C3.ai, Inc. · NYSE:AI
C3.ai — Q1 2026 Earnings Presentation
22 slides from C3.ai's earnings presentation, Sep 3, 2025
Slide 1: Investor Supplemental FY26-Q1
Investor Supplemental FY26-Q1 September 3, 2025
Slide 2: Disclaimer
Disclaimer This press release contains forward-looking statements within the meaning of the Private Securities This presentation also contains estimates and other statistical data made by Litigation Reform Act of 1995. The words “anticipate,” “believe,” “continue,” “estimate,” “expect,” independent
Slide 3: C3 AI Announces New Chief Executive Officer
C3 AI Announces New Chief Executive Officer Stephen Ehikian Chief Executive Officer Stephen Ehikian is Chief Executive Officer of C3 AI. He is a seasoned technology executive in the enterprise software industry and public- sector leader. Mr. Ehikian successfully built and scaled RelateIQ and Airkit.
Slide 4: FY26-Q1 Highlights
FY26-Q1 Highlights Revenue Initial Production Number of Cash Deployments Agreements Balance $70.3M 28 46 $711.9M 4 © 2025 C3.ai Inc. All Rights Reserved.
Slide 5: © 2025 C3.ai Inc. All Rights Reserved.
5 © 2025 C3.ai Inc. All Rights Reserved.
Slide 6: FY26-Q1 C3 AI Partner Model Success
FY26-Q1 C3 AI Partner Model Success • In Q1, the Company closed 40 agreements through its partner network. • The joint 12-month qualified opportunity pipeline with partners increased by 54% year-over-year. • C3 AI and Microsoft jointly closed 24 agreements, with customer wins across manufacturing an
Slide 7: Customer Success
Customer Success 7 © 2025 C3.ai Inc. All Rights Reserved.
Slide 8: Guidance
Guidance FY26-Q2 Total Revenue ($ million) $72.0 - $80.0 (15) % – (24) % YoY Growth % Non-GAAP Loss from Operations $(49.5) - $(57.5) ($ million) Given the appointment of a new Chief Executive Officer and the recent restructuring of the sales and services organizations, the Company is withdrawing it
Slide 9: Finance Update
Finance Update 9 © 2025 C3.ai Inc. All Rights Reserved.
Slide 10: FY26-Q1 Summary Financial Results
FY26-Q1 Summary Financial Results FY26-Q1 Revenue $70.3 million Subscription Revenue $60.3 million Subscription and Prioritized Engineering Services Revenue Combined $69.0 million Non-GAAP Gross Profit $36.3 million Non-GAAP Gross Margin 52% Non-GAAP Loss from Operations ($57.8) million Non-GAAP Net
Slide 11: Total Revenue Mix
Total Revenue Mix % of Total Revenue Subscription 84% 86% Revenue Prioritized Engineering Services Revenue 12% 12% 2% Service Fees Revenue 4% FY25-Q1 FY26-Q1 Note: Numbers and percentages are rounded for presentation purposes. 11 © 2025 C3.ai Inc. All Rights Reserved.
Slide 12: Bookings Diversity by Industry: FY26-Q1
Bookings Diversity by Industry: FY26-Q1 Hospitals and Healthcare Other 3.5% 2.3% Manufacturing State and Local Government 5.2% 4.4% Other 5.5% Construction Life Sciences 4.5% 5.8% Chemicals Agriculture and Federal, 4.5% Forestry Defense and 6.3% Aerospace 31.0% Energy / Utilities 6.9% Manufacturing
Slide 13: Initial Production Deployments Diversity by Industry
Initial Production Deployments Diversity by Industry FY26-Q1 Telecommunications 3.6% Energy / Utilities 3.6% Oil and Gas 7.1% Agriculture and Forestry 7.1% Federal, Defense and Aerospace 32.1% Construction Initial Production 7.1% Deployments FY26-Q1 State and Local Government 10.7% Manufacturing 28.
Slide 14: Generative AI Initial Production Deployments Diversity by Industry
Generative AI Initial Production Deployments Diversity by Industry FY26-Q1 Telecommunications 16.7% Federal, Defense and Aerospace Generative AI 33.3% Oil and Gas Initial Production 16.7% Deployments FY26-Q1 Construction Manufacturing 16.7% 16.7% Note: Fiscal year ends April 30. Percentages are roun
Slide 15: Initial Production Deployments Account Profile: FY26-Q1
Initial Production Deployments Account Profile: FY26-Q1 # Initial Production Deployments 12 9 4 3 0 Account size in revenue $0 - $100M $100M - $1B $1B - $10B $10B - $100B >$100B 15 © 2025 C3.ai Inc. All Rights Reserved.
Slide 16: C3 AI Investment Thesis
C3 AI Investment Thesis Huge Addressable Market First-mover Advantage Patented Enterprise AI Application Platform Substantial Market Partner Ecosystem Recognized AI Market Leadership Proven Track Record of Success Veteran Disciplined Management Team High-Performance Corporate Culture Excellence in E
Slide 17: © 2025 C3.ai Inc. All Rights Reserved.
17 © 2025 C3.ai Inc. All Rights Reserved.
Slide 18: Appendix
Appendix 18 © 2025 C3.ai Inc. All Rights Reserved.
Slide 19: Income Statement
Income Statement 19 © 2025 C3.ai Inc. All Rights Reserved.
Slide 20: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation 20 © 2025 C3.ai Inc. All Rights Reserved.
Slide 21: Free Cash Flow
Free Cash Flow 21 © 2025 C3.ai Inc. All Rights Reserved.
Slide 22: Ss C3.al
Ss C3.al