Companies /Technology

C3.ai Inc - Class A

NYSE: AI Software - Infrastructure
$10.38
â–² $0.68 (+6.96%) today
Markets open · 3:21pm ET

Q4 2026 Earnings

Reported Jun 3, 2026, 4:09pm ET · SEC source
$-0.33
Beat +11.46%
EPS · est. $-0.37
$51.6M
Beat +2.73%
Revenue · est. $50.2M
−14.7%
Trailing market
AI vs S&P since report
1 quarter
Consecutive EPS beats

Market Reaction

% change · around the report
−10%−5%0+5%Jun 3Jun 4report 4:09pm ETearnings+0.1%−9.6%
−10%−5%0+5%Jun 3Jun 4earnings+0.1%−9.6%
AI −9.6%S&P 500 +0.1%
−10%−5%0+5%Jun 3Jun 4report 4:09pm ETearnings−1.0%−9.6%
−10%−5%0+5%Jun 3Jun 4earnings−1.0%−9.6%
AI −9.6%NASDAQ −1.0%
−8%−4%0Jun 2Jun 11report 4:09pm ETearnings−1.9%+0.9%
−8%−4%0Jun 2Jun 11earnings−1.9%+0.9%
AI +0.9%S&P 500 −1.9%
−8%−4%0Jun 2Jun 11report 4:09pm ETearnings−3.3%+0.9%
−8%−4%0Jun 2Jun 11earnings−3.3%+0.9%
AI +0.9%NASDAQ −3.3%
−1.21%
Day of report
−1.42%
Next session
+6.52%
One week
−16.26%
30 days

S&P 500 over the same 30 days: −1.54%.

Did AI Beat Earnings? Q4 2026 Results

C3.ai, Inc. closed out its fiscal fourth quarter of 2026 with results that <a href="https://247wallst.com/investing/2026/06/03/live-will-c3-ai-beat-q4-earnings-after-the-bell-tonight/">beat expectations on both fronts</a>, reporting a non-GAAP loss of $0.33 per share against a consensus estimate of $0.37, an 11.46% beat, while revenue of $51.60 million edged past the $50.23 million analyst estimate by 2.73%. The headline numbers, however, could not obscure the severity of the year-over-year deterioration; total revenue collapsed 52.5% from $108.72 million a year ago, with subscription revenue falling to $48.38 million from $87.33 million and GAAP gross margin contracting sharply to 22% from 62%. The company incurred roughly $10.83 million in restructuring charges during the quarter, underscoring the scale of the operational reset underway. Founder Thomas Siebel, who returned to the CEO role and personally purchased 6.17 million shares at $11.16 apiece, offered blunt commentary on prior execution. Looking ahead, management guided Q1 FY2027 revenue of $50.00 million to $54.00 million, with full-year FY2027 revenue of $210.00 million to $240.00 million, a midpoint implying further annual decline before any recovery takes hold.

Key Takeaways
  • Subscription revenue constituted 94% of total Q4 revenue
  • Subscription and Prioritized Engineering Services combined constituted 98% of total Q4 revenue
  • Sharp decline in professional services revenue year-over-year

“We have a well-defined strategy, a restructured organization, new executive leadership, and a detailed execution plan now in place with the singular focus of increasing shareholder value through topline revenue growth, cash generation, and non-GAAP profitability. Game on.”

C3.ai CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY2027, C3 AI guided total revenue of $50.0 million to $54.0 million and non-GAAP loss from operations of $(40.5) million to $(48.5) million. For full-year FY2027, the company guided total revenue of $210.0 million to $240.0 million and non-GAAP loss from operations of $(128.0) million to $(160.0) million. The company emphasized a singular focus on topline revenue growth, cash generation, and non-GAAP profitability under the returned leadership of founder Tom Siebel.

AI YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$-200,000,000$-100,000,000$0$100.0M$108.7M$51.6MRevenue$67.5M$11.3MGross Profit$-189,873,061$-121,158,000Operating Income$-210,127,273$-115,570,000Net Income
$-200,000,000$-100,000,000$0$100.0MRevenueGross ProfitOperating IncomeNet Income

AI Revenue by Segment

Subscription$48.4M−44.6%
Professional Services
Prioritized Engineering Services
Service Fees

Figures from SEC filings and company reports. Not investment advice.