Short answer
C3.ai, Inc. (AI) filed its Q3 2026 10-Q quarterly report on Sep 9, 2026 for the quarter ended Jul 31, 2026. Quarterly revenue was $52M (down 25.5% year over year) with net income of −$93M.
Q3 2026 key financials · XBRL
- Revenue
- $52M
- −25.5% YoY
- Net income
- −$93M
- +20.5% YoY
- Operating margin
- -187.6%
- Gross margin
- 31.8%
- EPS (diluted)
- −$0.60
- +30.2% YoY
Source: XBRL data from the C3.ai, Inc. (AI) Q3 2026 10-Q on SEC EDGAR. USD.
C3.ai, Inc. Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Subscription mix 94% of revenue vs 86% YoY; professional services 6% vs 14%
- Restructuring charges $0.7M; Plan targets reduced cash burn, workforce, and non-employee costs
- RPO $200.0M vs $203.1M at April 30, 2026; macroeconomic pressures include budget rationalization and federal shutdown risks
Risk Factors
- New EU AI Act exposure: full applicability began August 2, 2026, with penalties up to €35 million or 7% of worldwide annual turnover
- AI compliance risk: agentic AI may autonomously process personal data without required notice or consent
- Near-term execution risk: fiscal 2026 revenue declined amid global sales restructuring and unsatisfactory sales execution
- Competitive risk: rapid AI platform innovation could make C3 AI Software obsolete or less marketable
- Financial risk: $92.8 million quarterly net loss and $1.9 billion accumulated deficit as of July 31, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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