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C3.ai Inc.(AI)2026财年第三季度业绩报告「NYSE」(英文版)(7页).pdf

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1、C3 AI Announces Fiscal Third Quarter 2026 ResultsFebruary 25,2026REDWOOD CITY,Calif.-(BUSINESS WIRE)-Feb.25,2026-C3.ai,Inc.(“C3 AI,”“C3,”or the“Company”)(NYSE:AI),the Enterprise AI applicationsoftware company,today announced financial results for its fiscal third quarter ended January 31,2026.Fiscal

2、 Third Quarter 2026 Financial Highlights:Total Revenue was$53.3 million.Subscription Revenue was$48.2 million.Subscription revenue constituted 90%of total revenue.Subscription and Prioritized Engineering Services Revenue Combined was$51.5 million,constituting 97%of totalrevenue.GAAP gross profit was

3、$9.2 million,representing a 17%gross margin.Non-GAAP gross profit was$19.6 million,representing a 37%non-GAAP gross margin.GAAP net loss per share was$(0.94).Non-GAAP net loss per share was$(0.40).Cash,cash equivalents,and marketable securities was$621.9 million.“I joined C3 AI six months ago and I

4、did so with a clear conviction:this company is uniquely positioned to win in Enterprise AI.That conviction hasbeen reinforced through extensive engagement with customers,prospects,partners,and investors.However,it was clear to me that we were notorganized appropriately.Weve reduced our cost structur

5、e and cash burn.Weve restructured and flattened the sales organization.Weve focusedefforts on our best-in-class applications.Weve shifted our go-to-market toward large-scale,enterprise-wide transformations.Weve accelerated howwe build and deliver product.And we are infusing our AI across every funct

6、ion at C3 AI.Those changes are substantially complete and C3 AI is now amore agile,more disciplined,and more accountable organization.Moving forward,our entire focus is on executing our return to growth and buildingC3 AI into a profitable,cash-positive business,”said Stephen Ehikian,CEO,C3 AI.Busine

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1. **财务表现**:C3 AI 2026财年Q3总营收5330万美元,订阅收入占比90%(4820万美元),GAAP毛利率17%,净亏损每股0.94美元;现金及 equivalents 6.219亿美元。 2. **业务调整**:CEO称已完成重组,优化成本结构、销售组织,聚焦核心应用及大型企业转型,目标实现盈利和现金流正。 3. **客户拓展**:新增44份协议,包括美国农业部、能源部、北约等;联邦/国防/航天领域预订量同比增134%,占总预订55%。 4. **产品进展**:C3 Generative AI签署8份协议,应用于工程报告自动化;C3 Transform大会将于2026年3月举行。 5. **财务指引**:Q4营收预期4800万-5200万美元,全年2.467亿-2.507亿美元;非GAAP运营亏损预期5600万-6400万美元。
**AI盈利了吗?** **政府订单增长多少?** **成本削减多少?**
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