Q4 2025 Consensus Cloud Solutions Inc Earnings Call Transcript
Key Points
- Consensus Cloud Solutions Inc (CCSI) achieved a record $106 million in free cash flow for 2025, up 20% from 2024.
- The company successfully reduced its debt from $805 million to $562 million, achieving its target leverage of 3 times total debt to adjusted EBITDA.
- Corporate revenue grew by 7.3% year-over-year in Q4 2025, marking the best corporate growth rate since Q4 2022.
- The company repurchased $57 million worth of its stock, representing about 10% of the shares outstanding at the time of the spin.
- CCSI's corporate revenue retention rate stands at 101.3%, indicating strong customer retention and growth.
- SOHO revenue declined by 11.1% year-over-year in Q4 2025, continuing a trend of decline in this segment.
- The company's ARPA for corporate customers decreased by approximately $13 from the prior comparable period.
- CCSI faces challenges in the SOHO segment with a deliberate revenue decline strategy, impacting overall revenue growth.
- The company anticipates a similar rate of decline in SOHO revenue for 2026, approximately a 10% decline.
- There is potential pressure on hospital budgets due to external factors like the Big, Beautiful Bill Act and Medicaid enrollment declines.
Good day ladies and gentlemen, and welcome to Consensus Q4 2025 earnings call. My name is Paul and I will be the operator assisting you today.
(Operator Instructions)
On this call from Consensus will be Scott Turicchi, CEO; Jim Malone, CFO; Johnny Hecker, CRO, and Executive Vice President of Operations; and Adam Varon, Senior Vice President of Finance.
I will now turn the call over to Adam Varon, Senior Vice President of Finance at Consensus.
Thank you. You may begin.
Good morning and welcome to the Consensus Investor Call to discuss our Q4 and year-end 2025 financial results, other key information, and our 2026 full-year and Q1 2026 guidance. Joining me today are Scott Turicchi, CEO; Johnny Hecker, CRO and EVP of Operations, and Jim Malone, CFO.
The earnings call will begin with Scott providing opening remarks. Johnny will give an update on operational progress since our Q3 2025 investor call, and then Jim will discuss Q4 2025 and full
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