
C3.ai, trading under the ticker $AI, reported its Q2 earnings with notable results. The company posted revenue of $94.3 million, a 29% year-over-year increase, surpassing the consensus estimate of $91.02 million. Subscription revenue accounted for $81.2 million, or 86% of total revenue, reflecting a 22% increase from the previous year. The company also reported a non-GAAP loss per share of $0.06, beating the consensus estimate of a $0.16 loss. Gross margin for the quarter was 70%, exceeding the estimated 68.8%. For Q3, C3.ai provided revenue guidance of $95.5 million to $100.5 million, aligning with market expectations of $97.6 million. The full-year revenue guidance was set at $378 million to $398 million, slightly above the consensus of $382.5 million. However, the company revised its FY25 operating margin guidance downward, raising concerns among investors. Additionally, a disclosure revealed that the CEO can sell stock if the share price reaches a minimum target of $45. Despite these concerns, the stock rose 15% in after-hours trading.



$AI bigger than recent trend 5% rev beat but only guiding in-line with street revs for q3 and -44% OMs; bumper revs for the year up by 1% but cut OM guide by 230bps- squeezy stock as everyone knows
C3. $AI Q2 Earnings Highlights: 🔹 Revenue: $94.3M (Est. $91.0M) 🟢; +29% YoY 🔹 Non-GAAP Loss per Share: -$0.06 (Est. -$0.16) 🟢 🔹 Gross Margin: 70% (Est. 68.8%) 🟢 Outlook: 🔹 Q3 Revenue: $95.5M-$100.5M (Est. 97.6M) 😐 🔹 FY Revenue: $378.0M-$398.0M (Est. 382.5M) 🟢 Q3…
$AI (already up a lot recently) is up 15% AH in spite of making its already-awful FY25 op. loss guide even worse, while just slightly improving its revenue guide (new guide in first screenshot, old guide in second). As dumb as things are right now, this move probably gets faded. https://t.co/k9nSeMsi5U