Overview

* Consensus Cloud Q2 revenue rises 0.3% to $87.7 mln, beating analyst expectations, per LSEG data

* Adjusted EPS for Q2 increases to $1.46, surpassing analyst estimates, per LSEG data

* Company reaffirms full-year revenue and adjusted EBITDA guidance, raises adjusted EPS guidance

Outlook

* Consensus reaffirms 2025 revenue guidance of $343 mln to $357 mln

* Company raises 2025 adjusted EPS guidance to $5.25-$5.65

* Consensus expects Q3 revenue between $85.9 mln and $89.9 mln

* Company sees Q3 adjusted EBITDA between $44.4 mln and $47.4 mln

Result Drivers

* CORPORATE REVENUE - Driven by strong usage, improved revenue retention, and new customer acquisition, per CEO Scott Turicchi

* SOHO DECLINE - Planned decrease of 9.4% in SoHo revenue offset corporate growth

* CREDIT FACILITY - $225 mln credit facility executed to retire senior notes due October 2026

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $87.72 $86.30

Revenue mln mln (4

Analysts

)

Q2 Beat $1.46 $1.34 (4

Adjusted Analysts

EPS )

Q2 EPS $1.07

Q2 Beat $28.44 $26.60

Adjusted mln mln (3

Net Analysts

Income )

Q2 Net $20.78

Income mln

Q2 Beat $48.06 $46.20

Adjusted mln mln (4

EBITDA Analysts

)

Q2 54.8%

Adjusted

EBITDA

Margin

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 ( CCSI ) is $32.00, about 37.1% above its August 6 closing price of $20.12

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

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)