CS Disco Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY Revenue (est.)
$175.3Mnext fiscal year
FY EPS (est.)
-$0.14next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 4 Nov 2026 |
| Q4 and Full Year 2026 Earnings Release | 24 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Software Revenue Quarterly34.7MTarget: $146.0 million - $152.5 million
Total Revenue Quarterly41.9MTarget: $169.25 million - $178.75 million
Adjusted EBITDA Quarterly-3.5MTarget: $(8.0) million - $(4.0) million
Large Customers (TTM Revenue > $100,000) Annually347
Dollar-Based Net Retention Rate Annually98.0%
Watch Items
- Adoption and monetization of Cecilia AI and Auto ReviewTrigger: Slowing growth in software revenue or customer adoption metricsAction: Re-evaluate product-market fit, pricing strategy, and competitive positioning against general legal AI tools.
- Path to Adjusted EBITDA profitabilityTrigger: Failure to achieve Adjusted EBITDA breakeven/profitability by Q4 2026Action: Review operating expense structure, particularly sales & marketing and research & development leverage.
- Customer concentration and large customer expansionTrigger: Decline in the count of large customers (> $100k TTM revenue) below 315Action: Assess customer success initiatives and direct sales force execution in the enterprise and Am Law 100 segments.
Research as of 19 Jun 2026