Companies /Technology

C3.ai Inc - Class A

NYSE: AI Software - Infrastructure
$10.40
â–² $0.70 (+7.23%) today
Markets open · 2:29pm ET

Q4 2025 Earnings

Reported May 28, 2025, 4:13pm ET · SEC source
$-0.16
Beat +20.40%
EPS · est. $-0.20
$108.7M
Beat +0.95%
Revenue · est. $107.7M
−16.3%
Trailing market
AI vs S&P since report
1 quarter
Consecutive EPS beats

Market Reaction

% change · around the report
−8%0+8%May 28May 29report 4:13pm ETearnings+0.1%+3.9%
−8%0+8%May 28May 29earnings+0.1%+3.9%
AI +3.9%S&P 500 +0.1%
−8%0+8%May 28May 29report 4:13pm ETearnings−0.3%+3.9%
−8%0+8%May 28May 29earnings−0.3%+3.9%
AI +3.9%NASDAQ −0.3%
−8%0+8%May 27Jun 5report 4:13pm ETearnings+0.2%−4.8%
−8%0+8%May 27Jun 5earnings+0.2%−4.8%
AI −4.8%S&P 500 +0.2%
−8%0+8%May 27Jun 5report 4:13pm ETearnings−0.1%−4.8%
−8%0+8%May 27Jun 5earnings−0.1%−4.8%
AI −4.8%NASDAQ −0.1%
+20.76%
Day of report
−4.35%
Next session
−8.85%
One week
−11.62%
30 days

S&P 500 over the same 30 days: +4.68%.

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-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 <a href="https://247wallst.com/investing/2025/05/28/earnings-live-can-c3-ai-shares-get-back-on-track/">watching the stock's trajectory</a>, 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

“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.”

C3.ai CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY26, C3 AI guided total revenue of $100.0 million to $109.0 million and non-GAAP loss from operations of $(23.5) million to $(33.5) million. For full-year FY26, the company guided total revenue of $447.5 million to $484.5 million and non-GAAP loss from operations of $(65.0) million to $(100.0) million. The company is focused on penetrating new accounts, expanding into new verticals, leveraging alliance partners for market reach, and solidifying technological leadership in generative AI and agentic AI.

AI YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$-60,000,000$0$60.0M$86.6M$108.7MRevenue$51.6M$67.5MGross Profit$-96,795,778$-88,965,000Operating Income$-87,864,624$-79,702,000Net Income
$-60,000,000$0$60.0MRevenueGross ProfitOperating IncomeNet Income

AI Revenue by Segment

Subscription$87.3M+9.0%
Professional Services$21.4M
Prioritized Engineering Services$17.0M
Service Fees$4.4M

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