Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-39744 C3.ai, Inc. (Exact name of registrant as specified in its charter) (State or ot ...

C3.ai, Inc. (NYSE:AI) Q2 2023 Earnings Conference Call December 7, 2022 5:00 PM ET Company Participants Reuben Gallegos - VP IR Tom Siebel - Chairman and Chief Executive Officer Juho Parkkinen - Chief Financial Officer Conference Call Participants Brad Zelnick - Deutsche Bank Mike Cikos - Needham & Company Pinjalim Bora - JPMorgan Patrick Walravens - JMP Securities Kingsley Crane - Canaccord Genuity Adam Bergere - Bank of America Arvind Ramnani - Piper Sandler Michael Vidovic - KeyBanc Capital Markets O ...

C3.ai, Inc. (NYSE:AI) Q1 2023 Earnings Conference Call August 31, 2022 5:00 PM ET Company Participants Reuben Gallegos - VP IR Tom Siebel - Chairman and Chief Executive Officer Juho Parkkinen - Chief Financial Officer Conference Call Participants Patrick Walravens - JMP Securities Jian Huang - Morgan Stanley Bradley Sills - BofA Securities Michael Vidovic - KeyBanc Capital Markets Gal Munda - Wolfe Research Operator Thank you for standing by, and welcome to the C3 AI First Quarter Fiscal Year 2023 Earning ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Class A Common Stock, par value $0.001 per share AI New York Stock Exchange UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition peri ...

Summary of C3.ai, Inc. Conference Call Company Overview - **Company**: C3.ai, Inc. (NYSE:AI) - **Industry**: Enterprise AI software - **Key Participants**: Tom Siebel (Chairman and CEO), Juho Parkkinen (CFO), Andre Childress (Robert W. Baird) Core Points and Arguments - **Market Position**: C3.ai is positioned in the enterprise AI market, which is projected to be a $600 billion market. The company claims to be the largest in this space, growing at a compound annual growth rate of approximately 40% [12][13]. - **Investment in Technology**: The company has invested about $1 billion over a decade to build a comprehensive software stack that integrates various capabilities, differentiating itself from competitors [6][12]. - **Predictive Capabilities**: C3.ai focuses on transforming traditional enterprise applications into predictive tools, allowing clients to foresee customer behavior and operational needs rather than relying on historical data [9][12]. - **Client Success Stories**: - Shell reported $2 billion in economic benefits from C3.ai solutions, up from $1 billion the previous year [16]. - Enel, a major utility company, claims to achieve EUR 5 billion annually in recurring economic benefits through C3.ai's smart grid analytics [17]. - The U.S. Air Force utilizes C3.ai for predictive maintenance, potentially saving billions by increasing aircraft availability [18]. Financial Metrics - **Current Financial Position**: C3.ai has approximately $1 billion in cash and an enterprise value of about $2 billion. The company reported a negative free cash flow of $15 million last quarter [13][32]. - **Growth Strategy**: The average initial contract value is around $2.9 million, with significant growth potential as clients expand their use of C3.ai solutions [21][22]. The company aims for a non-GAAP operating income of 20% within 8 to 12 quarters [34][36]. Market Dynamics and Challenges - **Economic Environment**: The company acknowledges potential challenges due to economic downturns, inflation, and supply chain issues. However, it believes that its cost-saving solutions will remain in demand even during recessions [31][41]. - **Competitive Landscape**: C3.ai differentiates itself from numerous competitors by emphasizing its unique predictive capabilities and the substantial economic benefits reported by its clients [19][30]. Strategic Partnerships - **Partner Ecosystem**: C3.ai has established strategic partnerships with companies like Baker Hughes, Google Cloud, and Microsoft Azure, which are crucial for expanding its market reach and driving sales [26][30]. Additional Insights - **Customer Penetration**: The company estimates that it has penetrated only 5% to 10% of its average customer base, indicating significant room for growth [22]. - **Future Outlook**: C3.ai is focused on maintaining its market leadership in enterprise AI and is prepared for potential market volatility, emphasizing its commitment to long-term growth and customer satisfaction [29][32][44]. Conclusion C3.ai is strategically positioned in the enterprise AI market with a strong focus on predictive analytics, significant client success stories, and a robust financial foundation. The company is navigating economic challenges while aiming for substantial growth through existing client relationships and strategic partnerships.

