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C3.ai(AI) - 2025 FY - Earnings Call Transcript
2025-10-03 18:02
Financial Data and Key Metrics Changes - The company conducted its annual meeting and discussed various proposals, including the election of directors and compensation of executive officers, but specific financial data and key metrics were not disclosed during the meeting [2][10]. Business Line Data and Key Metrics Changes - No specific data or key metrics related to individual business lines were provided in the meeting [2][10]. Market Data and Key Metrics Changes - There were no details shared regarding market data or key metrics during the meeting [2][10]. Company Strategy and Development Direction and Industry Competition - The meeting focused on the election of directors and the advisory vote on executive compensation, indicating a stable governance structure, but no strategic direction or competitive analysis was discussed [8][9]. Management's Comments on Operating Environment and Future Outlook - Management did not provide comments on the operating environment or future outlook during the meeting [2][10]. Other Important Information - The company confirmed the election of Class II directors, approval of executive compensation, and ratification of the independent accounting firm for the fiscal year ending April 30, 2026 [10][11]. Q&A Session All Questions and Answers Question: Were there any questions submitted during the meeting? - No questions were submitted during the meeting, and the polls were closed without any inquiries from stockholders [9][10].
C3.ai(AI) - 2025 FY - Earnings Call Transcript
2025-10-03 18:00
Financial Data and Key Metrics Changes - The company held its annual meeting to discuss various proposals and the election of directors, but specific financial data and key metrics were not disclosed during this meeting [2][4][10] Business Line Data and Key Metrics Changes - No specific data or key metrics related to individual business lines were provided in the meeting [2][4][10] Market Data and Key Metrics Changes - There was no discussion regarding market data or key metrics during the meeting [2][4][10] Company Strategy and Development Direction and Industry Competition - The meeting focused on the election of directors and the approval of executive compensation, indicating a stable governance structure, but no strategic direction or competitive analysis was presented [7][8][9] Management Comments on Operating Environment and Future Outlook - Management did not provide comments on the operating environment or future outlook during this meeting [2][4][10] Other Important Information - The meeting included the election of three Class II directors, an advisory vote on executive compensation, and the ratification of the independent accounting firm [7][8][9] - Preliminary voting results were expected to be disclosed in a Form 8-K report to the SEC within four business days after the meeting [10] Q&A Session All Questions and Answers Question: Were there any questions submitted during the meeting? - There were no questions submitted by stockholders during the meeting [8][9]
Massive News: Analysts Say C3.ai Could Soar 140%
The Motley Fool· 2025-10-03 09:30
Core Insights - C3.ai's stock has experienced a decline of over 50% in 2025, yet analysts identify significant upside potential for investors [1] - The company has appointed a new CEO, which may influence future performance positively [1] - C3.ai has secured $450 million in government contracts, indicating strong revenue opportunities [1] - Partnerships with major tech firms like Microsoft and Amazon's AWS enhance C3.ai's market position and growth prospects [1] Financial Performance - The stock price as of September 29, 2025, reflects a substantial drop, but analysts remain optimistic about recovery [1] - The potential for high returns is emphasized for the year 2026 and beyond, suggesting a long-term investment perspective [1]
Dan Ives Reveals Buyout Watchlist Including C3.ai, SanDisk, Lyft, Qualys And More: 'M&A Floodgates Are Opening' - C3.ai (NYSE:AI)
Benzinga· 2025-10-03 06:09
Group 1 - Dan Ives, a prominent tech analyst, forecasts a surge in mergers and acquisitions (M&A) in the technology sector, particularly driven by artificial intelligence (AI) [1][2] - Ives identifies a lenient regulatory environment as a catalyst for easier deal closures, suggesting that both strategic and financial buyers are preparing for increased acquisition activity [2][4] - A comprehensive list of potential M&A targets includes companies like C3.ai Inc., SanDisk Corp., and Lyft Inc., among others [3][5] Group 2 - Major tech firms such as Apple Inc. and IBM are expected to be highly active acquirers in the upcoming M&A wave as they seek to enhance their AI capabilities [4][5] - Recent M&A activity in the industry includes CoreWeave's acquisition of Core Scientific's data centers and Palo Alto Networks' acquisition of CyberArk Software [5][6] - The Dan IVES Wedbush AI Revolution ETF has gained significant investor confidence, surpassing $750 million in assets under management shortly after its launch, reflecting a 30.18% increase since listing [6]
C3.ai, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - AI
Prnewswire· 2025-10-02 12:22
Core Viewpoint - A class action lawsuit has been filed against C3.ai, Inc. for alleged violations of the Securities Exchange Act, specifically related to misleading statements regarding the CEO's health and its impact on the company's growth and margins [1][2]. Group 1: Lawsuit Details - The class period for the lawsuit is from February 26, 2025, to August 8, 2025, with a deadline for shareholders to join the case by October 21, 2025 [2]. - The complaint alleges that C3.ai made false and misleading statements, downplaying the risks associated with the CEO's health issues, which negatively affected the company's performance [2]. Group 2: Shareholder Participation - Shareholders who purchased shares during the specified class period are encouraged to contact the law firm for potential lead plaintiff appointments, although this is not a requirement for recovery [2][3]. - Once registered, shareholders will receive updates through a portfolio monitoring software at no cost [3]. Group 3: Law Firm Background - DJS Law Group specializes in securities class actions and corporate governance litigation, representing large hedge funds and alternative asset managers [4].
