Consensus Cloud Solutions, Inc. (NASDAQ: NASDAQ: CCSI ) , which just reported its Q1 2025 earnings yesterday, is a company born from a simple idea: take one of the most antiquated technologies in modern business, the fax, and reengineer it for aI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Anal ...

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.30 per share. This compares to earnings of $1.55 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For transition period from to Commission File Number: 001-40750 Consensus Cloud Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 87-1139414 Large accelerated filer ☐ Acc ...

Consensus Cloud Solutions (CCSI) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to the consensus Q1 twenty twenty five Earnings Call. My name is Paul, and I will be the operator assisting you today. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. On this call from consensus will be Scott Turicchi, CEO Jim Malone, CFO Johnny Hecker, CRO and Executive Vice President of Operations a ...

First Quarter 2025 Preliminary Unaudited Results 05.07.2025 Forward-Looking Statements and Risk Factors Certain statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, particularly those regarding our 2025 Financial Guidance. Such forward-looking statements are subject to numerous assumptions, risks and uncertainties that could cause actual results to differ materially from those described in those statements. These forward ...

Consensus Cloud Solutions, Inc. Reports First Quarter 2025 Results Reaffirms Full Year 2025 and Provides Q2 2025 Guidance LOS ANGELES -- Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) today reported financial results for the first quarter of 2025. "I am pleased with our start for fiscal year 2025. Our Corporate revenue growth continued its improvement, driven primarily by strong usage, improved revenue retention and new customer acquisition. Our SoHo revenue performed as expected. Our operating margins rema ...

Consensus Cloud Solutions, Inc. (NASDAQ: CCSI ) is currently applying artificial intelligence to existing digital cloud fax technology, which seems to be accelerating revenue EPS GAAP growth. The company has operated for more than 25 years, and has accumulated a lot ofLondon Stock Market Research is a service offered by an ex-investment banker from the city of London. After around 11 years in the industry, I decided to drop out, and made dollars out of what I learned in business. I appreciate value investme ...

Financial Data and Key Metrics Changes - Q4 2024 consolidated revenue was $87 million, a decrease of $0.8 million or 0.9% compared to Q4 2023, performing better than expectations [46] - Full year 2024 revenue was $350.4 million, a decrease of $12.2 million or 3.4% from the prior year, largely driven by the planned decline in the SoHo business [48] - Adjusted net income for Q4 2024 was $25.8 million, an increase of $4.4 million or 20.8% over the prior year [47] - Full year 2024 free cash flow was $88 million, compared to $77 million in the prior year [53] Business Line Data and Key Metrics Changes - Corporate revenue for Q4 2024 was $52.9 million, an increase of approximately 7.1% year-over-year, contributing to a full year corporate revenue of $209.1 million, representing a 4.8% growth rate [17][41] - SoHo revenue for Q4 2024 was $34.1 million, down 11.1% from $38.3 million in the same period last year, with full year SoHo revenues at $141.3 million, down 13.3% [25][45] - Corporate ARPA for Q4 2024 was stable at $304, while full year ARPA ended at $311, down from $316 in 2023 [22][41] Market Data and Key Metrics Changes - The corporate customer count reached approximately 59,000, with over 3,000 new customers added in Q4 [21] - The VA's ECFax solution revenue exceeded $2.6 million in 2024, with expectations to reach up to $5 million in 2025 [24] Company Strategy and Development Direction - The company plans to prioritize profitability and stability in the SoHo business for 2025, with a revenue target of approximately $128 million, down from $141 million in 2024 [31] - For the corporate channel, the company aims for a revenue target of $222 million in 2025, reflecting a growth rate of 6% to 6.5% compared to 2024 [35] - The company is focusing on customer retention, upselling, and cross-selling strategies to drive growth [20] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the corporate channel's growth, noting improvements in decision-making and market normalization [72][74] - The company anticipates a flat revenue year at $350 million for 2025, with expectations for growth in subsequent years [36] Other Important Information - The company repurchased approximately $20 million in debt during Q4 2024, bringing total debt repurchases to $207 million since the program's inception [11][51] - The company expects to file its fiscal '24 10-K by the close of business on the day of the call [38] Q&A Session Summary Question: Can you talk about the uptake of your advanced products, particularly Clarity and jSign? - Management highlighted that Clarity is in full production and is capable of extracting data from unstructured documents, with significant demand and several proof of concepts underway [60][62] Question: What are your expectations for corporate revenue growth going forward? - Management indicated that while Q4 showed a 7.1% growth, a more normalized growth rate is about 5.5%, with a target of 6.25% for 2025 [68][70] Question: Can you provide details on the '25 go-to-market investments? - Investments will focus on expanding sales headcount and reallocating marketing funds to enhance corporate marketing efforts, with most impacts expected in 2026 and beyond [80][81] Question: How much of the corporate growth in 2025 is derived from the VA rollout? - Management expects about $5 million contribution from the VA in 2025, with the rollout anticipated to continue without disruption [110]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40750 Consensus Cloud Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 87-1139414 (State or other jurisdiction o ...

Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.92%. A quarter ago, it was expected that this company would post earnings of $1.28 per share when it actually produced earnings of $1.31, delivering a surprise of 2.34%.Over the last four quarter ...