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Disco Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | - |
| EPS actual | $0.250 |
| Revenue estimate | 755.944M |
| Revenue actual | 848.076M |
| Revenue Surprise | 12.19% |
| Release date | Jan 21, 2026 |
| EPS estimate | - |
| EPS actual | $0.220 |
| Revenue estimate | 100.708B |
| Revenue actual | 709.976M |
| Revenue Surprise | -99.30% |
| Release date | Oct 29, 2025 |
| EPS estimate | - |
| EPS actual | $0.200 |
| Revenue estimate | - |
| Revenue actual | 709.452M |
| Release date | Jul 17, 2025 |
| EPS estimate | $0.120 |
| EPS actual | $0.150 |
| EPS Surprise | 25.00% |
| Revenue estimate | 697.758M |
| Revenue actual | 620.884M |
| Revenue Surprise | -11.02% |
Last 4 Quarters for Disco
Below you can see how DSCSY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 17, 2025 |
| Price on release | $29.60 |
| EPS estimate | $0.120 |
| EPS actual | $0.150 |
| EPS surprise | 25.00% |
| Date | Price |
|---|---|
| Jul 11, 2025 | $29.28 |
| Jul 14, 2025 | $30.00 |
| Jul 15, 2025 | $31.06 |
| Jul 16, 2025 | $31.05 |
| Jul 17, 2025 | $29.60 |
| Jul 18, 2025 | $28.59 |
| Jul 21, 2025 | $28.94 |
| Jul 22, 2025 | $28.88 |
| Jul 23, 2025 | $29.59 |
| 4 days before | 1.09% |
| 4 days after | -0.0338% |
| On release day | -3.41% |
| Change in period | 1.06% |
| Release date | Oct 29, 2025 |
| Price on release | $36.11 |
| EPS estimate | - |
| EPS actual | $0.200 |
| Date | Price |
|---|---|
| Oct 23, 2025 | $33.83 |
| Oct 24, 2025 | $35.19 |
| Oct 27, 2025 | $35.43 |
| Oct 28, 2025 | $35.89 |
| Oct 29, 2025 | $36.11 |
| Oct 30, 2025 | $33.32 |
| Oct 31, 2025 | $33.21 |
| Nov 03, 2025 | $33.73 |
| Nov 04, 2025 | $33.05 |
| 4 days before | 6.74% |
| 4 days after | -8.47% |
| On release day | -7.73% |
| Change in period | -2.31% |
| Release date | Jan 21, 2026 |
| Price on release | $40.80 |
| EPS estimate | - |
| EPS actual | $0.220 |
| Date | Price |
|---|---|
| Jan 14, 2026 | $37.26 |
| Jan 15, 2026 | $37.89 |
| Jan 16, 2026 | $37.95 |
| Jan 20, 2026 | $36.78 |
| Jan 21, 2026 | $40.80 |
| Jan 22, 2026 | $44.05 |
| Jan 23, 2026 | $42.50 |
| Jan 26, 2026 | $42.78 |
| Jan 27, 2026 | $45.70 |
| 4 days before | 9.50% |
| 4 days after | 12.01% |
| On release day | 7.97% |
| Change in period | 22.65% |
| Release date | Apr 22, 2026 |
| Price on release | $48.70 |
| EPS estimate | - |
| EPS actual | $0.250 |
| Date | Price |
|---|---|
| Apr 16, 2026 | $45.37 |
| Apr 17, 2026 | $47.11 |
| Apr 20, 2026 | $46.35 |
| Apr 21, 2026 | $45.82 |
| Apr 22, 2026 | $48.70 |
| Apr 23, 2026 | $44.98 |
| Apr 24, 2026 | $45.71 |
| Apr 27, 2026 | $47.17 |
| Apr 28, 2026 | $46.90 |
| 4 days before | 7.34% |
| 4 days after | -3.70% |
| On release day | -7.64% |
| Change in period | 3.37% |
Disco Earnings Call Transcript Summary of Q1 2026
Q1 shipments reached a quarterly record of JPY111.1 billion, beating external forecasts driven largely by machinery/equipment and unexpected/demo shipments. The quarter saw a clear split: strong IC-related demand (notably generative AI-related products, OSAT and memory/HBM) while non-IC areas — especially power semiconductors, image sensors and some electronic components — declined. Management expects Q2 shipments to moderate (partly a timing/reactionary drop after Q1 concentration) but anticipates Q3 to be somewhat stronger than Q2, while Q4 remains uncertain. Hybrid bonding (3D NAND) and PLP show progress in R&D and pilot stages with some customers moving toward mass production, but large-volume contributions are not yet visible. Profitability in Q1 was impacted by foreign exchange (JPY appreciation versus last year); adjusted for last year’s FX the gross margin would be roughly 70%. SG&A is forecast at about JPY27 billion for Q2, with some internal fine-tuning of bonus provisioning tied to cash-based shipments. Overall, management views the generative AI-related market as significant but lumpy by quarter, and they see a gradual return to shorter-term customer ordering patterns versus the multi-quarter forecasts seen during the pandemic and the peak of power-semiconductor demand.
