CS Disco Q2 revenue beats analyst estimates
Overview
CS Disco Q2 2025 revenue grows 6% yr/yr, beating analyst expectations, per LSEG data
Software revenue for Q2 rises 12% yr/yr, reflecting strong core performance
GAAP net loss for Q2 remains consistent with prior year
Outlook
DISCO sees Q3 software revenue $32.75 mln - $33.75 mln
DISCO sees Q3 total revenue $37.5 mln - $39.5 mln
DISCO expects FY 2025 software revenue $128 mln - $134 mln
DISCO expects FY 2025 total revenue $148 mln - $158 mln
Result Drivers
SOFTWARE REVENUE - Software revenue grew 12% yr/yr, driven by expansion of large matters and traction with major customers
AI TOOL LAUNCHES - Launch of Auto Review and Searchable AV Transcriptions tools in EU and UK contributed to growth
CECILIA AI PLATFORM - 150% increase in multi-terabyte matters leveraging Cecilia AI Platform from Dec 2024 to Jun 2025
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $38.11 mln | $37.50 mln (5 Analysts) |
Q2 EPS | -$0.18 | ||
Q2 Net Income | -$10.81 mln | ||
Q2 Gross Profit | $28.42 mln | ||
Q2 Operating Expenses | $40.23 mln | ||
Q2 Operating Income | -$11.81 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
Wall Street's median 12-month price target for CS Disco Inc is $5.00, about 17.8% above its August 5 closing price of $4.11
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