Brief: CS Disco Q2 EPS USD -0.18

CS Disco

06/08/2025 21:05

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

Press Release: ID:nBw9J9Vwra

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)