Key Highlights

● Consensus Cloud Solutions will host its third-quarter investor call on 5 November 2026.

● Second-quarter revenue rose 4.1% to $91.4 million, with adjusted EBITDA at a 52.9% margin.

● Corporate revenue grew 9.3% while the SoHo group declined 4.7%.

● The share repurchase authorisation was raised to $200 million, with $118.2 million remaining.

Latest verified development

Consensus Cloud Solutions Inc (NASDAQ:CCSI) announced on 5 October 2026 that it will host its third-quarter investor call on 5 November 2026. That is the next scheduled disclosure, and it follows second-quarter results on 6 August, in which the company reaffirmed full-year 2026 guidance, issued third-quarter guidance and raised its share repurchase authorisation to $200 million.

No other material company announcement has followed since August, so the August report remains the latest source of financial data.

Latest reported results

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.

Capital structure and buybacks

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.

Total debt less cash gives net debt of about $456 million, a simple calculation 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.

Third-quarter and full-year guidance

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.

Corporate accounts, SoHo decline and the 2026 notes

The Corporate account count is the operating figure that captures the growth offsetting the shrinking SoHo base: 67,000 accounts, up from 61,000, while SoHo fell by 45,000 to 637,000.

Debt is the other thread. With $555.3 million outstanding against $98.9 million of cash, and the debt repurchase authorisation for the 2026 and 2028 notes lapsing on 9 November with $77.4 million unused, the call lands just as that window closes.