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C3ai (AI)
NYSE:AI
Earnings Data
Report Date
Aug 27, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.14Last Year’s EPS
-0.05Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 29, 2025
|% Change Since: -8.85%
|Next Earnings Date:Aug 27, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant growth and strategic advancements in various sectors, alongside strong partnerships and a solid financial standing. However, there are concerns about operating losses and broader revenue guidance due to external risks.Company Guidance
During the C3.ai, Inc.'s fourth quarter fiscal year 2025 earnings call, the company announced a 26% year-over-year revenue increase, reaching $108.7 million for the quarter. Subscription revenue rose by 9% to $87.3 million, contributing to a total fiscal year 2025 revenue of $389.1 million, marking a 25% increase from the previous year. The company maintained a gross margin of approximately 69%, with a non-GAAP operating loss of $31.2 million, aligning with the guidance range. The call highlighted the renewal of a key strategic partnership with Baker Hughes, which has generated over half a billion dollars in revenue from the oil and gas sector. Additionally, C3.ai, Inc. emphasized the significant expansion of its partner ecosystem, with 73% of agreements in fiscal 2025 being partner-supported, resulting in a 68% increase in agreements closed through this network. The company also reported free cash flow of $10.3 million for the quarter, maintaining a stable cash balance of $742.7 million. Looking forward, C3.ai, Inc. provided fiscal 2026 revenue guidance of $447.5 million to $484.5 million, acknowledging broader geopolitical and economic risks that could impact future performance.Spectacular Growth in Fiscal Year 2025
C3.ai achieved 26% top-line growth in Q4 and 25% total revenue growth for the fiscal year, demonstrating a significant increase from previous years.
Renewal and Expansion of Baker Hughes Partnership
The strategic partnership with Baker Hughes was renewed through 2028, generating over half a billion dollars in revenue and expanding C3.ai's reach in the oil and gas sector.
Strong Growth in Non-Oil and Gas Verticals
Non-oil and gas revenue grew by 48% year-over-year, with significant traction in manufacturing, state and local government, and life sciences.
Expansion of Partner Ecosystem
A 68% increase in partner-supported agreements was recorded, with notable collaborations with Microsoft, AWS, Google Cloud, and McKinsey Quantum Black.
Positive Cash Flow and Strong Financial Position
C3.ai generated $10.3 million in free cash flow in Q4 and maintained approximately $742.7 million in cash and investments.
AI Earnings History
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.
FAQ
When does C3ai (AI) report earnings?
C3ai (AI) is schdueled to report earning on Aug 27, 2025, TBA Not Confirmed.
What is C3ai (AI) earnings time?
C3ai (AI) earnings time is at Aug 27, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AI EPS forecast?
AI EPS forecast for the fiscal quarter 2026 (Q1) is -0.14.
