C3.ai第三季度財報亮點:收入和每股收益均超預期,取得重要里程碑

財報速遞
02-27
企業人工智能公司C3.ai Inc (NYSE:AI)週三收市後公佈了第三季度財務業績。 以下是關鍵亮點。 C3.ai報告第三季度收入爲9880萬美元,同比增長26%。根據Benzinga Pro的數據,這一收入總額超過了華爾街預期的9810萬美元。 本季度訂閱收入總計爲8570萬美元,同比增長22%。訂閱收入佔公司季度總收入的87%。 公司每股非GAAP淨虧損爲0.12美元,優於華爾街預期的每股虧損0.25美元。 C3.ai的首席執行官Thomas Siebel表示:“在第三季度,C3.ai取得了重要里程碑——擴大了我們的全球分銷網絡,推進了我們在agentic和生成型AI領域的領導地位,實現總收入達到9880萬美元,同比增長26%。” 公司在第三季度擴大了與微軟、AWS和麥肯錫Quantumblack的戰略合作關係。 在第三季度,C3.ai簽訂了66個協議,包括50個試點項目,同比增長72%。公司還與美國空軍、美國海軍和美國國防部達成了新的和擴大的協議。 C3.ai與微軟在九個行業簽訂了28項協議,作爲其戰略聯盟的一部分。兩家公司聯合合格的機會管道在本季度同比增長了244%。 C3.ai在第三季度結束時擁有7.243億美元的現金和現金等價物。 C3.ai將於2025年3月18-20日舉行C3 Transform 2025會議。該活動將包括C3的執行團隊、客戶、合作伙伴和銷售前景的參與。 公司表示:“通過彙集C3.ai專家和能夠證明企業AI價值的早期採用者,C3 Transform給予客戶、合作伙伴和潛在客戶機會,發現他們如何安全、有效地使用企業AI和生成型AI。” C3.ai預計第四季度收入將在1.036億至1.136億美元之間。全財政年收入預計在3.839億至3.939億美元之間。 Siebel說:“我們擁有技術、管理團隊和全球合作伙伴生態系統,通過我們與微軟、AWS和麥肯錫QuantumBlack的大幅擴展的戰略合作伙伴關係,我們相信我們擁有所有要素,可以永久改變企業AI的面貌。” AI股價動態:在盤後交易中,C3.ai股價下跌1.74%至25.98美元,相對於52周交易區間爲18.85至45.08美元。 相關閱讀: - C3.ai與麥肯錫聯手進行AI驅動的業務轉換:詳細信息 圖片來源:Shutterstock

以上內容來自Benzinga Earnings專欄,原文如下:

Enterprise artificial intelligence company C3.ai Inc (NYSE:AI) reported third-quarter financial results after market close Wednesday.

Here are the key highlights.

What Happened: C3.ai reported third-quarter revenue of $98.8 million, up 26% year-over-year. The revenue total beat a Street consensus estimate of $98.1 million, according to data from Benzinga Pro.

Subscription revenue totaled $85.7 million in the quarter, up 22% year-over-year. Subscription revenue represented 87% of the company's quarterly total.

The company had a non-GAAP net loss of 12 cents per share, which beat a street consensus estimate of a loss of 25 cents per share.

"In the third quarter, C3.ai achieved significant milestones — expanding our global distribution network, advancing our leadership in agentic and generative AI, and delivering total revenue reaching $98.8 million, up 26% year-over-year," C3.ai CEO Thomas Siebel said.

The company expanded strategic partnerships with Microsoft, AWS and McKinsey Quantumblack in the third quarter.

During the third quarter, C3.ai closed 66 agreements including 50 pilots, an increase of 72% year-over-year. The company closed 21 state and local government agreements. During the third quarter, the company also entered into new and expanded agreements with the U.S. Air Force, U.S. Navy and U.S. Department of Defense.

C3.ai and Microsoft have closed 28 agreements across nine industries as part of its strategic alliance. The joint qualified opportunity pipeline between the two companies was up 244% year-over-year in the quarter.

C3.ai finished the third quarter with $724.3 million in cash and cash equivalents.

Read Also: C3.ai’s Options: A Look at What the Big Money is Thinking

What's Next: C3.ai will hold its C3 Transform 2025 conference from March 18-20, 2025. The event will include the participation of C3's executive team, customers, partners and sales prospects.

"By bringing together C3.ai experts and early adopters who can speak to the value of Enterprise AI, C3 Transform gives customers, partners and prospects the chance to discover exactly how they can use Enterprise AI and generative AI securely and effectively," the company said.

C3.ai is guiding for fourth-quarter revenue to be in a range of $103.6 million to $113.6 million. Full fiscal year revenue is guided to a range of $383.9 million to $393.9 million.

"We have the technology, the management team, and the global partner ecosystem — through our dramatically expanded strategic partnerships with Microsoft, AWS, and McKinsey QuantumBlack — we believe we have all the elements in place to indelibly change the face of Enterprise AI," Siebel said.

AI Price Action: C3.ai stock is down 1.74% to $25.98 in after-hours trading versus a 52-week trading range of $18.85 to $45.08.

Read Next:

  • C3.ai Teams Up With McKinsey For AI-Driven Business Transformations: Details

Photo: Shutterstock

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