Earnings Data
Report Date
Sep 09, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
-0.2Last Year’s EPS
-0.3Same Quarter Last Year
Moderate Sell
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced material operational progress against significant revenue and profitability challenges. Positives include a decisive restructuring that has already cut headcount ~35%, realized nearly $130M of planned annual cost savings, improved expense run rate, a solid cash position ($673M after CEO purchase), and a high subscription mix (94% of revenue). Negatives include weak quarterly revenue ($51.6M) after several quarters of poor sales execution, substantial non-GAAP operating and net losses, negative free cash flow, meaningful uncertainty around IPD conversion and future revenue mix, and guidance that still implies material annual losses. Management expressed conviction and a clear turnaround plan but acknowledged uncertainty on some execution details and timing.Company Guidance
Cost Reduction and Restructuring Delivered
Company completed a major restructuring, reducing headcount from ~1,070 to ~700 (≈35% reduction) and targeting approximately $135 million of annual operating cost savings; management reports nearly $130 million of the planned savings already realized and on track to meet or exceed the original target.
Strong Cash Position and Insider Purchase
C3 AI closed the period with strong liquidity; reported cash and marketable securities of $575.4M at quarter end and $673M after a founder/CEO purchase (Tom Siebel bought 6.17M shares at $11.16 for ≈$69M), signaling insider confidence and improving the cash runway.
High Subscription Mix and Recurring Revenue Focus
Subscription revenue was $48.4M, representing 94% of total revenue for the quarter; subscription plus prioritized engineering services (PES) totaled $50.5M or 98% of total revenue, indicating a high proportion of recurring and near-recurring revenue.
Improved Expense Run Rate
Non-GAAP operating expenses for the quarter were $106.0M, down $33.9M (≈24%) versus the same quarter last year ($139.9M), and guidance for Q1 FY27 assumes a midpoint non-GAAP operating expense run rate of $96.5M, reflecting continued cost discipline.
Gross Margins and Professional Services Profitability
Non-GAAP gross profit for the quarter was $19.3M with a non-GAAP gross margin of 37%; professional services gross margin was strong at 78% for the quarter.
IPD Activity and Install Base
Signed 9 initial production deployments (IPDs) in the quarter; cumulative IPDs signed = 417, of which 251 remain active (~60% active), showing continued pipeline/production activity.
CH:724 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CH:724 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 03, 2026 | CHF8.47 | CHF8.47 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does C3.Ai, Inc. (CH:724) report earnings?
C3.Ai, Inc. (CH:724) is schdueled to report earning on Sep 09, 2026, After Close (Confirmed).
What is C3.Ai, Inc. (CH:724) earnings time?
C3.Ai, Inc. (CH:724) earnings time is at Sep 09, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of C3.Ai, Inc. stock?
The P/E ratio of C3ai is N/A.
What is CH:724 EPS forecast?
CH:724 EPS forecast for the fiscal quarter 2027 (Q1) is -0.2.



