C3.ai (AI) Company Report

C3.ai reported Q3 fiscal year 2026 total revenue of $53.3 million and a non-GAAP net loss of $56.4 million, or $0.40 per share. The company ended the quarter with $621.9 million in cash, equivalents, and marketable securities.
The company launched a strategic restructuring plan to improve operating efficiency, including $135 million in non-GAAP operating expense reductions and a 26% reduction in headcount (approximately 280 employees). These changes are expected to be fully realized starting the second half of fiscal year 2027 and aim for non-GAAP profitability and a return to growth.
Bookings for the quarter were $46.9 million, with federal defense and aerospace bookings increasing by 134% year-over-year and accounting for 55% of total bookings. However, performance in North America and Europe was disappointing due to sales execution.
For Q4 fiscal year 2026, C3.ai projects revenue between $48 million and $52 million and a non-GAAP loss from operations between $56 million and $64 million. The full fiscal year 2026 revenue guidance is $246.7 million to $250.7 million.

2 days ago

Transcript

C3.ai Reports Q3 2026 Results and Announces Restructuring Plan

Earnings

Guidance Update

Layoffs

C3.ai reported Q3 fiscal year 2026 revenue of $53.3 million and a non-GAAP net loss of $56.4 million or $0.40 per share, with CEO Stephen Ehikian stating the results were "clearly inadequate" and below objectives.
The company initiated a restructuring plan in Q4, aiming for $135 million in non-GAAP operating expense reductions, which includes a 26% reduction in headcount (approximately 280 employees) for $60 million in annualized cost savings.
For Q4 fiscal year 2026, C3.ai expects revenue between $48 million and $52 million and a non-GAAP loss from operations of $56 million to $64 million.
Despite overall disappointing performance in North America and Europe, federal defense and aerospace bookings increased by 134% year-over-year, accounting for 55% of total bookings, and the company closed 44 agreements in Q3.

2 days ago

Transcript

C3.ai Reports Q3 FY2026 Results and Announces Restructuring Plan

Earnings

Layoffs

Guidance Update

C3.ai reported total revenue of $53.3 million for the third quarter of fiscal year 2026, which ended on January 31st, 2026, with a non-GAAP net loss of $0.40 per share. The company described its results as "clearly inadequate and well below our objectives".
The company announced a restructuring plan to reduce non-GAAP operating expenses by $135 million in the coming year, including a 26% reduction in headcount, representing approximately 280 employees. These workforce-related changes are substantially complete.
For the fourth quarter of fiscal year 2026, C3.ai expects revenue between $48 million and $52 million and a non-GAAP loss from operations between $56 million and $64 million.
Despite overall disappointing performance in North America and Europe, total bookings across federal defense and aerospace increased by 134% year-over-year, accounting for 55% of total bookings.

2 days ago

Transcript

C3.ai Announces Q3 FY2026 Results and Restructuring Plan

Earnings

Layoffs

Guidance Update

C3.ai reported Q3 FY2026 total revenue of $53.3 million and a GAAP net loss per share of $(0.94) for the quarter ended January 31, 2026.
The company approved a restructuring plan on February 24, 2026, which includes a 26% reduction in its global workforce and is expected to result in annual cost savings and reduced cash burn of approximately $135 million in non-GAAP operating expenses.
C3.ai anticipates incurring $10.0 million to $12.0 million in pre-tax restructuring charges in the fourth quarter of fiscal year 2026 related to the workforce reduction.
For Q4 FY2026, the company forecasts total revenue between $48.0 million and $52.0 million and a non-GAAP loss from operations between $(56.0) million and $(64.0) million.

2 days ago

8-K

C3 AI Announces Fiscal Third Quarter 2026 Results

Earnings

Guidance Update

New Projects/Investments

C3 AI reported total revenue of $53.3 million and a GAAP net loss per share of $(0.94) for the fiscal third quarter ended January 31, 2026.
For the fourth quarter of fiscal 2026, the company expects total revenue between $48.0 million and $52.0 million, and for the full fiscal year 2026, anticipates total revenue between $246.7 million and $250.7 million.
A restructuring plan was launched, projected to yield approximately $135 million in annual cost savings and reduced cash burn in non-GAAP operating expenses.
The federal, defense, and aerospace segments saw significant traction, with total bookings increasing by 134% year-over-year in Q3, representing 55% of total bookings.
C3 AI also closed eight agreements for C3 Generative AI, including six initial production deployment agreements.

