NYSE$AI
C3.ai Inc. · Q2 2025 earnings
Q2 2025 earnings · · Investor relations
Briefing
C3.ai reported strong Q2 2025 financial results with accelerated revenue growth and raised guidance for FY 2025.
C3.ai announced an outstanding quarter with strong top- and bottom-line performance, marking the seventh consecutive quarter of accelerating revenue growth. The strategic alliance with Microsoft is expected to drive significant growth in Enterprise AI adoption.
- Total revenue for the quarter was $94.3 million, an increase of 29% compared to the previous year.
- Subscription revenue was $81.2 million, representing 86% of total revenue, a 22% increase year-over-year.
- GAAP gross profit for the quarter was $57.8 million, with a 61% gross margin.
- The company closed 62% of total agreements with and through its partner network.
Headline financials
Revenue & EPS history
C3.ai · Revenue · Quarterly
$94.3M
Revenue by segment
C3.ai · $109M total across 2 segments · Q4 2025
- Subscription$87.3M—80.3%
- Professional services$21.4M—19.7%
Forward guidance
The Company’s guidance includes GAAP and non-GAAP financial measures. The following table summarizes C3 AI’s guidance for the third quarter of fiscal 2025 and full-year fiscal 2025
Tailwinds
- Total revenue for Q3 Fiscal 2025 is expected to be between $95.5 million and $100.5 million.
- Total revenue for Full Year Fiscal 2025 is expected to be between $378.0 million and $398.0 million.
Headwinds
- Non-GAAP loss from operations for Q3 Fiscal 2025 is expected to be between $(38.6) million and $(46.6) million.
- Non-GAAP loss from operations for Full Year Fiscal 2025 is expected to be between $(105.0) million and $(135.0) million.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2025
-1.0%
Avg return
Earnings day
-3.2%
Avg return
5 days after
-5.2%
Avg return
30 days after
41%
9 / 22 earnings
Positive
+37.4%
Q3 2023
Best reaction
-21.1%
Q1 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | -1.3% | -0.5% | +24.7% | |
| Q3 2026 | +0.5% | -11.7% | -24.7% | |
| Q2 2026 | +4.1% | +6.8% | -8.4% | |
| Q1 2026 | -9.1% | -5.6% | +14.9% | |
| Q4 2025 | +20.7% | +11.5% | +5.3% | |
| Q3 2025 | -9.7% | -16.4% | -17.5% | |
| Q2 2025 | +3.0% | -2.6% | -17.8% | |
| Q1 2025 | -9.9% | -8.8% | +2.7% | |
| Q4 2024 | +18.5% | +22.2% | +20.2% | |
| Q3 2024 | +22.8% | +13.2% | -10.1% | |
| Q2 2024 | -13.4% | -6.3% | -9.3% | |
| Q1 2024 | -12.2% | -10.2% | -21.3% | |
| Q4 2023 | -15.6% | -19.6% | -17.1% | |
| Q3 2023 | +37.4% | +26.1% | +61.9% | |
| Q2 2023 | +7.6% | +10.1% | -8.7% | |
| Q1 2023 | -21.1% | -21.2% | -32.1% | |
| Q4 2022 | -6.9% | +1.4% | +1.2% | |
| Q3 2022 | +6.3% | -7.6% | +4.4% | |
| Q2 2022 | -18.7% | -18.2% | -15.4% | |
| Q1 2022 | -7.5% | -1.8% | -11.0% | |
| Q4 2021 | -4.9% | -15.1% | -15.6% | |
| Q3 2021 | -12.4% | -15.4% | -41.4% | |
| Q2 2021 | — | — | — | |
| Q1 2021 | — | — | — | |
| Q4 2020 | — | — | — | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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