NASDAQ$CCSI

Consensus Cloud Solutions Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Consensus Cloud Solutions reported Q3 2025, revenue of $87.8M, net income of $22.1M, diluted EPS of $1.15.

For Q3 2025, Consensus Cloud Solutions reported revenue of $87.8M, net income of $22.1M, diluted EPS was $1.15. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $87.8M.
  • Net income $22.1M.
  • Diluted EPS $1.15.

Headline financials

Total Revenue

$87.8M

Previous: $87.5M+0.3%
EPS (adj)

$1.15

Previous: $1.31-12.2%
Corporate accounts

65.0K

No prior period
Corporate ARPA

$293.12

No prior period
Corporate paid adds

8.0K

No prior period
Corporate churn

3.5%

No prior period
SoHo accounts

661.0K

No prior period
SoHo ARPA

$15.56

No prior period
SoHo paid adds

51.0K

No prior period
SoHo churn

3.7%

No prior period
Capital Expenditures

-$22.3M

Previous: -$25.5M+12.3%
Net Income

$22.1M

Previous: $23.9M-7.5%
Operating Income

$37.9M

Previous: $39.9M-4.9%
Gross Profit

$70.2M

Previous: $70.4M-0.2%

Revenue & EPS history

Consensus Cloud · Revenue · Quarterly

$87.8M

Q3 2025+0.3%vs Q3 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Consensus Cloud · $92.8M total across 2 segments · Q2 2023

  • Corporate
    $50.4M+2.5%
  • SoHo
    $42.4M-3.6%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+1.5%

Avg return

Earnings day

+2.7%

Avg return

5 days after

-3.4%

Avg return

30 days after

71%

15 / 21 earnings

Positive

+37.8%

Q1 2024

Best reaction

-17.8%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.9%+1.2%+18.3%
Q4 2025+6.9%+30.6%+32.7%
Q3 2025-15.7%-18.8%-24.6%
Q1 2025+0.1%+4.0%+2.0%
Q3 2024-5.9%-5.0%-5.9%
Q2 2024+4.0%+4.6%+18.8%
Q1 2024+37.8%+48.7%+41.8%
Q4 2023-17.8%-11.6%-28.6%
Q3 2023-7.1%+4.7%+12.9%
Q2 2023+1.5%+2.5%-14.5%
Q1 2023+0.4%-8.4%-1.1%
Q4 2022-2.3%-27.5%-50.0%
Q3 2022-3.2%+6.3%-4.0%
Q2 2022+2.7%+4.9%-3.5%
Q1 2021+1.1%+1.7%-14.8%
Q1 2022+1.1%+1.7%-14.8%
Q4 2019+1.9%+1.3%-15.6%
Q2 2021+1.9%+1.3%-15.6%
Q4 2021+9.0%+9.5%+9.5%
Q3 2021+5.0%+2.8%-7.7%
Q4 2020+5.0%+2.8%-7.7%
Q3 2020

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