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C3.ai(AI) - 2025 Q4 - Earnings Call Presentation
2025-05-28 20:28
Financial Highlights - C3 AI's FY25-Q4 revenue reached $108.7 million[22], representing a 26% growth compared to FY24-Q4[5, 8] - Subscription revenue for FY25-Q4 was $87.3 million[22] - The company's cash balance stands at $742.7 million[5] - For FY25, total revenue was $389.1 million, a 25% year-over-year increase[6, 23] - Subscription revenue accounted for 84% of the total revenue in FY25[6] - Non-GAAP gross margin for FY25 was 69.6%[6, 23] Partner Ecosystem - C3 AI closed 193 agreements through its partner network in FY25, a 68% year-over-year increase, accounting for 73% of total agreements[12] - Partner-supported bookings grew by 419% year-over-year in Q4[12] Guidance - C3 AI projects FY26-Q1 total revenue to be between $100.0 million and $109.0 million, representing a 15%-25% year-over-year growth[19] - The company anticipates FY26 total revenue to be between $447.5 million and $484.5 million, also a 15%-25% year-over-year growth[19]