C3.ai, Inc. (AI) FY2025 10-K Annual Report
C3.ai, Inc. (AI) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Jun 23, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
C3.ai, Inc. FY2025 10-K Analysis
Business Overview
- • Core business model: Enterprise AI application software delivering integrated AI platform, industry-specific AI applications, and generative AI for digital transformation
- • New emphasis on C3 Generative AI with 60+ applications, native integration in platform, standalone deployment, and advanced features to support enterprise LLM use
- • Strategic shift: Multi-year global alliance with Microsoft Azure signed Sep 2024, enabling joint investments, sales alignment, and marketplace integration to accelerate Enterprise AI growth
- • Quantitative metric: Partner ecosystem closed 192 agreements in fiscal 2025, including with Microsoft Azure, AWS, Google Cloud, and McKinsey & Company
- • Noteworthy fact: Rapid deployment capability with production AI applications delivered in as little as four weeks, supporting high-value, large-scale enterprise use cases
Management Discussion & Analysis
- • No specific revenue or YoY dollar changes disclosed in the provided text
- • No operating margin or profitability percentages stated in the provided text
- • Best performing segment implied: C3 Generative AI with expanded offerings and strong customer adoption across industries
- • No bad performing segment or related figures provided
- • No cash flow, buybacks, dividends, or capex figures detailed in the excerpt
- • Forward-looking: management expects continued heavy investment in generative AI and marketing to drive growth, sees macroeconomic risks like inflation and geopolitical instability impacting demand
Risk Factors
- • Regulatory/legal risk: Compliance costs increasing under SEC rules for public companies, driving $12.9M rise in general and administrative expenses in fiscal 2025
- • Geopolitical/macroeconomic threat: Foreign currency exchange losses impacting Euro-denominated cash and receivables, fluctuating annually with exposure to European markets
- • Operational/supply chain risk: Rising third-party cloud hosting costs increased subscription cost of revenue by $3.5M in fiscal 2025, pressuring margins
- • Competitive/market disruption risk: Accelerated prioritized engineering services rose by $17.1M, reflecting pressure to expedite features vs competitors’ rapid innovation
- • Financial/structural risk: Accumulated deficit of $1.4 billion with ongoing operating losses and negative cash flow increases risk of needing unfavorable capital raises
C3.ai, Inc. FY2025 Key Financial MetricsXBRL
Revenue
$389M
▲ +25.3% YoY
Net Income
-$289M
▼ -3.2% YoY
Gross Margin
60.6%
▲ +313bp YoY
Operating Margin
-83.4%
▲ +1911bp YoY
Net Margin
-74.2%
▲ +1585bp YoY
ROE
-34.4%
▼ -241bp YoY
Total Assets
$1.0B
▼ -1.2% YoY
EPS (Diluted)
$-2.24
▲ +4.3% YoY
Operating Cash Flow
-$41M
▲ +33.6% YoY
Source: XBRL data from C3.ai, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.
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