Consensus Cloud Solutions, Inc. Q1 FY2026 earnings call

Scott noted momentum into 2026 with Q1 exceeding expectations in corporate and SOHO channels. Johnny highlighted corporate channel record revenue, 8.2% growth, net revenue retention rate over 102%, and product launches like re-architected eFax platform. Emphasized transition from transport to intelligence layer.

Corporate channel had record revenue of $58.7 million in Q1 2026, an 8.2% year-over-year growth. SOHO channel had revenue of $29.7 million, a 9.5% year-over-year decline. Consolidated revenue was $88.5 million, a 1.5% year-over-year increase. Adjusted EBITDA was $47.9 million, with a margin of 54.1%.

Reaffirmed 2026 revenue between $350 million and $364 million, adjusted EBITDA $182 million to $193 million, adjusted EPS $5.55 to $5.95. Q2 2026 revenue projected $87.9 million to $91.9 million, adjusted EBITDA $46.4 million to $49.6 million, adjusted EPS $1.43 to $1.53.

Includes forward-looking statements, risks from regulatory filings, uncertainties causing actual results to differ from anticipated

Q: Just looking at the reaffirmed full year 2026 guide, was that not raised mainly due to conservatism and racism What do you expect revenue and earnings growth, the cadence, to be for the rest of the year?

A: We only change guidance when highly confident of exceeding, too early in year. Mentioned hiring picking up in Q2, EBITDA margins not expected to repeat as hiring increases.