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Jan 31, 2024

C3.ai Q3 2024 Earnings Report

C3.ai's Q3 2024 financial results were announced, revealing revenue exceeding guidance and accelerated growth.

Key Takeaways

C3.ai reported a strong third quarter with total revenue of $78.4 million, an 18% increase year-over-year. Subscription revenue constituted 90% of the total revenue. Customer engagement grew significantly by 80% year-over-year.

Total revenue reached $78.4 million, reflecting an 18% year-over-year growth.

Subscription revenue accounted for $70.4 million, representing 90% of the total revenue and a 23% increase year-over-year.

Customer engagement increased by 80% year-over-year, totaling 445.

The company closed 50 agreements, marking an 85% increase year-over-year, including 29 new pilots which is a 71% increase year-over-year.

Total Revenue
$78.4M
Previous year: $66.7M
+17.6%
EPS
-$0.13
Previous year: -$0.06
+116.7%
Gross Margin
58%
Previous year: 67%
-13.4%
Gross Profit
$45.3M
Previous year: $44.4M
+2.0%
Cash and Equivalents
$115M
Previous year: $311M
-63.2%
Free Cash Flow
-$45.1M
Previous year: -$71.7M
-37.0%
Total Assets
$1.06B
Previous year: $1.1B
-2.9%

C3.ai

C3.ai

C3.ai Revenue by Segment

Forward Guidance

C3 AI provides revenue guidance for the fourth quarter of fiscal year 2024, expecting between $82.0 million and $86.0 million, and full year fiscal 2024 revenue between $306.0 million and $310.0 million. Non-GAAP loss from operations is expected to be between $(43.5) million and $(51.5) million for Q4 2024, and between $(115.0) million and $(123.0) million for the full year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income