Slide 1: Fourth Quarter and FY2025 Preliminary and Unaudited Results
Fourth Quarter and FY2025 Preliminary and Unaudited Results February 10, 2026
Slide 2: Forward-Looking Statements and Risk Factors
Forward-Looking Statements and Risk Factors Certain statements in this presentation are “forward-looking statements” within the meaning of the Private Securities Litigation Industry, Market and Other Data Reform Act of 1995, particularly those regarding our 2025 Financial Guidance. Such forward-look
Slide 3: Business Overview
Business Overview = CONSENSUS
Slide 4: Operations and GTM Update
Operations and GTM Update Corporate Growth Enterprise Quality ● Record revenue quarter and year ● Corporate is now 64% of total revenue ● +7.3% YoY revenue growth up from 49% in Q4’21 ● Usage per business day has grown double digits ● Revenue Retention remains strong for 5 quarters ● Non-eFax Protec
Slide 5: Fourth Quarter and FY2025 Results
Fourth Quarter and FY2025 Results
Slide 6: Corporate Revenue Growth Accelerating
Corporate Revenue Growth Accelerating Corporate Revenue ($ in M) Quarter Ended Q4’24 Q4’25 YoY Accounts 59 65 11.3% 7.3% (000’s) YoY $56.8 Growth $52.9 ARPA(1) $303.58 $290.40 -4.3% Paid Adds 4 7 53.4% (000’s) LTM Revenue Retention ~60% 100.5% 101.3% +80 bps Q4'24 Q4'25 Highest Quarterly Year Over Y
Slide 7: SoHo Revenue – Performing In Line With Expectations
SoHo Revenue – Performing In Line With Expectations • Strategic Cash Engine • ARPA Flat • Churn improving by 8 bps • Revenues down 11% to $30.3 Million, ahead of expectations See Appendix for all metrics SoHo Performing Within Revenue Expectations ©2026 Consensus Cloud Solutions Inc. All rights rese
Slide 8: Q4'25 Results
Q4’25 Results (in $M, except Adjusted EPS) Revenue Adjusted EBITDA Adjusted EPS(1)(2) Free Cash Flow 0.1% 1.9% 13.9% 132.7% $87.0 $87.1 $1.41 $7.3 $45.2 $44.4 $1.24 $3.1 51.0% 51.9% Margin Margin Q4'24 Q4'25 Q4'24 Q4'25 Q4'24 Q4'25 Q4'24 Q4'25 ● Third consecutive quarter of Consolidated growth with
Slide 9: FY2025 Results
FY2025 Results (in $M, except Adjusted EPS) Revenue Adjusted EBITDA Adjusted EPS(1)(2) Free Cash Flow __ -0.8% 3.1% 132.7% 19.9% $188 $187 $5.62 $105.9 $350 $350 $5.45 $88.3 53.8% 53.4% Margin Margin 2024 2025 2024 2025 2024 2025 2024 2025 ● 2025 consolidated revenue essentially flat YoY and within
Slide 10: Capital Management
Capital Management Debt and Equity • Debt Retirement • Q4’25: $14M; 2025: ~$36M; and $243M cumulative to date • Fully retired 6% Notes due October 2026 at Par ($243M) • Equity Repurchases • Q4’25 344K shares / ~$8M; 2025 1M shares / ~$23M; $57.1M cumulative Year End Capital Structure • Current Total
Slide 11: 2026 and Quarter 1 Financial Guidance
2026 and Quarter 1 Financial Guidance
Slide 12: 2026 Non-GAAP Guidance Assumptions
2026 Non-GAAP Guidance Assumptions ©2026 Consensus Cloud Solutions Inc. All rights reserved. www.consensus.com 12
Slide 13: FY2026 and Q1 Financial Guidance
FY2026 and Q1 Financial Guidance (In millions, except EPS) 2026 Full Year Guidance GUIDANCE Low Midpoint High Revenue $350.0 $357.0 $364.0 Adjusted EBITDA $182.0 $187.5 $193.0 (1,2) Adjusted EPS $5.55 $5.75 $5.95 Q1 2026 Guidance GUIDANCE Low Midpoint High Revenue $85.4 $87.4 $89.4 Adjusted EBITDA $
Slide 14: Appendix
Appendix = CONSENSUS
Slide 15: Consolidated Metrics
Consolidated Metrics 2024 2025 Consensus Metrics Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Revenue by Type |------(in '000s)--------| Fixed Revenues 61,114 60,151 60,268 59,843 59,096 58,614 58,187 57,661 Variable Revenues 27,029 27,349 27,480 27,135 28,044 29,101 29,573 29,409 Fax Revenues 88,144 87,500 87,748 86,97
Slide 16: Corporate Metrics
Corporate Metrics 2024 2025 Corporate Fax Metrics Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Revenue by Type |-----(in '000s)-----| Fixed Revenues 27,441 27,433 28,493 28,582 29,029 29,197 29,383 29,882 Variable Revenues 23,947 24,289 24,592 24,335 25,262 26,103 26,916 26,910 Total Corporate Revenues 51,388 51,721 53,
Slide 17: SoHo Metrics
SoHo Metrics 2024 2025 SOHO Fax Metrics Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Revenue by Type |-----(in '000s)-----| Fixed Revenues 33,673 32,718 31,775 31,261 30,067 29,416 28,804 27,779 Variable Revenues 3,082 3,060 2,889 2,801 2,783 2,998 2,657 2,499 Total SOHO Revenues 36,755 35,778 34,663 34,062 32,850 32,41
Slide 18: Net Income to Adjusted EBITDA Reconciliation
Net Income to Adjusted EBITDA Reconciliation *The prior year amounts have been reclassified for consistency with the current year presentation. These reclassifications had no effect on Adjusted EBITDA. Adjusted EBITDA as calculated above represents earnings before interest expense, interest income,