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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]
C3.ai(AI) - 2025 Q3 - Earnings Call Presentation
2025-02-27 00:15
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]