CS Disco, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
CS Disco reported Q3 2026 total revenue of $45.3M (up 11% YoY, or 15% excluding Q3 2025 contingent matter of $1.3M). Software revenue was $38.6M (up 10%, or 13% excluding impact). The company reached positive Adjusted EBITDA of $0.1M in Q3 2026, one quarter ahead of guidance. Large customers (>$100K annual revenue) grew 15% to 374. GAAP net loss improved to $5.0M from $13.7M YoY. For FY 2026, the company guides software revenue $149.5–$150.5M and total revenue $176.1–$178.1M, but Adjusted EBITDA of $(6.8)–$(5.3)M (negative for full year despite Q3 profitability).
Why this rating
Breakeven EBITDA milestone and 11–15% revenue growth are meaningful for a $155.5M-cap company; however, FY26 guidance implies return to losses, limiting trajectory impact.
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