Highlights

  • Consensus scheduled its third-quarter investor call for 5 November 2026 following its August financial report.
  • Second-quarter revenue increased 4.1% to US$91.4 million, supported by higher revenue from corporate customers during the reported period.
  • Corporate paying accounts climbed to 67,000, while small-office and home-office accounts declined to 637,000 during the reported period.
  • The company expanded its share repurchase authorisation to US$200 million and maintained its full-year guidance.

A November results call is the next scheduled checkpoint for Consensus Cloud Solutions (NASDAQ:CCSI). The company said on 5 October that it would discuss its third-quarter performance on 5 November 2026. Its August results had already shown contrasting customer trends: growth among corporate accounts alongside contraction in the small-office and home-office business.

What the Numbers Show

Second-quarter revenue was $91.4 million, up 4.1% from $87.7 million. Net income was $27.4 million, up 31.7%, and diluted earnings per share were $1.43 on a GAAP basis and $1.49 adjusted. Adjusted EBITDA, a non-GAAP measure, was $48.3 million, a 52.9% margin. Chief executive Scott Turicchi said the quarter's achievements sustained the momentum of the past few quarters.

The two customer groups moved in opposite directions. Corporate revenue was $60.5 million, up 9.3%, with 67,000 paying accounts against 61,000 a year earlier. The small office and home office group, SoHo, produced $30.9 million, down 4.7%, with 637,000 accounts against 682,000.

Average monthly revenue per customer account was $304.86 for Corporate, against $302.84 a year earlier, and $16.06 for SoHo, against $15.62. Growth in Corporate revenue therefore came mainly from more accounts rather than higher pricing per account, while SoHo lost accounts but earned slightly more from those that remained. Net income equalled about 30% of revenue, according to a calculation using the reported figures.

Repurchases and Debt

Cash and equivalents were $98.9 million, and debt was about $555.3 million, made up of $548.2 million long-term and $7.0 million current. The company spent $9.6 million buying about 300,000 shares in the quarter. Cumulative repurchases under the programme total $81.8 million, with $118.2 million remaining after the increase to $200 million.

A separate debt repurchase programme has $77.4 million remaining and covers senior notes due in 2026 and 2028. That authorisation expires on 9 November 2026, which falls shortly after the November call.

Setting total debt against cash gives a net figure of about $456 million, a calculation using the reported figures rather than a company measure. With adjusted EBITDA guided to $182 million to $193 million for the year, leverage is a central feature of the equity story, and repurchases of stock and debt compete for the same cash.

Management Forecasts

For the third quarter, management guided revenue of $89.2 million to $93.2 million, adjusted EBITDA of $45.0 million to $48.0 million and adjusted earnings per share of $1.34 to $1.44. Full-year 2026 guidance was reaffirmed at revenue of $350 million to $364 million, adjusted EBITDA of $182 million to $193 million and adjusted earnings per share of $5.55 to $5.95. These are forecasts, not reported results.

Upcoming Milestones

The Corporate account count is a useful operating indicator in the release, because it captures the growth that offsets the shrinking SoHo base. Each can be checked directly against the quarterly filing.