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C3.ai(AI) - 2021 Q4 - Annual Report
2021-06-24 16:00
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, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition peri ...
C3.ai(AI) - 2021 Q4 - Earnings Call Transcript
2021-06-03 05:07
C3.ai, Inc. (NYSE:AI) Q4 2021 Earnings Conference Call June 2, 2021 5:00 PM ET Company Participants Paul Phillips - Vice President, Investor Relations Tom Siebel - Chairman and Chief Executive Officer David Barter - Chief Financial Officer Conference Call Participants Daniel Ives - Wedbush Brad Sills - Bank of America Michael Turits - KeyBanc Patrick Colville - Deutsche Bank Jack Andrews - Needham Mark Murphy - JP Morgan David Hynes - Canaccord Sanjay Singh - Morgan Stanley Arvind Ramnani - Piper Sandler Pa ...
C3.ai, Inc. (AI) CEO Tom Siebel Presents at JPMorgan 49th Annual Global Technology, Media and Communications Conference (Transcript)
2021-05-24 18:48
Summary of C3.ai, Inc. Conference Call Company Overview - **Company**: C3.ai, Inc. (NYSE:AI) - **CEO**: Tom Siebel - **Event**: JPMorgan 49th Annual Global Technology, Media and Communications Conference - **Date**: May 24, 2021 Industry Insights - The global information technology industry has grown from a couple of hundred billion dollars in the 1980s to approximately $3.5 trillion to $4 trillion today [6][5] - The emergence of technologies such as elastic cloud computing, IoT, big data, and predictive analytics is driving a digital transformation in the industry [6][7] - C3.ai initially focused on the energy sector, particularly clean energy, and has since expanded into utilities, manufacturing, telecommunications, aerospace, and precision health [7] Core Company Insights - C3.ai aims to provide a software platform that enables large organizations to leverage advanced technologies for enterprise AI and predictive analytics applications [7] - The company has a unique model-driven architecture that simplifies the development of complex enterprise AI applications, reducing the complexity from [10^13] to [10^3] [19][26] - C3.ai's suite includes various services for data aggregation, visualization, and AI democratization, allowing users to build AI solutions without deep technical expertise [20][23] Market Position and Strategy - C3.ai has focused on organic growth rather than acquisitions, believing that maintaining focus on their core business will lead to success [29][30] - The company has established partnerships with major firms like Microsoft, AWS, and Adobe to enhance market reach and customer success [37][38] - C3.ai's average contract values have decreased from approximately $15 million to around $5 million, indicating a shift towards a more diversified customer base [45] Economic Impact and Customer Value - C3.ai's applications have demonstrated significant economic benefits for clients, with examples including a projected €5.1 billion annual benefit for a major utility and $10 billion for Bank of America [40] - The company believes that in the future, it will be inconceivable for businesses to operate without enterprise AI, similar to the current reliance on ERP and CRM systems [32][33] Demand Environment - The oil and gas sector has shown signs of recovery, with improved business conditions leading to a robust pipeline for C3.ai [47][48] - The company is optimistic about growth opportunities across various sectors, including CRM, telecommunications, retail, and government, projecting a significant role in the enterprise AI market [51] Conclusion - C3.ai is positioned as a leader in the enterprise AI space, with a strong focus on organic growth, strategic partnerships, and delivering substantial economic value to its customers [52]
C3.ai(AI) - 2021 Q3 - Earnings Call Transcript
2021-03-02 04:33
C3.ai, Inc. (NYSE:AI) Q3 2021 Earnings Conference Call March 1, 2021 5:00 PM ET Company Participants Paul Phillips - Vice President of Investor Relations Tom Siebel - Chairman and Chief Executive Officer David Barter - Chief Financial Officer Conference Call Participants Brad Sills - BofA Securities Jack Andrews - Needham Michael Turits - Keybanc Dan Ives - Wedbush Mark Murphy - JP Morgan Patrick Colville - Deutsche Bank DJ Hynes - Canaccord Arvind Ramnani - Piper Sandler Pat Walravens - JMP Operator Ladies ...
C3.ai(AI) - 2021 Q3 - Quarterly Report
2021-03-01 16:00
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, 2021 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) Delaware 26- ...