Artificial intelligence (AI) name C3.ai (NYSE:AI) will announce fiscal fourth-quarter earnings after the close on Wednesday, May 29. C3.ai stock sports a 9.5% year-to-date deficit despite all the rage surrounding the AI space. Still, the equity bounced 25.4% over the last 30 days, and is now trading well above its April 16, 12-month low of $20.23. At last check, AI is down 1.8% at $26.03. The stock has a negative history of post-earnings reactions, finishing five of its past eight next-day sessions lower, t ...

Summary of C3.ai, Inc. Conference Call Company Overview - **Company**: C3.ai, Inc. (NYSE:AI) - **Industry**: Enterprise AI - **CEO**: Tom Siebel - **Conference Date**: May 20, 2024 Key Points Company Background - Tom Siebel has a history in software, founding Siebel Systems in 1993, which became a leading CRM provider with $2 billion in revenue and 4,500 customers globally [4][5] - C3.ai was founded to leverage cloud computing, big data, IoT, and predictive analytics, focusing on enterprise AI since 2009 [5][6] Market Opportunity - The addressable market for enterprise AI is projected to be between $1 trillion and $2 trillion [8][14] - C3.ai claims to be the only company with 90 applications targeting this market, aiming to establish a global market leadership position [8][12] Infrastructure and Software Dynamics - There is a significant growth in infrastructure spending, particularly by companies like NVIDIA, but the software stack has not seen a similar inflection yet [9][10] - The value in enterprise AI is expected to shift from silicon and infrastructure to applications, with applications projected to account for 70% of the value in the long run [11][12] C3.ai Platform and Applications - C3.ai simplifies the scaling of enterprise AI by providing a comprehensive platform that integrates various components necessary for application development [18][21] - The platform includes generative AI tools and supports various learning models, making it adaptable to different needs [23][31] - C3.ai has reported significant economic benefits for clients, such as Shell, which has realized $2 billion annually from using C3.ai applications [16][34] Competitive Landscape - C3.ai does not see direct competition from major cloud providers like Amazon or Google, as their applications are complementary to these platforms [54][55] - The primary competition is the internal IT departments of companies attempting to build their own solutions using disparate tools [55] Customer Demand and Growth Metrics - C3.ai reported a 23% year-over-year growth in subscription revenue and an 80% increase in customer count [40][44] - The transition to consumption-based pricing has shown positive results, with accelerating growth observed in recent quarters [41][44] Macro Environment - There is a strong demand for AI solutions, with no budget constraints reported by major clients like JPMorgan Chase and Bank of America [38][39] - The market for enterprise AI is developing rapidly, driven by CEO-level decisions rather than traditional budget constraints [38] Use Cases and Productivity Gains - Key applications of C3.ai include predictive maintenance, supply chain optimization, and fraud detection, with significant productivity increases reported by clients [57][61] - For example, the U.S. Air Force has achieved a 25% increase in aircraft availability through predictive maintenance applications [60] Challenges and Considerations - The generative AI market is vast but presents challenges such as cybersecurity risks, data exfiltration, and IP liability [28][29][31] - C3.ai claims to have addressed these issues, making their platform secure and reliable for enterprise use [31] Future Outlook - C3.ai is focused on capturing the large addressable market and leveraging its first-mover advantage in enterprise AI [64] - The company is committed to investing in market share and brand rather than immediate profitability, drawing parallels to the growth trajectories of companies like Amazon and Salesforce [46][47] Conclusion C3.ai is positioned as a leader in the enterprise AI space, with a robust platform and significant market opportunities. The company is focused on driving growth through innovative applications while addressing the challenges associated with generative AI and enterprise solutions.

C3.ai is a popular AI investment, but investors should get to know the company first.C3.ai (AI 0.72%) was a fairly popular artificial intelligence (AI) stock back in 2023 when the AI investment wave began. The two letters in the company's name and ticker symbol prominently tell any investor or client what it specializes in. As a result of the AI investment wave, many people have piled into C3.ai's stock, although the popularity has waned (which is evidenced by its declining trade volume). I think investors ...

J StudiosC3 Stock Plunged More Than 45% C3.ai, Inc. (NYSE:AI) investors have performed poorly since my previous article in early March 2024, highlighting my confidence that C3 stock's bullish momentum could carry on. However, the market had other ideas, as AI suffered a deep pullback, dropping more than 45% from its March highs toward its recent lows. As a result, AI investors bailed quickly from the enterprise SaaS company as the market rotated from the generative AI FOMO. AI Quant Grades (Seeking Alp ...

Incremental improvements in the economic outlook sparked a broad-based market rally.There's little question that one of the prevailing forces that has been driving the market higher over the past year is the advancement of artificial intelligence (AI). Countering investors' exuberance about the prospects for that technology are concerns about the Federal Reserve's ongoing battle with inflation. Interest rates remain at a two-decade high, and investors are keenly interested in the timing and potential for th ...

C3.ai, Inc. (NYSE:AI) Needham 19th Annual Technology, Media & Consumer Conference May 16, 2024 11:45 AM ET Company Participants Thomas Siebel - Chairman and Chief Executive Officer Conference Call Participants Mike Cikos - Needham & Company Mike Cikos Great. Thank you to everyone for joining us today. I'm Mike Cikos, the lead analyst covering infrastructure software here at Needham as part of our tech conference. I'm pleased to announce that we have with us C3.ai's Chairperson and CEO, Tom Siebel. Tom, than ...

C3.ai, Inc. (NYSE:AI) Needham 19th Annual Technology, Media & Consumer Conference May 16, 2024 11:45 AM ET Company Participants Thomas Siebel - Chairman and Chief Executive Officer Conference Call Participants Mike Cikos - Needham & Company Mike Cikos Great. Thank you to everyone for joining us today. I'm Mike Cikos, the lead analyst covering infrastructure software here at Needham as part of our tech conference. I'm pleased to announce that we have with us C3.ai's Chairperson and CEO, Tom Siebel. Tom, than ...

The most recent trading session ended with C3.ai, Inc. (AI) standing at $26.59, reflecting a +1.3% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily gain of 1.17%. At the same time, the Dow added 0.88%, and the tech-heavy Nasdaq gained 1.4%.Coming into today, shares of the company had gained 28.05% in the past month. In that same time, the Computer and Technology sector gained 2.41%, while the S&P 500 gained 2.46%.Analysts and investors alike will be keepin ...

A news report illustrating the level of spending on AI chip manufacturing appears to have set off a wave of buying.Developments in the field of artificial intelligence (AI) have been among the biggest drivers of the market's growth over the past year or so. The abilities of these algorithms have taken significant leaps forward, allowing people and organizations to automate time-consuming tasks and generate original content. The results are time savings and increased productivity, so businesses are naturally ...

It's clear that the shine is coming off of some AI stocks, while others remain solid long-term investments.What's happened to the artificial intelligence (AI) rally? It's the question many investors are asking -- and for good reason. Shares of the hottest AI stocks, like Nvidia, cooled off in recent weeks.Nevertheless, we must remember that holding through volatile, choppy markets is integral to the buy-and-hold strategy. Moreover, despite the current pessimism seeping into the market, the AI revolution is ...