Consensus Cloud Solutions, Inc. (CCSI) Q3 2025 Earnings Call Transcript
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.
Trade with 70% Backtested Accuracy
Analyst Views on CCSI
About CCSI
About the author
Transcript of Consensus Cloud (CCSI) Earnings for Q3 2025
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
Wedbush Reaffirms Outperform Rating on Consensus Cloud Solutions and Increases Price Target to $35
Real-time Intelligence: Benzinga Pro offers traders the fastest news alerts to stay updated on market movements.
Exclusive Content: The platform provides exclusive stories and insights generated by Benzinga reporters for its users.
Community Engagement: Over 10,000 serious traders are part of the Benzinga Pro community, enhancing their trading strategies.
Market Winning Tools: Benzinga Pro is designed to help traders win in the markets every day with accurate stock market intelligence.
Significant Options Activity on Monday: SNOW, SPHR, CCSI
Sphere Entertainment Co Options Trading: Sphere Entertainment Co (SPHR) experienced significant options trading with 8,851 contracts, equating to about 885,100 underlying shares, primarily driven by high activity in the $70 strike call option expiring December 19, 2025.
Consensus Cloud Solutions Inc Options Trading: Consensus Cloud Solutions Inc (CCSI) also saw notable options trading, with 1,084 contracts traded, representing around 108,400 underlying shares, highlighted by the $20 strike put option expiring March 20, 2026.
Trading Volume Comparison: The options trading volumes for both SPHR and CCSI were approximately 96.4% and 95% of their respective average daily trading volumes over the past month.
Further Information: For additional details on available expirations for options related to SNOW, SPHR, or CCSI, users can visit StockOptionsChannel.com.
Significant Options Trading on Thursday: CLMT, CCSI, OKLO
CCSI Options Trading: Consensus Cloud Solutions Inc (CCSI) experienced a significant options trading volume of 708 contracts, equating to about 70,800 underlying shares, with a notable focus on the $30 strike call option expiring March 20, 2026.
OKLO Options Trading: Oklo Inc (OKLO) saw a much higher options trading volume of 159,326 contracts, representing approximately 15.9 million underlying shares, particularly for the $125 strike call option expiring October 03, 2025.
Validea's Leading IT Stocks According to Joel Greenblatt - September 8, 2025
Top Rated IT Stocks: Validea's Earnings Yield Investor model highlights HP Inc., Consensus Cloud Solutions Inc., Strategy Inc., Open Text Corp, and Cognizant Technology Solutions Corp as top-rated stocks based on their strong fundamentals and valuations, with ratings of 100% for HPQ and CCSI, and 90% for MSTR.
Company Descriptions: Each company specializes in different areas; HP Inc. focuses on personal computing and printing, Consensus Cloud Solutions offers digital cloud fax technology, Strategy Inc. provides AI-powered analytics, Open Text Corp specializes in information management, and Cognizant Technology Solutions delivers a range of technology services across various industries.
Investment Strategy: The ratings are based on Joel Greenblatt's investment strategy, which emphasizes high return on capital and earnings yields, with scores above 80% indicating interest and above 90% indicating strong interest in the stocks.
About Validea and Joel Greenblatt: Validea is an investment research service that follows the strategies of successful investors like Joel Greenblatt, who is known for his "Magic Formula" that has historically outperformed the market.
Consensus Cloud Solutions Second Quarter 2025 Earnings: Revenues Beat Expectations, EPS Lags
Financial Performance: The company reported flat revenue of US$87.7 million and a net income of US$20.8 million, down 13% from the previous quarter, with an EPS of US$1.07, missing analyst estimates by 3.3%.
Market Outlook: Revenue is expected to remain flat over the next three years, contrasting with a projected 13% growth for the US Software industry, while the company's shares have increased by 21% in the past week.
Transcript of Consensus Cloud (CCSI) Earnings for Q3 2025
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
Wedbush Reaffirms Outperform Rating on Consensus Cloud Solutions and Increases Price Target to $35
Real-time Intelligence: Benzinga Pro offers traders the fastest news alerts to stay updated on market movements.
Exclusive Content: The platform provides exclusive stories and insights generated by Benzinga reporters for its users.
Community Engagement: Over 10,000 serious traders are part of the Benzinga Pro community, enhancing their trading strategies.
Market Winning Tools: Benzinga Pro is designed to help traders win in the markets every day with accurate stock market intelligence.
Significant Options Activity on Monday: SNOW, SPHR, CCSI
Sphere Entertainment Co Options Trading: Sphere Entertainment Co (SPHR) experienced significant options trading with 8,851 contracts, equating to about 885,100 underlying shares, primarily driven by high activity in the $70 strike call option expiring December 19, 2025.
Consensus Cloud Solutions Inc Options Trading: Consensus Cloud Solutions Inc (CCSI) also saw notable options trading, with 1,084 contracts traded, representing around 108,400 underlying shares, highlighted by the $20 strike put option expiring March 20, 2026.
Trading Volume Comparison: The options trading volumes for both SPHR and CCSI were approximately 96.4% and 95% of their respective average daily trading volumes over the past month.
Further Information: For additional details on available expirations for options related to SNOW, SPHR, or CCSI, users can visit StockOptionsChannel.com.
Significant Options Trading on Thursday: CLMT, CCSI, OKLO
CCSI Options Trading: Consensus Cloud Solutions Inc (CCSI) experienced a significant options trading volume of 708 contracts, equating to about 70,800 underlying shares, with a notable focus on the $30 strike call option expiring March 20, 2026.
OKLO Options Trading: Oklo Inc (OKLO) saw a much higher options trading volume of 159,326 contracts, representing approximately 15.9 million underlying shares, particularly for the $125 strike call option expiring October 03, 2025.
Validea's Leading IT Stocks According to Joel Greenblatt - September 8, 2025
Top Rated IT Stocks: Validea's Earnings Yield Investor model highlights HP Inc., Consensus Cloud Solutions Inc., Strategy Inc., Open Text Corp, and Cognizant Technology Solutions Corp as top-rated stocks based on their strong fundamentals and valuations, with ratings of 100% for HPQ and CCSI, and 90% for MSTR.
Company Descriptions: Each company specializes in different areas; HP Inc. focuses on personal computing and printing, Consensus Cloud Solutions offers digital cloud fax technology, Strategy Inc. provides AI-powered analytics, Open Text Corp specializes in information management, and Cognizant Technology Solutions delivers a range of technology services across various industries.
Investment Strategy: The ratings are based on Joel Greenblatt's investment strategy, which emphasizes high return on capital and earnings yields, with scores above 80% indicating interest and above 90% indicating strong interest in the stocks.
About Validea and Joel Greenblatt: Validea is an investment research service that follows the strategies of successful investors like Joel Greenblatt, who is known for his "Magic Formula" that has historically outperformed the market.
Consensus Cloud Solutions Second Quarter 2025 Earnings: Revenues Beat Expectations, EPS Lags
Financial Performance: The company reported flat revenue of US$87.7 million and a net income of US$20.8 million, down 13% from the previous quarter, with an EPS of US$1.07, missing analyst estimates by 3.3%.
Market Outlook: Revenue is expected to remain flat over the next three years, contrasting with a projected 13% growth for the US Software industry, while the company's shares have increased by 21% in the past week.
