C3.ai Inc
F:724
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C3.ai Inc
In the rapidly evolving landscape of artificial intelligence and enterprise software, C3.ai Inc. has carved out a distinctive niche by focusing on delivering AI-driven solutions to industrial and corporate giants. Founded by Thomas M. Siebel, C3.ai began its journey with a vision to transform how businesses operate by leveraging the power of AI, machine learning, and big data analytics. C3.ai offers a comprehensive suite of services designed to integrate seamlessly with a company’s existing infrastructure, enabling businesses to harness predictive insights, optimize operations, and accelerate their digital transformation endeavors. By providing pre-built, customizable AI applications, C3.ai simplifies the deployment of complex AI systems, allowing clients to address specific business challenges such as predictive maintenance, fraud detection, and supply chain optimization.
Revenue generation at C3.ai largely revolves around its subscription-based model, where clients pay for access to its AI software-as-a-service (SaaS) platform. The company targets sectors such as energy, manufacturing, financial services, and healthcare, delivering tailored solutions that promise substantial improvements in efficiency and productivity. This subscription model not only provides a steady stream of income but also encourages long-term partnerships, as businesses continue to adapt and expand their AI capabilities. Furthermore, C3.ai strengthens its market position through strategic alliances with tech giants like Microsoft and Google Cloud, enabling it to leverage their cloud platforms and enhance its service delivery. By balancing innovation with robust business strategies, C3.ai remains at the forefront of the AI revolution, driving significant advancements in how organizations capitalize on data and artificial intelligence.
In the rapidly evolving landscape of artificial intelligence and enterprise software, C3.ai Inc. has carved out a distinctive niche by focusing on delivering AI-driven solutions to industrial and corporate giants. Founded by Thomas M. Siebel, C3.ai began its journey with a vision to transform how businesses operate by leveraging the power of AI, machine learning, and big data analytics. C3.ai offers a comprehensive suite of services designed to integrate seamlessly with a company’s existing infrastructure, enabling businesses to harness predictive insights, optimize operations, and accelerate their digital transformation endeavors. By providing pre-built, customizable AI applications, C3.ai simplifies the deployment of complex AI systems, allowing clients to address specific business challenges such as predictive maintenance, fraud detection, and supply chain optimization.
Revenue generation at C3.ai largely revolves around its subscription-based model, where clients pay for access to its AI software-as-a-service (SaaS) platform. The company targets sectors such as energy, manufacturing, financial services, and healthcare, delivering tailored solutions that promise substantial improvements in efficiency and productivity. This subscription model not only provides a steady stream of income but also encourages long-term partnerships, as businesses continue to adapt and expand their AI capabilities. Furthermore, C3.ai strengthens its market position through strategic alliances with tech giants like Microsoft and Google Cloud, enabling it to leverage their cloud platforms and enhance its service delivery. By balancing innovation with robust business strategies, C3.ai remains at the forefront of the AI revolution, driving significant advancements in how organizations capitalize on data and artificial intelligence.
Revenue Growth: Q2 revenue grew 7% sequentially to $75.1 million, with subscription revenue up 16.5%.
Bookings Surge: Bookings increased by 49% from last quarter to $86.4 million, driven by strong federal and large deal activity.
Federal Momentum: Federal, defense, and aerospace bookings rose 89% year-over-year, accounting for 45% of total bookings.
Margins Under Pressure: Gross margin was 54%, down from historical levels, due to a high mix of initial production deployments and investments in support capacity.
Operating Losses: Non-GAAP operating loss was $42.2 million and net loss was $34.8 million ($0.25/share). Free cash flow was negative $46.9 million.
Expense Controls: Non-GAAP expenses were reduced by $10.7 million quarter-over-quarter through cost cuts and operational efficiencies.
Raised Guidance: Q3 revenue guidance is $72–80 million; fiscal year 2026 revenue guidance is $289.5–309.5 million.
Execution Focus: Management is emphasizing disciplined sales execution, rapid value delivery, and accountability tied to clear operational objectives.
