Investor Supplemental FY26-Q2 December 3, 2025 Disclaimer This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words "anticipate," "believe," "continue," "estimate," "expect," "intend," "may," "will" and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these words. Forward-looking statements in this press release include, but are not limited to, statem ...

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]

Financial Highlights - C3 AI's Q3 FY25 total revenue reached $98.8 million[27], with subscription revenue accounting for $85.7 million[27] - Subscription revenue growth was 22% year-over-year[6, 8] - Total revenue growth was 26% year-over-year[6, 8] - C3 AI's cash balance stands at $724.3 million[6] - The company anticipates Q4 FY25 total revenue between $103.6 million and $113.6 million, projecting year-over-year growth of 20% to 31%[22] - For the full fiscal year 2025, C3 AI expects total revenue between $383.9 million and $393.9 million, representing year-over-year growth of 24% to 27%[22] Partner Ecosystem - C3 AI closed 47 agreements with and through its partner network in Q3, a 74% increase year-over-year[11] - Microsoft and C3 AI closed 28 agreements across 9 industries, a 460% increase quarter-over-quarter[11] Bookings Diversity - In FY25-Q3, State and Local Government accounted for 28.8% of total bookings, while Federal, Defense and Aerospace contributed 24.6%[32]