NYSE$AI

C3.ai Inc. · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

C3.ai announced record fiscal year 2021 results with fourth quarter revenue increased by 26% year over year.

C3.ai reported strong Q4 and full fiscal year results, demonstrating leadership in enterprise AI application software with revenue reaching $52.3 million, a 26% increase year-over-year, and a growing customer base expanding across various industries and geographies.

  • Total revenue for the quarter was $52.3 million, up 26% year over year.
  • Subscription revenue for the quarter was $43.1 million, up 17% year over year.
  • Gross profit for the quarter was $40.6 million, representing a 78% gross margin.
  • Total enterprise AI customer count reached 89, an 82% increase year over year.

Headline financials

Total Revenue

$52.3M

Previous: $41.6M+25.6%
EPS (adj)

-$0.24

Previous: $0.17-241.2%
GAAP gross margin

78.0%

Previous: 77.0%+1.3%
Gross Profit

$40.6M

Previous: $32.1M+26.4%

Revenue & EPS history

C3.ai · Revenue · Quarterly

$52.3M

Q4 2021+25.6%vs Q4 2020
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

C3.ai · $52.3M total across 2 segments · Q4 2021

  • Subscription
    $43.1M+17.1%
  • Professional services
    $9.17M+89.0%

Forward guidance

C3 AI provided guidance for the first quarter and full year of fiscal 2022.

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 Q4 2021

Historical avgQ4 2021

-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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