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Dec 31, 2025
Consensus Cloud Q4 2025 Earnings Report
Consensus Cloud reported modest revenue growth and higher profitability in the fourth quarter of 2025.
Key Takeaways
Consensus Cloud Solutions delivered flat revenue growth in Q4 2025 while expanding margins, driving double-digit growth in net income and earnings per share supported by cost discipline and strong cash generation.
Q4 revenue increased slightly year over year, driven by growth in the Corporate segment.
Net income and EPS rose at a double-digit rate due to lower expenses and tax benefits.
Adjusted EBITDA margin remained above 50%, within the company’s long-term target range.
Free cash flow more than doubled year over year, strengthening liquidity.
Revenue by Segment
Forward Guidance
Management expects stable revenue trends and continued strong profitability entering 2026.
Positive Outlook
- Q1 2026 revenue expected to remain stable near Q4 levels.
- Adjusted EBITDA margin projected to stay above 50%.
- Continued focus on debt reduction and capital returns.
- Corporate segment expected to remain the primary growth driver.
- Strong free cash flow outlook supports financial flexibility.
Challenges Ahead
- SoHo revenue expected to remain under pressure.
- Revenue growth outlook remains modest.
- Guidance excludes GAAP reconciliation due to uncertainty.
- Macroeconomic and regulatory risks persist.
- Customer churn remains elevated in certain segments.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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