C3.Ai, Inc. Stock Price, News & Analysis

The U.S. Air Force Rapid Sustainment Office (RSO) has increased C3 AI's (NYSE: AI) contract ceiling to $450 million through October 2029, representing a $350 million expansion from the initial $100 million ceiling. The extension supports the broader deployment of C3 AI's predictive maintenance platform PANDA (Predictive Analytics and Decision Assistant) across the Air Force's fleet.

PANDA, powered by C3 Agentic AI Platform and C3 AI Readiness application, monitors components on various aircraft including the B1-B Lancer, C-5 Galaxy, KC-135 Stratotanker, C-17 Globemaster III, and C-130J Super Hercules. The system has potential to increase aircraft availability by up to 25% and has already demonstrated improvements in fleet availability while reducing lifecycle costs and unscheduled maintenance.

C3.ai (NYSE: AI) reported strong fiscal Q4 and full-year 2025 results, with Q4 revenue growing 26% YoY to $108.7 million. Full-year revenue reached $389.1 million, up 25% from the previous year. The company's subscription revenue, constituting 84% of total revenue, increased 18% to $327.6 million for FY2025. C3.ai expanded across 19 industries and renewed its strategic partnership with Baker Hughes through 2028. Notable achievements include a $450 million U.S. Air Force contract, 100% growth in State/Local Government and Generative AI businesses, and strengthened alliances with Microsoft, AWS, and Google Cloud. The company closed 264 agreements in FY2025, up 38% YoY. Despite growth, C3.ai reported a GAAP net loss of $(2.24) per share for the year. For FY2026, the company projects revenue between $447.5-$484.5 million.

C3 AI (NYSE: AI) and Baker Hughes have announced the renewal and expansion of their joint venture agreement through June 2028. The partnership, established in 2019, focuses on developing and marketing Enterprise AI solutions for the oil and gas and chemical industries. The collaboration has already generated over half a billion dollars in revenue from these markets, serving major clients including Shell, Eni, QatarEnergy LNG, and ExxonMobil.

Baker Hughes will expand its internal use of C3 AI solutions, including Sourcing Optimization, Inventory Optimization, and Sustainability Suite. The partnership has helped customers achieve efficiency and sustainability gains through production optimization, reduced downtime, and enhanced operational visibility. This marks the fourth renewal and amendment since the initial 2019 agreement.

C3 AI (NYSE: AI) has appointed Kenneth A. Goldman to its board of directors, effective May 21, 2025. Goldman brings over 40 years of experience in financial leadership and corporate strategy across enterprise software and technology sectors. He most recently served as President at Hillspire, a family office and asset management firm, and previously held CFO positions at Yahoo!, Fortinet, and Siebel Systems.

Goldman has served on over 40 corporate boards throughout his career and currently serves on the boards of Fortinet and RingCentral. He will work closely with C3 AI's leadership team, focusing on financial operations and governance as the company scales its Enterprise AI operations.

C3 AI (NYSE: AI) has announced it will release its financial results for the fourth quarter and full fiscal year 2025 after U.S. markets close on Wednesday, May 28, 2025. The company will host a conference call and webcast at 2:00 p.m. PDT / 5:00 p.m. EDT on the same day, where analysts and investors can participate in a Q&A session. The earnings call can be accessed through telephone registration or webcast registration, with a replay available for 30 days on C3 AI's Investor Relations website.

C3 AI (NYSE: AI) and Arcfield have announced a strategic partnership to enhance AI capabilities for defense and intelligence agencies. The collaboration will utilize the C3 Agentic AI Platform and C3 Generative AI to develop and deploy Enterprise AI applications.

Arcfield will integrate C3 AI's technology into its existing service offerings, including systems engineering, modeling and simulation, supply chain optimization, and predictive maintenance solutions. The partnership aims to streamline processes and generate intelligent insights for space defense, space exploration, and hypersonic and nuclear deterrence missions.

The collaboration leverages Arcfield's 65-year experience in critical missions and C3 Generative AI's enterprise-grade capabilities, featuring natural language search, chat interface, and robust security controls.

C3 AI (NYSE: AI) has been recognized as one of The Americas' Fastest Growing Companies 2025 by The Financial Times, highlighting its continued growth in Enterprise AI leadership. The recognition is based on revenue growth performance between 2020 and 2023, where Statista analyzed over 1,000 publicly listed companies to select the top 300 fastest-growing companies.

Chairman and CEO Thomas M. Siebel emphasized that this recognition validates their vision and execution in the Enterprise AI space, pointing to the company's 15+ years of experience, partnerships, and strategic focus on AI applications as key factors positioning them for sustained growth across industries.

C3 AI (NYSE: AI) and PwC have announced a strategic alliance to accelerate enterprise-scale AI adoption across key industries. The partnership combines C3 AI's Enterprise AI application software with PwC's advisory and transformation services expertise.

The alliance will initially focus on joint customers in banking, financial services, industrial manufacturing, and utilities, offering industry-specific solutions including:

• C3 AI Reliability for predictive maintenance and asset performance
• C3 AI Anti-Money Laundering for combating fraud and regulatory risk
• C3 AI Energy Management for reducing energy costs and emissions

The collaboration aims to deliver tailored AI solutions that enhance autonomous decision-making, optimize operations, and drive sustainable growth while ensuring compliance with regulatory frameworks.

C3 AI (NYSE: AI) has announced the listing of its enterprise AI applications in the AWS Marketplace for the U.S. Intelligence Community (ICMP). The offerings include the C3 Agentic AI Platform and the complete suite of pre-built AI applications, such as the C3 AI Defense and Intelligence Suite and C3 Generative AI.

The ICMP is a curated digital catalog from Amazon Web Services that facilitates the discovery, purchase, and deployment of software packages specifically designed for government customers. According to Dan Gelston, President of C3 Federal Systems, several C3 AI applications, including C3 Generative AI, are already being utilized by multiple U.S. Department of Defense agencies, resulting in lower operating costs and faster decision-making processes.