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C3.ai | 10-Q: Q3 2025 Earnings Report

SEC ·  Mar 7 17:58

Summary by Moomoo AI

C3.ai reported strong financial results for Q3 FY2025, with total revenue increasing 26% year-over-year to $98.8 million. Subscription revenue grew 22% to $85.7 million, while professional services revenue rose 64% to $13.1 million. The company executed 50 pilots and trials during the quarter, up from 29 in the same period last year.The company continued to demonstrate momentum in its consumption-based pricing model transition, though this impacted remaining performance obligations (RPO) which stood at $208.2 million as of January 31, 2025. Gross margin improved to 59% compared to 58% in the prior year period, driven by higher subscription margins and increased revenue from demonstration licenses.Operating expenses increased 14% year-over-year to $145.9 million, reflecting continued investments in research and development, sales and marketing, and general operations. The company maintained a strong balance sheet with $724.3 million in cash, cash equivalents and marketable securities. Management remains focused on expanding market reach through strategic partnerships and advancing its generative AI capabilities.
C3.ai reported strong financial results for Q3 FY2025, with total revenue increasing 26% year-over-year to $98.8 million. Subscription revenue grew 22% to $85.7 million, while professional services revenue rose 64% to $13.1 million. The company executed 50 pilots and trials during the quarter, up from 29 in the same period last year.The company continued to demonstrate momentum in its consumption-based pricing model transition, though this impacted remaining performance obligations (RPO) which stood at $208.2 million as of January 31, 2025. Gross margin improved to 59% compared to 58% in the prior year period, driven by higher subscription margins and increased revenue from demonstration licenses.Operating expenses increased 14% year-over-year to $145.9 million, reflecting continued investments in research and development, sales and marketing, and general operations. The company maintained a strong balance sheet with $724.3 million in cash, cash equivalents and marketable securities. Management remains focused on expanding market reach through strategic partnerships and advancing its generative AI capabilities.
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