The stock may react positively to accelerating revenue growth and dramatically improved loss metrics, particularly the 48% reduction in GAAP net loss. The over 600% growth in AI platform revenue suggests successful product innovation is driving results. Traders should monitor whether the company can maintain this momentum and achieve its FY2026 guidance.
Price Chart
Executive Summary
CS Disco reported strong fourth quarter and full-year 2025 results with total revenue up 11% YoY to $41.2 million and software revenue up 14% YoY to $35.1 million. The company significantly narrowed its GAAP net loss to $8.5 million from $25.2 million in Q4 2024 and improved Adjusted EBITDA to $(2.2) million from $(4.3) million. Revenue from its Cecilia AI platform surged over 600% YoY. The company issued FY2026 revenue guidance of $167-$177 million, representing 7-13% growth.
Key Financial Metrics
Key Facts
- Q4 2025 total revenue: $41.2 million, up 11% YoY
- Q4 2025 software revenue: $35.1 million, up 14% YoY
- Q4 2025 GAAP net loss: $8.5 million vs $25.2 million in Q4 2024
- Q4 2025 Adjusted EBITDA: $(2.2) million vs $(4.3) million in Q4 2024
- Cecilia AI platform revenue grew over 600% YoY in Q4 2025
- FY2026 revenue guidance: $167-$177 million (7-13% growth)
Financial Impact
Revenue growth accelerating to 11% YoY with significant improvement in profitability metrics
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| software | $35.1M | +14.0% |
Risk Factors
- Company still reporting net losses despite improvements
- Forward-looking guidance subject to change with many assumptions outside company control
- Reconciliation of forward-looking Adjusted EBITDA to GAAP net loss not available due to unpredictable stock-based compensation and litigation expenses
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001625641-26-000043 |
| Document: law-20260225.htm | 0001625641-26-000043 |
| Document: 0001625641-26-000043-index-headers.html | 0001625641-26-000043 |
| Document: 0001625641-26-000043-index.html | 0001625641-26-000043 |
| Document: 0001625641-26-000043.txt | 0001625641-26-000043 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 9w ago | Insider Cluster | $4.34 | awaiting T+60 | — | $5.04 (+16.13%) |
Aug 5, 2026 11w ago | 8-K | $4.05 | awaiting T+60 | — | $5.04 (+24.44%) |
Jul 23, 2026 13w ago | 8-K | $3.52 $4.69 | ▲ +33.24% | ▲ +28.69% | $5.04 (+43.18%) |
Jun 11, 2026 19w ago | Institutional Cluster | $3.58 $4.24 | ▲ +18.44% | ▲ +14.04% | $5.04 (+40.78%) |
May 19, 2026 23w ago | Insider Cluster | $3.84 | awaiting T+60 | — | $5.04 (+31.25%) |
May 6, 2026 24w ago | 8-K | $3.72 $3.90 | ▲ +4.84% | ▲ +2.78% | $5.04 (+35.48%) |
Apr 23, 2026 26w ago | 8-K | $3.94 $4.11 | ▲ +4.31% | ▼ −0.70% | $5.04 (+27.92%) |
Feb 27, 2026 34w ago | Insider Cluster | $3.25 $3.79 | ▲ +16.62% | ▲ +7.23% | $5.04 (+55.08%) |
Feb 27, 2026 34w ago | Insider Cluster | $3.25 $3.79 | ▲ +16.62% | ▲ +7.23% | $5.04 (+55.08%) |
Feb 27, 2026 34w ago | Insider Cluster | $3.25 $3.79 | ▲ +16.62% | ▲ +7.23% | $5.04 (+55.08%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers