C3.Ai, Inc. Stock Price, News & Analysis

C3 AI (NYSE:AI) reported fiscal Q1 2026 results with total revenue of $70.3 million, including $60.3 million in subscription revenue. The company announced significant organizational changes, including the appointment of Stephen Ehikian as CEO effective September 1, 2025, with founder Thomas M. Siebel transitioning to Executive Chairman.

The quarter saw 46 closed agreements, including 28 initial production deployments. C3 AI launched its Strategic Integrator Program (SIP), an OEM initiative for partners to build Enterprise AI applications. The company's cash balance stands at $711.9 million. For Q2 FY2026, C3 AI projects revenue between $72.0-$80.0 million.

Financial performance included a GAAP net loss of $(0.86) per share and non-GAAP net loss of $(0.37) per share. The company withdrew its full-year fiscal 2026 guidance due to the leadership transition and sales reorganization.

C3 AI (NYSE: AI) has announced the appointment of Stephen Ehikian as its new Chief Executive Officer, effective September 1, 2025. Former CEO Thomas M. Siebel will transition to the role of Executive Chairman.

Ehikian brings significant experience in AI and enterprise software, having founded RelateIQ and Airkit.ai, both later acquired by Salesforce. He most recently served as Acting Administrator of the U.S. General Services Administration, where he implemented the President's AI Action Plan and modernized federal procurement processes.

The appointment has received strong endorsements from notable board members, including former Secretary of State Dr. Condoleezza Rice and former Joint Chiefs of Staff Vice Chairman General John Hyten, who emphasized Ehikian's unique combination of entrepreneurial success, technological expertise, and public service experience.

C3 AI (NYSE:AI) announced a significant partnership expansion with Eletrobras, Latin America's largest power utility. Following a successful pilot across 10 substations in 2024, Eletrobras will implement C3 AI Grid Intelligence across its entire transmission network in Brazil.

The expansion is part of Eletrobras' Eletro.ia program, which aims to scale AI implementation company-wide. The solution includes C3 Generative AI for operational reporting and leverages the C3 Agentic AI Platform to provide real-time fault monitoring and resolution, reducing incident response time from hours to less than 10 seconds.

C3 AI (NYSE: AI) has been selected for the Constellation ShortList™ for Artificial Intelligence and Machine Learning Best-of-Breed Platforms for Q3 2025, marking its fifth ShortList recognition in 18 months. The company was recognized among 15 other vendors for providing comprehensive tools for building, deploying, and managing custom machine learning models.

CEO Thomas M. Siebel highlighted the company's focus on building enterprise-scale AI applications efficiently and cost-effectively. The recognition emphasizes C3 AI's capabilities in creating custom AI and ML models, including new no-code/low-code and automated capabilities that enable data-savvy team members to build ML models without deep data science expertise.

C3 AI (NYSE: AI) has launched C3 Agentic AI Websites, a new product that transforms standard websites into interactive, conversational platforms. The solution, powered by proprietary content parsing and generative AI architecture, enables visitors to find information through natural conversation rather than traditional navigation.

The product offers instant answers by synthesizing data from across an enterprise's website ecosystem, including product pages, case studies, documents, and videos. Key benefits include personalized user experiences, accelerated conversion rates, and maintained brand consistency. The solution is available with a 30-day free trial, followed by an annual subscription of $150,000.

C3 AI (NYSE: AI) has launched its Strategic Integrator Program, allowing partners to license the C3 Agentic AI Platform to build Enterprise AI applications. The program enables partners to develop applications 10 to 100 times faster than traditional methods while retaining intellectual property rights for their developments.

The inaugural partners include Fractal, SMX, and Groundswell. Partners gain access to the C3 AI developer community, C3 AI Academy training, agentic coding assistance, expert support, and go-to-market collaboration. The program represents a strategic expansion of C3 AI's ecosystem, with partners able to create and market derivative Enterprise AI applications.

C3 AI (NYSE: AI) has announced a comprehensive restructuring of its global sales and services organization in Q1 2025, bringing in new leadership to drive growth. Key appointments include Rob Schilling as EVP and Chief Commercial Officer, John Kitchingman as General Manager of EMEA, Jeff Cosseboom as Group VP of North America East Sales, and Lars Farnstrom as Group VP of Nordics.

CEO Thomas M. Siebel acknowledged that Q1 sales were "completely unacceptable," attributing the poor performance to two factors: the disruptive effect of the reorganization and his reduced participation in sales due to health issues. Siebel also disclosed that the company is actively searching for his successor as CEO.

The restructuring aims to ensure accelerated growth and increased customer success, leveraging the company's market opportunity and product offering.

C3.ai (NYSE: AI) has released preliminary financial results for its fiscal first quarter 2026 ended July 31, 2025. The enterprise AI software company reported preliminary total revenue of $70.2-70.4 million, with a GAAP loss from operations of ($124.7-124.9 million) and a non-GAAP loss from operations of ($57.7-57.9 million).

The company maintains a strong cash position with $711.9 million in cash, cash equivalents, and marketable securities as of July 31, 2025. Complete financial results and fiscal 2026 guidance will be discussed during the earnings conference call scheduled for September 3, 2025.

C3.ai (NYSE: AI) has announced the initiation of a CEO succession search following Chairman and CEO Thomas M. Siebel's disclosure of an autoimmune disease diagnosis that has caused significant visual impairment. The search will be conducted by a prominent search firm, overseen by a committee comprising C3.ai board members and management team.

Siebel will continue as CEO until his successor is appointed, after which he will transition to the role of Executive Chairman, focusing on strategy, product innovation, and key relationships with partners and customers. The company aims to find a leader capable of driving C3.ai's next growth phase.