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C3.AI reported a severe first quarter of fiscal 2026, with revenue falling 19% year-over-year to $70.3 million and the company missing its revenue guidance for the first time in nineteen quarters as a public company. Management attributed the shortfall to poor sales execution and coordination following mid-quarter leadership changes and founder Tom Siebel's reduced involvement due to health, and it responded by restructuring the sales and service organizations and appointing Stephen Ehigian as CEO while Siebel became Executive Chairman. Profitability deteriorated sharply, with non-GAAP gross margin collapsing to 52% and the non-GAAP operating loss widening to $57.8 million. Citing the CEO change and restructuring, the company withdrew its full-year fiscal 2026 guidance, providing only a Q2 revenue range of $72 million to $80 million, though it launched a new strategic integrator OEM program and noted roughly 90% of deals now run through partners.
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 |
Calendar quarter Q3 2025Earnings call Sep 3, 2025
FY2026 Q1 in brief
C3.AI reported a severe first quarter of fiscal 2026, with revenue falling 19% year-over-year to $70.3 million and the company missing its revenue guidance for the first time in nineteen quarters as a public company.
Newest quarter FY2027 Q1 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for C3.ai, Inc. (AI), FY2026 Q1: 1/10. 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.
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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 Q1Selected | $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 Q4 | $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 |
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).
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 |
GAAP revenue YoY -19.4% → base 2. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What AI and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“HII, America's largest military shipbuilder, is expanding its partnership with C3.ai, Inc. to accelerate throughput at Ingalls and Newport News.”
HII is expanding its C3.ai deployment to accelerate shipbuilding throughput at Ingalls and Newport News, a positive signal on HII's AI-driven productivity efforts.
“Nucor has expanded its commitment with C3.ai, Inc. in a multiyear partnership to build an enterprise-wide AI program across their facilities.”
Nucor expanded to a multiyear, enterprise-wide AI program with C3.ai, a positive signal on Nucor's investment in AI-driven operations across its facilities.
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|---|---|---|---|
AI C3.ai, Inc. | 1 | -19.4% | |
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| CHYM Chime Financial, Inc. Class A Common Stock | 9 | +28.8% | |
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| MSTR MicroStrategy Inc. | 7 | +10.9% | |
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| TEAM Atlassian | 8 | +20.6% | |
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| TYL Tyler Technologies | 9 | +9.7% | |
| U Unity Software Inc. | 6 | +5.4% | |
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| WDAY Workday, Inc. | 9 | +12.6% |