The enterprise AI software company has ramped up spending on generative AI growth initiatives, which is hurting its bottom line.C3.ai (AI 13.63%) stock gained 8.3% in after-hours trading on Wednesday after the enterprise artificial intelligence (AI) software applications company released its fiscal 2024 fourth-quarter results. For the quarter, which ended April 30, revenue and adjusted earnings beat Wall Street's estimates, and management's top-line guidance for C3.ai's current quarter and fiscal 2025 also ...

财务数据和关键指标变化 - 公司第四季度总收入为8660万美元,同比增长20% [10] - 订阅收入为7990万美元,占总收入的92%,同比增长41% [10][11] - 非GAAP毛利为6090万美元,毛利率为70% [11] - 非GAAP经营亏损为2340万美元,优于指引 [11] - 自由现金流为1880万美元,现金余额为7.504亿美元 [11] - 全年总收入为3.106亿美元,同比增长16%;订阅收入为2.781亿美元,同比增长21% [12] 各条业务线数据和关键指标变化 - 公司正在从订阅定价过渡到按使用量付费的定价模式,平均合同价值从2019财年的1600万美元下降到上季度的90万美元 [13] - 这种定价模式转变导致RPO(未履行订单)有所下降,预计未来几个季度RPO将继续下降 [13][45] 各个市场数据和关键指标变化 - 联邦政府、国防和航空航天业务占第四季度订单的50%,是公司的主要增长引擎 [22][28] - 公司在联邦政府市场取得重大进展,2024财年收入增长超过100% [28] - 公司与美国空军、海军、情报部门等机构签署了13项新的和扩展的协议 [29][30][31] 公司战略和发展方向及行业竞争 - 公司专注于企业人工智能应用,认为这是未来价值的核心所在 [14][16] - 公司认为硅片和基础设施将被商品化,人工智能应用将主导价值链 [14][15][16] - 公司面临的主要竞争是客户自建人工智能应用,这对大多数企业来说是非常困难的 [17][18][19] - 公司已经投入15年和数十亿美元开发了强大的人工智能平台,拥有先发优势 [20] - 公司正在大力投资发展通用人工智能(Generative AI)产品,看到了巨大的市场机会 [34][35][36] 管理层对经营环境和未来前景的评论 - 管理层对公司未来前景充满信心,预计2025财年收入将增长约23% [39] - 公司将继续大幅投资以建立市场领导地位,不会过度关注短期利润 [37][38][39] 其他重要信息 - 公司发布了第8版平台和应用程序,性能提升了20倍 [23] - 公司的C3 AI社区正在成为开发者和数据科学家的互动平台 [24] - 公司的合作伙伴网络不断扩大,与AWS、谷歌云和Azure的合作不断深化 [32][33] 问答环节重要的提问和回答 问题1 **Timothy Horan 提问** 询问公司如何实现Version 8的20倍性能提升,以及销售线索的可扩展性 [48][49] **Tom Siebel 回答** Version 8是4年的大规模工程项目,彻底重构了核心架构。销售线索激增,公司有能力应对每季度约9万个线索 [49][54] 问题2 **Sanjit Singh 提问** 询问公司如何帮助客户将通用人工智能应用落地生产 [60][61] **Tom Siebel 回答** 公司提供了多种通用人工智能应用案例,如为法律公司生成IPO文件、为空军预测设备故障等,展现了将通用人工智能应用落地的能力 [61][62][63] 问题3 **Arvind Ramnani 提问** 询问大量销售线索对公司收入和利润的影响 [73][74][75] **Tom Siebel 回答** 这反映了公司面临的巨大市场机会,公司将投资以建立市场领导地位,不会过度关注短期利润 [76][77][78][81]

C3.ai, an enterprise artificial intelligence (AI) software company, reported strong fourth-quarter results for fiscal year 2024, exceeding both its own guidance and analysts’ expectations. The company saw its fifth consecutive quarter of accelerating revenue growth, with subscription revenue increasing 41% year-over-year.The performance comes at a time when the AI industry is experiencing rapid growth and increased attention, particularly in the field of generative AI (GenAI). C3.ai’s focus on enterprise AI ...

C3.ai, Inc. (AI) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.31. This compares to loss of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 64.52%. A quarter ago, it was expected that this company would post a loss of $0.28 per share when it actually produced a loss of $0.13, delivering a surprise of 53.57%.Over the last four quarters, the company has surpassed cons ...

