The earnings call highlighted significant challenges, including a notable decline in revenue and ongoing losses. Despite the restructuring and introduction of new strategic programs, these issues overshadowed the positive aspects such as strong customer partnerships and financial stability.

Company Guidance

During the recent earnings call for C3.ai, Inc., the company provided guidance for the second quarter of fiscal year 2026, projecting revenue between $72 million to $80 million and a non-GAAP operating loss ranging from $49.5 million to $57.5 million. The call highlighted that the first quarter's total revenue was $70.3 million, a 19% decrease year-over-year, with subscription revenue accounting for $60.3 million, or 86% of the total. Despite a non-GAAP gross profit of $36.3 million, the company reported a non-GAAP net loss of $49.8 million and free cash flow of negative $34.3 million. The company noted a decline in non-GAAP gross margin to 52%, primarily due to a higher mix of initial production deployment costs and lower economies of scale. C3.ai plans to update its guidance for the third quarter and full year upon announcing second quarter results, citing recent organizational changes as a reason for withdrawing previous full-year guidance.

Strategic Customer Wins

C3.ai, Inc. secured significant partnerships, including a multiyear agreement with Nucor, a company-wide AI transformation at Comerica, and an expanded partnership with HII to enhance US Navy fleet readiness.

Introduction of Strategic Integrator Program

C3.ai introduced a software OEM program to license the C3 Agentic AI platform, receiving positive reception from OEMs and system integrators.

Strong Cash Position

C3.ai closed the quarter with $711.9 million in cash, cash equivalents, and marketable securities, indicating strong financial stability.

New Leadership and Organizational Restructuring

Appointment of Stephen Ehigian as CEO and restructuring of the sales and service organizations to drive growth and customer satisfaction.

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
Dec 03, 2025	2026 (Q2)	-0.33 / -	-0.06	―	―	―
Sep 03, 2025	2026 (Q1)	-0.21 / -0.37	-0.05	-640.00% (-0.32)
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)

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
Sep 03, 2025	$16.68	$15.46	-7.31%
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%

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.