Feed / CCSI

Consensus Cloud Solutions, Inc.

CCSI

Technology · 36.19 -0.4% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Consensus Cloud Solutions, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-0.4% todayVolume comparison unavailable
Market group0 of 39 activeCloud and AI Solutions · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • CCSI's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if CCSI's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Software - Infrastructure

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • CCSI's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements68
Verified relationships2
Evidence supporting the case
  • Operating cash flow covered net income at 1.61x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -0.2% year over year.
  • Net margin changed -1.4 percentage points in the latest annual period.
  • Foreign exchange has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 83% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 57% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

36.19
6m+20.3%12m+35.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$352.7M+6.5%$5.44+0.4%
2022-12-31$362.4M+2.8%$3.64-0.2%
2023-12-31$362.6M+0.0%$3.94-1.8%
2024-12-31$350.4M-3.4%$4.62-1.1%
2025-12-31$349.7M-0.2%$4.35+0.3%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
During the three months ended March 31, 2026, interest expense decreased primarily due to debt repurchases and redemption that lowered our outstanding debt balance compared to the prior year comparable period.
10-Q · May 8, 2026
Foreign exchangenegative · 4 filings
The change in foreign exchange gain (loss) was primarily attributable to the translation of certain intra-entity balances in foreign currencies.
10-Q · May 8, 2026
Capital investment and capacitynegative · 2 filings
The increase in our net cash used in investing activities over the prior year comparable period was primarily attributable to the purchase of investments in the current period, partially offset by a decrease in capital expenditures during the current year per…
10-Q · Nov 5, 2025
Product pipeline and R&Dmixed · 2 filings
The decrease in our effective income tax rate for the three months ended March 31, 2026 was primarily due to the impact of the -26- OBBBA changes on international taxes as well as research and development tax credits and a change in the geographical mix of in…
10-Q · May 8, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.0× · EV/sales 3.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

36.19-0.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CCSI. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CCSI. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CCSI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ZDZiff Davis, Inc.investeeMay 8, 2026

In exchange for the equity interest in the Company, Consensus issued the 2028 Senior Notes to Ziff Davis.

ZDZiff Davis, Inc.lenderMay 8, 2026

Ziff Davis then exchanged the 2028 Senior Notes with lenders under its credit agreement (or their affiliates) in exchange for extinguishment of a similar amount indebtedness under such credit agreement.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CCSI is currently a Follower in the organic co-movement group Cloud and AI Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for CCSI; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.