Consensus Cloud (CCSI) Q1 2026 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 08 2026
0mins
Source: NASDAQ.COM
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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: 27.930
Low
37.00
Averages
37.00
High
37.00
Current: 27.930
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 Q1 2026 Earnings Highlights
- 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.
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Consensus Cloud (CCSI) Q1 2026 Earnings Transcript
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Consensus Cloud Solutions Announces Q1 2026 Earnings Call
- 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
Consensus Cloud Solutions Reports Strong Q4 2025 Earnings and Strategic Growth
- Strong Financial Performance: In Q4 2025, Consensus Cloud Solutions reported revenue of $87.1 million, adjusted EBITDA of $45.2 million, and net income of $27.3 million, indicating significant improvement in financial health and enhanced competitiveness in the market.
- Successful Strategic Shift: CEO R. Turicchi highlighted the successful transition to a corporate-focused operational model, generating over $800 million in adjusted EBITDA since the spin-off, reflecting important progress in business restructuring and market positioning.
- Optimistic Future Outlook: The company projects 2026 revenue between $350 million and $364 million, with adjusted EBITDA expected between $182 million and $193 million, demonstrating confidence in future growth, particularly with ongoing expansion in the corporate channel.
- Shareholder Return Initiatives: In 2025, the company repurchased 1 million shares for $23 million and plans to be more aggressive in its share repurchase program, aiming to enhance shareholder value and boost market confidence.
See More
Consensus Cloud Solutions Q4 Earnings Exceed Expectations
- Strong Earnings Report: Consensus Cloud Solutions reported a Q4 2025 non-GAAP EPS of $1.41, beating expectations by $0.11, which underscores the company's ongoing profitability and strengthens market confidence.
- Slight Revenue Growth: Q4 2025 revenue reached $87.07 million, a 0.1% year-over-year increase, exceeding market expectations by $450,000, indicating the company's ability to maintain stable revenue streams in a competitive market.
- Improved Cash Flow: Net cash provided by operating activities in Q4 2025 rose to $15.2 million from $11.1 million in Q4 2024, reflecting enhanced operational efficiency and improved financial health.
- Optimistic Future Guidance: The company provided Q1 2026 revenue guidance ranging from $85.4 million to $89.4 million, with adjusted EPS expectations between $1.36 and $1.46, all above consensus estimates, demonstrating management's confidence in future growth.
See More
Consensus Cloud Solutions Reports Key Financial Highlights for FY 2025
- Revenue Growth Resurgence: In Q4 2025, total revenue reached $87.1 million, a slight increase of 0.1% compared to Q4 2024, with corporate business growing by 7.3% to $56.8 million, indicating the company's recovery potential in the enterprise market.
- Net Income Improvement: Q4 2025 net income was $20.5 million, up 13% from 2024, with a net income margin of 23.5%, reflecting the company's effective enhancement of profitability through reduced marketing spend and lower bad debt expenses.
- Significant Increase in Free Cash Flow: Free cash flow in Q4 2025 reached $7.3 million, a 132.7% increase from 2024, providing strong financial support for future investments and shareholder returns.
- Effective Debt Management: The company successfully reduced debt by $36 million and refinanced its 6% notes due in 2026 at favorable rates, demonstrating strategic execution in optimizing its capital structure.
See More
Consensus Cloud Solutions Q1 2026 Earnings Highlights
- 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
Consensus Cloud Solutions Announces Q1 2026 Earnings Call
- 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
Consensus Cloud Solutions Reports Strong Q4 2025 Earnings and Strategic Growth
- Strong Financial Performance: In Q4 2025, Consensus Cloud Solutions reported revenue of $87.1 million, adjusted EBITDA of $45.2 million, and net income of $27.3 million, indicating significant improvement in financial health and enhanced competitiveness in the market.
- Successful Strategic Shift: CEO R. Turicchi highlighted the successful transition to a corporate-focused operational model, generating over $800 million in adjusted EBITDA since the spin-off, reflecting important progress in business restructuring and market positioning.
- Optimistic Future Outlook: The company projects 2026 revenue between $350 million and $364 million, with adjusted EBITDA expected between $182 million and $193 million, demonstrating confidence in future growth, particularly with ongoing expansion in the corporate channel.
- Shareholder Return Initiatives: In 2025, the company repurchased 1 million shares for $23 million and plans to be more aggressive in its share repurchase program, aiming to enhance shareholder value and boost market confidence.
See More
Consensus Cloud Solutions Q4 Earnings Exceed Expectations
- Strong Earnings Report: Consensus Cloud Solutions reported a Q4 2025 non-GAAP EPS of $1.41, beating expectations by $0.11, which underscores the company's ongoing profitability and strengthens market confidence.
- Slight Revenue Growth: Q4 2025 revenue reached $87.07 million, a 0.1% year-over-year increase, exceeding market expectations by $450,000, indicating the company's ability to maintain stable revenue streams in a competitive market.
- Improved Cash Flow: Net cash provided by operating activities in Q4 2025 rose to $15.2 million from $11.1 million in Q4 2024, reflecting enhanced operational efficiency and improved financial health.
- Optimistic Future Guidance: The company provided Q1 2026 revenue guidance ranging from $85.4 million to $89.4 million, with adjusted EPS expectations between $1.36 and $1.46, all above consensus estimates, demonstrating management's confidence in future growth.
See More
Consensus Cloud Solutions Reports Key Financial Highlights for FY 2025
- Revenue Growth Resurgence: In Q4 2025, total revenue reached $87.1 million, a slight increase of 0.1% compared to Q4 2024, with corporate business growing by 7.3% to $56.8 million, indicating the company's recovery potential in the enterprise market.
- Net Income Improvement: Q4 2025 net income was $20.5 million, up 13% from 2024, with a net income margin of 23.5%, reflecting the company's effective enhancement of profitability through reduced marketing spend and lower bad debt expenses.
- Significant Increase in Free Cash Flow: Free cash flow in Q4 2025 reached $7.3 million, a 132.7% increase from 2024, providing strong financial support for future investments and shareholder returns.
- Effective Debt Management: The company successfully reduced debt by $36 million and refinanced its 6% notes due in 2026 at favorable rates, demonstrating strategic execution in optimizing its capital structure.
See More