These 50%+ ’AI Dividends’ Could Ruin Your Retirement
Investing· 2025-10-02 09:21
Group 1 - The article discusses the performance and strategies of three specific ETFs: YieldMax MRNA Option Income Strategy ETF, YieldMax AI Option Income Strategy ETF, and YieldMax PLTR Option Income Strategy ETF [1] Group 2 - The analysis includes insights on market trends and potential investment opportunities related to these ETFs [1] - The focus is on how these ETFs utilize options strategies to generate income [1] - The article emphasizes the importance of understanding the underlying assets and market conditions affecting these ETFs [1]
C3.ai, Inc. Stockholders Should Contact Shareholder Rights Law Firm Robbins LLP Before the Lead Plaintiff Deadline for Information About Leading the Securities Fraud Class Action
Prnewswire· 2025-10-02 01:15
Group 1 - The core allegation against C3.ai, Inc. is that the company misled investors regarding the impact of its CEO's health on business prospects, specifically in closing deals and executing growth strategies [2] - On August 8, 2025, C3.ai announced disappointing preliminary financial results for Q1 of fiscal 2026 and reduced its revenue guidance for the full fiscal year 2026, attributing these issues to CEO health problems and management reorganization [2] - Following the announcement, C3.ai's stock price dropped from $22.13 per share to $16.47 per share, marking a decline of over 25% [2] Group 2 - A class action has been filed on behalf of individuals and entities that purchased C3.ai securities between February 26, 2025, and August 8, 2025, with a deadline for lead plaintiff submissions set for October 21, 2025 [1][3] - Robbins LLP, the law firm handling the case, operates on a contingency fee basis, meaning shareholders incur no fees or expenses unless the case is won [4]
Contact Levi & Korsinsky by October 21, 2025 Deadline to Join Class Action Against C3.ai, Inc.(AI)
Globenewswire· 2025-10-01 20:24
Core Viewpoint - A class action securities lawsuit has been filed against C3.ai, Inc. due to alleged securities fraud affecting investors between February 26, 2025, and August 8, 2025 [1][2] Group 1: Lawsuit Details - The lawsuit claims that C3.ai's management made misleading statements about the company's growth while concealing adverse facts, particularly regarding the health of its CEO, which impacted the company's ability to close deals [2] - On August 8, 2025, C3.ai announced disappointing preliminary financial results for Q1 of fiscal 2026 and reduced its revenue guidance for the full fiscal year 2026, attributing these issues to "the reorganization with new leadership" and the CEO's health problems [2] - Following the announcement, C3.ai's stock price dropped from $22.13 per share on August 8, 2025, to $16.47 per share on August 11, 2025, marking a decline of approximately 25.58% in just one day [2] Group 2: Next Steps for Investors - Investors who suffered losses in C3.ai during the specified timeframe have until October 21, 2025, to request to be appointed as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3] - Class members may be entitled to compensation without any out-of-pocket costs or fees [3] Group 3: Law Firm Background - Levi & Korsinsky, LLP has a history of securing hundreds of millions of dollars for shareholders and has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4]
C3.ai, Inc. (AI) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
Globenewswire· 2025-09-30 16:00
Core Viewpoint - Investors in C3.ai, Inc. have the opportunity to lead a securities fraud class action lawsuit due to alleged misleading statements regarding the company's growth and the health of its CEO [1][2]. Summary by Sections Lawsuit Details - The lawsuit claims that from February 26, 2025, to August 8, 2025, C3.ai's management failed to disclose critical information, including that the company's optimistic growth reports were overly reliant on the CEO's health, which had not sufficiently improved [2]. - It is alleged that the positive statements made by the company regarding its business operations and future prospects were materially misleading and lacked a reasonable basis during the relevant period [2]. Participation Information - Investors who suffered losses on their C3.ai investments are encouraged to participate in the class action lawsuit, with a lead plaintiff deadline set for October 21, 2025 [2]. - Interested parties can contact Glancy Prongay & Murray LLP for more information or to learn about their rights regarding the lawsuit [3][4].
Is C3.ai Positioned to Win as Generative AI Scales Globally?
ZACKS· 2025-09-30 15:11
Core Insights - C3.ai, Inc.'s first-quarter fiscal 2026 results showed a 19% year-over-year revenue decline to $70.3 million, attributed to weaker demand for demonstration licenses and organizational changes [1][8] - Despite the weak start, the company remains optimistic about global trends in AI-based solutions, with approximately 60 large-scale customer engagements across various sectors [2][8] - The introduction of the Strategic Integrator Program aims to enhance platform adoption through partnerships with systems integrators and OEMs, which has received positive early feedback [3][8] Company Positioning - C3.ai is strategically positioned in the generative AI landscape, focusing on industry-specific, production-ready AI applications and a strong alliance with Microsoft to facilitate market integration [5] - The company faces competition from BigBear.ai, which specializes in defense-oriented AI solutions, and Palantir Technologies, which utilizes a platform-first approach to unify complex datasets [6][7] - C3.ai's integrated offerings, including the C3 Agentic AI platform, address various challenges in generative AI, such as cybersecurity risks and data access control [2][4]