---
schema_version: "secwatch.filing_event.v1"
accession: "0001577526-26-000013"
form_type: "8-K"
ticker: "AI"
cik: "0001577526"
company_name: "C3.ai, Inc."
filed_at: "2026-02-25T23:59:59+00:00"
generated_at: "2026-05-16T00:18:07.301024+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# C3.ai Q3 revenue $53.3M, GAAP EPS -$0.94; restructures with 26% workforce cut targeting $135M savings

## Summary
- Revenue $53.3M; subscription revenue $48.2M (90% of total); GAAP net loss per share $(0.94), non-GAAP $(0.40).
- Federal, defense & aerospace bookings up 134% YoY, representing 55% of total bookings; 44 agreements closed.
- Approved restructuring plan: 26% global workforce reduction, ~$10M-$12M pre-tax charges in Q4 FY2026.
- Expected annual cost savings of ~$135M in non-GAAP operating expenses; non-employee costs to be cut ~30%.
- Cash, cash equivalents, and marketable securities $621.9M as of Jan 31, 2026.

## SEC filing metadata
- accession: 0001577526-26-000013
- form_type: 8-K
- ticker: AI
- cik: 0001577526
- company_name: C3.ai, Inc.
- filed_at: 2026-02-25T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01, 2.05
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1577526/000157752626000013/0001577526-26-000013-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1577526/000157752626000013/ai-20260224.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001577526-26-000013
- JSON: https://secwatch.observer/filing/0001577526-26-000013.json
- Plain text: https://secwatch.observer/filing/0001577526-26-000013.txt

## Source-grounded claims
- claim_id: 88bb68fc2a2836e4ad19476ff8688a0db00a02bc
  claim: C3.ai, Inc. announced a restructuring with charges of approximately $10.0 million to $12.0 million affecting global workforce (26% reduction in its global workforce).
  evidence_excerpt: In connection with the reduction of the Company’s global workforce, the Company estimates that it will incur approximately $10.0 million to $12.0 million in pre-tax restructuring charges in the fourth quarter of fiscal year 2026, consisting of cash expenditures related to severance, other one-time termination benefits, and non-cash expenditures related to stock-based compensation.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1577526/000157752626000013/0001577526-26-000013-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.