earnings
confidence medium
sentiment positive
materiality 0.75
C3.ai Q2 revenue up 29% YoY to $94.3M; raises FY2025 guidance; Microsoft Azure alliance
C3.ai, Inc.
2025-Q2 EPS
reported -$1.02
vs consensus -$0.21
▼ miss
(-393.0%)
- Revenue of $94.3M, +29% YoY; subscription revenue $81.2M (+22%), 86% of total revenue.
- GAAP net loss per share $(0.52); non-GAAP net loss per share $(0.06); cash $730.4M.
- Microsoft Azure strategic alliance signed Sep 30; C3 AI solutions available on Azure marketplace and sellable by Azure global sales.
- FY2025 guidance raised (specific numbers not included in this excerpt).
- Closed 58 agreements (36 pilots); expansions with ExxonMobil, Dow, Shell, DoD, U.S. Army, and others.