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Consensus Cloud Solutions (CCSI) investor relations material
Consensus Cloud Solutions Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenue was $87.8 million, flat year-over-year, with 6.1% growth in Corporate offset by a 9.2% decline in SoHo revenue; net income rose 4.6% to $22.1 million, and free cash flow increased 32% to $44.4 million.
Adjusted EBITDA margin reached 52.8%, slightly ahead of expectations, and adjusted EPS was flat at $1.38; diluted EPS increased 5.5% to $1.15.
Corporate channel revenue reached a record $56.3 million, with the customer base growing to 65,000–65K, up 12–13.1% year-over-year.
Key personnel additions were made as planned, with further hiring expected in Q4.
Operating margins remained strong, supporting robust cash flows and a record number of eFax Protect net additions.
Financial highlights
Adjusted EBITDA was $46.4 million, down 1.2% year-over-year, with a 52.8% margin; adjusted net income was $26.6 million, slightly down from $26.8 million.
Free cash flow rose to $44.4 million, a 32% increase from Q3 2024; net cash from operating activities for the nine months ended September 30, 2025 was $120.9 million.
CapEx was $7.2 million, down 10% year-over-year; cash balance at quarter-end was $97.6–$98 million.
Gross profit for Q3 2025 was $70.2 million, with a gross margin of 80%.
Diluted EPS for Q3 2025 was $1.15, up from $1.09 in Q3 2024.
Outlook and guidance
Q4 2025 revenue guidance: $84.9–$88.9 million; adjusted EBITDA: $43.1–$46.0 million; adjusted EPS: $1.27–$1.37.
Full-year free cash flow expected to exceed $95 million, above original expectations.
Full-year 2025 guidance ranges narrowed based on year-to-date performance.
Lower adjusted EBITDA margin expected in Q4 due to hiring and seasonal costs.
Management expects existing cash, cash flow, and financing to be sufficient for at least the next 12 months.
SoHo strategic initiative's future impact
Corporate ARPA decline and churn increase drivers
Debt refinancing strategy's long-term cost savings?
Path to VA revenue beyond $10M?
SoHo organic sign-up recovery plan details?
How will foreign cash impact 2026 capital allocation?
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Next Consensus Cloud Solutions earnings date
Q4 202518 Feb, 2026
Next Consensus Cloud Solutions earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
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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