NYSE$LAW

CS Disco Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported fourth consecutive quarter of year-over-year revenue growth and launched new core platform and Cecilia AI features.

CS Disco's total revenue reached $35.6 million, marking a 7% increase compared to the first quarter of 2023. The company's GAAP net loss was $10.6 million, an improvement from the $20.4 million loss in the same period last year.

  • Software revenue was $29.9 million, up 9% compared to the first quarter of 2023.
  • Total revenue was $35.6 million, up 7% compared to the first quarter of 2023.
  • GAAP net loss was $10.6 million, compared to $20.4 million in the first quarter of 2023.
  • Adjusted EBITDA was ($5.2) million, compared to ($13.0) million in the first quarter of 2023.

Headline financials

Total Revenue

$35.6M

Previous: $33.1M+7.4%
EPS

-$0.17

Previous: -$0.20+15.0%
Adjusted EBITDA

-$5.19M

No prior period
Capital Expenditures

-$688K

Previous: -$844K+18.5%
Free Cash Flow

-$11.3M

Previous: -$21.2M+46.9%
Net Income

-$10.6M

Previous: -$20.4M+48.0%
Operating Income

-$12.3M

Previous: -$22.3M+44.6%
Gross Profit

$26.7M

Previous: $24.9M+7.5%
Cash & Equivalents

$149M

Previous: $188M-20.8%
Total Assets

$217M

Previous: $241M-9.9%
R&D Expense

$12.1M

No prior period
Stock-Based Comp

$5.67M

Previous: $7.22M-21.5%

Revenue & EPS history

CS Disco · Revenue · Quarterly

$35.6M

Q1 2024+7.4%vs Q1 2023
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Forward guidance

DISCO is issuing the following outlook for the second quarter of 2024 and fiscal year 2024:

Tailwinds

  • Software revenue in the range of $29.0 - $30.0 million for Q2 2024.
  • Total revenue in the range of $34.5 - $36.5 million for Q2 2024.
  • Adjusted EBITDA in the range of ($7.5) - ($5.5) million for Q2 2024.
  • Software revenue guidance in the range of $120.0 - $124.0 million for fiscal year 2024.
  • Total revenue guidance in the range of $143.0 - $151.0 million for fiscal year 2024.

Headwinds

  • Adjusted EBITDA in the range of ($26.0) - ($19.0) million for fiscal year 2024.
  • Second quarter and fiscal year 2024 financial outlook is based on assumptions that are subject to change.
  • Actual results may vary from these assumptions.
  • There can be no assurance that DISCO will achieve these results.
  • Reconciliation of Adjusted EBITDA on a forward-looking basis to net loss is not available without unreasonable efforts.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.3%

Avg return

Earnings day

+1.8%

Avg return

5 days after

-6.5%

Avg return

30 days after

48%

11 / 23 earnings

Positive

+29.5%

Q3 2022

Best reaction

-53.1%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-19.7%-20.3%-18.6%
Q4 2025-15.4%+8.0%+12.9%
Q3 2025+9.6%+14.0%+19.9%
Q1 2025+9.9%+11.6%+22.6%
Q4 2024+5.0%+0.4%-10.6%
Q3 2024-0.5%-1.5%-0.8%
Q2 2024-2.2%+0.4%-3.2%
Q1 2024-14.8%-14.0%-26.2%
Q4 2023-4.5%-6.7%+7.4%
Q3 2023-2.9%-7.4%+13.3%
Q2 2023+21.7%+12.5%+8.5%
Q1 2023-2.2%+2.0%+36.1%
Q4 2022-27.6%-23.1%-32.1%
Q3 2022+29.5%+26.4%-13.8%
Q2 2022-53.1%-49.5%-50.8%
Q1 2022+27.3%+21.2%-7.0%
Q4 2021+16.3%+22.3%+10.6%
Q3 2020-11.1%-5.4%-29.5%
Q3 2021-6.4%-9.8%-28.2%
Q2 2020+12.6%+12.8%-16.3%
Q1 2021+12.6%+12.8%-16.3%
Q4 2020+12.6%+12.8%-16.3%
Q2 2021+9.5%+21.0%-10.1%
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro