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CS Disco, Inc.
7 filings tracked
technologycloud computingSMALL ($300M-2B)

Signal Magnitude Chart

BULLISH | 70% | 5/6/2026 | earnings beatBULLISH | 60% | 5/6/2026 | margin expansionBULLISH | 50% | 5/6/2026 | debt restructureBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | earnings beatBULLISH | 60% | 5/6/2026 | margin expansionBULLISH | 50% | 5/6/2026 | debt restructureBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | earnings beatBULLISH | 60% | 5/6/2026 | margin expansionBULLISH | 50% | 5/6/2026 | debt restructureBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | earnings beatBULLISH | 60% | 5/6/2026 | margin expansionBULLISH | 50% | 5/6/2026 | debt restructureBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | earnings beatBULLISH | 60% | 5/6/2026 | margin expansionBULLISH | 50% | 5/6/2026 | debt restructureBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | earnings beatBULLISH | 60% | 5/6/2026 | margin expansionBULLISH | 50% | 5/6/2026 | debt restructureBEARISH | 40% | 5/6/2026 | margin compressionBULLISH | 70% | 5/6/2026 | earnings beatBULLISH | 60% | 5/6/2026 | margin expansionBULLISH | 50% | 5/6/2026 | debt restructureBEARISH | 40% | 5/6/2026 | margin compressionMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 6

Revenue grew 14% YoY to $41.9M, driven by strong new customer acquisition.

earnings beat
70%
bullishMay 6

Adjusted EBITDA improved by 31% year-over-year, narrowing to ($3.5M).

margin expansion
60%
bullishMay 6

Resolved stockholder litigation with an $11.5M settlement, reducing legal risk.

debt restructure
50%
bearishMay 6

Net loss remains significant at $9.6M with negative operating cash flow.

margin compression
40%
bullishMay 6

Revenue grew 14% YoY to $41.9M, driven by strong new customer acquisition.

earnings beat
70%
bullishMay 6

Adjusted EBITDA improved by 31% year-over-year, narrowing to ($3.5M).

margin expansion
60%
bullishMay 6

Resolved stockholder litigation with an $11.5M settlement, reducing legal risk.

debt restructure
50%
bearishMay 6

Net loss remains significant at $9.6M with negative operating cash flow.

margin compression
40%
bullishMay 6

Revenue grew 14% YoY to $41.9M, driven by strong new customer acquisition.

earnings beat
70%
bullishMay 6

Adjusted EBITDA improved by 31% year-over-year, narrowing to ($3.5M).

margin expansion
60%
bullishMay 6

Resolved stockholder litigation with an $11.5M settlement, reducing legal risk.

debt restructure
50%
bearishMay 6

Net loss remains significant at $9.6M with negative operating cash flow.

margin compression
40%
bullishMay 6

Revenue grew 14% YoY to $41.9M, driven by strong new customer acquisition.

earnings beat
70%
bullishMay 6

Adjusted EBITDA improved by 31% year-over-year, narrowing to ($3.5M).

margin expansion
60%
bullishMay 6

Resolved stockholder litigation with an $11.5M settlement, reducing legal risk.

debt restructure
50%
bearishMay 6

Net loss remains significant at $9.6M with negative operating cash flow.

margin compression
40%
bullishMay 6

Revenue grew 14% YoY to $41.9M, driven by strong new customer acquisition.

earnings beat
70%
bullishMay 6

Adjusted EBITDA improved by 31% year-over-year, narrowing to ($3.5M).

margin expansion
60%
bullishMay 6

Resolved stockholder litigation with an $11.5M settlement, reducing legal risk.

debt restructure
50%
bearishMay 6

Net loss remains significant at $9.6M with negative operating cash flow.

margin compression
40%
bullishMay 6

Revenue grew 14% YoY to $41.9M, driven by strong new customer acquisition.

earnings beat
70%
bullishMay 6

Adjusted EBITDA improved by 31% year-over-year, narrowing to ($3.5M).

margin expansion
60%
bullishMay 6

Resolved stockholder litigation with an $11.5M settlement, reducing legal risk.

debt restructure
50%
bearishMay 6

Net loss remains significant at $9.6M with negative operating cash flow.

margin compression
40%
bullishMay 6

Revenue grew 14% YoY to $41.9M, driven by strong new customer acquisition.

earnings beat
70%
bullishMay 6

Adjusted EBITDA improved by 31% year-over-year, narrowing to ($3.5M).

margin expansion
60%
bullishMay 6

Resolved stockholder litigation with an $11.5M settlement, reducing legal risk.

debt restructure
50%
bearishMay 6

Net loss remains significant at $9.6M with negative operating cash flow.

margin compression
40%

Filing History

10-QMay 6, 2026

The Q1 2026 filing presents a company at a crossroads between aggressive AI-driven expansion and the necessity of financial stabilization. On one hand, the acceleration in new customer acquisition and the narrowing of Adjusted EBITDA losses suggest that the business model is gaining traction and achieving better operating leverage. The resolution of the primary legal overhang is a tactical win that reduces systemic risk for investors. However, the persistence of negative operating cash flow and the volatility of usage-based revenue remain the primary headwinds. The trade-off for investors is now centered on whether the AI-powered 'network effect' can sufficiently accelerate growth to outpace the current cash burn and the inherent unpredictability of the legal industry. The coming quarters will be decisive in determining if DISCO can convert its technological lead into sustainable, GAAP-profitable growth.