Consensus Cloud Solutions (CCSI) Monthly Churn

Measures the percentage of customers or subscriptions lost each month, a direct indicator of retention and product stickiness. Low churn signals stable recurring revenue and easier growth, while rising churn forces more spending on acquisition just to maintain revenue levels.

Corporate monthly churn has roughly doubled since 2022 and accelerated through 2025, peaking in late‑2025; management’s results show corporate revenue and retention are rising, so expansions and new customer adds have masked higher turnover. This divergence matters: persistent churn increases unit‑economics pressure—especially with ARPA diluted by low‑ARPA eFax Protect volumes—and could force higher sales spend or sharper product improvements. Watch whether 2026 product momentum (eFax Clarity, FedRAMP wins) meaningfully reduces churn and restores ARPA, otherwise revenue targets will be harder to sustain.