C3.ai: Revenue Quality Issues Come To A Head

C3.ai, Inc. (NYSE: AI ) reported extremely poor results in the first quarter of FY26, bringing to light some of the issues with the company. The poor quarter was particularly notable given the strength exhibitedRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with secular growth opportun ...