Consensus Cloud Solutions' prelim Q4 revenue slightly beats estimates

Overview

• Digital cloud fax provider's preliminary Q4 revenue slightly beat analyst expectations

• Adjusted EBITDA for Q4 beat analyst expectations, driven by reduced marketing spend

• Company repurchased approx. 1 mln shares and reduced debt by $36 mln in 2025

Outlook

• Consensus Cloud Solutions projects Q1 2026 revenue between $85.4 mln and $89.4 mln

• Company expects FY 2026 revenue between $350 mln and $364 mln

• Consensus Cloud Solutions forecasts Q1 2026 adjusted EPS between $1.36 and $1.46

Result Drivers

• CORPORATE CHANNEL - Revenue growth driven by 7.3% increase in corporate business

• REDUCED MARKETING SPEND - Increased net income attributed to reduced marketing spend and lower bad debt expense

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy"

• Wall Street's median 12-month price target for Consensus Cloud Solutions Inc is $36.00, about 58.7% above its February 9 closing price of $22.68

• The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 5 three months ago

Press Release: ID:nBw8g4LxSa

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