AI Labs
C3.ai
30-Second Executive Brief
Executive Assessment
C3.ai functions as an emerging institution within AI Labs, backed by 0% sourcing coverage, with a stable competitive position.
- Maintains 4 mapped relationships across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as emerging institution within the AI Labs category
Executive Snapshot
- Strategic Role
- Emerging Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- Regional
- Strategic Momentum
- Insufficient Data
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 4
- Technology Domains
- 3
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
An enterprise AI software provider offering pre-built AI applications for predictive maintenance, fraud detection and supply chain optimization, undergoing a significant restructuring after founder Thomas Siebel resumed the CEO role in 2026. C3.ai reported full fiscal-year 2026 total revenue of $250.3 million with a GAAP loss from operations of $498.5 million; effective May 8, 2026, founder Thomas M.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Ford Motor Company, Johnson & Johnson
“The Company closed 22 agreements including with Heidelberg Materials, Ford Motor Company, Johnson Johnson, Holcim, Seaspan, the U.S. Department of Agriculture, the Defense Logistics Agency, the U.S. Department of War and the U.S. Marine Corps, among others.”
SEC 8-K exhibit (0001577526-26-000119) · Sep 2, 2026
Mentioned by Air Liquide
“C3 AI delivers a family of fully integrated products including the C3 Agentic AI Platform, an end-to-end platform for developing, deploying, and operating Enterprise AI applications and C3 AI applications, a portfolio of industry-specific SaaS Enterprise AI applications”
SEC 8-K exhibit (0001193125-26-218253) · May 12, 2026
Mentioned by Air Liquide
“C3 AI delivers a family of fully integrated products including the C3 Agentic AI Platform, an end-to-end platform for developing, deploying, and operating enterprise AI applications, C3 AI applications, a portfolio of industry-specific SaaS enterprise AI applications that enable the digital transformation of organizations globally, and C3 Generative AI, a suite of domain-specific generative AI offerings for the enterprise.”
SEC 8-K exhibit (0001577526-26-000056) · Jun 3, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing
- U.S. Securities and Exchange Commission (EDGAR) — C3.ai, Inc. FY2025 Annual Report (Form 10-K), filed with the SECgovernment
- C3 AI fiscal Q4/full-year 2026 earnings release — C3.ai reports FY2026 revenue of $250.3M amid restructuring and CEO returnmarket-data
- Grafa (C3.ai FY2026 Q4 results coverage) — C3.ai's Q4 FY2026 subscription revenue reaches $48.4M, 94% of total, as non-GAAP losses narrowmarket-data
Latest Activity
- FilingC3.ai filed an 8-K (items 2.02,9.01)8-K
- FilingC3.ai filed an 8-K (items 5.02)8-K
- FilingC3.ai filed an 8-K (items 8.01)8-K
- FilingC3.ai insider selling — $1,340,595 saleForm 4
- FilingC3.ai insider selling — $4,764,330 saleForm 4
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding C3.ai — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
The subscription-revenue mix shift toward 94% coincides with the founder's return as CEO
23% confidenceC3.ai reported full fiscal-year 2026 revenue of $250.3 million against a GAAP loss from operations of $498.5 million, with Q4 subscription revenue reaching 94% of total revenue following founder Thomas Siebel's May 2026 return as CEO and a restructuring plan targeting $135 million in annualized cost savings.
This is InsightNodes' own interpretive read: Thomas Siebel's return as CEO in May 2026 coincided with a sharpened focus on subscription economics (94% of Q4 revenue) over lower-margin engineering services, alongside a $135 million annualized cost-savings plan. That's a coherent turnaround narrative, but the full fiscal year still posted a $498.5 million GAAP operating loss against $250.3 million in revenue, so the mix shift has not yet closed the gap to profitability.
Grafa (C3.ai FY2026 Q4 results coverage) · Aug 14, 2026