NYSE$AI

C3.ai Inc. · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

C3.ai reported Q3 2026, revenue of $53.3M, a net loss of $133.4M, diluted EPS of $-0.94.

For Q3 2026, C3.ai reported revenue of $53.3M, a net loss of $133.4M, diluted EPS was $-0.94. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $53.3M.
  • Net loss $133.4M.
  • Diluted EPS $-0.94.

Headline financials

Total Revenue

$53.3M

Previous: $98.8M-46.1%
EPS (adj)

-$0.94

Previous: -$0.12-683.3%
Non-GAAP gross margin

37.0%

Previous: 69.0%-46.4%
Subscription revenue mix

90.0%

No prior period
Subscription + prioritized services mix

97.0%

No prior period
Federal Bookings Growth

134.0%

No prior period
GAAP gross margin

17.0%

Previous: 59.0%-71.2%
Capital Expenditures

-$1.59M

Previous: -$2.1M+24.6%
Free Cash Flow

-$137M

No prior period
Net Income

-$133M

Previous: -$80.2M-66.3%
Operating Income

-$140M

Previous: -$87.6M-60.3%
Gross Profit

$9.24M

Previous: $58.3M-84.2%

Revenue & EPS history

C3.ai · Revenue · Quarterly

$53.3M

Q3 2026-46.1%vs Q3 2025
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

C3.ai · $109M total across 2 segments · Q4 2025

  • Subscription
    $87.3M
  • Professional services
    $21.4M

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 Q3 2026

Historical avgQ3 2026

-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

Earnings price reactions
QuarterReport dateReaction (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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