Everything You Need To Know Ahead Of Earnings

Enterprise AI software company C3.ai (NYSE:AI) will be reporting earnings this Wednesday after the bell. Here’s what to expect.

C3.ai missed analysts’ revenue expectations by 25.3% last quarter, reporting revenues of $70.26 million, down 19.4% year on year. It was a disappointing quarter for the company, with revenue guidance for next quarter missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

Is C3.ai a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting C3.ai’s revenue to decline 20.5% year on year to $75.03 million, a reversal from the 28.8% increase it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.33 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. C3.ai has missed Wall Street’s revenue estimates twice over the last two years.

Looking at C3.ai’s peers in the data infrastructure segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Teradata’s revenues decreased 5.5% year on year, beating analysts’ expectations by 2.4%, and Elastic reported revenues up 15.9%, topping estimates by 1.3%. Teradata traded up 32.6% following the results while Elastic was down 14.7%.

Read our full analysis of Teradata’s results here and Elastic’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the data infrastructure stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.8% on average over the last month. C3.ai is down 17.4% during the same time and is heading into earnings with an average analyst price target of $14.67 (compared to the current share price of $14.16).

Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

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