Strategic Intelligence Report
Generated July 29, 2026
AI Labs
C3.ai
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Redwood City, California, USA
Website
Employees
750 (FY2026)
Founded
2009
Listing
AI · NYSE
Market Cap
—
Revenue (TTM)
$250.27M
Price
USD8.82 (+2.44%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- Microsoft Azure: C3.ai and Microsoft maintain a multi-year global alliance to accelerate enterprise AI adoption across manufacturing, healthcare, energy and defense.
- Alphabet (Google): C3.ai and Google Cloud maintain a global partnership with all C3.ai Applications optimized to run on the Google Cloud Platform.
- Amazon Web Services: C3 AI's enterprise AI platform is deployed on public cloud infrastructure including AWS, Azure, and Google Cloud.
Competition / Other
- Palantir: C3.ai competes with Palantir in enterprise AI software and predictive analytics applications.
Strategic Risks
- Revenue decline and heavy operating losses ahead of a major restructuring
- Leadership transition risk following the CEO change
Future Outlook
- Restructuring aimed at returning to sustainable growth and reduced cash burn
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Jun 2025) — C3.ai, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC
- C3 AI fiscal Q4/full-year 2026 earnings release (May 2026) — C3.ai reports FY2026 revenue of $250.3M amid restructuring and CEO return
- Grafa (C3.ai FY2026 Q4 results coverage) (May 2026) — C3.ai's Q4 FY2026 subscription revenue reaches $48.4M, 94% of total, as non-GAAP losses narrow
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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