C3.ai demonstrated strong revenue growth and strategic expansions, especially in partnerships and new industry verticals. However, challenges remain regarding operating losses and external risks impacting future guidance.

Company Guidance -

Q1 2026

During C3.ai, Inc.'s fourth quarter fiscal year 2025 earnings call, the company provided guidance highlighting significant growth and strategic advancements. The company reported a 26% increase in total revenue for Q4, reaching $108.7 million, with subscription revenue rising by 9% to $87.3 million. The full fiscal year 2025 saw a 25% increase in total revenue to $389.1 million, driven by an 18% growth in subscription revenue. Key strategic partnerships, including a renewed agreement with Baker Hughes and collaborations with Microsoft, AWS, and Google Cloud, were emphasized as growth drivers. The company also highlighted its success in expanding its partner ecosystem, with 73% of agreements delivered in collaboration with partners, resulting in a 68% increase in partner-supported bookings. Looking ahead, C3.ai, Inc. anticipates revenue for fiscal 2026 to be in the range of $447.5 million to $484.5 million, with a focus on further expanding its enterprise AI applications and partner ecosystem.

Record Revenue Growth

C3.ai achieved a 26% increase in total revenue for Q4, reaching $108.7 million, and a 25% increase for the full fiscal year 2025.

Baker Hughes Partnership Renewal

The strategic partnership with Baker Hughes was renewed and extended through 2028, generating over half a billion dollars in revenue and affirming the alliance's importance in the oil and gas sector.

Expansion Beyond Oil and Gas

Non-oil and gas revenue increased by 48% year over year, reflecting successful expansion into 19 different industries, including manufacturing and state and local government.

Significant Partner Ecosystem Growth

73% of agreements were delivered in collaboration with partners, with a 68% increase in partner-supported bookings compared to the prior year.

Federal Business Strength

Increased contract ceiling of $450 million awarded by the US Air Force for the Panda predictive maintenance platform, demonstrating strong growth in the federal space.

Generative AI Innovation

C3 Generative AI revenue grew more than 100% in FY 2025, with significant deployments across multiple industries and a patent for advanced AI agent generative AI.

C3ai (AI) Earnings, Revenues Date & History

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AI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 03, 2025	2026 (Q1)	-0.21 / -	-0.05	―	―	―
May 29, 2025	2025 (Q4)	-0.20 / -0.16	-0.11	-45.45% (-0.05)
Feb 26, 2025	2025 (Q3)	-0.23 / -0.12	-0.13	7.69% (+0.01)
Dec 09, 2024	2025 (Q2)	-0.16 / -0.06	-0.13	53.85% (+0.07)
Sep 04, 2024	2025 (Q1)	-0.13 / -0.05	-0.09	44.44% (+0.04)
May 29, 2024	2024 (Q4)	-0.30 / -0.11	-0.13	15.38% (+0.02)
Feb 28, 2024	2024 (Q3)	-0.25 / -0.13	-0.06	-116.67% (-0.07)
Dec 06, 2023	2024 (Q2)	-0.18 / -0.13	-0.11	-18.18% (-0.02)
Sep 06, 2023	2024 (Q1)	-0.17 / -0.09	-0.12	25.00% (+0.03)
May 31, 2023	2023 (Q4)	-0.17 / -0.13	-0.21	38.10% (+0.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 29, 2025	$27.80	$26.59	-4.35%
Feb 26, 2025	$26.44	$23.88	-9.68%
Dec 09, 2024	$41.68	$41.73	+0.12%
Sep 04, 2024	$23.01	$21.12	-8.21%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.