.41, delivering a surprise of +7.63%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Consensus Cloud Solutions, which belongs to the Zacks Internet - Software industry, posted revenues of $88.47 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.42%. This compares to year-ago revenues of $87.14 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Consensus Cloud Solutions shares have added about 22.5% since the beginning of the year versus the S&P 500's gain of 7.6%. While Consensus Cloud Solutions has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Consensus Cloud Solutions was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near futu...

This article first appeared on GuruFocus. Consensus Cloud Solutions Inc (NASDAQ:CCSI) is set to release its Q1 2026 earnings on May 7, 2026. The consensus estimate for Q1 2026 revenue is $87.36 million, and the earnings are expected to come in at $1.19 per share. The full year 2026's revenue is expected to be $355.55 million and the earnings are expected to be $4.87 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 4 Warning Signs with CCSI. Is CCSI fairly valued? Test your thesis with our free DCF calculator. Revenue estimates for Consensus Cloud Solutions Inc (NASDAQ:CCSI) have increased from $352.60 million to $355.55 million for the full year 2026 and increased from $353.66 million to $365.29 million for 2027 over the past 90 days. Earnings estimates have increased from $4.73 per share to $4.87 per share for the full year 2026 and increased from $4.85 per share to $5.10 per share for 2027 over the past 90 days. In the previous quarter ending December 31, 2025, Consensus Cloud Solutions Inc's (NASDAQ:CCSI) actual revenue was $87.07 million, which beat analysts' revenue expectations of $86.62 million by 0.52%. Consensus Cloud Solutions Inc's (NASDAQ:CCSI) actual earnings were $1.06 per share, which missed analysts' earnings expectations of $1.09 per share by -2.75%. After releasing the results, Consensus Cloud Solutions Inc (NASDAQ:CCSI) was up by 10.89% in one day. Based on the one-year price targets offered by 3 analysts, the average target price for Consensus Cloud Solutions Inc (NASDAQ:CCSI) is $31.67 with a high estimate of $40.00 and a low estimate of $20.00. The average target implies an upside of 14.48% from the current price of $27.66. Based on GuruFocus estimates, the estimated GF Value for Consensus Cloud Solutions Inc (NASDAQ:CCSI) in one year is $24.01, suggesting a downside of -13.20% from the current price of $27.66. Based on the consensus recommendation from 5 brokerage firms, Consensus Cloud Solutions Inc's (NASDAQ:CCSI) average brokerage recommendation is currently 2.0, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

This article first appeared on GuruFocus. Revenue: Q4 2025 revenue of $87.1 million, a 0.1% increase over Q4 2024. Corporate Revenue: Q4 2025 corporate revenue of $56.8 million, a 7.3% year-over-year increase. SOHO Revenue: Q4 2025 SOHO revenue of $30.3 million, an 11.1% year-over-year decrease. Adjusted EBITDA: Q4 2025 adjusted EBITDA of $45.2 million, with a 51.9% EBITDA margin. Adjusted Net Income: Q4 2025 adjusted net income of $27.3 million, a 12.7% increase over the prior year. Adjusted EPS: Q4 2025 adjusted EPS of $1.41, a 13.7% increase over the prior year. Free Cash Flow: 2025 free cash flow of $106 million, a 20% increase from 2024. Debt: Year-end 2025 debt reduced to $562 million. Share Repurchase: 2025 repurchase of 1 million shares for $23 million. 2026 Revenue Guidance: Revenue between $350 million and $364 million. 2026 Adjusted EBITDA Guidance: Between $182 million and $193 million. 2026 Adjusted EPS Guidance: Between $5.55 and $5.95. Warning! GuruFocus has detected 5 Warning Signs with CCSI. Is CCSI fairly valued? Test your thesis with our free DCF calculator. Release Date: February 10, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Consensus Cloud Solutions Inc (NASDAQ:CCSI) achieved a record $106 million in free cash flow for 2025, up 20% from 2024. The company successfully reduced its debt from $805 million to $562 million, achieving its target leverage of 3 times total debt to adjusted EBITDA. Corporate revenue grew by 7.3% year-over-year in Q4 2025, marking the best corporate growth rate since Q4 2022. The company repurchased $57 million worth of its stock, representing about 10% of the shares outstanding at the time of the spin. CCSI's corporate revenue retention rate stands at 101.3%, indicating strong customer retention and growth. SOHO revenue declined by 11.1% year-over-year in Q4 2025, continuing a trend of decline in this segment. The company's ARPA for corporate customers decreased by approximately $13 from the prior comparable period. CCSI faces challenges in the SOHO segment with a deliberate revenue decline strategy, impacting overall revenue growth. The company anticipates a similar rate of decline in SOHO revenue for 2026, approximately a 10% decline. There is potential pressure on hospital budgets due to external factors like the Big, Beautiful Bill Act and Medicai...

