CS Disco (LAW) Q2 2026 Earnings Call Transcript

CS Disco (LAW) reported Q2 2026 total revenue of $43.1 million, a 13% year-over-year increase, with software revenue at $36.8 million. The company launched its Unified Litigation Solution, integrating evidence management with legal research and case strategy tools. Key highlights include 13% growth in software revenue, 18% increase in services revenue, and a 10% rise in large customer count. Management emphasized AI adoption, particularly generative and agentic AI capabilities, which drove over tripled revenue in these areas. The company raised full-year revenue guidance to $172 million–$179 million, reflecting confidence in its AI-native platform and strategic focus on large, complex matters. Adjusted EBITDA remained negative but improved to a narrower range, with a target of positive EBITDA in Q4. The Unified Litigation Solution aims to provide litigators with a single interface for evidence, case law, and workflows, leveraging DISCO's decade of litigation expertise and AI advancements.

(Source：Fool)