C3.ai Q1 FY26 revenue at $70.3mln, subscription revenue at $60.3mln.

Wednesday, Sep 3, 2025 4:18 pm ET1min read

• C3.ai Q1 revenue: $70.3mln • Subscription revenue: $60.3mln • Subscription revenue constitutes 86% of total revenue • Subscription and prioritized engineering services revenue combined: $62.2mln • New CEO appointed • Enterprise AI application software company

C3.ai, an enterprise AI application software company, is set to announce its Q1 2026 earnings on Wednesday, September 3rd, after market close. The company's stock has been closely watched by investors and financial professionals, given its focus on AI-powered software solutions and recent developments.

The consensus EPS estimate is -$0.21, while the consensus revenue estimate is $93.88M, representing a 7.7% year-over-year increase [1]. Over the past two years, C3.ai has consistently beaten EPS estimates 100% of the time and revenue estimates 88% of the time. However, recent earnings analysis indicates a more challenging outlook.

The company's Q1 2026 revenue is expected to be $70.3M, with subscription revenue constituting 86% of total revenue at $60.3M. Subscription and prioritized engineering services revenue combined amount to $62.2M. This indicates a strong focus on subscription-based revenue streams [2].

C3.ai's performance will be closely watched as it continues to grow its AI-powered software solutions. The company's recent deal with Eletrobras to aid the Brazilian power grid has been seen as a positive development. However, the company's stock has seen a mixed reaction to these developments, with some analysts suggesting that a dip in the stock may be worth buying, while others recommend selling more on C3.ai [2].

The global enterprise AI market is expected to grow at a CAGR of 19.60% from 2024 to 2030, driven by advancements in AI technologies and increasing adoption across various sectors [3]. The market is dominated by leading global technology companies such as Microsoft, Google, Amazon Web Services, Meta, IBM, and NVIDIA.

As C3.ai prepares to release its earnings, investors and financial professionals will closely watch the company's performance. The results will provide insights into the company's ability to navigate the challenges it faces and its potential for future growth.

References:
[1] https://www.ainvest.com/news/c3-ai-q1-2026-earnings-preview-revenue-expected-rise-7-7-2509/
[2] https://www.globenewswire.com/news-release/2025/09/03/3143482/28124/en/Enterprises-AI-Market-Research-Report-2025-2030-Growing-Collaboration-With-Enterprise-AI-Agents-Rising-Adoption-of-AI-for-Cybersecurity-and-Risk-Management.html

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