Q4 25 EPS
$-0.16
BEAT +20.40%
Est. $-0.20
Q4 25 Revenue
$108.7M
BEAT +0.95%
Est. $107.7M
vs S&P Since Q4 25
-91.4%
TRAILING MARKET
AI -64.8% vs S&P +26.6%
Full Year 2025 Results
FY 25 EPS
$-0.41
BEAT +7.57%
Est. $-0.44
FY 25 Revenue
$389.1M
BEAT +0.24%
Est. $388.1M
Market Reaction
Did AI Beat Earnings? Q4 2025 Results
C3.ai delivered a beat on both the top and bottom lines in fiscal Q4 2025, with revenue of $108.72 million rising 25.6% year-over-year and coming in just ahead of the $107.78 million consensus estimate. The enterprise AI software company posted a non… Read more C3.ai delivered a beat on both the top and bottom lines in fiscal Q4 2025, with revenue of $108.72 million rising 25.6% year-over-year and coming in just ahead of the $107.78 million consensus estimate. The enterprise AI software company posted a non-GAAP loss of $0.16 per share, clearing the $0.20 consensus estimate by 20%, as expanding partner-driven activity and a surge in professional services revenue helped lift results. The single most material driver of the quarter was a 419% year-over-year jump in partner-supported bookings, with 59 of 69 quarterly agreements closed through alliance partners, including 28 joint deals with Microsoft alone. A contract ceiling increase on the U.S. Air Force's PANDA predictive maintenance platform, raised to $450 million through October 2029, underscored the company's growing federal traction. For investors watching the stock's trajectory, management guided full-year FY26 revenue of $447.5 million to $484.5 million, signaling continued growth momentum ahead.
Key Takeaways
- • 26% year-over-year revenue growth in Q4 driven by expanding partner ecosystem and enterprise AI demand
- • Non-Oil & Gas revenue accelerated by 48% year-over-year in FY25
- • C3 Generative AI revenue grew more than 100% in FY25
- • State and Local Government revenue grew more than 100% in FY25
- • Partner-supported bookings grew 419% year-over-year in Q4
- • 264 agreements closed in FY25, up 38% year-over-year, including 174 initial production deployment agreements up 41%
- • 193 agreements closed through partner network in FY25, up 68% year-over-year, representing 73% of total agreements
AI YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
AI Revenue by Segment
With YoY comparisons, source: SEC Filings
“This was a momentum-building year for C3 AI, achieving 25% revenue growth year-over-year. We delivered breakthrough innovations in agentic AI and dramatically expanded our strategic alliances, including with Microsoft, AWS, Google Cloud, McKinsey QuantumBlack, and renewed and expanded our agreement with one of our most trusted, long-standing partners, Baker Hughes.”
— Thomas M. Siebel, Q4 2025 Earnings Press Release
AI Earnings Trends
AI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
AI EPS Trend
Earnings per share: estimate vs actual
AI Revenue Trend
Quarterly revenue: estimate vs actual
AI Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $-0.37 | $-0.33 | +11.46% | $51.6M | +2.73% |
| FY Full Year | $-1.39 | $-1.35 | +2.85% | $250.3M | +0.54% |
| Q3 26 MISS | $-0.29 | $-0.40 | -38.26% | $53.3M | -29.59% |
| Q2 26 BEAT | $-0.33 | $-0.25 | +24.77% | $75.1M | +0.37% |
| Q1 26 MISS | $-0.21 | $-0.37 | -75.27% | $70.3M | -25.16% |
| Q4 25 BEAT FY | $-0.20 | $-0.16 | +20.40% | $108.7M | +0.95% |
| FY Full Year | $-0.44 | $-0.41 | +7.57% | $389.1M | +0.24% |