Filing Flows

Filing Flows › C3.ai (AI) › Q4 FY26 › vs Q3 FY26

C3.ai (AI) Q4 FY26 vs Q3 FY26 (quarter over quarter)

C3.ai's revenue fell $1.7M (-3%) from $53.3M in Q3 FY26 to $51.6M in Q4 FY26. The biggest changes: Professional services −$1.9M (-37%); Subscription +$221K (+0.5%).

C3.ai, Q4 FY26: revenue $51.6M (-52% year over year), operating margin -234.8%, net loss $116M, operating cash flow −$54.4M. The chart draws each line against Q3 FY26, the increases inside each band.

C3.ai: what changed, Q4 FY26 vs Q3 FY26C3.ai: what changed, Q4 FY26 vs Q3 FY26Share-based compensation−$21.7MCosts & expenses−$21.0MOperating costs−$20.9MSales & marketing−$17.8MNet loss−$17.8MOperating cash sources−$17.8MNet loss absorbed−$17.8MResearch & development−$11.6MWorking capital & other$5.3MCost of revenue−$3.7M

Every line

LineQ4 FY26Q3 FY26Change%
Prioritized engineering services$2.1M$3.3M−$1.1M-35%
Service fees$1.1M$1.8M−$733K-41%
Professional services$3.2M$5.1M−$1.9M-37%
Subscription$48.4M$48.2M$221K+0.5%
Revenue$51.6M$53.3M−$1.7M-3%
Other income, net$5.7M$7.2M−$1.5M-21%
Net loss$116M$133M−$17.8M-13%
Costs & expenses$173M$194M−$21.0M-11%
Operating costs$173M$194M−$20.9M-11%
Income tax$111K$174K−$63K-36%
Cost of revenue$40.3M$44.0M−$3.7M-9%
Research & development$47.3M$58.8M−$11.6M-20%
Sales & marketing$49.3M$67.2M−$17.8M-27%
General & admin$25.1M$23.6M$1.4M+6%
Operating cash sources$116M$133M−$17.8M-13%
Depreciation & amortization$3.3M$3.4M−$59K-2%
Share-based compensation$54.2M$75.9M−$21.7M-29%
Working capital & other$3.6M−$1.7M$5.3M—
Cash used in operations$54.4M$55.8M−$1.3M-2%
Net loss absorbed$116M$133M−$17.8M-13%

Questions

How much did C3.ai's revenue grow quarter over quarter in Q4 FY26?

C3.ai's revenue fell $1.7M (-3%) from $53.3M in Q3 FY26 to $51.6M in Q4 FY26.

What drove C3.ai's revenue change in Q4 FY26?

Professional services −$1.9M (-37%); Subscription +$221K (+0.5%).

Q4 FY26 results → · Compare in the interactive Sankey →