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Jan 31, 2023

C3.ai Q3 2023 Earnings Report

C3.ai's Q3 2023 financial results were announced, revealing revenue of $66.7 million, surpassing expectations.

Key Takeaways

C3.ai announced its fiscal third quarter 2023 results, with revenue exceeding guidance at $66.7 million. The company is seeing improved business optimism and increased interest in its AI solutions. They are on track to become cash positive and non-GAAP profitable by the end of FY 24.

Total revenue for the quarter was $66.7 million, exceeding guidance.

Subscription revenue was $57.0 million, comprising 85.6% of the total revenue.

GAAP gross profit was $44.4 million, with a 67% gross margin.

GAAP net loss per share was $(0.57), while non-GAAP net loss per share was $(0.06).

Total Revenue
$66.7M
Previous year: $69.8M
-4.4%
EPS
-$0.06
Previous year: -$0.07
-14.3%
Gross Margin
67%
Previous year: 75%
-10.7%
Gross Profit
$44.4M
Previous year: $52.4M
-15.3%
Cash and Equivalents
$311M
Previous year: $205M
+52.1%
Free Cash Flow
-$71.7M
Previous year: -$56.2M
+27.6%
Total Assets
$1.1B
Previous year: $1.19B
-7.8%

C3.ai

C3.ai

C3.ai Revenue by Segment

Forward Guidance

The Company’s guidance includes GAAP and non-GAAP financial measures. Total revenue is expected to be $70 - $72 million for the fourth quarter of fiscal 2023 and $264 - $266 million for the full year fiscal 2023. Non-GAAP loss from operations is expected to be ($24) - ($28) million for the fourth quarter of fiscal 2023 and ($69) - ($73) million for the full year fiscal 2023.

Revenue & Expenses

Visualization of income flow from segment revenue to net income