Consensus reported a solid Q3 2025, marked by a 6% revenue increase year-over-year driven by strong corporate channel performance and record usage of its eFax Protect service. Free cash flow soared 32% to $44.4 million, exceeding expectations.
- Corporate revenue reached a record $56.3 million, reflecting a 6.1% year-over-year growth and a robust performance amidst challenging comparables.
- Adjusted EBITDA margin was strong at 52.8%, although projected to decline in Q4 due to seasonal factors and new hires.
- Free cash flow of $44.4 million was up 32% from Q3 2024, with year-end expectations now exceeding $95 million.
- Debt reduction efforts are underway, with total indebtedness expected to drop from $805 million to $569 million following strategic refinancing steps.
- Customer growth remains strong with a corporate base expansion to 65,000, driven by the successful eFax Protect service, contributing significantly to SMB growth.
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