• Reported GAAP EPS of $1.32 up 22.22% YoY • Reported revenue of $88.47M up 1.53% YoY • Consensus Cloud Solutions reaffirmed full year 2026 guidance for revenue between $350M and $364M, and Adjusted EBITDA from $182M to $193M. Q2 2026 revenue is projected to be $87.9 million to $91.9 million.
Bullish
Consensus Cloud Solutions achieved 8.2% Corporate revenue growth, its highest since Q4 2022, alongside increased net income and free cash flow. The company also repurchased 600,000 shares.
Bearish
Consensus Cloud Solutions' SoHo revenue decreased by 9.5% due to a strategic initiative, while both Corporate and SoHo monthly account churn rates increased. Total operating expenses also rose.