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C3.ai(AI) - 2022 Q2 - Earnings Call Transcript
2021-12-02 02:19
C3.ai, Inc. (NYSE:AI) Q2 2022 Results Conference Call December 1, 2021 5:00 PM ET Company Participants Paul Phillips - VP, IR Tom Siebel - Chairman and CEO David Barter - CFO Adeel Manzoor - SVP and Chief Administrative Officer Conference Call Participants Sanjit Singh - Morgan Stanley Luke Morison - Canaccord Jack Andrews - Needham Brad Sills - Bank of America Mark Murphy - JPM Operator Good evening. Thank you for attending today’s C3 AI Second Quarter Fiscal Year 2022 Earnings Call. My name is Tania, and ...
C3.ai, Inc. (AI) Management Presents 2021 Annual Meeting of Stockholders (Transcript)
2021-10-06 19:46
C3.ai, Inc. (NYSE:AI) 2021 Annual Meeting of Stockholders Conference Call October 6, 2021 1:00 PM ET Company Participants Chip Lutton - Senior Vice President and General Counsel Conference Call Participants Operator Welcome to the Annual Meeting for C3.ai. Our host for today's call is Chip Lutton, Senior Vice President and General Counsel. At this time, all participants will be in a listen-only mode. I would now like to turn the call over to your host. Mr. Lutton, you may begin. Chip Lutton Thank you. Hello ...
C3.ai, Inc. (AI) CEO Tom Siebel Presents at Piper Sandler 2021 Virtual Global Technology Conference (Transcript)
2021-09-13 20:31
Summary of C3.ai Conference Call Company Overview - **Company**: C3.ai, Inc. (NYSE: AI) - **Industry**: Artificial Intelligence and Enterprise Software Key Points and Arguments Technology Landscape and Impact - The technology landscape has evolved significantly over the past 30 years, with advancements in the Internet, mobile devices, and AI being pivotal [2][3] - The elastic cloud computing has revolutionized the industry by providing virtually infinite computing capacity and storage, enabling the resolution of previously unsolvable problems [3][6] C3.ai's Vision and Development - C3.ai was founded to leverage emerging technologies such as elastic cloud computing, big data, IoT, and predictive analytics, aiming to create a suite of software services [6] - The company has invested nearly $1 billion in developing its technology stack, which includes 40 turnkey applications across various industries [6][27] Market Opportunity - The AI applications market is projected to be a significant segment of the $1 trillion software market, with C3.ai aiming to establish a leadership position [6] - The CRM market is valued at approximately $120 billion annually, presenting a substantial opportunity for C3.ai's AI-enabled CRM solutions [13] Strategic Partnerships - C3.ai has formed strategic partnerships with major companies like Google Cloud, Microsoft, and Baker Hughes to enhance market reach and leverage their sales forces [8][9] - These partnerships allow C3.ai to distribute its applications globally, significantly increasing its market leverage [9] Model-Driven Architecture - C3.ai's model-driven architecture allows for interoperability across various platforms (AWS, Azure, Google Cloud), enabling faster deployment and reduced complexity for clients [16][20] - This architecture is designed to minimize the need for extensive custom development, allowing clients to focus on application deployment rather than data integration [16][24] Customer Success Stories - C3.ai has implemented large-scale AI applications, such as smart grid analytics for predictive maintenance, which has significant social and economic benefits [28][29] - Shell is utilizing C3.ai for various applications, including predictive maintenance and production optimization, showcasing the versatility and effectiveness of the platform [29] Challenges and Market Adaptation - C3.ai has faced challenges with clients attempting to build their own solutions, leading to eventual returns to C3.ai for its established technology [31] - The company is shifting focus to small and medium-sized enterprises to reduce transaction size and increase predictability in bookings [32] Future Outlook - C3.ai is focused on enhancing human-computer interaction through visualization and voice, addressing ethical concerns related to AI, and capitalizing on the growth of cloud computing and edge computing [37][38] Additional Important Insights - The company emphasizes the importance of a robust sales ecosystem, leveraging partnerships to enhance distribution capabilities [9] - C3.ai's approach to CRM aims to integrate extensive data sources to improve revenue forecasting and customer insights [13][14] - The company is actively working to reduce the lumpiness in its booking streams by diversifying its client base and transaction sizes [32] This summary encapsulates the key insights and strategic directions discussed during the C3.ai conference call, highlighting the company's innovative approach and market positioning in the AI and enterprise software landscape.
C3.ai(AI) - 2022 Q1 - Earnings Call Presentation
2021-09-02 20:53
Business Update FY22-Q1 September 1, 2021 . . . . . . . . . . . . . . . . Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation other than statements of historical facts, including the business strategy, plans, and objectives for future operations of C3.ai, Inc. and its subsidiaries ("we," "us," or "our"), and our financial outlook, are forward-looking statements. The words "a ...
C3.ai(AI) - 2022 Q1 - Earnings Call Transcript
2021-09-02 03:45
C3.ai, Inc. (NYSE:AI) Q1 2022 Earnings Conference Call September 1, 2021 5:00 PM ET Company Participants Paul Phillips - VP, IR Tom Siebel - Chairman and CEO David Barter - CFO Conference Call Participants Michael Turits - KeyBanc Mark Murphy - JPMorgan Sanjit Singh - Morgan Stanley Adam Bergere - Bank of America DJ Hynes - Canaccord Patrick Colville - Deutsche Bank Jack Andrews - Needham Patrick Walravens - JMP Operator Good day, and thank you for standing by. Welcome to the C3.ai First Quarter Fiscal Year ...
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 ...