公司概况 - C3 AI由Tom Siebel创立，专注于企业人工智能领域，提供集成平台简化企业AI的规模化应用[4][29] 产品与服务 - C3 AI已开发30个企业AI应用程序，涵盖预测维护、供应链优化、需求预测、欺诈检测等领域[32] - 公司的企业AI应用中，最大的应用是预测性维护，涵盖飞机、生产线机器等领域，帮助客户提前发现系统故障[87] 市场前景 - 企业AI市场潜力巨大，超过1万亿美元，其中超过50%的价值将来自应用程序[19] - C3 AI在企业AI领域与其他竞争对手有所区别，致力于简化应用的使用和部署[32] 客户与收入 - 公司的订阅收入去年同比增长23%，总收入增长18%，客户数量同比增长80%[65] - 公司在美国空军部署的预测性维护应用中实现了飞机可用性增长25%的显著效益[89] 技术与研发 - C3 AI的平台支持各种学习模式，包括监督学习、无监督学习和深度学习，同时可与开源或专有工具互换[31] - 公司的算法是自学习的，随着时间推移会不断改进，能够为公司创造数亿至数十亿美元的价值[98]

C3.ai is a popular AI investment, but investors should get to know the company first.C3.ai (AI 0.72%) was a fairly popular artificial intelligence (AI) stock back in 2023 when the AI investment wave began. The two letters in the company's name and ticker symbol prominently tell any investor or client what it specializes in. As a result of the AI investment wave, many people have piled into C3.ai's stock, although the popularity has waned (which is evidenced by its declining trade volume). I think investors ...

J StudiosC3 Stock Plunged More Than 45% C3.ai, Inc. (NYSE:AI) investors have performed poorly since my previous article in early March 2024, highlighting my confidence that C3 stock's bullish momentum could carry on. However, the market had other ideas, as AI suffered a deep pullback, dropping more than 45% from its March highs toward its recent lows. As a result, AI investors bailed quickly from the enterprise SaaS company as the market rotated from the generative AI FOMO. AI Quant Grades (Seeking Alp ...

Incremental improvements in the economic outlook sparked a broad-based market rally.There's little question that one of the prevailing forces that has been driving the market higher over the past year is the advancement of artificial intelligence (AI). Countering investors' exuberance about the prospects for that technology are concerns about the Federal Reserve's ongoing battle with inflation. Interest rates remain at a two-decade high, and investors are keenly interested in the timing and potential for th ...

公司概况 - C3.ai 公司已经在过去15年投入了超过20亿美元的资金，建立了一个软件平台，允许组织设计、开发、提供和运营企业AI应用程序[6] - 针对企业AI应用的市场预测达到约6000亿至7000亿美元的软件市场，而生成式AI更是将这一数字翻倍，预计达到约1.2万亿美元[10] 收入情况 - 公司从订阅制转变为按消耗量计费模式，过去几个季度公司的收入增长率有所下降，但最近几个季度已经出现了加速增长[14] - 最近一个季度，公司报告的收入增长率为16%[15] 项目发展 - 公司在过去几个季度中看到了飞行员项目的增长，每个季度的交易数量增加了一个数量级[20] - 大约70%至80%的飞行员项目转化为生产项目，这显著增加了公司每个季度的交易数量[22] 产品应用 - C3的生成式AI应用在各个领域都有着巨大的潜力，例如在法律领域、城市规划和医疗保健领域的应用[28] - 通过生成式AI，C3已经在美国空军的预测性维护项目中提高了飞机的可用性达到25%[40] 技术升级 - C3.ai正在将所有客户升级到Version 8，这是一个重大的应用程序基础重写，需要重新设计现有应用程序以在Version 8上运行[74] - C3.ai的首席执行官Thomas Siebel表示，今年预计所有客户都将转换到Version 8，因为这是更具成本效益、更强大、更快速、更易于使用且具有更多功能的版本[77]

C3.ai, Inc. (NYSE:AI) Needham 19th Annual Technology, Media & Consumer Conference May 16, 2024 11:45 AM ET Company Participants Thomas Siebel - Chairman and Chief Executive Officer Conference Call Participants Mike Cikos - Needham & Company Mike Cikos Great. Thank you to everyone for joining us today. I'm Mike Cikos, the lead analyst covering infrastructure software here at Needham as part of our tech conference. I'm pleased to announce that we have with us C3.ai's Chairperson and CEO, Tom Siebel. Tom, than ...

The most recent trading session ended with C3.ai, Inc. (AI) standing at $26.59, reflecting a +1.3% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily gain of 1.17%. At the same time, the Dow added 0.88%, and the tech-heavy Nasdaq gained 1.4%.Coming into today, shares of the company had gained 28.05% in the past month. In that same time, the Computer and Technology sector gained 2.41%, while the S&P 500 gained 2.46%.Analysts and investors alike will be keepin ...

A news report illustrating the level of spending on AI chip manufacturing appears to have set off a wave of buying.Developments in the field of artificial intelligence (AI) have been among the biggest drivers of the market's growth over the past year or so. The abilities of these algorithms have taken significant leaps forward, allowing people and organizations to automate time-consuming tasks and generate original content. The results are time savings and increased productivity, so businesses are naturally ...

It's clear that the shine is coming off of some AI stocks, while others remain solid long-term investments.What's happened to the artificial intelligence (AI) rally? It's the question many investors are asking -- and for good reason. Shares of the hottest AI stocks, like Nvidia, cooled off in recent weeks.Nevertheless, we must remember that holding through volatile, choppy markets is integral to the buy-and-hold strategy. Moreover, despite the current pessimism seeping into the market, the AI revolution is ...

C3.ai, Inc. (AI) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this company have returned +2.7%, compared to the Zacks S&P 500 composite's +0.2% change. During this period, the Zacks Computers - IT Services industry, which C3.ai falls in, has lost 3.8%. The key question now is: What could be the stock's future direction?Although media reports or ...