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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Patrick Walravens | Citizens JMP Securities | 11 questions · 0% challenging |
| Radi Sultan | UBS | 5 questions · 20% challenging |
| Mike Cikos | Bank of America | 5 questions · 0% challenging |
| Mike Latimore | Northland Capital Markets | 3 questions · 0% challenging |
| Tim Horan | Oppenheimer | 2 questions · 0% challenging |
| Sanjit Singh | Morgan Stanley | 2 questions · 0% challenging |
| Brian Essex | JPMorgan | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citizens JMP Securities | 1 analyst | 11 questions · 0% challenging |
| UBS | 2 analysts | 6 questions · 17% challenging |
| Bank of America | 2 analysts | 6 questions · 0% challenging |
| Northland Capital Markets | 1 analyst | 3 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 2 questions · 0% challenging |
| JPMorgan | 1 analyst | 2 questions · 0% challenging |
| Oppenheimer | 1 analyst | 2 questions · 0% challenging |
C3.AI closed a dismal fiscal 2026 with fourth-quarter revenue of just $51.6 million, and founder Tom Siebel returned as Chairman and CEO, moving Stephen Ehikian to President, to lead a turnaround he framed bluntly as fixing what he called completely unacceptable sales execution. The restructuring was completed and expanded, cutting headcount from roughly 1,075 to about 700 and realizing almost $130 million of the roughly $135 million in planned annual cost savings, while non-GAAP gross margin stayed depressed at 37% and the operating loss was $54.4 million. In a notable signal of conviction, Siebel personally purchased 6.17 million shares at $11.16 for about $69 million. Management introduced fiscal 2027 revenue guidance of $210 million to $240 million, below fiscal 2026, and detailed a sales territory overhaul expanding coverage from roughly 100 to 150 accounts per region to on the order of 1,000.
Guidance Reliability | Revenue Growth | Competitive Dynamics | Demand | Cloud & AI | Margin | Regulation Policy | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 2 | 1 | 1 | 1 | ||||
| 2025Q3 | 1 | 2 | 1 | |||||
| 2025Q4 | 2 | 1 | 2 | 1 | 1 | |||
| 2026Q1 | 3 | 2 | 2 | |||||
| 2026Q2 | 3 | 2 | 1 | 1 | 1 | |||
| 2026Q3 | 2 | 1 | 1 | 1 | 1 | |||
| 2026Q4 | 1 | 3 | 1 | 4 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Guidance Reliability | 1 | 2 | 3 | 3 | 2 | 1 | |
| Revenue Growth | 2 | 1 | 2 | 2 | 1 | 3 | |
| Competitive Dynamics | 2 | 1 | 2 | 2 | 1 | 1 | 1 |
| Demand | 1 | 4 | |||||
| Cloud & AI | 1 | 1 | 1 | ||||
| Margin | 1 | 1 | |||||
| Regulation Policy | 1 | 1 | |||||
| Macroeconomic | 1 | 1 |
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Calendar quarter Q2 2026Earnings call Jun 3, 2026
FY2026 Q4 in brief
C3.AI closed a dismal fiscal 2026 with fourth-quarter revenue of just $51.6 million, and founder Tom Siebel returned as Chairman and CEO, moving Stephen Ehikian to President, to lead a turnaround he framed bluntly as fixing what he called completely…
Newest quarter FY2027 Q1 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for C3.ai, Inc. (AI), FY2026 Q4: 3/10. Scores: C3.ai, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AI daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY -52.5% → base 2. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $94M | +28.8% | $-0.52 | +11.9% | 61.3% | -79.8% | -69.9% | $-40M |
| FY2025 Q3 | $99M | +26.0% | $-0.62 | -3.3% | 59.1% | -88.7% | -81.2% | $-22M |
| FY2025 Q4 | $109M | +25.6% | $-0.60 | -1.7% | 62.1% | -81.8% | -73.3% | $10M |
| FY2026 Q1 | $70M | -19.4% | $-0.86 | -72.0% | 37.6% | -177.7% | -166.2% | $-34M |
| FY2026 Q2 | $75M | -20.3% | $-0.75 | -44.2% | 40.4% | -149.2% | -139.3% | $-47M |
| FY2026 Q3 | $53M | -46.1% | $-0.95 | -53.2% | 17.3% | -263.6% | -250.4% | $-56M |
| FY2026 Q4Selected | $52M | -52.5% | $-0.79 | -31.7% | 21.9% | -213.8% | -224.0% | $-53M |
| FY2027 Q1 | $52M | -25.5% | $-0.60 | +30.2% | 31.8% | -187.6% | -177.2% | $2M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 | $311M | — | $-2.34 | — | 57.5% | -102.5% | -90.1% | $-90M |
| FY2025 | $389M | +25.3% | $-2.24 | +4.3% | 60.6% | -83.4% | -74.2% | $-44M |
| FY2026Selected | $250M | -35.7% | $-3.35 | -49.6% | 30.9% | -194.9% | -187.9% | $-191M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What AI and other companies said about each other on FY2026 Q4 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the idea that the market opportunity isn't big is, I think, inconsistent with the performance you've seen out of Palantir.”
C3.ai's CEO cited Palantir's strong performance and analogous go-to-market motion as evidence the enterprise AI application market is large and real, a positive signal for Palantir.
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|---|---|---|---|
AI C3.ai, Inc. | 3 | -52.5% | |
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| APP Applovin Corp | 8 | +52.8% | |
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| CHYM Chime Financial, Inc. Class A Common Stock | 9 | +26.8% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +35.6% | |
| DUOL Duolingo, Inc. | 9 | +18.3% | |
| FICO Fair Isaac | 9 | +25.7% | |
| FIG Figma, Inc. | 9 | +48.3% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 6 | +6.9% | |
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| PTC PTC Inc. | 4 | -6.8% | |
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| SNOW Snowflake Inc. | 10 | +33.5% | |
| SOUN SoundHound AI, Inc. | 9 | +45.0% | |
| TEAM Atlassian | 10 | +27.6% | |
| TTD The Trade Desk, Inc. | 4 | +3.0% | |
| TYL Tyler Technologies | 5 | +8.2% | |
| U Unity Software Inc. | 9 | +23.9% | |
| UBER Uber | 8 | +12.2% | |
| WDAY Workday, Inc. | 9 | +13.5% |