earnings
confidence high
sentiment neutral
materiality 0.70
DISCO Q2 revenue $43.1M (+13% YoY); GAAP net loss narrows to $8.7M; guides FY2026 total revenue $172-179M
CS Disco, Inc.
- Total revenue $43.1M (+13% YoY); software revenue $36.8M (+13% YoY).
- GAAP net loss $8.7M vs $10.8M in Q2 2025; adjusted EBITDA loss $(3.4)M vs $(2.7)M.
- 354 customers with >$100k annual revenue, up 10% YoY.
- Launched unified litigation solution combining case facts and U.S. case law in AI-native app.
- Q3 guidance: total revenue $43.75-45.75M; FY2026 total revenue $172-179M, adj. EBITDA $(8)-(5)M.