Earnings summaries and quarterly performance for C3.ai.
Executive leadership at C3.ai.
Board of directors at C3.ai.
Alan Murray
Detailed
Director
Bruce Sewell
Detailed
Director
Condoleezza Rice
Detailed
Director
General (Ret.) John Hyten
Detailed
Director
Jim H. Snabe
Detailed
Director
Kenneth A. Goldman
Detailed
Director
KR Sridhar
Detailed
Director
Lisa A. Davis
Detailed
Director
Michael G. McCaffery
Detailed
Lead Independent Director
Mike Clayville
Detailed
Director
Richard C. Levin
Detailed
Director
Stephen M. Ward, Jr.
Detailed
Director
Research analysts who have asked questions during C3.ai earnings calls.
Patrick Walravens
Citizens JMP
4 questions for AI
Also covers: ALKT, ASAN, BAND +26 more
Timothy Horan
Oppenheimer & Co. Inc.
3 questions for AI
Also covers: ASTS, BKSY, CCOI +18 more
Brian Kinstlinger
Alliance Global Partners
2 questions for AI
Also covers: ALAR, ATER, BITF +24 more
Austin Dietz
UBS
1 question for AI
Also covers: ESTC, INFA, TDC
Matthew Calitri
Needham & Company
1 question for AI
Also covers: CGNT, FROG, NABL +4 more
Michael Cikos
Needham & Company
1 question for AI
Also covers: BASE, BLZE, CFLT +20 more
Mike Latimore
Northland Capital Markets
1 question for AI
Also covers: AXON, CTLP, CXDO +22 more
William Kingsley Crane
Canaccord Genuity
1 question for AI
Also covers: ALAR, BB, CFLT +9 more
Recent press releases and 8-K filings for AI.
C3 AI Achieves FedRAMP Authorization
AI
New Projects/Investments
- C3 AI has achieved FedRAMP authorization, which is the U.S. government’s standardized framework for validating the security of cloud platforms.
- This authorization allows federal agencies to leverage C3 AI’s secure Enterprise AI technology for government use cases, with C3 AI now listed on the FedRAMP Marketplace.
- The company's FedRAMP Moderate designation builds on its existing IL5 and IL6 authorizations, expanding its support for the federal government.
Dec 11, 2025, 2:00 PM
C3 AI Selected for US Army AI Contested Logistics Solution
AI
New Projects/Investments
- C3 AI has been selected by the U.S. Army Rapid Capabilities and Critical Technologies Office (RCCTO) to provide an AI-driven logistics solution for combat operations.
- This solution aims to enhance Army readiness and decision speed by improving forecasts for parts, fuel, and munitions in contested environments.
- The application, which leverages existing C3 AI Contested Logistics and C3 AI Readiness components, will be integrated into the Brigade's Command & Control network to support re-supply and distribution for forward-deployed units.
Dec 9, 2025, 2:00 PM
C3.ai Reports Q2 FY2026 Results with Sequential Revenue Growth and Increased Bookings
AI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- C3.ai reported Q2 FY2026 revenue of $75.1 million, a 7% sequential increase, with subscription revenue up 16.5% to $70.2 million.
- Bookings surged 49% sequentially to $86.4 million, driven by strong federal business which saw bookings across federal, defense, and aerospace increase 89% year over year and represent 45% of total bookings.
- The company closed 17 agreements over $1 million and six agreements over $5 million, with 89% of bookings originating from its partner ecosystem.
- C3.ai ended the quarter with $675 million in cash, cash equivalents, and marketable securities, despite a non-GAAP net loss of $34.8 million or $0.25 per share.
- For Q3 FY2026, C3.ai expects revenue between $72 million and $80 million, and for the full fiscal year 2026, revenue is projected to be between $289.5 million and $309.5 million.
Dec 3, 2025, 10:00 PM
AI Announces Q2 2026 Financial Results and FY26 Guidance
AI
Earnings
Guidance Update
- For Q2 FY26, AI reported $75.1 million in total revenue, with $70.2 million derived from subscription revenue.
- The company recorded a Non-GAAP Loss from Operations of ($42.2) million and a Non-GAAP Net Loss of ($34.8) million for Q2 FY26, with Free Cash Flow at ($46.9) million.
- AI provided guidance for Q3 FY26 total revenue between $72.0 million and $80.0 million, and for the full FY26, total revenue is projected to be between $289.5 million and $309.5 million.
- 89% of total bookings in Q2 FY26 were driven through the C3 AI partner ecosystem, with the Microsoft alliance generating over $130 million in C3 AI bookings over its first year and the AWS partnership achieving a 172% year-over-year increase in joint qualified pipeline.
- C3 AI was named a Leader in Industrial AI Analytics, ranking #1 out of 19 vendors across technical capabilities and market momentum.
