May 28, 08:17 PM

C3.ai Beats Q4 Estimates With $108.7M Revenue, GAAP EPS ($0.60), Shares Surge Up to 16% After Hours

C3.ai Inc. reported its fiscal fourth quarter and full-year 2025 financial results, surpassing analyst expectations on both earnings and revenue. For the quarter ending April 30, the company posted adjusted earnings per share (EPS) of a $0.16 loss, beating the consensus estimate of a $0.20 loss. GAAP EPS for the quarter was a $0.60 loss. Revenue for the quarter was $108.7 million, up 26% year-over-year and above the $107.73 million analyst estimate. Subscription revenue reached $87.3 million in the quarter, representing a 9% increase from the prior year and accounting for 80% of total revenue. The company achieved a non-GAAP gross margin of 69%. For the full fiscal year 2025, C3.ai reported revenue of $389.1 million, reflecting 25% year-over-year growth, with adjusted EPS at a $0.41 loss, an improvement from a $0.47 loss in the previous year. C3 Generative AI revenue grew by over 100% during the year. C3.ai renewed and expanded its strategic partnership with Baker Hughes through June 2028, focusing on enterprise AI solutions for the energy and industrial sectors. The Baker Hughes partnership has generated over $500 million in revenue since inception. The company also strengthened its alliance with Microsoft, jointly closing 28 agreements in the quarter, and completed its first customer agreement with McKinsey & Company. C3.ai closed a total of 69 agreements in the fourth quarter and continued scaling deployments across federal and commercial sectors. Revenue growth accelerated from 6% two years ago to 25% in fiscal year 2025. Looking ahead, C3.ai projects first quarter fiscal 2026 revenue between $100 million and $109 million, with full-year guidance in the range of $447.5 million to $484.5 million. The company ended the fiscal year with $743 million in cash and securities. Following the earnings announcement, C3.ai shares rose more than 12% in after-hours trading, with some reports indicating a 16% increase.

#C3 Generative AI #Baker Hughes #Microsoft #C3

Written with ChatGPT (GPT-4).

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