Jul 2026 (Q1 FY27) — Sep 2, 2026
C3.ai Q1 FY27 — Turnaround on Track with Strong Bookings Growth and Cost Reductions
Read the full callC3.ai earnings: last reported Wed, 2 Sep 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 52.4 | −25.5% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | -187.6 | −10.0 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | -92.8 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $17.71 on 17 Oct 2025 → $11.28. High $18.42 (20 Oct 2025), low $7.76 (27 Mar 2026).
Overview
Call summaries
C3.ai Q1 FY27 — Turnaround on Track with Strong Bookings Growth and Cost Reductions
Read the full callC3.ai Q4 FY26 — Siebel returns and restructures top-to-bottom amid a sales collapse
Read the full callEvery analysed call
Financials
Net profit, year on year: +21% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 94 | 99 | 109 | 70 | 75 | 53 | 52 | 52 |
| Operating profit | -75 | -88 | -89 | -125 | -112 | -140 | -121 | -98 |
| Operating margin | −79.8% | −88.7% | −81.8% | −177.7% | −149.2% | −263.6% | −234.8% | −187.6% |
| Profit before tax | -66 | -80 | -80 | -116 | -104 | -133 | -115 | -93 |
| Tax rate | −0.4% | −0.4% | −0.1% | −0.3% | −0.2% | −0.1% | −0.1% | −0.2% |
| Net profit | -66 | -80 | -80 | -117 | -105 | -133 | -116 | -93 |
| EPS ($ per share) | -0.52 | -0.62 | — | -0.86 | -0.75 | -0.94 | — | -0.60 |
| Line item | Apr 2019 | Apr 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | — | -294 | -349 | -541 | -810 | -1,090 | -1,379 | -1,849 |
| Total liabilities | — | 94 | 135 | 181 | 173 | 165 | 188 | 163 |
| Fixed assets | — | 9 | 6 | 15 | 85 | 89 | 79 | 67 |
| Investments | — | 212 | 978 | 621 | 446 | 583 | 578 | 509 |
| Total assets | — | 305 | 1,196 | 1,171 | 1,103 | 1,038 | 1,026 | 816 |
| Line item | Apr 2019 | Apr 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -35 | -61 | -38 | -86 | -116 | -62 | -41 | -190 |
| Cash from investing | -96 | -124 | -767 | 317 | 60 | -67 | 16 | 75 |
| Cash from financing | 54 | 120 | 887 | 6 | 1 | 11 | 22 | 17 |
| Net cash flow | -77 | -66 | 83 | 236 | -55 | -118 | -3 | -98 |
| Capital expenditure | -7 | -2 | -2 | -4 | -71 | -25 | -3 | -2 |
| Free cash flow | -42 | -64 | -39 | -90 | -186 | -88 | -44 | -192 |
144 filings between Nov 1, 2025 and Oct 15, 2026.
Purchases
$302.3K
2 purchases by 1 insider
Sales
$76.03M
44 sales by 4 insiders
57% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 40 gifts, 11 dispositions to the issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SIEBEL THOMAS M | — | $70.03M | Oct 13, 2026 |
| Ehikian Stephen Bradley | — | $4.09M | Jul 1, 2026 |
| Lath Hitesh | — | $1.82M | Oct 12, 2026 |
| Snabe Jim H. | $302.3K | $80.8K | Mar 27, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 15, 2026 | Hyten John E. Director | Disposition to issuer | 2,500 | $30.4K |
| Oct 13, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise 10b5-1 plan | 435,363 | $1.70M |
| Oct 13, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale 10b5-1 plan | 435,363 | $5.15M |
| Oct 12, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 20,000 | $247.4K |
| Sep 30, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 239 | $0 |
| Sep 30, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 239 | $0 |
| Sep 30, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 239 | $0 |
| Sep 30, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 239 | $0 |
| Sep 17, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Gift | 15,930 | $0 |
| Sep 17, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Gift | 15,930 | $0 |
| Sep 16, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale 10b5-1 plan | 162,247 | $1.71M |
| Sep 16, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise 10b5-1 plan | 162,247 | $632.8K |
| Sep 16, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Sale | 21,077 | $220.9K |
| Sep 16, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Gift | 29,856 | $0 |
| Sep 16, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Gift | 29,856 | $0 |
| Sep 15, 2026 | Hyten John E. Director | Disposition to issuer | 2,500 | $27.0K |
| Sep 15, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Option exercise | 1,000 | — |
| Sep 15, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise 10b5-1 plan | 282,001 | $1.10M |
| Sep 15, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale 10b5-1 plan | 282,001 | $3.07M |
| Sep 15, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Option exercise | 8,007 | — |
| Sep 15, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Option exercise | 20,000 | — |
| Sep 14, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 21,986 | $0 |
| Sep 14, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 21,986 | $0 |
| Sep 14, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale | 22,780 | $240.6K |
| Sep 11, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise | 44,766 | — |
| Sep 3, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 15,846 | $0 |
| Sep 3, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 15,846 | $0 |
| Sep 2, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale | 16,890 | $174.0K |
| Sep 1, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise | 32,736 | — |
| Aug 14, 2026 | Hyten John E. Director | Disposition to issuer | 2,500 | $24.8K |
| Aug 11, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise 10b5-1 plan | 453,314 | $1.77M |
| Aug 11, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale 10b5-1 plan | 453,314 | $4.76M |
| Aug 4, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 20,000 | $200.0K |
| Aug 4, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 143,834 | $0 |
| Aug 4, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Gift | 143,834 | $0 |
| Aug 3, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale | 139,500 | $1.34M |
| Aug 2, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise | 283,334 | — |
| Jul 15, 2026 | Hyten John E. Director | Disposition to issuer | 2,500 | $22.9K |
| Jul 15, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise 10b5-1 plan | 133,490 | $520.6K |
| Jul 15, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale 10b5-1 plan | 133,490 | $1.24M |
| Jul 15, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale 10b5-1 plan | 64,975 | $604.9K |
| Jul 15, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise 10b5-1 plan | 64,975 | $132.5K |
| Jul 14, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Option exercise 10b5-1 plan | 264,100 | $538.8K |
| Jul 14, 2026 | SIEBEL THOMAS M CEO and Chairman of the Board | Sale 10b5-1 plan | 264,100 | $2.40M |
| Jul 2, 2026 | Ehikian Stephen Bradley Chief Executive Officer | Gift | 44,378 | $0 |
| Jul 2, 2026 | Ehikian Stephen Bradley Chief Executive Officer | Gift | 44,378 | $0 |
| Jul 1, 2026 | Ehikian Stephen Bradley Chief Executive Officer | Sale | 50,542 | $477.6K |
| Jun 30, 2026 | Ehikian Stephen Bradley Chief Executive Officer | Award | 27,503 | $0 |
| Jun 30, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 21,315 | $186.9K |
| Jun 30, 2026 | Lath Hitesh CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 27,304 | $239.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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