Short answer
C3.ai, Inc. (AI) filed its Q4 2025 10-Q quarterly report on Dec 9, 2025 for the quarter ended Oct 31, 2025. Quarterly revenue was $75M (down 20.3% year over year) with net income of −$105M.
Q4 2025 key financials · XBRL
- Revenue
- $75M
- −20.3% YoY · +7.0% QoQ
- Net income
- −$105M
- −58.7% YoY · +10.4% QoQ
- Operating margin
- -149.2%
- Gross margin
- 40.4%
- EPS (diluted)
- −$0.76
- −46.2% YoY · +11.6% QoQ
Source: XBRL data from the C3.ai, Inc. (AI) Q4 2025 10-Q on SEC EDGAR. USD.
C3.ai, Inc. Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $75.1M, down $19.2M or 20% YoY
- Gross margin 40% vs 61% YoY; operating margin (149)% vs (80)%
- Subscription revenue $70.2M, down 13%; professional services $4.9M, down 63%
- Sales and marketing expense $58.3M vs $55.6M; research and development $58.4M vs $55.7M
- Sales restructuring, leadership onboarding, and Executive Chairman health issues creating near-term sales headwinds
Risk Factors
- Newly highlighted leadership risk: sales disruption from global restructuring and Executive Chairman health limitations
- Most materially updated performance risk: revenue declined in fiscal 2026 first quarter amid sales reorganization and CEO transition
- Profitability risk: $104.7 million quarterly net loss and $1.6 billion accumulated deficit as of October 31, 2025
- Competitive risk: cloud providers, open-source vendors, and internal IT teams intensifying enterprise AI competition
- Customer concentration risk: declining average subscription contract value as customer base shifts toward smaller accounts
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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