종목/LAW
CS Disco, Inc.
Second quarter of 2026: Software revenue $36.1 million - $37.1 million; Total revenue $41.5 million - $43.5 million; Adjusted EBITDA $(4.5) million - $(2.5) million. Fiscal year 2026: Software revenue $146.0 million - $152.5 million; Total revenue $169.25 million - $178.75 million; Adjusted EBITDA $(8.0) million - $(4.0) million.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
CS Disco, Inc. provides cloud-native and artificial intelligence-powered legal products for legal hold, legal request, ediscovery, legal document review, and case management in the United States and internationally. The company offers DISCO Hold which automates the manual work to comply with preservation requirements, preserve data, notify custodians, track holds with audit trail, and collect data; DISCO Request that automates response compliance for legal requests, such as service of process requests, subpoenas, and law enforcement requests; and DISCO Ediscovery which automates ediscovery process and saving legal departments from manual tasks associated with collecting, processing, enriching, searching, reviewing, analyzing, producing, and using enterprise data that is at issue in legal matters. It also provides DISCO Review, an AI-powered document review that delivers legal document reviews; and DISCO Case Builder that allows legal professionals to collaborate across teams by offering a single place to search, organize, and review witness testimony and other important legal data. The company's products are used for various legal matters comprising litigation, investigation, compliance, and diligence. It serves enterprises, law firms, legal services providers, and governments. CS Disco, Inc. was founded in 2012 and is headquartered in Austin, Texas.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 6일 (수) | 2026 Q1 | $-0.09 | $-0.07 | +25.7% | $42M | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
매출과 소프트웨어 매출 모두 컨센서스 대비 소폭 'beat' 가능성이 크고(두 자릿수 성장), 조정 EBITDA 개선은 긍정적 해석을 유발할 전망이다. 다만 여전히 GAAP 순손실과 주주 소송 관련 변동성(비용 예측 어려움)은 리스크로 남아 투자자 반응은 온건 긍정에서 보수적 경계까지 혼재할 가능성이 높다.