"C3.ai ( NYSE: AI) will confirm fiscal first-quarter results after the bell. The company pre-announced preliminary numbers last month, guiding revenue to just over $70 million, which was 33% below the midpoint of the prior guidance of $100 to $109 million. The reaction was brutal: shares plunged 25% the following trading day. Found and CEO Tom Siebel called out sales reorganizations and his own health as reasons for the lower figures. Any positive surprises on tonight's earnings confirmation should move the stock higher."
"Key Areas to Watch Partner Ecosystem Leverage - Q4 saw Microsoft, AWS, and Google Cloud deepen sales collaboration. Over 600 joint accounts are in play with Microsoft alone. Investors will look for updates on execution at scale. Agentic & Generative AI Traction - Management claims over 100 Agentic AI deployments and growing ARR (~$60M). Any color on monetization acceleration could be a catalyst."
C3.ai pre-announced fiscal Q1 revenue of $70.2–$70.4M, a 33% shortfall versus the midpoint of prior guidance of $100–$109M, prompting a 25% share plunge. Management cited sales reorganizations and CEO Tom Siebel's health for weaker results. Street consensus remained near $93.9M revenue and GAAP EPS of -$0.21, creating a reconciliation gap. Pre-announced losses included GAAP operating loss of $124.7–$124.9M and non-GAAP operating loss of $57.7–$57.9M, with $711.9M in cash and equivalents. Key investor focus includes FY2026 guidance, partner ecosystem execution, Agentic and Generative AI monetization, and federal contract traction.
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