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Jan 31
C3.ai Q3 2025 Earnings Report
C3.ai reported strong Q3 2025 revenue growth but continued losses.
Key Takeaways
C3.ai posted Q3 2025 revenue of $98.8 million, a 26% increase year-over-year, driven by growth in subscription and professional services revenue. However, the company reported a net loss of $80.2 million, with an adjusted net loss per share of $0.12. Despite the losses, C3.ai expanded its strategic partnerships and grew its contract pipeline significantly.
Revenue grew 26% year-over-year to $98.8 million.
Subscription revenue rose 22% to $85.7 million, comprising 87% of total revenue.
Net loss widened to $80.2 million, with a GAAP loss per share of $0.62.
Cash balance remained strong at $724.3 million, ensuring financial flexibility.
C3.ai
C3.ai
C3.ai Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comProfessional Services Revenue
CapyFin.com Forward Guidance
C3.ai expects continued revenue growth in Q4 2025, with a projected range of $103.6M - $113.6M, while still operating at a non-GAAP loss from operations between $30M - $40M.
Positive Outlook
- Projected revenue growth between $103.6M and $113.6M in Q4 2025.
- Continued expansion of strategic partnerships with Microsoft, AWS, and McKinsey.
- Strong demand for enterprise AI solutions driving subscription growth.
- Growing contract pipeline with 66 agreements closed in Q3 2025.
- Sustained investment in generative AI technology for enterprise applications.
Challenges Ahead
- Persistent net losses despite revenue growth.
- Non-GAAP loss from operations projected between $30M and $40M in Q4.
- High operating expenses, particularly in sales and R&D.
- Uncertainty around customer adoption cycles and pilot conversions.
- Macroeconomic conditions may impact enterprise AI spending.
Revenue & Expenses
Visualization of income flow from segment revenue to net income