View Future GrowthCS Disco 過去の業績過去 基準チェック /06CS Discoの収益は年間平均-10.9%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間24.9% 9.4%割合で 増加しています。主要情報-10.91%収益成長率4.82%EPS成長率Software 業界の成長17.33%収益成長率9.42%株主資本利益率-34.37%ネット・マージン-26.28%次回の業績アップデート05 Aug 2026最近の業績更新お知らせ • Jul 16CS Disco, Inc. to Report Q2, 2026 Results on Aug 05, 2026CS Disco, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.15 loss per share (improved from US$0.19 loss in 1Q 2025). Revenue: US$41.9m (up 14% from 1Q 2025). Net loss: US$9.62m (loss narrowed 16% from 1Q 2025). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Apr 16CS Disco, Inc. to Report Q1, 2026 Results on May 06, 2026CS Disco, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026Reported Earnings • Feb 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: US$0.72 loss per share (improved from US$0.93 loss in FY 2024). Revenue: US$156.8m (up 8.3% from FY 2024). Net loss: US$44.4m (loss narrowed 20% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Feb 04CS Disco, Inc. to Report Q4, 2025 Results on Feb 25, 2026CS Disco, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.22 loss per share (further deteriorated from US$0.15 loss in 3Q 2024). Revenue: US$40.9m (up 13% from 3Q 2024). Net loss: US$13.7m (loss widened 49% from 3Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jul 23Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$3.52. The fair value is estimated to be US$4.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.お知らせ • Jul 23Cs Disco, Inc. Announces Appointment of Andre Mintz as Director, Effective July 22, 2026CS Disco, Inc. increased the size of the Board from eight to nine directors and, following the recommendation of the Company’s Nominating and Corporate Governance Committee of the Board, appointed Andre Mintz to serve as a member of the Board, effective July 22, 2026. Mr. Mintz was appointed as a Class II director for a term expiring at the Company’s 2029 annual meeting of stockholders. The Board determined that Mr. Mintz is “independent” pursuant to the rules of the New York Stock Exchange and other governing laws and applicable regulations. Mr. Mintz, age 61, has served as Vice President, Global Security & Privacy Programs, DMA Head of Compliance and Global Chief Information Security Officer Meta Financial Technologies of Meta Platforms, Inc. (Facebook) from January 2022 until his retirement in May of 2026, where he led the company’s global privacy and security initiatives. From April 2020 until January 2022, Mr. Mintz served as Chief Information Security Officer of Newport Group, a financial services firm and leading provider of retirement plans. Prior to that he served as Executive Vice President, Chief Information Security Officer and Chief Privacy Officer of Red Ventures, a portfolio of digital companies, from October 2018 to February 2020, and as their Senior Vice President, Chief Information Security Officer from June 2017 until October 2018. Mr. Mintz's experience includes serving as Vice President and Chief Security Officer at Reuters, Director of Trustworthy Computing & Chief Security Strategist at Microsoft, and he was Kinko’s first Chief Information Security Officer. Mr. Mintz co-founded Meta Security Group in 1998 (acquired by Scalable Software in 2005) and he was appointed to serve on Microsoft’s World-Wide Chief Security Officer’s Council in 2003. Mr. Mintz has served on the board of directors of Second Quarter Holdings, Inc. since March 2025. He also served on the board of directors of the Cloud Security Alliance, a non-profit organization that promotes best practices for providing security assurance within cloud computing. Mr. Mintz previously served on the board of directors of Absolute Software Corporation from August 2021 until July 2023. Mr. Mintz is a U.S. Air Force veteran, a Certified Information Systems Security Professional, a Certified Third Party Risk Professional, a graduate of the FBI Chief Information Security Officer’s Academy and holds a Graduate Certificate in Cybersecurity from Harvard University. In connection with Mr. Mintz’s election to the Board, the Company and Mr. Mintz entered into the Company’s standard form of indemnification agreement, a copy of which was filed as Exhibit 10.5 to the Company’s Registration Statement on Form S-1 (File No. 333-257435), filed with the Securities and Exchange Commission on July 12, 2021. The Indemnification Agreement requires the Company to indemnify Mr. Mintz, to the fullest extent permitted by Delaware law, for certain liabilities to which he may become subject as a result of his affiliation with the Company.お知らせ • Jul 16CS Disco, Inc. to Report Q2, 2026 Results on Aug 05, 2026CS Disco, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026お知らせ • Jun 29+ 2 more updatesCS Disco, Inc.(NYSE:LAW) dropped from Russell 2000 Growth-Defensive IndexCS Disco, Inc.(NYSE:LAW) dropped from Russell 2000 Growth-Defensive Indexナラティブ更新 • Jun 26LAW: Expanded AI eDiscovery Adoption Will Support Higher Future P/EAnalysts have revised their price target for CS Disco to $4.00 from $7.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples as the key drivers of the change. What’s in the News for CS Disco CS Disco issued earnings guidance for the second quarter of fiscal 2026, projecting total revenue in the range of US$41.5 million to US$43.5 million.ナラティブ更新 • Jun 05LAW: Expanding AI Partnerships And Workflows Will Support Future UpsideAnalysts have maintained their $10.00 price target for CS Disco, citing only modest adjustments to inputs such as the discount rate, revenue growth assumptions, profit margin outlook, and future P/E, which offset one another in their updated models. What's in the News CS Disco issued earnings guidance for the second quarter of fiscal year 2026, projecting total revenue in a range of US$41.5 million to US$43.5 million.New Risk • Jun 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$114k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$25m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Significant insider selling over the past 3 months (US$114k sold).ナラティブ更新 • May 21LAW: Accelerating AI Adoption And Platform Expansion Will Support Future UpsideAnalysts have trimmed their average price target on CS Disco to $6 from $9, citing a reset in expectations even as the latest quarter showed total revenue growth of 11% and software revenue growth of 14%, marking a third straight quarter of accelerating normalized growth. Analyst Commentary Bullish analysts described the latest quarter as solid, pointing to total revenue growth of 11% and software revenue growth of 14% as support for their constructive stance on CS Disco, even as the average price target reset to US$6.分析記事 • May 08US$6.67: That's What Analysts Think CS Disco, Inc. (NYSE:LAW) Is Worth After Its Latest ResultsAs you might know, CS Disco, Inc. ( NYSE:LAW ) just kicked off its latest first-quarter results with some very strong...お知らせ • May 08Cs Disco, Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026CS Disco, Inc. provided earnings guidance for the second quarter and fiscal year 2026. For the quarter, the company expects Total revenue in the range of $41.5 million- $43.5 million. For the year, the company expects Total revenue in the range of $169.25 million- $178.75 million.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.15 loss per share (improved from US$0.19 loss in 1Q 2025). Revenue: US$41.9m (up 14% from 1Q 2025). Net loss: US$9.62m (loss narrowed 16% from 1Q 2025). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • May 04CS Disco, Inc., Annual General Meeting, Jun 10, 2026CS Disco, Inc., Annual General Meeting, Jun 10, 2026.ナラティブ更新 • May 02LAW: Accelerating AI Platform Adoption And Platform Expansion Will Support Future UpsideAnalysts have reduced their average price target on CS Disco from $9 to $6, citing a reset in expectations. They still acknowledge recent 11% total revenue growth and 14% software revenue growth as positives in the latest quarter.お知らせ • Apr 23Disco Appoints Toby Williams to Board of Directors, Effective April 22, 2026DISCO announced that AI SaaS veteran and current Paylocity President and CEO Toby Williams has been appointed to the company’s Board of Directors, effective April 22, 2026. Over his nearly 25-year career, Williams has served in senior roles in both public and privately held cloud-based software companies, including Corporate Finance, Product and Strategy and Corporate Development. He began his career as an attorney and investment banker. Williams has served as President and CEO of Paylocity since 2024 and previously served as Co-CEO and CFO. He also sits on the Paylocity Board of Directors. Prior to Paylocity, he held senior roles at Ellucian and Paychex.ナラティブ更新 • Apr 17LAW: Accelerating AI Platform Adoption Will Support Future Upside PotentialAnalysts cut their price target on CS Disco to $6 from $9, citing a reset in expectations, while also noting 11% total revenue growth and 14% software revenue growth in the latest quarter as support for the updated view. Analyst Commentary Bullish analysts view the reset in the price target to US$6 as more of a recalibration than a loss of confidence, pointing to the latest quarter as evidence that the story is still on track.お知らせ • Apr 16CS Disco, Inc. to Report Q1, 2026 Results on May 06, 2026CS Disco, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026Buy Or Sell Opportunity • Apr 10Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 55% to US$3.35. The fair value is estimated to be US$4.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.ナラティブ更新 • Apr 02LAW: Accelerating Software Momentum And AI Platform Integration Will Support Future UpsideAnalysts have trimmed their price target on CS Disco to $6 from $9, citing a reset of expectations, even as they point to a recent quarter where total revenue growth of 11% and software revenue growth of 14% aligned with three consecutive quarters of accelerating normalized growth. Analyst Commentary Recent commentary from bullish analysts frames the lower price target as a reset of expectations rather than a loss of confidence in CS Disco's business.