2026년 2월 26일 · Unknown · financial · 출처 Yahoo Finance
REDWOOD CITY, Calif., February 25, 2026--(BUSINESS WIRE)--C3.ai, Inc. ("C3 AI," "C3," or the "Company") (NYSE: AI), the Enterprise AI application software company, today announced financial results for its fiscal third quarter ended January 31, 2026.
Fiscal Third Quarter 2026 Financial Highlights:
Total Revenue was $53.3 million. Subscription Revenue was $48.2 million. Subscription revenue constituted 90% of total revenue. Subscription and Prioritized Engineering Services Revenue Combined was $51.5 million, constituting 97% of total revenue. GAAP gross profit was $9.2 million, representing a 17% gross margin. Non-GAAP gross profit was $19.6 million, representing a 37% non-GAAP gross margin. GAAP net loss per share was $(0.94). Non-GAAP net loss per share was $(0.40). Cash, cash equivalents, and marketable securities was $621.9 million.
"I joined C3 AI six months ago and I did so with a clear conviction: this company is uniquely positioned to win in Enterprise AI. That conviction has been reinforced through extensive engagement with customers, prospects, partners, and investors. However, it was clear to me that we were not organized appropriately. We’ve reduced our cost structure and cash burn. We’ve restructured and flattened the sales organization. We’ve focused efforts on our best-in-class applications. We’ve shifted our go-to-market toward large-scale, enterprise-wide transformations. We’ve accelerated how we build and deliver product. And we are infusing our AI across every function at C3 AI. Those changes are substantially complete and C3 AI is now a more agile, more disciplined, and more accountable organization. Moving forward, our entire focus is on executing our return to growth and building C3 AI into a profitable, cash-positive business," said Stephen Ehikian, CEO, C3 AI.
Business Highlights
In Q3, the Company closed 44 agreements including new and expanded agreements with the U.S. Department of Agriculture, the U.S. Department of Energy, the NATO Communications and Information Agency, the Royal Navy, Thales Group, ExxonMobil, GSK, U.S. Steel, Plains All American Pipeline, Seaspan ULC, and McLaren Automotive, among others. The C3 AI Strategic Integrator Program expanded with the addition of Cathexis (formerly Paradyme) and stc Kuwait. Cathexis will leverage the C3 Agentic AI Platform to develop and deploy commercial-off-the-shelf solutions for the U.S. Federal government, and stc Kuwait will use the platform to expand its AI offerings for the oil & gas industry.
Federal, Defense & Aerospace
C3 AI’s Federal business, together with the defense and aerospace segment, gained traction, driven by new U.S. Federal government agreements and growing international adoption.
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In Q3, total bookings across federal, defense and aerospace increased by 134% year-over-year, representing 55% of total bookings. The Company entered into new and expansion agreements with the U.S. Department of Agriculture, the U.S. Department of Energy, the U.S. Navy, the Missile Defense Agency, the U.S. Intelligence Community, and the U.S. Department of War, among others. The U.S. Department of Agriculture (USDA) selected C3 AI to deploy an enterprise-scale AI solution designed to modernize the department’s intergovernmental and public engagements. The partnership will leverage the C3 Agentic AI Platform to unify complex and fragmented data ecosystems into a secure department-wide solution. By utilizing advanced generative and agentic AI models, the USDA will automate the analysis and processing of large-scale information flows, ensuring that high volumes of inquiries are handled timely and accurately. The U.S. Department of Energy selected C3 AI to provide a central data management solution for Headquarters Office of Management to unify data into an AI-enabled decision platform. The solution will enhance workflow efficiency, strengthen compliance oversight, and improve real-time visibility across key functions. The NATO Communications and Information Agency selected C3 AI as part of Team Squarcle to enhance Allied Joint Support and Enabling Command’s logistics planning and decision making in support of NATO’s readiness and deterrence objectives. C3 AI will deliver AI-powered decision support using C3 AI Contested Logistics to enable faster, more accurate reinforcement and deployment decisions, supporting scenario planning, mission execution, and training for multinational operations across the European theater.
Commercial
C3 AI continued to drive customer expansion across asset-intensive operations and complex supply chain environments.
One of the world’s largest energy exploration and production companies extended its long-standing partnership with C3 AI under a new multi-year agreement. Under the agreement, the company is extending its C3 AI Reliability deployment to enhance its operations, extending predictive maintenance capabilities beyond equipment anomaly detection to include AI agent–based root cause analysis and remediation. Driscoll’s, the global market leader in fresh berries, expanded its use of the C3 Agentic AI Platform under a multi-year agreement, scaling Enterprise AI–powered supply forecasting across all berry categories, growing regions, and operational workflows to improve forecast accuracy and planning decisions across its global supply network.
C3 Generative AI
In Q3, the Company closed eight agreements for C3 Generative AI, including six initial production deployment agreements across McLaren Automotive, Seaspan ULC, and the U.S. Intelligence Community, among others. A leading provider of subsea engineering and construction services for the offshore energy industry is using C3 Generative AI to automate the creation of complex, calculation-heavy engineering reports. Following a successful initial production deployment, the company is now scaling the solution across additional report types, reducing report production time from weeks to hours while minimizing manu…