Sees FY26 Revenue of $350M-$364M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
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Should l Buy CCSI?
Sees FY26 revenue $350M-$364M, consensus $352.61M.
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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: 30.740
Low
37.00
Averages
37.00
High
37.00
Current: 30.740
Low
37.00
Averages
37.00
High
37.00
About CCSI
Consensus Cloud Solutions, Inc. provides digital cloud fax technology. The Company offers secure information delivery services with a scalable software-as-a-service platform. It serves approximately 800 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, Unite, jSign, Conductor, and 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.

- 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.
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- 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.
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- 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.
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- Revenue Growth: In Q4 2025, Consensus Cloud Solutions reported revenues of $87.1 million, a slight increase of 0.1% compared to Q4 2024, driven by a 7.3% growth in corporate business, despite an 11.1% decline in SoHo operations, indicating strong performance in the corporate sector.
- Net Income Increase: The net income for Q4 2025 rose to $20.5 million, a 13% increase year-over-year, primarily due to higher operational income and reduced marketing expenses, with a net income margin of 23.5%, positioning the company well for future growth.
- Cash Flow Improvement: The net cash provided by operating activities in Q4 2025 increased to $15.2 million, up 36.8% from 2024, while free cash flow reached $7.3 million, reflecting significant improvements in cash management and profitability.
- Shareholder Returns: The company repurchased approximately 1 million shares in 2025, demonstrating a commitment to shareholders, while successfully refinancing its debt, reducing total debt by $36 million, thereby enhancing financial flexibility.
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- Earnings Announcement Date: Consensus Cloud Solutions (CCSI) is set to release its Q4 2023 earnings report on February 10 before market open, with consensus EPS estimate at $1.30, reflecting a 1.5% year-over-year decline, and revenue estimate at $86.62 million, indicating a 0.4% year-over-year decrease, highlighting the company's challenges in maintaining profitability and revenue growth amidst market pressures.
- Historical Performance: Over the past two years, CCSI has surpassed EPS estimates 88% of the time and revenue estimates 88% of the time, demonstrating the company's stability in financial forecasting and maintaining market confidence.
- Expectation Revision Dynamics: In the last three months, CCSI's EPS estimates have seen one upward and one downward revision, while revenue estimates have also experienced one upward and one downward revision, reflecting analysts' differing views on the company's future performance and market uncertainties.
- Market Attention: As the earnings report approaches, investors and analysts will closely monitor CCSI's performance to assess its adaptability in the current economic environment and future growth potential, particularly against the backdrop of intensifying competition in the technology and cloud services sectors.
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