ナラティブ更新 • Mar 18LAW: Accelerating Software Momentum And New Platform Integration Will Support Future UpsideAnalysts have trimmed their average price target for CS Disco from $9 to $6, citing recent research. The latest quarter showed 11% total revenue growth with 14% software growth and a third straight quarter of accelerating normalized growth.Recent Insider Transactions • Mar 06Chairman recently bought US$169k worth of stockOn the 3rd of March, Scott Hill bought around 50k shares on-market at roughly US$3.38 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Scott's only on-market trade for the last 12 months.ナラティブ更新 • Mar 04LAW: Accelerating Software Momentum And New Platform Offerings Will Support Future UpsideNarrative Update: CS Disco Analysts have reduced their price target on CS Disco from $9 to $6, citing a mix of higher projected revenue growth, slightly adjusted discount rate assumptions, and recent Street research highlighting an 11% total revenue outcome with 14% software revenue contribution in the latest reported quarter. Analyst Commentary Bullish analysts acknowledge the lower US$6 price target but continue to frame the latest quarter as constructive for the CS Disco story.Price Target Changed • Feb 26Price target decreased by 23% to US$6.67Down from US$8.67, the current price target is an average from 3 analysts. New target price is 124% above last closing price of US$2.98. Stock is down 39% over the past year. The company is forecast to post a net loss per share of US$0.50 next year compared to a net loss per share of US$0.72 last year.Reported Earnings • Feb 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: US$0.72 loss per share (improved from US$0.93 loss in FY 2024). Revenue: US$156.8m (up 8.3% from FY 2024). Net loss: US$44.4m (loss narrowed 20% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Feb 25+ 1 more updateDISCO Announces All-Inclusive Platform for eDiscoveryDISCO announced an all-new, all-inclusive solution for litigation, investigations and regulatory responses, designed to put its market-leading eDiscovery and AI tools in a single, transparent price. The new DISCO offering combines its eDiscovery, Cecilia AI, deposition management and timelines capabilities into a powerful platform to give customers one-stop access to some of the most advanced litigation technology available. The DISCO platform will also include DISCO's newly announced, first-of-its-kind agentic AI solution for eDiscovery at no additional charge. The new DISCO platform includes: Discovery:Premier technology delivering instant access to the data that matters most; Cecilia AI:Advanced AI-powered Legal tools to streamline and accelerate litigation; Deposition Management and Timelines: Powerful assisted deposition and timeline capabilities - previously sold separately as Case Builder - tailored to support every matter. In addition to its all-inclusive platform, DISCO also announced a new pricing approach - one transparent, per GB price on processed data with no ingest fees that better enable clear like-for-like comparisons of costs and capabilities.ナラティブ更新 • Feb 18LAW: Agentic AI Rollout And New CFO Will Support Higher Future P/EAnalysts have modestly adjusted their price target on CS Disco, keeping fair value near $7.00 as they factor in slightly different assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News DISCO announced what it describes as the industry's first scaled agentic AI tool for fact investigation and eDiscovery, adding a multi step reasoning engine to its Cecilia Q&A tool to handle very large data sets in complex legal matters (Key Developments).New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$27m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$174k sold).お知らせ • Feb 10DISCO Announces First Scaled Agentic AI Tool for Fact Investigation and eDiscoveryDISCO announced the industry's first scaled agentic AI tool for fact investigation and eDiscovery. The significant enhancement to DISCO's AI-enabled technology platform adds an autonomous, multi-step reasoning engine to its Cecilia Q&A tool that returns significantly more detailed and thorough results - even on very large data sets. The result is not just greater speed to evidence, it's greater speed to the most relevant and important evidence from the outset of an investigation, all at enterprise scale. DISCO's cloud-native agentic Cecilia capabilities are built on its platform's strict security and privacy standards and are designed specifically for the types of large and complex eDiscovery environments that are common place in modern litigation. The tool will be widely available later this year and will be included at no additional cost. DISCO's agentic capabilities - like all of its solutions - are supported by teams of AI, eDiscovery and litigation experts to ensure customers get the most out of the platform at every step and in every case. DISCO's new agentic AI tool will be on display at its booth throughout Legalweek. Interested customers are invited to stop by for a product demonstration. DISCO will also provide updates about its new agentic offering at the company website.Seeking Alpha • Feb 05CS Disco Makes Little Operating Progress As Competitive Pressures PersistSummary CS Disco remains a Sell due to persistent operating losses and shareholder-unfriendly capital allocation. A recent revenue bump was driven by a one-time contingent case, not sustainable business momentum or structural improvement. LAW's forward EV/Sales of 1.6x reflects a significant discount to SaaS peers, justified by subpar growth and ongoing losses. Competitive pressures from AI-native and legacy vendors persist, while LAW struggles to achieve operating breakeven outside exceptional quarters. Read the full article on Seeking Alpha分析記事 • Feb 05CS Disco, Inc. (NYSE:LAW) Not Doing Enough For Some Investors As Its Shares Slump 31%CS Disco, Inc. ( NYSE:LAW ) shareholders won't be pleased to see that the share price has had a very rough month...お知らせ • Feb 04CS Disco, Inc. to Report Q4, 2025 Results on Feb 25, 2026CS Disco, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026ナラティブ更新 • Feb 04LAW: New Finance Chief Appointment Will Support Higher Forward P/E ExpectationsAnalysts have lifted their fair value estimate for CS Disco from US$4.40 to US$7.00, citing updated assumptions around revenue growth, profit margins and a higher forward P/E multiple as key inputs behind the new price target. What's in the News The board has appointed Aaron Barfoot as CS Disco’s Chief Financial Officer, effective January 12, 2026, replacing current CFO Michael Lafair (Key Developments).ナラティブ更新 • Jan 21LAW: New Chief Financial Officer And 2025 Guidance Will Support Upside PotentialAnalysts have nudged their price target on CS Disco higher to reflect modest shifts in their models, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E as the drivers of the new valuation lens. What's in the News CS Disco appointed Aaron Barfoot as Chief Financial Officer, effective January 12, 2026, succeeding Michael Lafair after a previously announced transition period (Key Developments).Price Target Changed • Jan 15Price target increased by 15% to US$8.50Up from US$7.40, the current price target is an average from 4 analysts. New target price is 25% above last closing price of US$6.82. Stock is up 38% over the past year. The company is forecast to post a net loss per share of US$0.73 next year compared to a net loss per share of US$0.93 last year.分析記事 • Jan 15An Intrinsic Calculation For CS Disco, Inc. (NYSE:LAW) Suggests It's 36% UndervaluedKey Insights The projected fair value for CS Disco is US$10.57 based on 2 Stage Free Cash Flow to Equity CS Disco is...ナラティブ更新 • Jan 06LAW: New Leadership And Expanded Partnership Will Support Future Upside PotentialAnalysts have increased their price target on CS Disco by roughly 11%, citing updated assumptions for fair value, revenue growth, profit margin, and future P/E as the key drivers behind the change. What's in the News The board appointed Aaron Barfoot as CS Disco's CFO, effective January 12, 2026, succeeding Michael Lafair, who will remain in his role through January 11, 2026 (company filing).お知らせ • Dec 24+ 1 more updateCS Disco, Inc. Announces CFO ChangesOn December 18, 2025, the board of directors (the “Board”) of CS Disco, Inc. (the “Company”) appointed Aaron Barfoot as the Company’s CFO, effective January 12, 2026 (the “Start Date”). Mr. Barfoot, 49, has served as Chief Financial Officer of Socure Inc., a provider of digital identity verification, fraud detection and prevention solutions, since July 2023. Prior to that, Mr. Barfoot served as Chief Financial Officer at Forter, Inc. from January 2020 to June 2023. Mr. Barfoot holds a B.S. in Economics from Baylor University. Mr. Barfoot will replace Michael Lafair, the Company’s current Executive Vice President, Chief Financial Officer, principal financial officer and principal accounting officer. As previously announced, Mr. Lafair and the Company entered into a transition agreement, dated as of August 4, 2025, pursuant to which Mr. Lafair agreed to continue to serve as the Company’s Executive Vice President, Chief Financial Officer, principal financial officer and principal accounting officer through the earlier of the appointment of his successor or the close of business on December 31, 2025. In connection with Mr. Barfoot’s appointment, the Company and Mr. Lafair agreed to extend his service as the Company’s Executive Vice President, Chief Financial Officer, principal financial officer and principal accounting officer through January 11, 2026.ナラティブ更新 • Dec 19LAW: 2025 Guidance Will Support Cautious Outlook Despite Modest Margin ImprovementAnalysts have modestly increased their price target for CS Disco to reflect slightly improved long term profit margin expectations and a marginally lower discount rate, while keeping fair value and growth assumptions broadly unchanged. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting total revenue between $38.75 million and $40.75 million (company guidance) Provided full year 2025 revenue outlook in the range of $154.4 million to $156.4 million, reinforcing expectations for continued top line growth (company guidance) Expanded its strategic eDiscovery and technology partnership with law firm Mourant, deepening DISCO's role in supporting complex digital data management for litigation and consulting teams (client announcement) Helped Mourant transition from reliance on external eDiscovery providers to an in house service built on DISCO's platform and AI expertise, aimed at faster document review and more defensible processes (client announcement) Valuation Changes Fair Value: unchanged at $7.40 per share, reflecting stable long term assumptions for the business.Buy Or Sell Opportunity • Dec 15Now 22% undervaluedOver the last 90 days, the stock has risen 39% to US$8.30. The fair value is estimated to be US$10.