C

C3.ai Inc
NYSE:AI

Watchlist Manager
C3.ai Inc
NYSE:AI
Watchlist
Price: 15.32 USD 2.07%
Market Cap: 2B USD

C3.ai Inc
Investor Relations

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.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Dec 3, 2025
AI Summary
Q2 2026

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.

Key Financials
Revenue
$75.1 million
Subscription Revenue
$70.2 million
Bookings
$86.4 million
Gross Profit
$40.9 million
Gross Margin
54%
Professional Services Revenue
$4.9 million
Operating Loss
$42.2 million
Net Loss
$34.8 million
EPS
$0.25 loss per share
Free Cash Flow
-$46.9 million
Cash, Cash Equivalents, and Marketable Securities
$675 million
Other Earnings Calls

Management

Mr. Thomas M. Siebel
Founder, CEO & Chairman of the Board
No Bio Available
Mr. Hitesh Lath
Senior VP & CFO
No Bio Available
Mr. Edward Y. Abbo
Executive VP & CTO
No Bio Available
Mr. Houman Behzadi
Executive Vice President
No Bio Available
Mr. Reuben Gallegos
Vice President of Investor Relations
No Bio Available

Contacts

Address
CALIFORNIA
Redwood City
1300 Seaport Blvd, Suite 500
Contacts
+16505032200.0
c3.ai