CS Disco, Inc. (NYSE:LAW) Q2 2023 Earnings Conference Call August 9, 2023 5:00 PM ET Company Participants Aleksey Lakchakov - Head of IR Kiwi Camara - Founder and CEO Michael Lafair - CFO Conference Call Participants Tyler Radke - Citi Jackson Ader - MoffettNathanson Derrick Wood - TD Cohen Scott Berg - Needham Parker Lane - Stifel Mark Schappel - Loop Capital David Hynes - Canaccord Koji Ikeda - Bank of America Merrill Lynch Operator Ladies and gentlemen, thank you for standing by. And welcome to the to ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40624 CS Disco, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of in ...

财务数据和关键指标变化 - 2023年Q1营收为3.31亿美元,超出了指引范围的上限 [10] - 2023年Q1调整后EBITDA为-1300万美元,大幅超出了指引范围 [10] - 2023年Q1总客户数增长至1,388家 [10] 各条业务线数据和关键指标变化 - 公司的核心Ediscovery业务在Q1有所增长,但公司的大客户仍在减少使用公司平台,压缩支出 [29][30][68] - 公司正在推广使用Disco ECA(早期案件评估)等低价产品,以满足客户降低成本的需求 [71] 各个市场数据和关键指标变化 - 公司没有提供具体的市场数据和关键指标变化 [无相关内容] 公司战略和发展方向及行业竞争 - 公司正在大力投入AI技术,推出了Cecilia问答系统,未来还计划在文档分析、草拟文件等方面应用AI技术 [12][13][14][22][23] - 公司认为AI技术是近20年来最重要的技术进步,将为法律行业带来颠覆性变革 [12][51][93] - 公司认为自身在整合AI技术到平台中以及拥有大量私密数据方面具有优势,相比纯AI公司更有竞争力 [23][51][92] - 公司还推出了Timelines功能,实现了从案件初期到结案的全流程覆盖 [24][25] 管理层对经营环境和未来前景的评论 - 管理层对公司的销售渠道和销售线索指标表示乐观,认为正在改善 [27][28][65] - 但管理层也表示,由于公司的大客户正在压缩使用公司平台的支出,公司的收入增长可能无法与销售线索指标改善同步 [29][30][68][99] - 管理层预计2023年Q4的调整后EBITDA率将为负数的"青少年"水平,并将在2024年Q3实现正的调整后EBITDA [46][47] 问答环节重要的提问和回答 问题1 **Koji Ikeda提问** Cecilia和未来其他AI工具是否会降低客户对公司平台的数据使用需求,从而影响公司的TAM? [50] **Kiwi Camara回答** AI技术会在某些领域带来效率提升,从而降低客户的支出。但同时也会创造新的机会,扩大法律服务的市场。公司有信心利用自身的数据和平台优势,在这一变革中保持领先地位 [51][52][53] 问题2 **Jackson Ader提问** 公司大客户减少使用公司平台的原因是什么?是转向其他供应商还是整体业务活动下降? [67] **Kiwi Camara回答** 大客户减少使用公司平台主要是出于自身成本控制的需求,而不是转向竞争对手。他们会采取一些措施来减少在公司平台上的支出,如减少数据采集范围、延迟数据上传时间等 [68][69][70] 问题3 **Derrick Wood提问** 客户是否对ChatGPT等新兴AI技术产生了兴趣,是否会影响公司的销售周期? [76] **Kiwi Camara回答** 客户确实对公司的Cecilia产品产生了很大兴趣,这反而加速了销售。公司认为自身在整合AI技术到平台中以及拥有大量私密数据方面具有优势,相比纯AI公司更有竞争力 [77][92]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40624 CS Disco, Inc. (Exact name of registrant as specified in its charter) (Primary standard industrial clas ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40624 CS Disco, Inc. (Exact name of registrant as specified in its charter) | Delaware | 46-4254444 | | --- | --- | | (State or other ...

CS Disco, Inc. (LAW) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ET Corporate Participants Kiwi Camara - Chief Executive Officer Michael Lafair - Chief Financial Officer Conference Call Participants Koji Ikeda - Bank of America Kylie Tobin - Citi Jackson Ader - SVP MoffettNathanson Luv Sodha - Jefferies Rob Morelli - Needham Matthew Kikkert - Stifel Luke Hannan - Canaccord Operator Ladies and gentlemen, thank you for standing by and welcome to CS Disco's Fourth Quarter and Fiscal Year 2022 Co ...

CS Disco, Inc. (NYSE:LAW) Q3 2022 Earnings Conference Call November 10, 2022 5:00 PM ET Company Participants Lee Robinson - IR Kiwi Camara - CEO Michael Lafair - CFO Conference Call Participants Jackson Ader - MoffettNathanson Tyler Radke - Citi Koji Ikeda - Bank of America Derrick Wood - Cowen Arvind Ramnani - Piper Sandler Brent Thill - Jefferies Scott Berg - Needham & Co. Parker Lane - Stifel Operator Ladies and gentlemen, thank you for standing by and welcome to the CS Disco's Third Quarter of Fiscal Ye ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40624 CS Disco, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40624 CS Disco, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of in ...

CS Disco, Inc. (NYSE:LAW) Q2 2022 Earnings Conference Call August 11, 2022 5:00 PM ET Company Participants Lee Robinson - IR Kiwi Camara - CEO Michael Lafair - CFO Conference Call Participants Koji Ikeda - Bank of America Tyler Radke - Citi Derrick Wood - Cowen & Company Arvind Ramnani - Piper Sandler Luv Sodha - Jefferies Scott Berg - Needham Luke Morison - Canaccord Genuity Tim Greaves - Loop Capital Operator Ladies and gentlemen, thank you for standing by and welcome to the CS Disco's Second Quarter of F ...