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.Recent Insider Transactions • Dec 15Executive VP & Chief Customer Officer recently sold US$174k worth of stockOn the 10th of December, Melanie Antoon sold around 20k shares on-market at roughly US$8.71 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months.分析記事 • Dec 12CS Disco, Inc.'s (NYSE:LAW) Share Price Boosted 26% But Its Business Prospects Need A Lift TooCS Disco, Inc. ( NYSE:LAW ) shares have continued their recent momentum with a 26% gain in the last month alone...Recent Insider Transactions Derivative • Dec 11Executive VP & Chief Customer Officer notifies of intention to sell stockMelanie Antoon intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$8.71, it would amount to US$174k. Since March 2025, Melanie's direct individual holding has increased from 91.56k shares to 122.14k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Dec 05LAW: Expanded Partnership And 2025 Guidance Will Support Balanced OutlookAnalysts have modestly raised their price target on CS Disco to reflect a slightly richer valuation framework, citing incremental adjustments to the discount rate, long term margin assumptions, and forward earnings multiples that, while still consistent with prior fair value estimates, suggest a marginally improved outlook for the shares. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting total revenue between $38.75 million and $40.75 million (Company guidance) Provided full year 2025 revenue outlook in the range of $154.4 million to $156.4 million, signaling continued top line growth expectations (Company guidance) Expanded its strategic eDiscovery and technology partnership with Mourant, deepening DISCO's role in supporting the firm's litigation and consulting teams with AI driven review capabilities (Client announcement) Valuation Changes The fair value estimate is unchanged at $7.40 per share, indicating no revision to the intrinsic value assessment.ナラティブ更新 • Nov 21LAW: Expanded Partnerships And 2025 Guidance Will Drive Positive MomentumAnalysts have raised their price target for CS Disco from $6.68 to $7.40. They cite updated financial models and metrics as the basis for their revised outlook.Recent Insider Transactions • Nov 20Executive VP recently sold US$74k worth of stockOn the 17th of November, Susan Garcia sold around 11k shares on-market at roughly US$6.59 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$904k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 17Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of November. If the sale is conducted around the recent share price of US$6.50, it would amount to US$100k. Since December 2024, Michael's direct individual holding has increased from 541.87k shares to 593.35k. Company insiders have collectively sold US$929k more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Nov 07LAW: Revenue Expansion And New Partnerships Will Shape Performance OutlookAnalysts have raised their price target for CS Disco from $6.08 to $6.68. This change reflects improved expectations for revenue growth and future earnings, despite a modest increase in the discount rate and a slight decrease in profit margin estimates.Price Target Changed • Nov 06Price target increased by 9.9% to US$6.68Up from US$6.08, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$6.82. Stock is up 13% over the past year. The company is forecast to post a net loss per share of US$0.75 next year compared to a net loss per share of US$0.93 last year.Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.22 loss per share (further deteriorated from US$0.15 loss in 3Q 2024). Revenue: US$40.9m (up 13% from 3Q 2024). Net loss: US$13.7m (loss widened 49% from 3Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Nov 06CS Disco, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 and Fiscal Year 2025CS Disco, Inc. provided earnings guidance for the fourth quarter of 2025 and fiscal year 2025. For the fourth quarter of 2025, the company expected total revenue in the range of $38.75 million to $40.75 million. For the fiscal year 2025, the company expected total revenue in the range of $154.4 million to $156.4 million.お知らせ • Oct 23CS Disco, Inc. to Report Q3, 2025 Results on Nov 05, 2025CS Disco, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025分析記事 • Sep 23Companies Like CS Disco (NYSE:LAW) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...分析記事 • Aug 28CS Disco, Inc. (NYSE:LAW) Held Back By Insufficient Growth Even After Shares Climb 26%CS Disco, Inc. ( NYSE:LAW ) shareholders have had their patience rewarded with a 26% share price jump in the last...Recent Insider Transactions • Aug 21Insider recently sold US$51k worth of stockOn the 18th of August, Richard Crum sold around 11k shares on-market at roughly US$4.82 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$842k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 18Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of August. If the sale is conducted around the recent share price of US$5.00, it would amount to US$72k. Since September 2024, Michael's direct individual holding has increased from 528.71k shares to 576.01k. Company insiders have collectively sold US$879k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.18 loss per share (improved from US$0.18 loss in 2Q 2024). Revenue: US$38.1m (up 5.8% from 2Q 2024). Net loss: US$10.8m (flat on 2Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 5.9%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.お知らせ • Aug 07+ 3 more updatesCS Disco, Inc. Raises Earnings Guidance for the Fiscal Year 2025CS Disco, Inc. raised earnings guidance for the fiscal year 2025. For the period, the company expects total revenue in the range of $148.0 million to $158.0 million.お知らせ • Jul 24CS Disco, Inc. to Report Q2, 2025 Results on Aug 06, 2025CS Disco, Inc. announced that they will report Q2, 2025 results on Aug 06, 2025分析記事 • Jul 12CS Disco, Inc.'s (NYSE:LAW) Revenues Are Not Doing Enough For Some InvestorsCS Disco, Inc.'s ( NYSE:LAW ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right now...New Risk • Jul 03New major risk - Revenue and earnings growthEarnings have declined by 18% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$576k sold).New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 18% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$37m net loss in 2 years). Significant insider selling over the past 3 months (US$576k sold).お知らせ • Jun 18DISCO Brings Gen-AI-Powered Auto Review to the EU, UKDISCO announced the launch of its generative AI automated review tool in the European Union and the United Kingdom, bringing the powerful eDiscovery technology to tens of thousands of law firms and corporations across Europe. DISCO Auto Review combines unprecedented speeds with accuracy metrics that substantially surpass typical human review. The solution is capable of reviewing 32,000 documents per hour on average - the equivalent of a 640-person review team working at industry-standard speeds - with precision and recall metrics exceeding 90% in many cases, better than the industry standard of 75% for human review. DISCO Auto Review is the latest tool the company has brought to the EU/U.K. markets, following the 2024 launch of its Cecilia suite of gen AI tools, including Cecilia Q&A and Cecilia document summaries. Additional Cecilia capabilities are expected to launch in these markets later this year. The EU/U.K. launch of DISCO Auto Review follows a successful debut in the United States that has seen adoption from Am Law 50 firms, prominent litigation boutiques and large, multinational corporations. In addition to launching DISCO Auto Review for the EU and U.K., the company also announced new, highly competitive Auto Review pricing to help encourage law firms and corporations to add Auto Review to their suite of eDiscovery tools as a faster, more cost-effective alternative to manual, human review. The new DISCO Auto Review pricing is available immediately to customers in the U.S., EU and U.K.Recent Insider Transactions • May 23President recently sold US$464k worth of stockOn the 19th of May, Eric Friedrichsen sold around 118k shares on-market at roughly US$3.93 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • May 19Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of May. If the sale is conducted around the recent share price of US$4.00, it would amount to US$62k. Since June 2024, Michael's direct individual holding has increased from 514.31k shares to 558.47k. Company insiders have collectively sold US$214k more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • May 13Price target decreased by 8.1% to US$5.90Down from US$6.42, the current price target is an average from 6 analysts. New target price is 46% above last closing price of US$4.05. Stock is down 41% over the past year. The company is forecast to post a net loss per share of US$0.60 next year compared to a net loss per share of US$0.93 last year.分析記事 • May 09We're Interested To See How CS Disco (NYSE:LAW) Uses Its Cash Hoard To GrowWe can readily understand why investors are attracted to unprofitable companies. For example, although...Reported Earnings • May 08First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.19 loss per share (further deteriorated from US$0.17 loss in 1Q 2024). Revenue: US$36.7m (up 3.0% from 1Q 2024). Net loss: US$11.4m (loss widened 7.7% from 1Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.お知らせ • May 08+ 1 more updateCS Disco, Inc. Revises Earnings Guidance for the Fiscal Year 2025CS Disco, Inc. revised earnings guidance for the fiscal year 2025. The company increasing its outlook for fiscal year 2025, the company‘s total revenue in the range of $146.0 million to $158.0 million.