Consensus Cloud Solutions Q2 2025 Earnings Call Transcript: Financial Results and Guidance

Consensus Cloud Solutions Inc. (CCSI) reported Q2 2025 earnings with CEO Scott Turicchi providing opening remarks, Johnny Hecker discussing operational progress, and CFO Jim Malone providing financial results and full-year 2025 and Q3 2025 guidance. The company experienced operational progress and provided financial results and guidance, with a Q&A session to follow.

Consensus Cloud Solutions Inc. (CCSI) reported its Q2 2025 earnings on August 7, 2025, with the company's CEO Scott Turicchi providing opening remarks, Chief Revenue Officer Johnny Hecker discussing operational progress, and CFO Jim Malone presenting financial results and full-year 2025 and Q3 2025 guidance.

Operational Highlights

Johnny Hecker highlighted the company's operational progress, noting that CCSI achieved a 6.9% year-over-year revenue growth in Q2 2025, marking the highest growth in 10 quarters. The corporate channel showed strong performance with a record revenue of $55.3 million, driven by growth in the healthcare vertical and strategic partnerships. The trailing 12-month revenue retention rate improved to 102%, indicating strong customer retention and satisfaction [1].

Financial Performance

Jim Malone presented the company's financial results, revealing that CCSI's total revenue for Q2 2025 was $87.7 million, a 0.3% increase year-over-year. Corporate revenue was $55.3 million, a 6.9% increase over Q2 2024, while SoHo revenue decreased to $32.4 million, a 9.4% decrease from Q2 2024. Adjusted EBITDA margin was 54.8%, near the top end of the 50% to 55% range. Free cash flow increased by 29% from Q2 2024, reaching $20.3 million, due to excellent management of receivables and lower interest expenses [1].

Guidance and Outlook

The company expects continued growth driven by strong performance in the corporate channel and strategic initiatives in the SoHo channel. The full-year 2025 revenue guidance was reaffirmed, with adjusted EBITDA and adjusted EPS ranges raised. The company anticipates a lower adjusted EBITDA margin in Q3 due to seasonal cost increases related to year-end audits and hiring [1].

Q&A Session

During the Q&A session, Johnny Hecker discussed the demand and pipeline, noting that CCSI is not experiencing a slowdown and has closed significant deals with large health systems and hospitals. The company serves a broad spectrum of healthcare customers, including providers, payers, and pharma distribution, which mitigates the impact of any single market segment's challenges [1].

Conclusion

Consensus Cloud Solutions Inc. reported a solid Q2 2025, with strong operational performance and financial results. The company's guidance for the rest of the year is positive, with expectations of continued growth driven by strategic initiatives. Investors should closely monitor the company's earnings call transcript for more detailed insights and the potential impact of regulatory changes on smaller healthcare providers [1].

References

[1] https://finance.yahoo.com/news/consensus-cloud-solutions-inc-ccsi-074518827.html
[2] https://www.nasdaq.com/articles/consensus-cloud-solutions-inc-ccsi-q2-earnings-and-revenues-top-estimates
[3] https://seekingalpha.com/article/4811539-consensus-cloud-solutions-inc-ccsi-q2-2025-earnings-call-transcript