Consensus Cloud Solutions, Inc.

Ladies and gentlemen, and welcome to Consensus Q2 2026 Earnings Call. My name is Paul, and I will be the operator assisting you today. At this time, all participants are in listen-only mode. A question and answer session will follow the form of presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. On this call from Consensus will be Scott Turicchi, CEO, Kip Kilpack, Vice President of Finance, Johnny Hecker, CRO, and Executive Vice President of Operations, and Adam Varon, CFO. I will now turn the call over to Kip Kilpack, Vice President of Finance at ConsenSys. Thank you. You may begin.

Good afternoon. Welcome to the ConsenSys investor call to discuss our Q2 2026 financial results, other key information, and our Q3 2026 quarterly guidance. Joining me today are Scott Turicchi, CEO, Johnny Hecker, CRO, and EVP Operations, and Adam Varon, CFO. The earnings call will begin with Scott providing opening remarks. Johnny will give an update on operational progress since our Q1 2026 investor call. Then Adam will provide Q2 2026 financial results and our Q3 2026 guidance range. After we finish our prepared remarks, we will conduct a Q&A session. At that time, the operator will instruct you on the procedures for asking a question. Before we begin our prepared remarks, allow me to direct you to our forward-looking statements and risk factors on slide two of our investor presentation. As you know, this call and the webcast will include forward-looking statements. Such statements may involve risks and uncertainties that would cause actual results to differ materially from the anticipated results. Some of these risks and uncertainties include, but are not limited to, the risk factors that we have disclosed in our regulatory filings, including our annual 10-K and quarterly 10-Q SEC filings. Now let me turn the call over to Scott for his opening remarks.

Thank you, Kit. We had excellent financial results in Q2, continuing our acceleration of total revenue growth with meaningful contributions from each channel of revenue. In addition, this was the third consecutive quarter that we had year-over-year growth in the following key financial metrics. Consolidated revenue, adjusted EBITDA, adjusted non-GAF EPS, and free cash flow. Our revenue growth was driven by the continuing improvement in our corporate channel, which reinforces both the necessity and value proposition of our solutions. Thank you very much. In addition, at the VA, we continue to see more facilities come online, generating a record level of usage. All of these factors contributed to the stellar year-over-year growth for our corporate channel. Solo revenue was also ahead of our expectations and had the slowest rate of decline since we began the shift of our marketing dollars to corporate in late 2023. Thank you for watching. Q2 2025 due to excellent management of our receivables and lower interest expense than a year ago. We continue to expect our free cash flow in 2026 to approximate the $106 million of free cash flow in 2025. In addition, we were able to repurchase approximately $9.6 million of our stock during the quarter or approximately 300,000 shares. Before turning the call over to Johnny, I want to share two strategic developments during the quarter. The first is the formation of our new healthcare strategy and solutions group headed by Steve Tolle, and the second is the tuck-in acquisition of DocHealth. The healthcare strategy and solutions group will own the healthcare product portfolio, go-to-market efforts, and strategy primarily for our non-fax solutions. This group will build on the foundation we have built in healthcare through our eFax product. By way of example, when our fax customers receive referrals, prior authorizations, orders, or record requests via fax, they're receiving data in an unstructured format, and as a result, they need someone to process the document and enter the information into the EHR. We can seamlessly fill that gap with our variety of technologies and solutions. We've discussed our vision for Harmony before and how pieces of it are already in production. This group will be responsible for unifying our healthcare portfolio of solutions. The inbound image in the prior example will be transformed into structured data which will be routed to the right people so they can act. These solutions will target specific segments and use cases in the healthcare ecosystem. This will allow our existing eFax customers to expand into higher value services and for new clients to come to us for the intelligence rather than merely the transport. The Healthcare Strategy and Solutions Group will be led by Steve Tolle, as I mentioned, and he will have the role of Chief Healthcare Solutions Officer. He's a 35-year healthcare technology executive. who delivered the industry's first AI-based radiology product at IBM Watson Health. He also founded iConnect Network Services at Merge Healthcare before its acquisition by IBM, and he's held senior roles at Allscripts, Optum Insight, and Pfizer Health Solutions. His domain is interoperability and AI applied to clinical workflow, which is precisely what this group is tasked to do. We will continue to hire into this business unit and its related areas over the balance of the year and into 2027 as we look for meaningful contributions from this group to our non-fax revenue in 2028 and beyond. Doc Health is a workflow platform developed by a practicing medical professional. It handles the clinically adjacent work that surrounds patient care but doesn't live cleanly inside an electronic health record Thank you for joining us. I'll now turn the call over to Johnny, who will provide more operational details.