お知らせ • May 01CS Disco, Inc., Annual General Meeting, Jun 10, 2025CS Disco, Inc., Annual General Meeting, Jun 10, 2025. Location: web.viewproxy.com/law/2025, United Statesお知らせ • Apr 23CS Disco, Inc. to Report Q1, 2025 Results on May 07, 2025CS Disco, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025新しいナラティブ • Mar 31Enterprise Focus And AI Tools Will Create A Competitive Edge Strategic focus on larger enterprise customers and enhanced go-to-market strategy expected to drive significant revenue growth and profitability. お知らせ • Mar 18DISCO Appoints Tom Bogan to its Board of DirectorsDISCO announced that technology and finance veteran Tom Bogan has been appointed to its Board of Directors. Bogan has extensive experience in executive leadership and in developing and scaling global software and SaaS platforms. He currently serves on the boards of Workday and Aspen Technologies, and he previously chaired the boards of Citrix Systems and Apptio. He has also served as the chief executive officer of Adaptive Insights, Avatar Technologies and Pacific Data and was a partner at Greylock Partners where he focused on enterprise software investments.Seeking Alpha • Mar 07CS Disco: Poor Growth And Profitability Limit Valuation UpsideSummary I maintain a hold rating on CS Disco due to poor revenue growth and continued unprofitability, limiting valuation upside. LAW's latest earnings report showed decelerating growth, with revenue up only 3.5% y/y and adj EBITDA at -$4.3 million, better than expected but still negative. The pivot to enterprise customers shows some traction, but overall growth remains sluggish, and customer acquisition is weak, raising concerns about long-term prospects. Valuation multiples have been derated to 1.1x forward revenue, reflecting market skepticism about growth acceleration and profitability improvements in the near term. Read the full article on Seeking AlphaMajor Estimate Revision • Feb 27Consensus EPS estimates upgraded to US$0.58 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.647 to -US$0.578 per share. Revenue forecast steady at US$151.1m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$6.58 unchanged from last update. Share price fell 2.7% to US$5.02 over the past week.Seeking Alpha • Feb 25CS Disco Q4 Earnings: Don't Rush To Buy Shares YetSummary CS Disco, a legal tech firm, continues to face close to stagnating revenues despite the new CEO's turnaround efforts. Q4 FY24 revenues of $37 million beat estimates, showing slight progress, but not enough for a positive outlook on shares. LAW's focus on large customers and AI-assistant Cecilia shows potential, but significant revenue contributions are not expected soon. Current valuation and conservative management projections suggest continued caution; I maintain a Sell recommendation given the lack of strong turnaround evidence. Read the full article on Seeking AlphaReported Earnings • Feb 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.93 loss per share (further deteriorated from US$0.70 loss in FY 2023). Revenue: US$144.8m (up 4.9% from FY 2023). Net loss: US$55.8m (loss widened 32% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.お知らせ • Feb 21CS Disco, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025CS Disco, Inc. provided earnings guidance for the first quarter and full year 2025. For the first quarter of 2025, the company expects total revenue in the range of $35.0 million - $37.0 million. For the full fiscal year 2025, the company expects total revenue in the range of $145.5 million - $157.5 million.Recent Insider Transactions Derivative • Feb 18Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of February. If the sale is conducted around the recent share price of US$5.00, it would amount to US$70k. Since March 2024, Michael's direct individual holding has increased from 496.79k shares to 540.76k. Company insiders have collectively sold US$934k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 06CS Disco, Inc. to Report Q4, 2024 Results on Feb 20, 2025CS Disco, Inc. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025Seeking Alpha • Dec 11CS Disco: Same Old Blues - Reiterate SellSummary CS Disco continues to struggle with stagnating revenues and a slight decrease in customer count, leading me to maintain a sell recommendation. Despite efforts to reorganize and focus on enterprise sales, Q3 revenues remained flat, and Q4 guidance shows no significant improvement. Encouraging signs like strong software revenues and the new AI assistant, Cecilia, are overshadowed by the lack of immediate impact on profitability. Read the full article on Seeking AlphaRecent Insider Transactions • Nov 22Executive VP & CFO recently sold US$65k worth of stockOn the 18th of November, Michael Lafair sold around 12k shares on-market at roughly US$5.40 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$266k.Recent Insider Transactions Derivative • Nov 19Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of November. If the sale is conducted around the recent share price of US$5.00, it would amount to US$66k. Since December 2023, Michael's direct individual holding has increased from 463.02k shares to 527.07k. Company insiders have collectively sold US$835k more than they bought, via options and on-market transactions in the last 12 months.New Risk • Nov 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$88k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$29m net loss in 3 years). Significant insider selling over the past 3 months (US$88k sold).分析記事 • Nov 09The CS Disco, Inc. (NYSE:LAW) Third-Quarter Results Are Out And Analysts Have Published New ForecastsLast week saw the newest quarterly earnings release from CS Disco, Inc. ( NYSE:LAW ), an important milestone in the...Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: US$0.15 loss per share (further deteriorated from US$0.017 loss in 3Q 2023). Revenue: US$36.3m (up 3.8% from 3Q 2023). Net loss: US$9.16m (loss widened US$8.13m from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.お知らせ • Nov 07CS Disco, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2024CS Disco, Inc. provided earnings guidance for the fourth quarter and full year of fiscal year 2024. For the quarter, the company expects total revenue in the range of $35.2 million to $37.2 million. For the full year, the company expects total revenue in the range of $143.0 million to $145.0 million.お知らせ • Nov 05DISCO Appoints Lauren Caruso as Senior Vice President and Chief Sales OfficerDISCO announced that Lauren Caruso will join the company as senior vice president and Chief Sales Officer to help further drive adoption of its suite of advanced generative AI and ediscovery solutions among leading law firms and corporations. Caruso is returning to DISCO after having previously served as the company’s VP of North American Sales. She has also held senior sales leadership positions at Second Nature and Tractable and began her career at Am Law 50 firms Milbank, LLP and Skadden Arps. At DISCO she will lead the Global Sales organization with a focus on expanding the company’s relationships with leading litigation firms and corporations.お知らせ • Oct 23CS Disco, Inc. to Report Q3, 2024 Results on Nov 06, 2024CS Disco, Inc. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024お知らせ • Oct 17Disco Appoints Susan Garcia as General Counsel and Chief Compliance OfficerDISCO announced that Susan Garcia has joined the company as General Counsel and Chief Compliance Officer, effective October 14, 2024. Garcia joins from WebMD where she served as General Counsel since 2021. At WebMD, she led teams focused on legal strategy, corporate governance and compliance, litigation, corporate transactions and ESG. During her career, Garcia has worked across the legal, healthcare, media, information and technology sectors, including senior roles at Thomson Reuters and NBC Universal. She has deep experience in the legal industry supporting legal and technology businesses and has been a user of the DISCO platform herself.お知らせ • Oct 15CS Disco, Inc. Officially Launches Its Cecilia Ai Platform in EuropeCS Disco, Inc. announced the official launch of its Cecilia AI Platform in the European Union and the United Kingdom. Litigation involves massive amounts of data, and Cecilia AI helps legal professionals quickly and accurately identify and analyze the most relevant documents to help streamline the ediscovery process and drive better outcomes. DISCO's comprehensive set of generative AI-driven features includes Cecilia Q&A, Cecilia single doc Q&A and Cecilia document summaries, all of which are now available to customers in the EU and UK to help them review datasets that previously took days or weeks in just hours. With Cecilia, DISCO is bringing responsible generative AI solutions to bear with tools that simplify fact-finding and allow attorneys to review documents faster and more consistently. Customers in the EU and UK now have access to powerful Cecilia features, including Cecilia Q&A, an AI fact expert that is fully integrated within a user's DISCO Ediscovery database. Cecilia Q&A answers questions about the facts or patterns within a client's document set and provides citations that support each response. Unlike general-purpose models, Cecilia Q&A doesn't source information online but answers questions based solely on the information within a customer's specific database. Additional tools now available to customers in the region include a single-document version of Cecilia Q&A, which allows attorneys to interrogate individual documents by asking questions in natural language and receiving answers based only on the information in that single document - including documents in different languages - and Cecilia doc summaries, which provides users with an on-demand summary of lengthy, complex or important documents. DISCO has unveiled five generative AI products over the past 18 months with plans to bring additional Cecilia AI tools and capabilities to the European market in 2025.Seeking Alpha • Oct 02CS Disco: Rating Downgrade On Near-Term Growth ConcernsSummary I am downgrading CS Disco stock from buy to hold due to concerns about near-term growth outlook and potential valuation multiple downgrades. Changes in go-to-market strategy and new leadership are causing slower revenue growth and impacting sales productivity. Despite positive long-term prospects and product innovation, near-term execution challenges and a weak balance sheet raise liquidity concerns. Read the full article on Seeking Alpha収支内訳CS Disco の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:LAW 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 26162-431015731 Dec 25157-441005730 Sep 25153-61995530 Jun 25148-57985531 Mar 25146-571005431 Dec 24145-561015230 Sep 24144-36934830 Jun 24142-28934831 Mar 24141-32964731 Dec 23138-421005030 Sep 23135-551125630 Jun 23134-741175931 Mar 23134-791196231 Dec 22135-711135930 Sep 22136-611085430 Jun 22132-501004831 Mar 22128-33864031 Dec 21114-24733430 Sep 21100-18603030 Jun 2188-12492631 Mar 2174-15432431 Dec 2068-23452631 Dec 1949-303925質の高い収益: LAWは現在利益が出ていません。利益率の向上: LAWは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: LAWは利益が出ておらず、過去 5 年間で損失は年間10.9%の割合で増加しています。成長の加速: LAWの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: LAWは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 20.4% ) と比較することは困難です。株主資本利益率高いROE: LAWは現在利益が出ていないため、自己資本利益率 ( -34.37% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/27 11:28終値2026/07/24 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CS Disco, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関David HynesCanaccord GenuityTyler RadkeCitigroup IncBrent ThillJefferies LLC5 その他のアナリストを表示
