Consensus Cloud Solutions (CCSI) Q2 2026 earnings summary

Executive summary

• Achieved consolidated year-over-year revenue growth of 4.1% to $91.4M, driven by accelerating Corporate segment growth and a slower decline in SoHo revenues.

• Corporate revenue grew 9.3% year-over-year to $60.5M, with customer base expanding 9.4% to approximately 67,000.

• Net Revenue Retention improved to 103.1%, reflecting strong customer engagement and upsell.

• Free cash flow increased 25.1% year-over-year to $25.5M.

Financial highlights

• Adjusted EBITDA rose slightly to $48.3M, maintaining a robust margin of 52.9%.

• Adjusted EPS increased by $0.03 to $1.49, primarily due to favorable net interest expense.

• Q2 2026 SoHo revenues were $30.9M, down 4.7% year-over-year, but the rate of decline improved from Q1.

• Average monthly revenue per Corporate customer (ARPA) was $305, up 0.7% year-over-year.

Outlook and guidance

• FY2026 guidance reaffirmed: revenue $350M–$364M, adjusted EBITDA $182M–$193M, adjusted EPS $5.55–$5.95.

• Q3 2026 guidance: revenue $89.2M–$93.2M, adjusted EBITDA $45M–$48M, adjusted EPS $1.34–$1.44.