1Semana
Love the report, much needed and much appreciated!!! I just wish that you could show us the expected numbers, because much of this has already been priced in and does not come of much use
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@value_crafter_908 Thanks for the gift 🙏🏻 This should be better:
C3. $AI Q2 Earnings Highlights:
🔹 Revenue: $94.3M (Est. $91.0M) 🟢; +29% YoY
🔹 Non-GAAP Loss per Share: -$0.06 (Est. -$0.16) 🟢
🔹 Gross Margin: 70% (Est. 68.8%) 🟢
Outlook:
🔹 Q3 Revenue: $95.5M-$100.5M (Est. 97.6M) 😐
🔹 FY Revenue: $378.0M-$398.0M (Est. 382.5M) 🟢
Q3 Revenue:
🔹 Subscription: $81.2M (Est. $80.2M) 🟢; +22% YoY
🔹 Professional Services: $13.2M (Est. $10.9M) 🟢; +94% YoY
🔹 Subscription Revenue: 86% of total revenue
🔹 Prioritized Engineering Services: $9.7M; +99% YoY
🔹 Service Fees: $3.5M; +82% YoY
Financials:
🔹 Operating Loss: -$75.3M (Improved from -$79.4M YoY)
🔹 Free Cash Flow: -$39.5M (Est. -$13.6M)
🔹 Cash Balance: $730.4M
Business Highlights:
🔸 Signed strategic alliance with Microsoft through March 2030
🔸 Closed 58 agreements including 36 pilots
🔸 62% of agreements closed through partner network
🔸 Closed 15 C3 Generative AI pilots
🔸 Awarded foundational US patent for generative AI agents
🔸 Major customer wins include ExxonMobil, Koch, Dow, Shell
CEO Commentary:
🔸 "The Microsoft–C3 AI alliance positions us to drive enterprise AI adoption globally."
C3. $AI Q2 Earnings Highlights:
🔹 Revenue: $94.3M (Est. $91.0M) 🟢; +29% YoY
🔹 Non-GAAP Loss per Share: -$0.06 (Est. -$0.16) 🟢
🔹 Gross Margin: 70% (Est. 68.8%) 🟢
Outlook:
🔹 Q3 Revenue: $95.5M-$100.5M (Est. 97.6M) 😐
🔹 FY Revenue: $378.0M-$398.0M (Est. 382.5M) 🟢
Q3 Revenue:
🔹 Subscription: $81.2M (Est. $80.2M) 🟢; +22% YoY
🔹 Professional Services: $13.2M (Est. $10.9M) 🟢; +94% YoY
🔹 Subscription Revenue: 86% of total revenue
🔹 Prioritized Engineering Services: $9.7M; +99% YoY
🔹 Service Fees: $3.5M; +82% YoY
Financials:
🔹 Operating Loss: -$75.3M (Improved from -$79.4M YoY)
🔹 Free Cash Flow: -$39.5M (Est. -$13.6M)
🔹 Cash Balance: $730.4M
Business Highlights:
🔸 Signed strategic alliance with Microsoft through March 2030
🔸 Closed 58 agreements including 36 pilots
🔸 62% of agreements closed through partner network
🔸 Closed 15 C3 Generative AI pilots
🔸 Awarded foundational US patent for generative AI agents
🔸 Major customer wins include ExxonMobil, Koch, Dow, Shell
CEO Commentary:
🔸 "The Microsoft–C3 AI alliance positions us to drive enterprise AI adoption globally."
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1Semana
Thank you so much!!!
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