2 days ago

Press Release

Artificial Intelligence in BFSI Market Report Published

New Projects/Investments

The Global Artificial Intelligence (AI) in BFSI Market is projected to expand substantially, rising from USD 24.31 Billion in 2025 to USD 60.09 Billion by 2031, achieving a Compound Annual Growth Rate (CAGR) of 16.28%.
Key drivers for this growth include the urgent need for operational efficiency, sophisticated fraud detection systems (e.g., Visa blocked $40 billion in fraudulent transactions over the prior fiscal year using AI ), and the necessity to offer personalized customer experiences.
Significant obstacles to market growth are related to data privacy and the intricate regulatory environment, with 42% of financial compliance leaders in 2024 highlighting regulatory uncertainty as a specific obstacle.
Market trends include the rise of Autonomous AI Agents for proactive financial management, with 53% of financial services executives actively employing AI agents in production as of September 2025.
Another pivotal trend is the Modernization of Legacy Financial Systems using AI-Driven Code Conversion, which contributed to IBM's AI business book exceeding $9.5 billion as of October 2025.

Jan 29, 2026, 2:52 PM

Press Release

AI in Satellite Internet Market Report 2026 Released

New Projects/Investments

M&A

Revenue Acceleration/Inflection

The artificial intelligence (AI) in satellite internet market is projected to grow from $2.52 billion in 2025 to $3.25 billion in 2026, driven by a compound annual growth rate (CAGR) of 29%.
The market is forecasted to reach $8.91 billion by 2030, reflecting a CAGR of 28.7%, fueled by factors such as increasing satellite internet adoption in remote regions, advancements in AI algorithms for network optimization, and rising investments in satellite infrastructure.
Key market activities include Xovian Aerospace raising $2.5 million in August 2025 to develop AI-native RF satellite infrastructure and SES S.A.'s $3.1 billion acquisition of Intelsat S.A..
While North America was the largest market in 2025, Asia-Pacific is anticipated to experience the fastest growth.

Jan 29, 2026, 11:56 AM

Press Release

Generative AI in Chatbots Market Projected for Significant Growth

New Projects/Investments

M&A

Revenue Acceleration/Inflection

The generative artificial intelligence (AI) in chatbots market is projected to grow from $8.02 billion in 2024 to $10.83 billion in 2025, reflecting a compound annual growth rate (CAGR) of 35.1%. By 2029, the market is expected to reach $35.68 billion, sustaining a CAGR of 34.7% throughout the forecast period.
This market expansion is primarily driven by heightened demand for personalized user interactions, integration with cloud platforms, applications in healthcare and banking, and the escalating demand for automation in customer service.
Key market developments include OpenAI's launch of the ChatGPT API in March 2023, offering on-demand access to GPT models, and ServiceNow's $2.85 billion acquisition of Moveworks in March 2025 to integrate advanced AI assistants.
Prominent players in this market include Amazon.com Inc., Google LLC, Microsoft Corp., Meta Platforms Inc., IBM Corp., and Salesforce Inc.. North America led the market in 2024, with Asia-Pacific anticipated to be the fastest-growing region.

Jan 7, 2026, 4:24 PM

Press Release

AI: Prompt Security Market Forecasted for Significant Growth

Revenue Acceleration/Inflection

New Projects/Investments

M&A

The artificial intelligence (AI) prompt security market is projected to grow from $1.51 billion in 2024 to $1.98 billion in 2025, achieving a compound annual growth rate (CAGR) of 31.5%, and is expected to reach $5.87 billion by 2029.
This growth is primarily driven by enterprise deployment of chat assistants, increased data privacy compliance, expanded remote work, and the necessity to mitigate cyber threats, including a 75% rise in cyberattacks per entity in Q3 2024 compared to 2023.
Noteworthy trends contributing to this expansion include developments in adaptive large language model firewalls, multilingual content moderation, and advanced techniques in prompt injection detection.
Major players in the market include Google LLC, Microsoft Corp., Meta Platforms Inc., and Amazon Web Services Inc., with North America leading in 2024 and Asia-Pacific forecasted to experience the fastest growth.

Jan 7, 2026, 3:10 PM

Press Release

ResearchAndMarkets.com Publishes AI in Aerospace and Defense Market Report

New Projects/Investments

M&A

The global Artificial Intelligence (AI) in aerospace and defense market is projected to expand from $25.69 billion in 2024 to $29.27 billion in 2025, demonstrating a compound annual growth rate (CAGR) of 14%.
This market is forecast to reach $48.76 billion by 2029, primarily fueled by increased defense budgets, geopolitical tensions, and military modernization initiatives.
Companies are actively integrating AI, with examples including Safran Electronics and Defense's launch of the Advanced Cognitive Engine (ACE) in June 2024 and Safran S.A.'s $254 million acquisition of Preligens to enhance AI capabilities.
The sector is currently navigating challenges posed by trade tensions and rising tariffs, which are leading to increased costs and production disruptions.