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Jun 30, 2022

Consensus Cloud Q2 2022 Earnings Report

Consensus Cloud's Q2 2022 financial results were reported, showing revenue growth and progress in key strategic areas.

Key Takeaways

Consensus Cloud Solutions reported a 6.1% increase in Q2 2022 GAAP quarterly revenues, reaching $93.2 million compared to $87.8 million in Q2 2021. The company's corporate channel drove growth with a 17% increase year-over-year. Net income decreased to $22.3 million, and EPS decreased to $1.11, while adjusted non-GAAP EPS increased to $1.45. The company reaffirmed its 2022 guidance.

GAAP quarterly revenues increased by 6.1% to $93.2 million compared to Q2 2021.

Corporate business grew by 17.1%, including $2.6 million from the Summit acquisition.

GAAP net income decreased to $22.3 million compared to $38.9 million for Q2 2021.

Adjusted non-GAAP earnings per diluted share increased to $1.45, a 6.6% increase compared to Q2 2021.

Total Revenue
$93.2M
Previous year: $87.8M
+6.1%
EPS
$1.45
Previous year: $1.38
+5.1%
Corporate ARPA
$357
Previous year: $298
+19.6%
SoHo ARPA
$14.5
Previous year: $14.3
+1.3%
Corporate Monthly Churn
1.88%
Previous year: 3.14%
-40.1%
Gross Profit
$77.6M
Previous year: $73.3M
+5.9%
Cash and Equivalents
$76.3M
Previous year: $108M
-29.1%
Free Cash Flow
-$4.53M
Previous year: $54.7M
-108.3%
Total Assets
$603M

Consensus Cloud

Consensus Cloud

Consensus Cloud Revenue by Segment

Forward Guidance

For 2022, Consensus Cloud Solutions estimates revenues between $375 million and $385 million, Adjusted EBITDA between $201 million and $207 million, and Adjusted non-GAAP earnings per diluted share between $5.36 and $5.50.

Revenue & Expenses

Visualization of income flow from segment revenue to net income