Investor Supplemental FY23-Q4 Disclaimer This presentation contains forward-looking statements within the meaning of the Private This presentation also contains estimates and other statistical data made by independent Securities Litigation Reform Act of 1995. All statements contained in this presentation other parties and by us relating to market size and growth and other data about our industry. This than statements of historical facts, including the business strategy, plans, and objectives for data involv ...

C3.ai, Inc. (NYSE:AI) Q3 2023 Results Conference Call March 2, 2023 5:00 PM ET Company Participants Reuben Gallegos - VP IR Tom Siebel - Chairman and Chief Executive Officer Ed Abbo - Chief Technology Officer Juho Parkkinen - Chief Financial Officer Conference Call Participants Mike Cikos - Needham & Company Gil Luria - D.A. Davidson Michael Turits - KeyBanc Sanjit Singh - Morgan Stanley Arvind Ramnani - Paper Stanley Kingsley Crane - Cannaccord Pat Walravens - JMP Securities Arsenije Matovic - Wolfe Resear ...

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.