C3.ai reports stronger-than-expected Q4 results, issues soft revenue outlook

Proactive

Thu, June 4, 2026 astatine 8:10 AM CDT 2 min read

C3.ai (NYSE:AI) has reported fiscal 4th fourth results that topped Wall Street expectations connected some gross and adjusted earnings, though the endeavor artificial quality bundle institution issued full-year fiscal 2027 guidance that came successful beneath expert forecasts.

For the 4th ended April 30, C3.ai posted gross of $51.6 million, exceeding the statement estimation of $50.13 million.

The institution reported an adjusted nonaccomplishment of $0.33 per share, compared with analysts' expectations for a nonaccomplishment of $0.38 per share.

Subscription gross totaled $48.4 cardinal and represented 94% of full revenue, portion subscription and prioritized engineering services gross combined reached $50.5 million, accounting for 98% of full revenue.

For the afloat fiscal twelvemonth 2026, the institution reported full gross of $250.3 million, down 52.5% from the anterior year, with subscription gross of $227.1 million, oregon 91% of the total.

Commenting connected the company's caller performance, C3.ai CEO Thomas Siebel wrote, "The income show implicit caller quarters has been wholly unacceptable, to the constituent of surreal. We are present to hole it."

“We person a well-defined strategy, a restructured organization, caller enforcement leadership, and a elaborate execution program present successful spot with the singular absorption of expanding shareholder worth done topline gross growth, currency generation, and non-GAAP profitability. Game on,” Siebel said.

For the afloat fiscal twelvemonth 2027, the institution expects gross of $210 cardinal to $240 million, with a midpoint of $225 million, beneath the expert statement estimation of astir $248.9 million. It besides projected a non-GAAP operating nonaccomplishment of betwixt $128 cardinal and $160 million.

Shares of C3.ai added 0.7% astatine astir $11 post-earnings.