Consensus Cloud Solutions, Inc. (NASDAQ: CCSI ) is currently applying artificial intelligence to existing digital cloud fax technology, which seems to be accelerating revenue EPS GAAP growth. The company has operated for more than 25 years, and has accumulated a lot ofLondon Stock Market Research is a service offered by an ex-investment banker from the city of London. After around 11 years in the industry, I decided to drop out, and made dollars out of what I learned in business. I appreciate value investme ...

Financial Data and Key Metrics Changes - Q4 2024 consolidated revenue was $87 million, a decrease of $0.8 million or 0.9% compared to Q4 2023, performing better than expectations [46] - Full year 2024 revenue was $350.4 million, a decrease of $12.2 million or 3.4% from the prior year, largely driven by the planned decline in the SoHo business [48] - Adjusted net income for Q4 2024 was $25.8 million, an increase of $4.4 million or 20.8% over the prior year [47] - Full year 2024 free cash flow was $88 million, compared to $77 million in the prior year [53] Business Line Data and Key Metrics Changes - Corporate revenue for Q4 2024 was $52.9 million, an increase of approximately 7.1% year-over-year, contributing to a full year corporate revenue of $209.1 million, representing a 4.8% growth rate [17][41] - SoHo revenue for Q4 2024 was $34.1 million, down 11.1% from $38.3 million in the same period last year, with full year SoHo revenues at $141.3 million, down 13.3% [25][45] - Corporate ARPA for Q4 2024 was stable at $304, while full year ARPA ended at $311, down from $316 in 2023 [22][41] Market Data and Key Metrics Changes - The corporate customer count reached approximately 59,000, with over 3,000 new customers added in Q4 [21] - The VA's ECFax solution revenue exceeded $2.6 million in 2024, with expectations to reach up to $5 million in 2025 [24] Company Strategy and Development Direction - The company plans to prioritize profitability and stability in the SoHo business for 2025, with a revenue target of approximately $128 million, down from $141 million in 2024 [31] - For the corporate channel, the company aims for a revenue target of $222 million in 2025, reflecting a growth rate of 6% to 6.5% compared to 2024 [35] - The company is focusing on customer retention, upselling, and cross-selling strategies to drive growth [20] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the corporate channel's growth, noting improvements in decision-making and market normalization [72][74] - The company anticipates a flat revenue year at $350 million for 2025, with expectations for growth in subsequent years [36] Other Important Information - The company repurchased approximately $20 million in debt during Q4 2024, bringing total debt repurchases to $207 million since the program's inception [11][51] - The company expects to file its fiscal '24 10-K by the close of business on the day of the call [38] Q&A Session Summary Question: Can you talk about the uptake of your advanced products, particularly Clarity and jSign? - Management highlighted that Clarity is in full production and is capable of extracting data from unstructured documents, with significant demand and several proof of concepts underway [60][62] Question: What are your expectations for corporate revenue growth going forward? - Management indicated that while Q4 showed a 7.1% growth, a more normalized growth rate is about 5.5%, with a target of 6.25% for 2025 [68][70] Question: Can you provide details on the '25 go-to-market investments? - Investments will focus on expanding sales headcount and reallocating marketing funds to enhance corporate marketing efforts, with most impacts expected in 2026 and beyond [80][81] Question: How much of the corporate growth in 2025 is derived from the VA rollout? - Management expects about $5 million contribution from the VA in 2025, with the rollout anticipated to continue without disruption [110]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40750 Consensus Cloud Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 87-1139414 (State or other jurisdiction o ...

Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.92%. A quarter ago, it was expected that this company would post earnings of $1.28 per share when it actually produced earnings of $1.31, delivering a surprise of 2.34%.Over the last four quarter ...

Consensus Cloud Solutions, Inc. Provides Fourth Quarter and Full Year 2024 Results Releases Q1 2025 and Full Year 2025 Guidance LOS ANGELES -- Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) today reported preliminary financial results for the fourth quarter and year ended December 31, 2024. "I am pleased that we finished 2024 in a strong position relative to our expectations. We exceeded our revenue target by more than $5 million for the year, maintained strong margins, generated record net cash provided by ...

Consensus Cloud Solutions, Inc. (CCSI) shares rallied 12.1% in the last trading session to close at $30.20. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 13.5% gain over the past four weeks.Consensus Cloud Solutions is benefiting from strong revenue growth in its Corporate business, successful cost optimization strategies, and increased customer retention across both Corporate and SoHo channels.This company ...

Since its spin-off from Ziff Davis ( ZD ) in October 2021, Consensus Cloud Solutions (NASDAQ: CCSI ) has been pitilessly beaten down by the market, falling 45% from its spin price.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CCSI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whos ...

Consensus Cloud Solutions, Inc. (NASDAQ: CCSI ) reports a profitable business model with many decades of experience in offering secure communications to clients in different sectors. In the last quarterly report, the company appears to be investing more in R&DLondon Stock Market Research is a service offered by an ex-investment banker from the city of London. After around 11 years in the industry, I decided to drop out, and made dollars out of what I learned in business. I appreciate value investments, and ...

Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Adam Varon - Senior Vice President Finance Scott Turicchi - Chief Executive Officer Johnny Hecker - CRO and Executive Vice President of Operations Jim Malone - Chief Financial Officer Conference Call Participants Jenny Shen - BTIG Operator Good day, ladies and gentlemen, and welcome to Consensus Q3 2024 Earnings Call. My name is Paul, and I will be the operator assisting you today. ...

Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.31 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.51 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.34%. A quarter ago, it was expected that this company would post earnings of $1.32 per share when it actually produced earnings of $1.45, delivering a surprise of 9.85%.Over the last four quarters ...