财务表现 - C3 AI在2024财年第四季度实现了20%的营收增长，达到8,660万美元，超过了预期[3] - 订阅收入占总收入的92%，同比增长41%至7,990万美元[4] - C3 AI在2024财年全年实现了16%的营收增长，达到3,106万美元，超过了预期[5] - 订阅收入占总收入的90%，同比增长21%至2,781万美元[6] - C3 AI的现金储备为7.504亿美元，自由现金流为正的1,880万美元[7] - C3 AI在2024财年共签署了191份协议，其中包括123份试点项目[8] - C3 AI在2024财年第四季度与ExxonMobil、A.P. Moller-Maersk、General Mills等公司签订了新协议[9] - C3 AI在2024财年第四季度的订购分布中，联邦、国防和航空航天行业占比最高，达到49.5%[10] - C3 AI在2024财年第四季度与Dow、Holcim等公司签订了新的合作协议[11] - C3 AI预计在2025财年将实现约23%的营收增长[12] 财务指标 - 自由现金流是评估流动性的重要指标，我们计算自由现金流为经营活动提供的净现金减去购买的固定资产和资本化的软件开发成本[27] - C3.AI, INC. 非 GAAP 毛利润为 60,932 千美元，较上年同期增长 13.1% [37] - C3.AI, INC. 非 GAAP 毛利率为 70%，较上年同期下降 4% [37] - C3.AI, INC. 非 GAAP 净亏损为 14,025 千美元，较上年同期改善 8.0% [37] - C3.AI, INC. 非 GAAP 净亏损每股为 0.11 美元，较上年同期改善 0.02 美元 [37] - C3.AI, INC. 非 GAAP 净亏损每股较 GAAP 净亏损每股改善 0.48 美元 [37] - C3.AI, INC. 非 GAAP 净亏损每股较上年同期改善 0.05 美元 [37] - C3.AI, INC. 非 GAAP 净亏损每股较 GAAP 净亏损每股改善 2.23 美元 [37] - C3.AI, INC. 自由现金流为 18,805 千美元，较上年同期增长 15.4% [38] - C3.AI, INC. 自由现金流为 -90,368 千美元，较上年同期改善 51.8% [38] 业务展望 - 公司在财报电话会议中提到了市场领先地位、合作伙伴关系带来的预期收益、财务展望、销售和客户机会管道、产品的预期收益等[30]

These three AI stocks to sell have had less-than-ideal performances this year and lack a solid foundation despite their promise to turn things around. If you are holding these stocks, it may be better to sell them before they take any more losses that hurt your pockets.Let’s learn about the top AI stocks to sell.BigBear.ai (BBAI)Source: MacroEcon / Shutterstock.comBigBear.ai (NYSE:BBAI) is an AI company focusing on security and supply chain AI. The company also recently completed an acquisition of Pangiam I ...

Pre-market futures are mixed to start a holiday-shortened week. This follows the Nasdaq notching a new closing high prior to Memorial Day weekend. The S&P 500 and Dow also closed higher Friday, though the Dow still has a ways to go to re-capture 40K. Currently, the Dow is -33 points, the S&P is +8 and the Nasdaq — still the leader among major indices — is up +55 points at this hour. the 2-year bond yield is ticking toward 5%, currently 4.925%, and the 10-year is at 4.465%.We’ll close this week with the all- ...

Artificial intelligence is generally considered to be the “can’t miss” opportunity of the 2020s and beyond. I’ve seen estimates of compound annual growth ranging from 19% through 2032 to a much higher 37% through 2030. In either case, the potential for massive returns is evident. However, with such strong growth projections, there are also bound to be instances of overpricing, especially in AI stocks.That’s what We will be discussing here, AI stocks that are substantially overpriced at present. The thrust o ...

PALM BEACH, Fla., May 23, 2024 (GLOBE NEWSWIRE) -- FN Media Group News Commentary - Cloud infrastructure is an integration of A.I., hardware and software resources that create the cloud. The cloud providers maintain worldwide data hubs with multiple IT infrastructure elements, such as servers, physical storage equipment, and networking devices. These form the physical equipment by using all types of OS configurations. They also install different types of software that are needed for an application to run sm ...

Artificial intelligence (AI) name C3.ai (NYSE:AI) will announce fiscal fourth-quarter earnings after the close on Wednesday, May 29. C3.ai stock sports a 9.5% year-to-date deficit despite all the rage surrounding the AI space. Still, the equity bounced 25.4% over the last 30 days, and is now trading well above its April 16, 12-month low of $20.23. At last check, AI is down 1.8% at $26.03. The stock has a negative history of post-earnings reactions, finishing five of its past eight next-day sessions lower, t ...