NYSE$AI
C3.ai Inc. · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
C3.ai reported Q4 revenue of $51.6 million within guidance and a non-GAAP operating loss better than expected amid leadership changes.
C3.ai announced preliminary Q4 and full year fiscal 2026 results with revenue meeting guidance. The company completed a restructuring expected to deliver significant annualized cost savings and Thomas Siebel resumed the CEO role. Cash, cash equivalents and investments stood at $575.4 million at period end.
- Q4 revenue reached $51.6 million, within the guided range of $48.0-$52.0 million.
- Non-GAAP operating loss of $54.4 million improved on guidance of $56.0-$64.0 million loss.
- Full-year revenue totaled $250.3 million; restructuring actions target $135 million in annualized non-GAAP cost savings.
- Thomas Siebel resumed CEO role effective May 8, 2026 while Stephen Ehikian continues as President.
Headline financials
Revenue & EPS history
C3.ai · Revenue · Quarterly
$51.6M
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
Company expects restructuring to support path to free cash flow generation, non-GAAP profitability and return to significant top-line growth.
Tailwinds
- Restructuring substantially complete with $135 million annualized non-GAAP cost savings targeted.
- Early benefits of cost actions already visible in Q4 operating results.
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 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
| 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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