C3.ai, Inc. (NYSE:AI) Q3 2022 Earnings Conference Call March 2, 2022 5:00 PM ET Company Participants Paul Phillips - VP, IR Thomas Siebel - Founder, CEO & Chairman Juho Parkkinen - VP, Corporate Controller & Principal Accounting Officer Conference Call Participants Patrick Walravens - JMP Securities Jamie Shelton - Deutsche Bank Sanjit Singh - Morgan Stanley Mark Murphy - JPMorgan Chase & Co. Michael Cikos - Needham & Company Operator Good afternoon, and thank you for attending today's C3 AI Third Quarter F ...

C3.ai, Inc. (NYSE:AI) 5th Annual Wells Fargo TMT Summit Conference December 2, 2021 1:20 PM ET Company Participants Tom Siebel - Chairman and CEO Conference Call Participants Michael Turrin - Wells Fargo Operator Good afternoon, everyone. Before we get started, if you are a member of the press or media, please disconnect at this time. This is a restricted line. Any unauthorized party in this meeting or any unauthorized use of the information communicated in this meeting is subject to prosecution to the full ...

C3.ai, Inc. (NYSE:AI) Q2 2022 Results Conference Call December 1, 2021 5:00 PM ET Company Participants Paul Phillips - VP, IR Tom Siebel - Chairman and CEO David Barter - CFO Adeel Manzoor - SVP and Chief Administrative Officer Conference Call Participants Sanjit Singh - Morgan Stanley Luke Morison - Canaccord Jack Andrews - Needham Brad Sills - Bank of America Mark Murphy - JPM Operator Good evening. Thank you for attending today’s C3 AI Second Quarter Fiscal Year 2022 Earnings Call. My name is Tania, and ...

Company and Industry Overview - **Company**: C3.ai, Inc. (NYSE:AI) - **Industry**: Enterprise AI software - **Market Size**: $300 billion in a few years - **Business Model**: Building a software platform for organizations to design, develop, provision, and operate enterprise AI applications - **Unique Selling Points**: - Comprehensive platform encompassing various AI capabilities - Model-driven architecture for easy deployment across different cloud platforms - Open architecture allowing integration with other technologies Core Points and Arguments - **C3.ai's History and Vision**: - Founded by Tom Siebel, who has extensive experience in the enterprise application software business - Focus on leveraging elastic cloud computing, big data, IoT, and predictive analytics to drive market growth - Aim to establish a market leadership position globally in enterprise AI software - **C3.ai's Unique Approach**: - Differentiates from point solutions by providing a comprehensive platform with all necessary AI capabilities - Offers a model-driven architecture for easy deployment and compatibility with other technologies - Supports various cloud platforms, including Microsoft Azure, AWS, Google Cloud, and IBM Cloud - **C3.ai's Product Portfolio**: - C3 AI Suite: Comprehensive platform for building enterprise AI applications - C3 AI Applications: Pre-built applications for specific industries, such as manufacturing, aerospace, telco, and financial services - Ex Machina: No-code platform for citizen data scientists and business analysts - Data Vision: Graphical representation of data and relationships, enhancing human-computer interaction Other Important Points - **Partnerships**: - Strategic partnerships with industry leaders like Baker Hughes, FIS, Raytheon, and Microsoft - Collaborations with cloud providers like AWS, Google Cloud, and NVIDIA - **Market Strategy**: - Geographically, vertically, and partner-driven go-to-market strategy - Focus on key verticals such as oil and gas, utilities, telecommunications, and financial services - **Digital Transformation**: - Accelerating digital transformation in various industries, including energy, manufacturing, and defense - Enabling organizations to aggregate and analyze large amounts of data for improved decision-making - **Investor Perspective**: - Differentiating AI as a replacement market for enterprise applications - Potential for high growth and profitability in the enterprise AI software market

C3.ai, Inc. (NYSE:AI) 2021 Annual Meeting of Stockholders Conference Call October 6, 2021 1:00 PM ET Company Participants Chip Lutton - Senior Vice President and General Counsel Conference Call Participants Operator Welcome to the Annual Meeting for C3.ai. Our host for today's call is Chip Lutton, Senior Vice President and General Counsel. At this time, all participants will be in a listen-only mode. I would now like to turn the call over to your host. Mr. Lutton, you may begin. Chip Lutton Thank you. Hello ...

Summary of C3.ai Conference Call Company Overview - **Company**: C3.ai, Inc. (NYSE: AI) - **Industry**: Artificial Intelligence and Enterprise Software Key Points and Arguments Technology Landscape and Impact - The technology landscape has evolved significantly over the past 30 years, with advancements in the Internet, mobile devices, and AI being pivotal [2][3] - The elastic cloud computing has revolutionized the industry by providing virtually infinite computing capacity and storage, enabling the resolution of previously unsolvable problems [3][6] C3.ai's Vision and Development - C3.ai was founded to leverage emerging technologies such as elastic cloud computing, big data, IoT, and predictive analytics, aiming to create a suite of software services [6] - The company has invested nearly $1 billion in developing its technology stack, which includes 40 turnkey applications across various industries [6][27] Market Opportunity - The AI applications market is projected to be a significant segment of the $1 trillion software market, with C3.ai aiming to establish a leadership position [6] - The CRM market is valued at approximately $120 billion annually, presenting a substantial opportunity for C3.ai's AI-enabled CRM solutions [13] Strategic Partnerships - C3.ai has formed strategic partnerships with major companies like Google Cloud, Microsoft, and Baker Hughes to enhance market reach and leverage their sales forces [8][9] - These partnerships allow C3.ai to distribute its applications globally, significantly increasing its market leverage [9] Model-Driven Architecture - C3.ai's model-driven architecture allows for interoperability across various platforms (AWS, Azure, Google Cloud), enabling faster deployment and reduced complexity for clients [16][20] - This architecture is designed to minimize the need for extensive custom development, allowing clients to focus on application deployment rather than data integration [16][24] Customer Success Stories - C3.ai has implemented large-scale AI applications, such as smart grid analytics for predictive maintenance, which has significant social and economic benefits [28][29] - Shell is utilizing C3.ai for various applications, including predictive maintenance and production optimization, showcasing the versatility and effectiveness of the platform [29] Challenges and Market Adaptation - C3.ai has faced challenges with clients attempting to build their own solutions, leading to eventual returns to C3.ai for its established technology [31] - The company is shifting focus to small and medium-sized enterprises to reduce transaction size and increase predictability in bookings [32] Future Outlook - C3.ai is focused on enhancing human-computer interaction through visualization and voice, addressing ethical concerns related to AI, and capitalizing on the growth of cloud computing and edge computing [37][38] Additional Important Insights - The company emphasizes the importance of a robust sales ecosystem, leveraging partnerships to enhance distribution capabilities [9] - C3.ai's approach to CRM aims to integrate extensive data sources to improve revenue forecasting and customer insights [13][14] - The company is actively working to reduce the lumpiness in its booking streams by diversifying its client base and transaction sizes [32] This summary encapsulates the key insights and strategic directions discussed during the C3.ai conference call, highlighting the company's innovative approach and market positioning in the AI and enterprise software landscape.