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Consensus Cloud Solutions Inc logo

Consensus Cloud Solutions Inc

consensus.com

What Do They Do?

Sells secure cloud fax and information-exchange services to businesses, government and healthcare organizations, and individuals.

How Do They Make Money?

Customers pay for cloud communication and digital-signature services through subscriptions and usage fees. Subscription services are paid for upfront and provided over the contract period; usage fees are charged based on use.

revenue
SegmentShareRevenue
Corporate
Mix

64%
FY2022: 53%
Small office home office (“SoHo”)
Mix

36%
FY2022: 47%
Other
0.0%
FY2022: <0.1%

Who Are Their Customers?

Businesses and government agencies buy Corporate services primarily through salespeople, with sales also through e-commerce and channel or strategic partners. Individuals and small businesses buy SoHo fax services online.

Do Revenues Turn Into Profits?

Yes. It kept 24 cents of every revenue dollar as net income in FY2025 and turned 30 cents into free cash flow.

Operating income, FY2025
43% of revenue
▲ +1% vs FY2024 ($149.4M, 43%)
Net income, FY2025
24% of revenue
▼ −5% vs FY2024 ($89.4M, 26%)
Free cash flow, FY2025
30% of revenue
▲ +20% vs FY2024 ($88.3M, 25%)

How Are They Changing?

Since the FY2025 annual report
Latest quarter: Q2 FY2026, the three months to Jun 30, 2026
Revenue
▲ +4%
vs $87.7M in Q2 FY2025
Net income
▲ +32%
vs $20.8M in Q2 FY2025
Corporate share of revenue vs 63.0% in Q2 FY2025
  • Aug 6, 2026 Reaffirmed 2026 outlook and issued third-quarter guidance
  • Apr 1, 2026 Appointed Adam Varon as chief financial officer

Flat. Revenue was $349.7M in FY2025, about the same as the $352.7M of FY2021.

Revenue over time
Corporate Small office home office (“SoHo”) Other
$500M$250M$0

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