Every 10-Q that C3.Ai, Inc. (AI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow AI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AI filings page.
C3.ai, Inc. (AI) reported lower revenue but a smaller loss for the quarter ended July 31, 2026 while emphasizing cost controls and a restructuring plan. Total revenue was $52.4 million, down from $70.3 million a year earlier, as subscription revenue fell to $49.2 million and professional services to $3.2 million. Gross profit declined to $16.7 million, and the company recorded an operating loss of $98.3 million, though this improved from a $124.8 million loss last year. Net loss narrowed to $92.8 million, or $0.60 per share, from $116.8 million, or $0.86 per share.
C3.ai generated $2.1 million of operating cash flow versus a $33.5 million outflow a year ago, helped by higher deferred revenue, which rose to $53.7 million. Remaining performance obligations were $200.0 million, slightly below $203.1 million at April 30, 2026. Liquidity remains strong, with $136.4 million in cash and equivalents and $514.6 million in marketable securities. The company is executing a restructuring plan focused on workforce and vendor cost reductions, sales reorganization, and product prioritization in high-growth AI and automation areas, while continuing to invest heavily in stock-based compensation of $59.2 million for the quarter.
C3.ai, Inc. reported significantly weaker results for the quarter and nine months ended January 31, 2026. Quarterly revenue fell to $53.3 million from $98.8 million a year earlier, with subscription revenue at $48.2 million and professional services at $5.1 million. The company posted a quarterly net loss of $133.4 million, compared with a loss of $80.2 million, as operating expenses and stock-based compensation remained high.
For the nine-month period, revenue was $198.7 million versus $280.3 million, while net loss widened to $354.8 million. Operating cash outflow was $135.8 million. As of January 31, 2026, C3.ai held $88.8 million in cash and cash equivalents and $533.1 million in marketable securities, with stockholders’ equity of $719.5 million.
Remaining performance obligations were $225.4 million, with about $136.0 million expected to be recognized over the next 12 months. The company approved a restructuring plan that includes a 26% global workforce reduction and an expected $10.0–$12.0 million in restructuring charges in the fourth quarter of fiscal 2026 to reduce cash burn and non‑employee costs.
C3.ai, Inc. reported weaker results for the quarter ended October 31, 2025. Total revenue fell to $75.1 million from $94.3 million a year earlier, driven by lower subscription revenue and a sharp drop in professional services. For the first six months, revenue declined to $145.4 million from $181.6 million.
Operating costs continued to rise, especially in sales and marketing, research and development, and general and administrative expenses. As a result, the quarterly net loss widened to $104.7 million from $66.0 million, and the six‑month net loss increased to $221.4 million from $128.8 million. Stock-based compensation was significant at $68.9 million for the quarter and $133.6 million year-to-date.
Cash, cash equivalents and marketable securities remained sizable, with marketable securities of $571.8 million and cash and cash equivalents of $103.2 million as of October 31, 2025. However, the company used $80.0 million of cash in operating activities over six months. Remaining performance obligations totaled $232.5 million, with $136.0 million expected to be recognized as revenue over the next 12 months.