C3.ai (AI) Q4 FY26 earnings call

Founder Tom Siebel returns to a company he calls 'staggeringly disappointing,' pinning the collapse squarely on sales execution rather than product, market, or churn. The quarter is a reset — a top-to-bottom reorganization of sales, federal, products and services, deep cost cuts, and a balance sheet that removes any financing question. FY27 guidance frames another down year before any turnaround shows in the numbers, making execution, not thesis, the entire story.