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Jun 30, 2025
Consensus Cloud Q2 2025 Earnings Report
Consensus Cloud Solutions, Inc. reported its second quarter 2025 financial results, showing a return to positive total revenue growth ahead of expectations, driven by strong Corporate segment performance.
Key Takeaways
Consensus Cloud Solutions delivered a strong Q2 2025, with total revenues increasing by 0.3% to $87.7 million, primarily due to a 6.9% growth in the Corporate business. Despite a planned decrease in the SoHo segment, the company maintained robust operating margins, leading to strong cash flows. Net income and EPS saw a decrease, mainly due to foreign exchange fluctuations, but adjusted net income and adjusted EPS increased.
Total revenues increased by 0.3% to $87.7 million in Q2 2025, compared to $87.5 million in Q2 2024, marking a return to positive revenue growth.
Corporate revenue grew by 6.9% to $55.3 million, driven by strong usage, improved revenue retention, and new customer acquisition.
Net income decreased by 13.0% to $20.8 million, and diluted EPS decreased by 13.7% to $1.07, primarily due to changes in foreign exchange gain and loss.
Adjusted net income increased by 3.2% to $28.4 million, and adjusted diluted EPS increased by 2.1% to $1.46, benefiting from a reduction in interest expense.
Revenue by Segment
Forward Guidance
Consensus Cloud Solutions reaffirmed its full-year 2025 revenue and Adjusted EBITDA guidance, while raising its full-year 2025 Adjusted Earnings Per Diluted Share guidance, reflecting confidence in continued performance.
Positive Outlook
- Full-year 2025 Adjusted earnings per diluted share guidance raised to a range of $5.25 to $5.65, up from previous guidance.
- Full-year 2025 revenue guidance reaffirmed at $343 million to $357 million.
- Full-year 2025 Adjusted EBITDA guidance reaffirmed at $179 million to $190 million.
- Q3 2025 revenue expected to be between $85.9 million and $89.9 million.
- Q3 2025 Adjusted EBITDA expected to be between $44.4 million and $47.4 million.
Challenges Ahead
- No specific negative forward guidance points were highlighted in the report; the company's outlook is generally positive with reaffirmed and raised guidance.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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