C3.ai(US:AI) 智通财经网·2026-02-26 01:18Group 1 - C3.ai reported disappointing Q3 earnings and guidance, with revenue down 46% year-over-year to $53.3 million, significantly below analyst expectations of $75.9 million [1] - Subscription revenue accounted for 90% of total revenue, totaling $48.2 million, while adjusted EPS was -$0.40, worse than the expected -$0.29 [1] - The company secured 44 agreements in Q3, including contracts with the U.S. Department of Agriculture, Department of Energy, NATO Communications and Information Agency, and ExxonMobil, with federal and defense orders up 134% year-over-year [1] Group 2 - C3.ai announced a restructuring plan under new CEO Stephen Ehikian, which includes a 26% reduction in global workforce, affecting approximately 1,181 full-time employees [2] - The restructuring is expected to incur $10 million to $12 million in costs this quarter and aims to reduce non-wage-related costs by about 30% by the end of 2027 [2] - The plan is projected to save C3.ai approximately $135 million annually and improve cash consumption in adjusted operating expenses [2]