Consensus generated a record $106 million of free cash flow in 2025 and used proceeds to retire debt and repurchase stock, leaving year-end debt of $562 million and reaching 3.0x total debt to adjusted EBITDA. The business mix is shifting toward larger customers, with corporate revenue rising to 64% of mix in 2025 (projected 68% in 2026) and record Q4 corporate revenue of $56.8 million, while SoHo revenue declines are deliberate to prioritize efficiency and cash generation. Financials were steady with full-year revenue essentially flat at $349.7 million and adjusted EBITDA of $186.9 million (52.4% margin); management guided 2026 revenue of $350–364 million (midpoint EPS ~$5.75) and signaled continued strong free cash flow while announcing CFO Jim Malone’s retirement and Adam Varon as his successor effective April 1. Interested in Consensus Cloud Solutions, Inc.? Here are five stocks we like better. Consensus Cloud Solutions (NASDAQ:CCSI) reported fourth-quarter and full-year 2025 results that management said marked the completion of the company’s “first phase” since its spin roughly four years ago, highlighting progress on deleveraging, shifting the business mix toward corporate customers, and generating record free cash flow. CEO Scott Turicchi said that at the time of the spin the company carried more than $800 million of debt and was more heavily weighted to its small office/home office (SoHo) revenue stream, with significant “tech debt” and a narrower cloud fax-only product offering. Since that time, he said Consensus has generated more than $800 million of adjusted EBITDA, producing approximately $375 million of free cash flow after investing about $150 million into the business. → 3 ETFs Designed to Survive the Next Market Crash Turicchi said the company used that free cash flow primarily to retire $243 million of debt, ending 2025 with $562 million of debt and reaching its initial leverage target of 3x total debt to adjusted EBITDA. He also said the company repurchased $57 million of stock over the period, or about 2.2 million shares, representing roughly 10% of the shares outstanding at the spin. Chief Revenue Officer and EVP of Operations Johnny Hecker framed the quarter around a continuing shift toward the corporate channel. He said the company’s revenue mix moved from roughly 51% SoHo and 49% corporate in Q4 2021 to 64% corporate in 2025, and mana...

Management characterizes 2025 as the conclusion of the company's first phase, transitioning from a debt-heavy, SoHo-centric business to a corporate-focused healthcare technology platform. Corporate revenue now represents 64% of the total top line, up from 49% at the time of the spin, driven by a deliberate shift toward high-value enterprise assets. Performance attribution for the corporate beat is credited to double-digit usage growth per business day for five consecutive quarters, reflecting a shift from passive transport to operational workflow integration. The SoHo channel is being managed as a strategic cash engine, where a deliberate 10% revenue decline is accepted to maximize contribution margins and fund corporate expansion. Strategic positioning in healthcare has evolved from selling connectivity to solving labor shortages by bundling AI-based solutions like eFax Clarity to automate manual data entry. The company achieved its target leverage of 3x total debt to adjusted EBITDA, retiring $243 million in debt since the spin while investing $150 million back into the business. 2026 guidance assumes approximately 9% growth in the corporate channel at the midpoint, offset by a continued 10% decline in the SoHo business. Management expects free cash flow to remain at record 2025 levels, with a strategic bias toward aggressive share repurchases over debt retirement due to a high free cash flow yield. The public sector is projected to be a major growth pillar, with the VA account expected to contribute in excess of $9 million in 2026, up from $5 million in 2025. Guidance methodology for adjusted EPS assumes no debt retirement or equity repurchases during the year, treating these as potential upside variables to the stated range. Operational investments will focus on product development and go-to-market teams to support the 'platformization' journey and the rollout of advanced interoperability tools. CFO Jim Malone will retire after Q1 2026, with internal successors Adam Varon and Karel Krulich appointed to ensure leadership continuity. The company faces seasonal forecasting challenges in Q4 due to holiday closures and weather, though 2025 results broke historical patterns of sequential decline. Management noted that while the search environment and e-commerce headwinds impacted sign-ups in early Q4, operational turnarounds stabilized the funnel by year-end....

LOS ANGELES, February 10, 2026--(BUSINESS WIRE)--Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) today reported preliminary financial results for the fourth quarter and year ended December 31, 2025. "I want to congratulate our employees on a year of many accomplishments. We returned to total revenue growth in the last three quarters of the year, driven by our corporate channel exceeding 7% revenue growth by the end of 2025. We further reduced our debt by $36 million reaching our initial debt objectives and successfully refinanced and subsequently retired our 6% Notes due October 2026 at a favorable interest rate. The generation of record net cash provided by operating activities and free cash flow allowed us to continue investing in our business while also repurchasing approximately 1 million shares of our Company stock. Our financial results position us well for 2026," said Scott Turicchi, CEO of Consensus. FOURTH QUARTER 2025 HIGHLIGHTS (UNAUDITED) Q4 2025 quarterly revenues increased by $0.1 million to $87.1 million compared to $87.0 million for Q4 2024. This increase was primarily due to an increase of $3.9 million or 7.3% in our Corporate business, partially offset by a decrease of $3.8 million or 11.1% in our Small office home office ("SoHo") business relating to our strategic initiative. Net income (1) increased by $2.4 million or 13% to $20.5 million in Q4 2025 compared to $18.1 million in Q4 2024. The increase was primarily due to an increase in income from operations primarily as a result of reduced marketing spend and lower bad debt expense as well as a decrease in income tax expense, partially offset by a unfavorable change in intercompany related foreign exchange gain and loss. Q4 2025 net income margin (1) was 23.5% compared to 20.8% for Q4 2024. Earnings per diluted share (1) increased to $1.06, or by 15.2%, in Q4 2025 compared to $0.92 for Q4 2024. The increase was primarily due to the items discussed above. Adjusted EBITDA (3,4) for Q4 2025 of $45.2 million increased compared to $44.4 million in Q4 2024, primarily driven by an increase in income from operations as a result of reduced marketing spend and lower bad debt expense. Q4 2025 Adjusted EBITDA margin (3) was 51.9% and 51.0% in Q4 2025 and Q4 2024, respectively, which were both within our target Adjusted EBITDA margin (3) range of 50% to 55%. Adjusted net income (1,2) in Q4 2025 increas...