C3.ai, Inc. (NYSE:AI) Q4 2022 Earnings Conference Call June 1, 2022 5:00 PM ET Company Participants Paul Phillips - Vice President, Investor Relations Tom Siebel - Chairman and Chief Executive Officer Juho Parkkinen - Chief Financial Officer Conference Call Participants Arvind Ramnani - Piper Sandler Patrick Walravens - JMP Securities Eric Heath - KeyBanc Bob Huang - Morgan Stanley Pinjalim Bora - JPMorgan Operator Good afternoon and thank you for attending today’s C3.ai Earnings Call for the Fourth Quarter ...

Summary of C3.ai, Inc. Conference Call Company Overview - **Company**: C3.ai, Inc. (NYSE:AI) - **Industry**: Enterprise AI and Predictive Analytics - **Conference Date**: March 10, 2022 Key Points Company Foundation and Market Position - C3.ai was founded in 2009 after the sale of Siebel Systems to Oracle, focusing on elastic cloud computing, big data, IoT, and predictive analytics [5][6] - The enterprise AI market is projected to reach a $600 billion addressable market by 2025 [7] - C3.ai aims to establish a global market leadership position in enterprise AI, similar to previous successes at Oracle and Siebel Systems [7] Customer Strategy - The company initially focused on large global enterprises, forming strategic "lighthouse accounts" to establish relationships and secure funding [10] - C3.ai's revenue is heavily derived from large customers, with 95% of revenue coming from companies that previously attempted to build their own solutions [12] Platform Characteristics - C3.ai utilizes a model-driven architecture that simplifies the complexity of building AI applications, making it more efficient than traditional methods [13] - The platform allows customers to develop and operate large-scale applications quickly, reducing the time and cost associated with building from scratch [12][13] Customer Journey and Revenue Growth - The typical customer onboarding process starts with small trials, leading to larger enterprise agreements, exemplified by a customer that progressed from a €600,000 trial to a €350 million commitment over several years [18][25] - C3.ai reported a significant increase in revenue from Baker Hughes, with a 700% year-over-year growth [29] Partnerships and Collaborations - C3.ai has established partnerships with major companies like Baker Hughes, Microsoft, and Google, with Google Cloud being highlighted as a promising collaboration [31][32] - The company signed a $500 million contract with the Department of Defense, facilitating easier access to C3 applications for federal agencies [33] Sales Organization and Growth Strategy - Changes in the sales organization led to a 42% year-over-year growth, with a strategic selling model that focuses on engaging teams to solve customer problems [42][40] - C3.ai aims to balance large enterprise deals with a broader customer base, targeting both high-end and low-end markets [44] Future Outlook - The company plans to expand its application offerings significantly, with expectations of increasing the number of turnkey applications from 42 to potentially 150 in the coming years [49] - C3.ai's CRM application is designed to enhance existing systems rather than compete directly with major players like Salesforce, providing predictive capabilities on top of existing investments [50] Financial Metrics - The remaining performance obligation (RPO) for C3.ai is $470 million, up 90% year-over-year, indicating strong future revenue commitments [27] - The company is trading at an enterprise value of 4 times revenue, suggesting potential undervaluation given its growth rate [42] Additional Insights - The company has invested heavily in technology development, with hundreds of millions spent to create its software stack [7] - C3.ai's focus on professional services currently accounts for 15% to 20% of revenue, with plans to enhance customer independence through improved documentation and support [23]