お知らせ • Jul 16CS Disco, Inc. to Report Q2, 2026 Results on Aug 05, 2026CS Disco, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.15 loss per share (improved from US$0.19 loss in 1Q 2025). Revenue: US$41.9m (up 14% from 1Q 2025). Net loss: US$9.62m (loss narrowed 16% from 1Q 2025). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Apr 16CS Disco, Inc. to Report Q1, 2026 Results on May 06, 2026CS Disco, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
Reported Earnings • Feb 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: US$0.72 loss per share (improved from US$0.93 loss in FY 2024). Revenue: US$156.8m (up 8.3% from FY 2024). Net loss: US$44.4m (loss narrowed 20% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Feb 04CS Disco, Inc. to Report Q4, 2025 Results on Feb 25, 2026CS Disco, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.22 loss per share (further deteriorated from US$0.15 loss in 3Q 2024). Revenue: US$40.9m (up 13% from 3Q 2024). Net loss: US$13.7m (loss widened 49% from 3Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 23Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$3.52. The fair value is estimated to be US$4.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
お知らせ • Jul 23Cs Disco, Inc. Announces Appointment of Andre Mintz as Director, Effective July 22, 2026CS Disco, Inc. increased the size of the Board from eight to nine directors and, following the recommendation of the Company’s Nominating and Corporate Governance Committee of the Board, appointed Andre Mintz to serve as a member of the Board, effective July 22, 2026. Mr. Mintz was appointed as a Class II director for a term expiring at the Company’s 2029 annual meeting of stockholders. The Board determined that Mr. Mintz is “independent” pursuant to the rules of the New York Stock Exchange and other governing laws and applicable regulations. Mr. Mintz, age 61, has served as Vice President, Global Security & Privacy Programs, DMA Head of Compliance and Global Chief Information Security Officer Meta Financial Technologies of Meta Platforms, Inc. (Facebook) from January 2022 until his retirement in May of 2026, where he led the company’s global privacy and security initiatives. From April 2020 until January 2022, Mr. Mintz served as Chief Information Security Officer of Newport Group, a financial services firm and leading provider of retirement plans. Prior to that he served as Executive Vice President, Chief Information Security Officer and Chief Privacy Officer of Red Ventures, a portfolio of digital companies, from October 2018 to February 2020, and as their Senior Vice President, Chief Information Security Officer from June 2017 until October 2018. Mr. Mintz's experience includes serving as Vice President and Chief Security Officer at Reuters, Director of Trustworthy Computing & Chief Security Strategist at Microsoft, and he was Kinko’s first Chief Information Security Officer. Mr. Mintz co-founded Meta Security Group in 1998 (acquired by Scalable Software in 2005) and he was appointed to serve on Microsoft’s World-Wide Chief Security Officer’s Council in 2003. Mr. Mintz has served on the board of directors of Second Quarter Holdings, Inc. since March 2025. He also served on the board of directors of the Cloud Security Alliance, a non-profit organization that promotes best practices for providing security assurance within cloud computing. Mr. Mintz previously served on the board of directors of Absolute Software Corporation from August 2021 until July 2023. Mr. Mintz is a U.S. Air Force veteran, a Certified Information Systems Security Professional, a Certified Third Party Risk Professional, a graduate of the FBI Chief Information Security Officer’s Academy and holds a Graduate Certificate in Cybersecurity from Harvard University. In connection with Mr. Mintz’s election to the Board, the Company and Mr. Mintz entered into the Company’s standard form of indemnification agreement, a copy of which was filed as Exhibit 10.5 to the Company’s Registration Statement on Form S-1 (File No. 333-257435), filed with the Securities and Exchange Commission on July 12, 2021. The Indemnification Agreement requires the Company to indemnify Mr. Mintz, to the fullest extent permitted by Delaware law, for certain liabilities to which he may become subject as a result of his affiliation with the Company.
お知らせ • Jul 16CS Disco, Inc. to Report Q2, 2026 Results on Aug 05, 2026CS Disco, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026
お知らせ • Jun 29+ 2 more updatesCS Disco, Inc.(NYSE:LAW) dropped from Russell 2000 Growth-Defensive IndexCS Disco, Inc.(NYSE:LAW) dropped from Russell 2000 Growth-Defensive Index
ナラティブ更新 • Jun 26LAW: Expanded AI eDiscovery Adoption Will Support Higher Future P/EAnalysts have revised their price target for CS Disco to $4.00 from $7.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples as the key drivers of the change. What’s in the News for CS Disco CS Disco issued earnings guidance for the second quarter of fiscal 2026, projecting total revenue in the range of US$41.5 million to US$43.5 million.
ナラティブ更新 • Jun 05LAW: Expanding AI Partnerships And Workflows Will Support Future UpsideAnalysts have maintained their $10.00 price target for CS Disco, citing only modest adjustments to inputs such as the discount rate, revenue growth assumptions, profit margin outlook, and future P/E, which offset one another in their updated models. What's in the News CS Disco issued earnings guidance for the second quarter of fiscal year 2026, projecting total revenue in a range of US$41.5 million to US$43.5 million.
New Risk • Jun 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$114k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$25m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Significant insider selling over the past 3 months (US$114k sold).
ナラティブ更新 • May 21LAW: Accelerating AI Adoption And Platform Expansion Will Support Future UpsideAnalysts have trimmed their average price target on CS Disco to $6 from $9, citing a reset in expectations even as the latest quarter showed total revenue growth of 11% and software revenue growth of 14%, marking a third straight quarter of accelerating normalized growth. Analyst Commentary Bullish analysts described the latest quarter as solid, pointing to total revenue growth of 11% and software revenue growth of 14% as support for their constructive stance on CS Disco, even as the average price target reset to US$6.
分析記事 • May 08US$6.67: That's What Analysts Think CS Disco, Inc. (NYSE:LAW) Is Worth After Its Latest ResultsAs you might know, CS Disco, Inc. ( NYSE:LAW ) just kicked off its latest first-quarter results with some very strong...
お知らせ • May 08Cs Disco, Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026CS Disco, Inc. provided earnings guidance for the second quarter and fiscal year 2026. For the quarter, the company expects Total revenue in the range of $41.5 million- $43.5 million. For the year, the company expects Total revenue in the range of $169.25 million- $178.75 million.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.15 loss per share (improved from US$0.19 loss in 1Q 2025). Revenue: US$41.9m (up 14% from 1Q 2025). Net loss: US$9.62m (loss narrowed 16% from 1Q 2025). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • May 04CS Disco, Inc., Annual General Meeting, Jun 10, 2026CS Disco, Inc., Annual General Meeting, Jun 10, 2026.
ナラティブ更新 • May 02LAW: Accelerating AI Platform Adoption And Platform Expansion Will Support Future UpsideAnalysts have reduced their average price target on CS Disco from $9 to $6, citing a reset in expectations. They still acknowledge recent 11% total revenue growth and 14% software revenue growth as positives in the latest quarter.
お知らせ • Apr 23Disco Appoints Toby Williams to Board of Directors, Effective April 22, 2026DISCO announced that AI SaaS veteran and current Paylocity President and CEO Toby Williams has been appointed to the company’s Board of Directors, effective April 22, 2026. Over his nearly 25-year career, Williams has served in senior roles in both public and privately held cloud-based software companies, including Corporate Finance, Product and Strategy and Corporate Development. He began his career as an attorney and investment banker. Williams has served as President and CEO of Paylocity since 2024 and previously served as Co-CEO and CFO. He also sits on the Paylocity Board of Directors. Prior to Paylocity, he held senior roles at Ellucian and Paychex.
ナラティブ更新 • Apr 17LAW: Accelerating AI Platform Adoption Will Support Future Upside PotentialAnalysts cut their price target on CS Disco to $6 from $9, citing a reset in expectations, while also noting 11% total revenue growth and 14% software revenue growth in the latest quarter as support for the updated view. Analyst Commentary Bullish analysts view the reset in the price target to US$6 as more of a recalibration than a loss of confidence, pointing to the latest quarter as evidence that the story is still on track.
