CS Disco 경영진
경영진 기준 점검 2/4
CS Disco CEO는 Eric Friedrichsen, Apr2024 에 임명되었습니다 의 임기는 2.08 년입니다. 총 연간 보상은 $4.06M, 13.5% 급여 및 86.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.57M 가치에 해당하는 회사 주식의 0.64% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.6 년과 5.1 년입니다.
핵심 정보
Eric Friedrichsen
최고경영자
US$4.1m
총 보수
| CEO 급여 비율 | 13.53% |
| CEO 재임 기간 | 2.1yrs |
| CEO 지분 보유율 | 0.6% |
| 경영진 평균 재임 기간 | 1.6yrs |
| 이사회 평균 재임 기간 | 5.1yrs |
최근 경영진 업데이트
Recent updates
분석 기사 • May 08
US$6.67: That's What Analysts Think CS Disco, Inc. (NYSE:LAW) Is Worth After Its Latest Results
As you might know, CS Disco, Inc. ( NYSE:LAW ) just kicked off its latest first-quarter results with some very strong...
내러티브 업데이트 • May 02
LAW: Accelerating AI Platform Adoption And Platform Expansion Will Support Future Upside
Analysts 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.내러티브 업데이트 • Apr 17
LAW: Accelerating AI Platform Adoption Will Support Future Upside Potential
Analysts 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.내러티브 업데이트 • Apr 02
LAW: Accelerating Software Momentum And AI Platform Integration Will Support Future Upside
Analysts 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.내러티브 업데이트 • Mar 18
LAW: Accelerating Software Momentum And New Platform Integration Will Support Future Upside
Analysts 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.내러티브 업데이트 • Mar 04
LAW: Accelerating Software Momentum And New Platform Offerings Will Support Future Upside
Narrative 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.
내러티브 업데이트 • Feb 18
LAW: Agentic AI Rollout And New CFO Will Support Higher Future P/E
Analysts 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).Seeking Alpha • Feb 05
CS Disco Makes Little Operating Progress As Competitive Pressures Persist
Summary 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 Alpha분석 기사 • Feb 05
CS 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...내러티브 업데이트 • Feb 04
LAW: New Finance Chief Appointment Will Support Higher Forward P/E Expectations
Analysts 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).내러티브 업데이트 • Jan 21
LAW: New Chief Financial Officer And 2025 Guidance Will Support Upside Potential
Analysts 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).분석 기사 • Jan 15
An Intrinsic Calculation For CS Disco, Inc. (NYSE:LAW) Suggests It's 36% Undervalued
Key Insights The projected fair value for CS Disco is US$10.57 based on 2 Stage Free Cash Flow to Equity CS Disco is...내러티브 업데이트 • Jan 06
LAW: New Leadership And Expanded Partnership Will Support Future Upside Potential
Analysts 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).
내러티브 업데이트 • Dec 19
LAW: 2025 Guidance Will Support Cautious Outlook Despite Modest Margin Improvement
Analysts 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.분석 기사 • Dec 12
CS Disco, Inc.'s (NYSE:LAW) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
CS Disco, Inc. ( NYSE:LAW ) shares have continued their recent momentum with a 26% gain in the last month alone...내러티브 업데이트 • Dec 05
LAW: Expanded Partnership And 2025 Guidance Will Support Balanced Outlook
Analysts 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.내러티브 업데이트 • Nov 21
LAW: Expanded Partnerships And 2025 Guidance Will Drive Positive Momentum
Analysts 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.내러티브 업데이트 • Nov 07
LAW: Revenue Expansion And New Partnerships Will Shape Performance Outlook
Analysts 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.분석 기사 • Sep 23
Companies Like CS Disco (NYSE:LAW) Are In A Position To Invest In Growth
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...분석 기사 • Aug 28
CS 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...분석 기사 • Jul 12
CS Disco, Inc.'s (NYSE:LAW) Revenues Are Not Doing Enough For Some Investors
CS 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...분석 기사 • May 09
We're Interested To See How CS Disco (NYSE:LAW) Uses Its Cash Hoard To Grow
We can readily understand why investors are attracted to unprofitable companies. For example, although...