Dec 3, 2025, 10:00 PM
C3 AI Announces Fiscal Second Quarter 2026 Results
AI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- C3 AI reported total revenue of $75.1 million and a GAAP net loss per share of $(0.75) for its fiscal second quarter ended October 31, 2025.
- The company's Federal business demonstrated significant growth, with bookings across federal, defense, and aerospace increasing 89% year-over-year and constituting 45% of total bookings.
- Total bookings for the quarter increased 49% quarter-over-quarter, with 89% of these bookings driven by the C3 AI partner ecosystem.
- For fiscal Q3 2026, C3 AI expects total revenue between $72.0 million and $80.0 million, and for the full fiscal year 2026, it projects total revenue between $289.5 million and $309.5 million.
Dec 3, 2025, 9:08 PM
ResearchAndMarkets.com Adds AI in IVD Market Report
AI
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- The artificial intelligence (AI) in in vitro diagnostics (IVD) market is projected to grow from $2.57 billion in 2024 to $3.04 billion in 2025, representing a compound annual growth rate (CAGR) of 18.5%.
- This market is anticipated to reach $5.94 billion by 2029 with a CAGR of 18.2%, driven by the need for rapid diagnostic results, the prevalence of chronic diseases, and the demand for personalized medicine.
- Key innovations include Diagnostics.ai's PCR.AI, launched in May 2025, which automates PCR result interpretation with over 99.9% accuracy, and strategic collaborations such as bioMerieux SA's partnership with Mila in April 2025.
- Roche Diagnostics GmbH, Thermo Fisher Scientific Inc., and Abbott Laboratories are identified as market leaders, with North America being the largest market and Asia-Pacific the fastest-growing region.
- The market faces challenges from trade tensions and tariffs arising in 2025, which pose risks to supply chains and cost structures.
Dec 2, 2025, 9:04 AM
AI Pathology Quality Control Market Outlook
AI
New Projects/Investments
M&A
Revenue Acceleration/Inflection
- The Artificial Intelligence (AI) Pathology Quality Control market is projected to grow significantly, from $1.46 billion in 2024 to $3.84 billion by 2029, at a compound annual growth rate (CAGR) of 21.2%.
- This market expansion is driven by increasing cancer and chronic disease prevalence, rising demand for diagnostic accuracy, and the growing importance of personalized medicine.
- Recent strategic activities include PathAI's launch of Artifact Detect 1 in November 2023 and Molbio Diagnostics' $30 million acquisition of a majority stake in OptraSCAN Inc. in November 2024.
- The industry faces challenges from evolving trade relations and tariffs, notably the 2025 escalation of U.S. tariffs, which are increasing healthcare costs and impacting supply chains.
Nov 27, 2025, 3:53 PM
PetVivo AI, Inc. Launches AI Platform for Veterinary Market
AI
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- PetVivo AI, Inc., an affiliate of PetVivo Holdings, Inc., launched PetVivo.ai, an artificial intelligence platform designed to reduce veterinary client acquisition costs by 50-90%.
- The platform demonstrated a blended customer acquisition cost of $42.53 in beta testing, generating qualified leads for $3 per pet parent.
- This new Software-as-a-Service (SaaS) offering complements PetVivo's existing medical device portfolio, introducing recurring revenue and 80-90% gross margins.
- The company anticipates a potential 5-10x valuation upside as it transitions from traditional medical device revenue multiples to AI SaaS multiples.
Nov 25, 2025, 7:20 PM
C3.ai Class Action Lawsuit Lead Plaintiff Deadline Announced
AI
Legal Proceedings
Profit Warning
- The Law Offices of Frank R. Cruz reminds investors of a class action lawsuit filed against C3.ai, Inc..
- The class period for the lawsuit is February 26, 2025, to August 8, 2025, with a lead plaintiff deadline of October 21, 2025.
- The complaint alleges that C3.ai made materially false and misleading statements, specifically that optimistic reports of growth, earnings potential, and anticipated margins were unrealistic due to the CEO's insufficient recovery from ailments and over-reliance on his health and effectiveness.
Oct 21, 2025, 3:06 PM
C3.ai Faces Class Action Lawsuit Over Alleged Misleading Statements
AI
Legal Proceedings
Guidance Update
Profit Warning
- Enterprise AI software company C3.ai (AI) is facing a class action lawsuit alleging misleading statements about the company's financial health and growth prospects.
- The lawsuit claims C3.ai's projections downplayed the significant risk posed by CEO Thomas M. Siebel’s health issues, which allegedly affected the company's ability to close deals and meet financial targets.
- This legal action follows a stock price plummet of over 25% on August 8, 2025, after C3.ai disclosed preliminary first-quarter results that fell short of expectations and lowered its full fiscal year revenue guidance.
- Investors who purchased C3.ai securities during the class period of February 26, 2025, to August 8, 2025, and suffered substantial losses, must file a motion to serve as lead plaintiff by October 21, 2025.
Oct 15, 2025, 6:11 PM
Quarterly earnings call transcripts for C3.ai.
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