お知らせ • Apr 16CS Disco, Inc. to Report Q1, 2026 Results on May 06, 2026CS Disco, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
Buy Or Sell Opportunity • Apr 10Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 55% to US$3.35. The fair value is estimated to be US$4.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
ナラティブ更新 • Apr 02LAW: Accelerating Software Momentum And AI Platform Integration Will Support Future UpsideAnalysts have trimmed their price target on CS Disco to $6 from $9, citing a reset of expectations, even as they point to a recent quarter where total revenue growth of 11% and software revenue growth of 14% aligned with three consecutive quarters of accelerating normalized growth. Analyst Commentary Recent commentary from bullish analysts frames the lower price target as a reset of expectations rather than a loss of confidence in CS Disco's business.
ナラティブ更新 • Mar 18LAW: Accelerating Software Momentum And New Platform Integration Will Support Future UpsideAnalysts have trimmed their average price target for CS Disco from $9 to $6, citing recent research. The latest quarter showed 11% total revenue growth with 14% software growth and a third straight quarter of accelerating normalized growth.
Recent Insider Transactions • Mar 06Chairman recently bought US$169k worth of stockOn the 3rd of March, Scott Hill bought around 50k shares on-market at roughly US$3.38 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Scott's only on-market trade for the last 12 months.
ナラティブ更新 • Mar 04LAW: Accelerating Software Momentum And New Platform Offerings Will Support Future UpsideNarrative Update: CS Disco Analysts have reduced their price target on CS Disco from $9 to $6, citing a mix of higher projected revenue growth, slightly adjusted discount rate assumptions, and recent Street research highlighting an 11% total revenue outcome with 14% software revenue contribution in the latest reported quarter. Analyst Commentary Bullish analysts acknowledge the lower US$6 price target but continue to frame the latest quarter as constructive for the CS Disco story.
Price Target Changed • Feb 26Price target decreased by 23% to US$6.67Down from US$8.67, the current price target is an average from 3 analysts. New target price is 124% above last closing price of US$2.98. Stock is down 39% over the past year. The company is forecast to post a net loss per share of US$0.50 next year compared to a net loss per share of US$0.72 last year.
Reported Earnings • Feb 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: US$0.72 loss per share (improved from US$0.93 loss in FY 2024). Revenue: US$156.8m (up 8.3% from FY 2024). Net loss: US$44.4m (loss narrowed 20% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25+ 1 more updateDISCO Announces All-Inclusive Platform for eDiscoveryDISCO announced an all-new, all-inclusive solution for litigation, investigations and regulatory responses, designed to put its market-leading eDiscovery and AI tools in a single, transparent price. The new DISCO offering combines its eDiscovery, Cecilia AI, deposition management and timelines capabilities into a powerful platform to give customers one-stop access to some of the most advanced litigation technology available. The DISCO platform will also include DISCO's newly announced, first-of-its-kind agentic AI solution for eDiscovery at no additional charge. The new DISCO platform includes: Discovery:Premier technology delivering instant access to the data that matters most; Cecilia AI:Advanced AI-powered Legal tools to streamline and accelerate litigation; Deposition Management and Timelines: Powerful assisted deposition and timeline capabilities - previously sold separately as Case Builder - tailored to support every matter. In addition to its all-inclusive platform, DISCO also announced a new pricing approach - one transparent, per GB price on processed data with no ingest fees that better enable clear like-for-like comparisons of costs and capabilities.
ナラティブ更新 • Feb 18LAW: Agentic AI Rollout And New CFO Will Support Higher Future P/EAnalysts have modestly adjusted their price target on CS Disco, keeping fair value near $7.00 as they factor in slightly different assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News DISCO announced what it describes as the industry's first scaled agentic AI tool for fact investigation and eDiscovery, adding a multi step reasoning engine to its Cecilia Q&A tool to handle very large data sets in complex legal matters (Key Developments).
New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$27m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$174k sold).
お知らせ • Feb 10DISCO Announces First Scaled Agentic AI Tool for Fact Investigation and eDiscoveryDISCO announced the industry's first scaled agentic AI tool for fact investigation and eDiscovery. The significant enhancement to DISCO's AI-enabled technology platform adds an autonomous, multi-step reasoning engine to its Cecilia Q&A tool that returns significantly more detailed and thorough results - even on very large data sets. The result is not just greater speed to evidence, it's greater speed to the most relevant and important evidence from the outset of an investigation, all at enterprise scale. DISCO's cloud-native agentic Cecilia capabilities are built on its platform's strict security and privacy standards and are designed specifically for the types of large and complex eDiscovery environments that are common place in modern litigation. The tool will be widely available later this year and will be included at no additional cost. DISCO's agentic capabilities - like all of its solutions - are supported by teams of AI, eDiscovery and litigation experts to ensure customers get the most out of the platform at every step and in every case. DISCO's new agentic AI tool will be on display at its booth throughout Legalweek. Interested customers are invited to stop by for a product demonstration. DISCO will also provide updates about its new agentic offering at the company website.
Seeking Alpha • Feb 05CS Disco Makes Little Operating Progress As Competitive Pressures PersistSummary CS Disco remains a Sell due to persistent operating losses and shareholder-unfriendly capital allocation. A recent revenue bump was driven by a one-time contingent case, not sustainable business momentum or structural improvement. LAW's forward EV/Sales of 1.6x reflects a significant discount to SaaS peers, justified by subpar growth and ongoing losses. Competitive pressures from AI-native and legacy vendors persist, while LAW struggles to achieve operating breakeven outside exceptional quarters. Read the full article on Seeking Alpha
分析記事 • Feb 05CS Disco, Inc. (NYSE:LAW) Not Doing Enough For Some Investors As Its Shares Slump 31%CS Disco, Inc. ( NYSE:LAW ) shareholders won't be pleased to see that the share price has had a very rough month...
お知らせ • Feb 04CS Disco, Inc. to Report Q4, 2025 Results on Feb 25, 2026CS Disco, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026
ナラティブ更新 • Feb 04LAW: New Finance Chief Appointment Will Support Higher Forward P/E ExpectationsAnalysts have lifted their fair value estimate for CS Disco from US$4.40 to US$7.00, citing updated assumptions around revenue growth, profit margins and a higher forward P/E multiple as key inputs behind the new price target. What's in the News The board has appointed Aaron Barfoot as CS Disco’s Chief Financial Officer, effective January 12, 2026, replacing current CFO Michael Lafair (Key Developments).
ナラティブ更新 • Jan 21LAW: New Chief Financial Officer And 2025 Guidance Will Support Upside PotentialAnalysts have nudged their price target on CS Disco higher to reflect modest shifts in their models, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E as the drivers of the new valuation lens. What's in the News CS Disco appointed Aaron Barfoot as Chief Financial Officer, effective January 12, 2026, succeeding Michael Lafair after a previously announced transition period (Key Developments).
Price Target Changed • Jan 15Price target increased by 15% to US$8.50Up from US$7.40, the current price target is an average from 4 analysts. New target price is 25% above last closing price of US$6.82. Stock is up 38% over the past year. The company is forecast to post a net loss per share of US$0.73 next year compared to a net loss per share of US$0.93 last year.
分析記事 • Jan 15An Intrinsic Calculation For CS Disco, Inc. (NYSE:LAW) Suggests It's 36% UndervaluedKey Insights The projected fair value for CS Disco is US$10.57 based on 2 Stage Free Cash Flow to Equity CS Disco is...
ナラティブ更新 • Jan 06LAW: New Leadership And Expanded Partnership Will Support Future Upside PotentialAnalysts have increased their price target on CS Disco by roughly 11%, citing updated assumptions for fair value, revenue growth, profit margin, and future P/E as the key drivers behind the change. What's in the News The board appointed Aaron Barfoot as CS Disco's CFO, effective January 12, 2026, succeeding Michael Lafair, who will remain in his role through January 11, 2026 (company filing).
お知らせ • Dec 24+ 1 more updateCS Disco, Inc. Announces CFO ChangesOn December 18, 2025, the board of directors (the “Board”) of CS Disco, Inc. (the “Company”) appointed Aaron Barfoot as the Company’s CFO, effective January 12, 2026 (the “Start Date”). Mr. Barfoot, 49, has served as Chief Financial Officer of Socure Inc., a provider of digital identity verification, fraud detection and prevention solutions, since July 2023. Prior to that, Mr. Barfoot served as Chief Financial Officer at Forter, Inc. from January 2020 to June 2023. Mr. Barfoot holds a B.S. in Economics from Baylor University. Mr. Barfoot will replace Michael Lafair, the Company’s current Executive Vice President, Chief Financial Officer, principal financial officer and principal accounting officer. As previously announced, Mr. Lafair and the Company entered into a transition agreement, dated as of August 4, 2025, pursuant to which Mr. Lafair agreed to continue to serve as the Company’s Executive Vice President, Chief Financial Officer, principal financial officer and principal accounting officer through the earlier of the appointment of his successor or the close of business on December 31, 2025. In connection with Mr. Barfoot’s appointment, the Company and Mr. Lafair agreed to extend his service as the Company’s Executive Vice President, Chief Financial Officer, principal financial officer and principal accounting officer through January 11, 2026.
