C3.ai, Inc.
c3.aiWhat Do They Do?
Sells enterprise artificial-intelligence software platforms and applications to large companies and government agencies for industrial operations, supply chains, and defense work.
10-K for FY2026, filed Jun 24, 2026C3 AI is the Enterprise AI application software company. C3 AI delivers a family of fully integrated products including the C3 Agentic AI…View ↗
C3 AI Applications are pre-packaged, industry-specific AI products that customers license and deploy without building AI capabilities from…View ↗
C3 AI applications for asset performance improve asset reliability, reduce downtime, and increase process efficiency. C3 AI customers use…View ↗
C3 AI applications for supply chain significantly improve resiliency and efficiency with proactive risk mitigation and advanced…View ↗
C3 AI application for Defense & Intelligence help maximize mission capabilities. C3 AI customers span the U.S. Department of War, or the…View ↗
Our market-entry strategy has been to establish high-value customer engagements with large global early adopters, or lighthouse customers…View ↗
How Do They Make Money?
Customers mainly pay for software subscriptions, usually in advance under renewable multi-period contracts for access and support; additional fees can vary with software use. The company also sells some software licenses and earns fees from engineering, consulting, training, and implementation services.
10-K for FY2026, filed Jun 24, 2026We generate revenue primarily from the sale of subscriptions, which accounted for 91%, 84% and 90% of our total revenue in the fiscal years…View ↗
We primarily recognize revenue from subscriptions on a ratable basis over the contract term or on a usage basis for consumption-based…View ↗
The Company’s subscriptions are generally offered under renewable, multi-period, fixed fee contracts where payments are typically due in…View ↗
Prioritized engineering services are undertaken when a customer requests that we accelerate the design, development, and delivery of…View ↗
Service fees include revenue from services such as consulting, training, and paid implementation services. For service fees, revenue is…View ↗
$250.3M
-
10-K for FY2026, filed Jun 24, 2026
$250.3M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Cost of subscription
Mix
10-K for FY2026, filed Jun 24, 2026 |
91%
FY2023: 86%
|
Cost of subscription, FY2026
$227.1M Sources
|
Mix |
|
Professional services
Sold outright
|
9.3%
FY2023: 14%
|
Professional services, FY2026
$23.2M Sources
|
Sold outright |
Who Are Their Customers?
Large companies and public agencies buy across industries including manufacturing, energy, defense, life sciences, and finance. The field sales team works with alliance partners, who help introduce the software and expand customer accounts.
10-K for FY2026, filed Jun 24, 2026Our go-to-market strategy has been historically focused on large organizations recognized as leaders in their respective industries or…View ↗
Our sales organization is organized both geographically and in vertical market sales units that cooperate to sell to and service customers.…View ↗
Our typical sales cycle begins with one or more product and technical presentations about C3 AI, leading to a mapping of our capabilities…View ↗
10-K for FY2026, filed Jun 24, 2026
A majority of the Company’s Customer-Entities consist of corporate and governmental entities. A Customer-Entity is defined as each entity…View ↗
Do Revenues Turn Into Profits?
No. It lost $470.4M in FY2026.
10-K for FY2026, filed Jun 24, 2026
−$498.5MView ↗
10-K for FY2026, filed Jun 24, 2026
−$470.4MView ↗
10-K for FY2026, filed Jun 24, 2026
−$192.1MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q1 FY2027, filed Sep 9, 2026
−$92.8MView ↗
- ▼ −21% (Loss)
- vs −$116.8M in Q1 FY2026
10-Q for Q1 FY2027, filed Sep 9, 2026
Open tableView ↗
-
Sep 2, 2026
Sets revenue and operating-loss guidance
Revenue guidance is $51.0 - $55.0 million for the second quarter and $210.0 - $240.0 million for fiscal 2027.
Sources
8-K, filed Sep 2, 2026
(in millions) Second Quarter Fiscal 2027Guidance Full Year Fiscal 2027 Guidance Total revenue $51.0 - $55.0 $210.0 - $240.0 Non-GAAP loss…View ↗
Flat. Revenue was $250.3M in FY2026, about the same as the $252.8M of FY2022.
Generative AI workflow capabilities
The older report describes the Generative AI suite as helping users find and present enterprise information; the latest report also describes agents that coordinate tasks and initiate workflows.
10-K for FY2023, filed Jun 22, 2023 10-K for FY2026, filed Jun 24, 2026The C3 Generative AI Product Suite provides enterprise users with a transformative user experience using a natural language interface to…View ↗
Application-building tools
The older report lists Ex Machina as a no-code machine-learning tool; the latest report adds a natural-language tool for generating production applications.
10-K for FY2023, filed Jun 22, 2023 10-K for FY2026, filed Jun 24, 2026C3 AI Platform, our core technology, is a comprehensive, end-to-end application development and runtime environment that is designed to…View ↗
The C3 Agentic AI Platform, our core technology, is a comprehensive, end-to-end application development and runtime environment that is…View ↗
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