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Consensus Cloud Solutions, Inc. 8-K Filings

CCSI NASDAQ

Every 8-K that Consensus Cloud Solutions, Inc. (CCSI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow CCSI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CCSI filings page.

Rhea-AI Summary

Consensus Cloud Solutions reported Q2 2026 revenue of $91.4 million, up 4.1% year over year, led by 9.3% growth in its Corporate business, while SoHo revenue declined 4.7%. Net income rose 31.7% to $27.4 million and diluted EPS increased 33.6% to $1.43, helped by an unrealized investment gain and higher revenue.

Adjusted EBITDA was $48.3 million, roughly flat with Q2 2025, with a 52.9% margin within the 50%–55% target range. Operating cash flow improved to $33.3 million and free cash flow to $25.5 million. The company repurchased about 300,000 shares in the quarter and its board expanded the stock buyback authorization to $200.0 million. Management reaffirmed full-year 2026 non-GAAP guidance and issued Q3 2026 outlook ranges for revenue, Adjusted EBITDA and Adjusted EPS.

Rhea-AI Summary

Consensus Cloud Solutions, Inc. reported the results of its annual meeting of stockholders held on June 10, 2026. Stockholders elected six directors to serve until the 2027 annual meeting or until their successors are elected and qualified.

Stockholders also approved the appointment of Deloitte & Touche LLP as the independent auditor for fiscal 2026, with 16,049,689 votes in favor. They approved the compensation of the company’s named executive officers and approved an amendment and restatement of the company’s 2021 Stock Incentive Plan.

Rhea-AI Summary

Consensus Cloud Solutions, Inc. reported higher first quarter 2026 results, with revenues rising 1.5% to $88.5 million and net income increasing 16.7% to $24.7 million. Corporate revenue grew 8.2% to $58.7 million, while SoHo revenue declined 9.5% to $29.7 million as part of a strategic initiative.

Net income margin improved to 27.9% and diluted EPS rose to $1.30 from $1.07. Adjusted net income reached $28.9 million and Adjusted EBITDA was $47.9 million, maintaining a strong 54.1% Adjusted EBITDA margin. Free cash flow increased 14.0% to $38.5 million.

The company repurchased approximately 600,000 shares, spending $17.0 million in Q1, and ended the quarter with $92.3 million in cash and cash equivalents. Consensus reaffirmed its full-year 2026 outlook, guiding to revenue of $350.0–$364.0 million and Adjusted EPS of $5.55–$5.95, and issued Q2 2026 guidance for revenue of $87.9–$91.9 million and Adjusted EPS of $1.43–$1.53.

Rhea-AI Summary

Consensus Cloud Solutions appointed Adam Varon as Chief Financial Officer and Karel Krulich as Chief Accounting Officer, both effective April 1, 2026. These roles give them primary responsibility over the company’s finance and accounting functions.

Varon will receive a $345,000 base salary and be eligible for up to a $150,000 bonus in 2026. He received a February 2026 equity grant valued at about $400,000, split between 8,818 performance-based restricted stock units tied to 2026 financial and stock price goals and 8,818 time-based RSUs vesting over three years. He will also receive an additional equity grant valued at about $300,000, consisting of 12,637 time-based RSUs vesting over three years.

Krulich will receive a $327,000 base salary and be eligible for up to a $100,000 bonus in 2026. He received a February 2026 equity grant valued at about $375,000, split between 8,267 performance-based restricted stock units with similar financial and stock-price conditions and 8,267 time-based RSUs vesting over three years, plus an additional equity grant valued at about $275,000 in 11,584 time-based RSUs vesting over three years.

Rhea-AI Summary

Consensus Cloud Solutions reported preliminary 2025 results showing essentially flat revenue at $349.7 million versus $350.4 million in 2024, while net income slipped to $84.5 million from $89.4 million. Q4 2025 revenue was $87.1 million with net income of $20.5 million, both modestly above Q4 2024.

Profitability and cash generation remained strong. 2025 Adjusted EBITDA was $186.9 million with a 53.4% margin, and free cash flow rose to $105.9 million from $88.3 million, helped by lower interest expense and disciplined spending. The company reduced debt, refinanced and retired its 6.0% senior notes due 2026, and repurchased about 1 million shares.

For 2026, Consensus guides revenue to $350.0–$364.0 million, Adjusted EBITDA of $182.0–$193.0 million, and Adjusted EPS of $5.55–$5.95. The 8-K also announces that CFO James Malone will step down on April 1, 2026, remaining as a strategic advisor, with current SVP of Finance Adam Varon becoming CFO and Karel Krulich appointed Chief Accounting Officer.

Rhea-AI Summary

Consensus Cloud Solutions (CCSI) reported that it furnished its unaudited financial results for the third quarter of fiscal 2025. The company disclosed the results via a press release attached as Exhibit 99.1 to a Form 8‑K under Item 2.02. The information is furnished, not filed, under the Exchange Act, meaning it is not subject to Section 18 liability or automatically incorporated into other filings unless specifically referenced.

Rhea-AI Summary

Consensus Cloud Solutions redeemed $200,000,000 aggregate principal of its 6.00% Senior Notes due 2026 on October 15, 2025, at 100.000% of principal plus accrued and unpaid interest to, but excluding, the redemption date. The action was taken under the existing 2021 Indenture with Wilmington Trust as trustee.

After the redemption, $34,139,000 aggregate principal amount of the Notes remains outstanding. Regularly scheduled interest on the Notes was paid on October 15, 2025, to holders of record as of October 1, 2025. This reduces the company’s outstanding 2026 note balance while settling interest obligations aligned with the record and payment dates.

Rhea-AI Summary

Consensus Cloud Solutions (CCSI) secured a new $225 million senior-secured credit facility, executed 9 July 2025, comprising (i) a $75 million revolving line and (ii) a $150 million delayed-draw term loan available until 15 October 2026. The facility matures 10 July 2028 and immediately replaces the company’s prior revolver, which was retired at a zero balance, thereby expanding total committed liquidity without raising current debt.

Economics: Loans bear either a base rate +0.50%-1.25% or SOFR +1.50%-2.25%, depending on total net leverage. Management anticipates drawing in 4Q 25 at SOFR + 1.75%. Voluntary prepayments and commitment reductions carry no penalties other than customary breakage.

Security & Guarantees: Obligations are guaranteed by all wholly-owned material domestic subsidiaries and secured by substantially all company and guarantor assets, providing lenders with first-lien collateral.

Covenants: Quarterly tests include (1) a maximum total net leverage ratio and (2) a minimum fixed-charge coverage ratio. Additional negative covenants restrict dividends, voluntary repayment of the outstanding $500 million 6.5% 2028 notes, incremental indebtedness, acquisitions, asset sales, affiliate transactions, liens, and mergers.

Current position: As of 14 July 2025, no amounts are outstanding. The agreement therefore bolsters near-term liquidity and funding flexibility ahead of anticipated borrowing later in FY 25, while subjecting CCSI to tighter leverage discipline and granting lenders priority claims on assets.