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Apr 30, 2025
C3.ai Q4 2025 Earnings Report
C3 AI reported a 26% increase in Q4 revenue, expanded key partnerships, and posted a net loss of $79.7 million.
Key Takeaways
C3 AI experienced strong revenue growth in Q4 2025, driven by increased subscription sales and expanded partnerships. However, it continued to report a net loss, reflecting high operating expenses.
Revenue by Segment
Forward Guidance
C3 AI expects revenue growth in Q1 and FY26, while continuing to incur operational losses as it invests in AI innovation and partnerships.
Positive Outlook
- Q1 FY26 revenue expected between $100M and $109M
- FY26 revenue guidance of $447.5M to $484.5M
- Expanded alliances with Microsoft, AWS, and McKinsey
- Federal contracts including $450M ceiling from U.S. Air Force
- Strong momentum in Generative AI business
Challenges Ahead
- Non-GAAP operating loss expected between $23.5M and $33.5M in Q1
- FY26 non-GAAP operating loss projected up to $100M
- Continued high stock-based compensation expenses
- Low free cash flow generation
- Persistent net losses despite top-line growth
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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