새로운 내러티브 • Mar 31
Enterprise 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.Seeking Alpha • Mar 07
CS Disco: Poor Growth And Profitability Limit Valuation Upside
Summary 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 AlphaSeeking Alpha • Feb 25
CS Disco Q4 Earnings: Don't Rush To Buy Shares Yet
Summary 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 AlphaSeeking Alpha • Dec 11
CS Disco: Same Old Blues - Reiterate Sell
Summary 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 Alpha분석 기사 • Nov 09
The CS Disco, Inc. (NYSE:LAW) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
Last week saw the newest quarterly earnings release from CS Disco, Inc. ( NYSE:LAW ), an important milestone in the...Seeking Alpha • Oct 02
CS Disco: Rating Downgrade On Near-Term Growth Concerns
Summary 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 AlphaSeeking Alpha • Aug 13
CS Disco Q2 Earnings: Turnaround Takes Time
Summary CS Disco is a tech company in the legal services industry, offering cloud-based and AI-assisted solutions to streamline legal processes. Stagnation in revenues and other company-specific events have led to a downward spiral in share price. Q2 earnings show continued stagnation, customer base plateau, and negative EBITDA margin, making investment risky at current valuation. Read the full article on Seeking Alpha분석 기사 • Jul 17
We're Hopeful That CS Disco (NYSE:LAW) Will Use Its Cash Wisely
Just because a business does not make any money, does not mean that the stock will go down. For example, although...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$43m |
| Dec 31 2025 | US$4m | US$550k | -US$44m |
| Sep 30 2025 | n/a | n/a | -US$61m |
| Jun 30 2025 | n/a | n/a | -US$57m |
| Mar 31 2025 | n/a | n/a | -US$57m |
| Dec 31 2024 | US$9m | US$371k | -US$56m |
보상 대 시장: Eric의 총 보수(USD4.06M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.71M)보다 높습니다.
보상과 수익: Eric의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Eric Friedrichsen (56 yo)
2.1yrs
재임 기간
US$4,063,757
보수
Mr. Eric Friedrichsen is Chief Executive Officer, President and Director at CS Disco, Inc. from April 29, 2024. He is Director of Emburse, LLC from January 15, 2024. He was Chief Executive Officer of Embur...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 2.1yrs | US$4.06m | 0.64% $ 1.6m | |
| Chief Product | 1.5yrs | US$1.91m | 0.089% $ 217.6k | |
| Executive VP | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Operations | 1.6yrs | 데이터 없음 | 데이터 없음 | |
| Director of Accounting | no data | 데이터 없음 | 데이터 없음 | |
| Senior Director of Finance & Head of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP | 1.6yrs | 데이터 없음 | 0.041% $ 101.3k | |
| Chief Marketing Officer | 3.9yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Sales Officer | 1.5yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP & Chief Human Resources Officer | 2.9yrs | 데이터 없음 | 0.095% $ 234.0k | |
| Executive VP & Chief Customer Officer | 5.3yrs | US$1.28m | 0.18% $ 444.3k |
1.6yrs
평균 재임 기간
53yo
평균 나이
경험이 풍부한 관리: LAW의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.6 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 2.1yrs | US$4.06m | 0.64% $ 1.6m | |
| Independent Director | 11.5yrs | 데이터 없음 | 1.68% $ 4.1m | |
| Independent Director | 1.2yrs | US$329.93k | 0.19% $ 473.8k | |
| Independent Director | 7.8yrs | US$205.00k | 0.34% $ 823.9k | |
| Chairman | 4.9yrs | US$239.60k | 0.41% $ 1.0m | |
| Independent Director of the Board | 12.4yrs | 데이터 없음 | 0.071% $ 174.4k | |
| Independent Director | 5.1yrs | US$203.00k | 0.13% $ 330.5k | |
| Independent Director | 9.8yrs | 데이터 없음 | 0.22% $ 542.8k | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 5.1yrs | US$189.00k | 0.13% $ 318.8k |
5.1yrs
평균 재임 기간
61yo
평균 나이
경험이 풍부한 이사회: LAW의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.1 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/18 03:02 |
| 종가 | 2026/05/18 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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산업 및 섹터 지표
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분석가 소스
CS Disco, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Hynes | Canaccord Genuity |
| Tyler Radke | Citigroup Inc |
| Brent Thill | Jefferies LLC |