ナラティブ更新 • Dec 19LAW: 2025 Guidance Will Support Cautious Outlook Despite Modest Margin ImprovementAnalysts have modestly increased their price target for CS Disco to reflect slightly improved long term profit margin expectations and a marginally lower discount rate, while keeping fair value and growth assumptions broadly unchanged. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting total revenue between $38.75 million and $40.75 million (company guidance) Provided full year 2025 revenue outlook in the range of $154.4 million to $156.4 million, reinforcing expectations for continued top line growth (company guidance) Expanded its strategic eDiscovery and technology partnership with law firm Mourant, deepening DISCO's role in supporting complex digital data management for litigation and consulting teams (client announcement) Helped Mourant transition from reliance on external eDiscovery providers to an in house service built on DISCO's platform and AI expertise, aimed at faster document review and more defensible processes (client announcement) Valuation Changes Fair Value: unchanged at $7.40 per share, reflecting stable long term assumptions for the business.
Buy Or Sell Opportunity • Dec 15Now 22% undervaluedOver the last 90 days, the stock has risen 39% to US$8.30. The fair value is estimated to be US$10.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.
Recent Insider Transactions • Dec 15Executive VP & Chief Customer Officer recently sold US$174k worth of stockOn the 10th of December, Melanie Antoon sold around 20k shares on-market at roughly US$8.71 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months.
分析記事 • Dec 12CS Disco, Inc.'s (NYSE:LAW) Share Price Boosted 26% But Its Business Prospects Need A Lift TooCS Disco, Inc. ( NYSE:LAW ) shares have continued their recent momentum with a 26% gain in the last month alone...
Recent Insider Transactions Derivative • Dec 11Executive VP & Chief Customer Officer notifies of intention to sell stockMelanie Antoon intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$8.71, it would amount to US$174k. Since March 2025, Melanie's direct individual holding has increased from 91.56k shares to 122.14k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Dec 05LAW: Expanded Partnership And 2025 Guidance Will Support Balanced OutlookAnalysts have modestly raised their price target on CS Disco to reflect a slightly richer valuation framework, citing incremental adjustments to the discount rate, long term margin assumptions, and forward earnings multiples that, while still consistent with prior fair value estimates, suggest a marginally improved outlook for the shares. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting total revenue between $38.75 million and $40.75 million (Company guidance) Provided full year 2025 revenue outlook in the range of $154.4 million to $156.4 million, signaling continued top line growth expectations (Company guidance) Expanded its strategic eDiscovery and technology partnership with Mourant, deepening DISCO's role in supporting the firm's litigation and consulting teams with AI driven review capabilities (Client announcement) Valuation Changes The fair value estimate is unchanged at $7.40 per share, indicating no revision to the intrinsic value assessment.
ナラティブ更新 • Nov 21LAW: Expanded Partnerships And 2025 Guidance Will Drive Positive MomentumAnalysts have raised their price target for CS Disco from $6.68 to $7.40. They cite updated financial models and metrics as the basis for their revised outlook.
Recent Insider Transactions • Nov 20Executive VP recently sold US$74k worth of stockOn the 17th of November, Susan Garcia sold around 11k shares on-market at roughly US$6.59 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$904k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 17Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of November. If the sale is conducted around the recent share price of US$6.50, it would amount to US$100k. Since December 2024, Michael's direct individual holding has increased from 541.87k shares to 593.35k. Company insiders have collectively sold US$929k more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Nov 07LAW: Revenue Expansion And New Partnerships Will Shape Performance OutlookAnalysts have raised their price target for CS Disco from $6.08 to $6.68. This change reflects improved expectations for revenue growth and future earnings, despite a modest increase in the discount rate and a slight decrease in profit margin estimates.
Price Target Changed • Nov 06Price target increased by 9.9% to US$6.68Up from US$6.08, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$6.82. Stock is up 13% over the past year. The company is forecast to post a net loss per share of US$0.75 next year compared to a net loss per share of US$0.93 last year.
Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.22 loss per share (further deteriorated from US$0.15 loss in 3Q 2024). Revenue: US$40.9m (up 13% from 3Q 2024). Net loss: US$13.7m (loss widened 49% from 3Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Nov 06CS Disco, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 and Fiscal Year 2025CS Disco, Inc. provided earnings guidance for the fourth quarter of 2025 and fiscal year 2025. For the fourth quarter of 2025, the company expected total revenue in the range of $38.75 million to $40.75 million. For the fiscal year 2025, the company expected total revenue in the range of $154.4 million to $156.4 million.
お知らせ • Oct 23CS Disco, Inc. to Report Q3, 2025 Results on Nov 05, 2025CS Disco, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
分析記事 • Sep 23Companies Like CS Disco (NYSE:LAW) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
分析記事 • Aug 28CS Disco, Inc. (NYSE:LAW) Held Back By Insufficient Growth Even After Shares Climb 26%CS Disco, Inc. ( NYSE:LAW ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Recent Insider Transactions • Aug 21Insider recently sold US$51k worth of stockOn the 18th of August, Richard Crum sold around 11k shares on-market at roughly US$4.82 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$842k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 18Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of August. If the sale is conducted around the recent share price of US$5.00, it would amount to US$72k. Since September 2024, Michael's direct individual holding has increased from 528.71k shares to 576.01k. Company insiders have collectively sold US$879k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.18 loss per share (improved from US$0.18 loss in 2Q 2024). Revenue: US$38.1m (up 5.8% from 2Q 2024). Net loss: US$10.8m (flat on 2Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 5.9%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.
お知らせ • Aug 07+ 3 more updatesCS Disco, Inc. Raises Earnings Guidance for the Fiscal Year 2025CS Disco, Inc. raised earnings guidance for the fiscal year 2025. For the period, the company expects total revenue in the range of $148.0 million to $158.0 million.
お知らせ • Jul 24CS Disco, Inc. to Report Q2, 2025 Results on Aug 06, 2025CS Disco, Inc. announced that they will report Q2, 2025 results on Aug 06, 2025
分析記事 • Jul 12CS Disco, Inc.'s (NYSE:LAW) Revenues Are Not Doing Enough For Some InvestorsCS Disco, Inc.'s ( NYSE:LAW ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right now...
New Risk • Jul 03New major risk - Revenue and earnings growthEarnings have declined by 18% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$576k sold).
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 18% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$37m net loss in 2 years). Significant insider selling over the past 3 months (US$576k sold).
お知らせ • Jun 18DISCO Brings Gen-AI-Powered Auto Review to the EU, UKDISCO announced the launch of its generative AI automated review tool in the European Union and the United Kingdom, bringing the powerful eDiscovery technology to tens of thousands of law firms and corporations across Europe. DISCO Auto Review combines unprecedented speeds with accuracy metrics that substantially surpass typical human review. The solution is capable of reviewing 32,000 documents per hour on average - the equivalent of a 640-person review team working at industry-standard speeds - with precision and recall metrics exceeding 90% in many cases, better than the industry standard of 75% for human review. DISCO Auto Review is the latest tool the company has brought to the EU/U.K. markets, following the 2024 launch of its Cecilia suite of gen AI tools, including Cecilia Q&A and Cecilia document summaries. Additional Cecilia capabilities are expected to launch in these markets later this year. The EU/U.K. launch of DISCO Auto Review follows a successful debut in the United States that has seen adoption from Am Law 50 firms, prominent litigation boutiques and large, multinational corporations. In addition to launching DISCO Auto Review for the EU and U.K., the company also announced new, highly competitive Auto Review pricing to help encourage law firms and corporations to add Auto Review to their suite of eDiscovery tools as a faster, more cost-effective alternative to manual, human review. The new DISCO Auto Review pricing is available immediately to customers in the U.S., EU and U.K.
Recent Insider Transactions • May 23President recently sold US$464k worth of stockOn the 19th of May, Eric Friedrichsen sold around 118k shares on-market at roughly US$3.93 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • May 19Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of May. If the sale is conducted around the recent share price of US$4.00, it would amount to US$62k. Since June 2024, Michael's direct individual holding has increased from 514.31k shares to 558.47k. Company insiders have collectively sold US$214k more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • May 13Price target decreased by 8.1% to US$5.90Down from US$6.42, the current price target is an average from 6 analysts. New target price is 46% above last closing price of US$4.05. Stock is down 41% over the past year. The company is forecast to post a net loss per share of US$0.60 next year compared to a net loss per share of US$0.93 last year.
分析記事 • May 09We're Interested To See How CS Disco (NYSE:LAW) Uses Its Cash Hoard To GrowWe can readily understand why investors are attracted to unprofitable companies. For example, although...
Reported Earnings • May 08First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.19 loss per share (further deteriorated from US$0.17 loss in 1Q 2024). Revenue: US$36.7m (up 3.0% from 1Q 2024). Net loss: US$11.4m (loss widened 7.7% from 1Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.
お知らせ • May 08+ 1 more updateCS Disco, Inc. Revises Earnings Guidance for the Fiscal Year 2025CS Disco, Inc. revised earnings guidance for the fiscal year 2025. The company increasing its outlook for fiscal year 2025, the company‘s total revenue in the range of $146.0 million to $158.0 million.
お知らせ • May 01CS Disco, Inc., Annual General Meeting, Jun 10, 2025CS Disco, Inc., Annual General Meeting, Jun 10, 2025. Location: web.viewproxy.com/law/2025, United States
お知らせ • Apr 23CS Disco, Inc. to Report Q1, 2025 Results on May 07, 2025CS Disco, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
新しいナラティブ • Mar 31Enterprise Focus And AI Tools Will Create A Competitive Edge Strategic focus on larger enterprise customers and enhanced go-to-market strategy expected to drive significant revenue growth and profitability.
お知らせ • Mar 18DISCO Appoints Tom Bogan to its Board of DirectorsDISCO announced that technology and finance veteran Tom Bogan has been appointed to its Board of Directors. Bogan has extensive experience in executive leadership and in developing and scaling global software and SaaS platforms. He currently serves on the boards of Workday and Aspen Technologies, and he previously chaired the boards of Citrix Systems and Apptio. He has also served as the chief executive officer of Adaptive Insights, Avatar Technologies and Pacific Data and was a partner at Greylock Partners where he focused on enterprise software investments.
Seeking Alpha • Mar 07CS Disco: Poor Growth And Profitability Limit Valuation UpsideSummary I maintain a hold rating on CS Disco due to poor revenue growth and continued unprofitability, limiting valuation upside. LAW's latest earnings report showed decelerating growth, with revenue up only 3.5% y/y and adj EBITDA at -$4.3 million, better than expected but still negative. The pivot to enterprise customers shows some traction, but overall growth remains sluggish, and customer acquisition is weak, raising concerns about long-term prospects. Valuation multiples have been derated to 1.1x forward revenue, reflecting market skepticism about growth acceleration and profitability improvements in the near term. Read the full article on Seeking Alpha
Major Estimate Revision • Feb 27Consensus EPS estimates upgraded to US$0.58 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.647 to -US$0.578 per share. Revenue forecast steady at US$151.1m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$6.58 unchanged from last update. Share price fell 2.7% to US$5.02 over the past week.
Seeking Alpha • Feb 25CS Disco Q4 Earnings: Don't Rush To Buy Shares YetSummary CS Disco, a legal tech firm, continues to face close to stagnating revenues despite the new CEO's turnaround efforts. Q4 FY24 revenues of $37 million beat estimates, showing slight progress, but not enough for a positive outlook on shares. LAW's focus on large customers and AI-assistant Cecilia shows potential, but significant revenue contributions are not expected soon. Current valuation and conservative management projections suggest continued caution; I maintain a Sell recommendation given the lack of strong turnaround evidence. Read the full article on Seeking Alpha
Reported Earnings • Feb 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.93 loss per share (further deteriorated from US$0.70 loss in FY 2023). Revenue: US$144.8m (up 4.9% from FY 2023). Net loss: US$55.8m (loss widened 32% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.
お知らせ • Feb 21CS Disco, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025CS Disco, Inc. provided earnings guidance for the first quarter and full year 2025. For the first quarter of 2025, the company expects total revenue in the range of $35.0 million - $37.0 million. For the full fiscal year 2025, the company expects total revenue in the range of $145.5 million - $157.5 million.
Recent Insider Transactions Derivative • Feb 18Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of February. If the sale is conducted around the recent share price of US$5.00, it would amount to US$70k. Since March 2024, Michael's direct individual holding has increased from 496.79k shares to 540.76k. Company insiders have collectively sold US$934k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 06CS Disco, Inc. to Report Q4, 2024 Results on Feb 20, 2025CS Disco, Inc. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025
Seeking Alpha • Dec 11CS Disco: Same Old Blues - Reiterate SellSummary CS Disco continues to struggle with stagnating revenues and a slight decrease in customer count, leading me to maintain a sell recommendation. Despite efforts to reorganize and focus on enterprise sales, Q3 revenues remained flat, and Q4 guidance shows no significant improvement. Encouraging signs like strong software revenues and the new AI assistant, Cecilia, are overshadowed by the lack of immediate impact on profitability. Read the full article on Seeking Alpha
Recent Insider Transactions • Nov 22Executive VP & CFO recently sold US$65k worth of stockOn the 18th of November, Michael Lafair sold around 12k shares on-market at roughly US$5.40 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$266k.
Recent Insider Transactions Derivative • Nov 19Executive VP & CFO notifies of intention to sell stockMichael Lafair intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of November. If the sale is conducted around the recent share price of US$5.00, it would amount to US$66k. Since December 2023, Michael's direct individual holding has increased from 463.02k shares to 527.07k. Company insiders have collectively sold US$835k more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Nov 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$88k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$29m net loss in 3 years). Significant insider selling over the past 3 months (US$88k sold).
分析記事 • Nov 09The CS Disco, Inc. (NYSE:LAW) Third-Quarter Results Are Out And Analysts Have Published New ForecastsLast week saw the newest quarterly earnings release from CS Disco, Inc. ( NYSE:LAW ), an important milestone in the...
Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: US$0.15 loss per share (further deteriorated from US$0.017 loss in 3Q 2023). Revenue: US$36.3m (up 3.8% from 3Q 2023). Net loss: US$9.16m (loss widened US$8.13m from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07CS Disco, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2024CS Disco, Inc. provided earnings guidance for the fourth quarter and full year of fiscal year 2024. For the quarter, the company expects total revenue in the range of $35.2 million to $37.2 million. For the full year, the company expects total revenue in the range of $143.0 million to $145.0 million.
お知らせ • Nov 05DISCO Appoints Lauren Caruso as Senior Vice President and Chief Sales OfficerDISCO announced that Lauren Caruso will join the company as senior vice president and Chief Sales Officer to help further drive adoption of its suite of advanced generative AI and ediscovery solutions among leading law firms and corporations. Caruso is returning to DISCO after having previously served as the company’s VP of North American Sales. She has also held senior sales leadership positions at Second Nature and Tractable and began her career at Am Law 50 firms Milbank, LLP and Skadden Arps. At DISCO she will lead the Global Sales organization with a focus on expanding the company’s relationships with leading litigation firms and corporations.
お知らせ • Oct 23CS Disco, Inc. to Report Q3, 2024 Results on Nov 06, 2024CS Disco, Inc. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
お知らせ • Oct 17Disco Appoints Susan Garcia as General Counsel and Chief Compliance OfficerDISCO announced that Susan Garcia has joined the company as General Counsel and Chief Compliance Officer, effective October 14, 2024. Garcia joins from WebMD where she served as General Counsel since 2021. At WebMD, she led teams focused on legal strategy, corporate governance and compliance, litigation, corporate transactions and ESG. During her career, Garcia has worked across the legal, healthcare, media, information and technology sectors, including senior roles at Thomson Reuters and NBC Universal. She has deep experience in the legal industry supporting legal and technology businesses and has been a user of the DISCO platform herself.
お知らせ • Oct 15CS Disco, Inc. Officially Launches Its Cecilia Ai Platform in EuropeCS Disco, Inc. announced the official launch of its Cecilia AI Platform in the European Union and the United Kingdom. Litigation involves massive amounts of data, and Cecilia AI helps legal professionals quickly and accurately identify and analyze the most relevant documents to help streamline the ediscovery process and drive better outcomes. DISCO's comprehensive set of generative AI-driven features includes Cecilia Q&A, Cecilia single doc Q&A and Cecilia document summaries, all of which are now available to customers in the EU and UK to help them review datasets that previously took days or weeks in just hours. With Cecilia, DISCO is bringing responsible generative AI solutions to bear with tools that simplify fact-finding and allow attorneys to review documents faster and more consistently. Customers in the EU and UK now have access to powerful Cecilia features, including Cecilia Q&A, an AI fact expert that is fully integrated within a user's DISCO Ediscovery database. Cecilia Q&A answers questions about the facts or patterns within a client's document set and provides citations that support each response. Unlike general-purpose models, Cecilia Q&A doesn't source information online but answers questions based solely on the information within a customer's specific database. Additional tools now available to customers in the region include a single-document version of Cecilia Q&A, which allows attorneys to interrogate individual documents by asking questions in natural language and receiving answers based only on the information in that single document - including documents in different languages - and Cecilia doc summaries, which provides users with an on-demand summary of lengthy, complex or important documents. DISCO has unveiled five generative AI products over the past 18 months with plans to bring additional Cecilia AI tools and capabilities to the European market in 2025.
Seeking Alpha • Oct 02CS Disco: Rating Downgrade On Near-Term Growth ConcernsSummary I am downgrading CS Disco stock from buy to hold due to concerns about near-term growth outlook and potential valuation multiple downgrades. Changes in go-to-market strategy and new leadership are causing slower revenue growth and impacting sales productivity. Despite positive long-term prospects and product innovation, near-term execution challenges and a weak balance sheet raise liquidity concerns. Read the full article on Seeking Alpha
