C3.ai Delivers Better‑Than‑Expected Q2, Fueled by Government Deals

US enterprise‑AI company C3.ai (NYSE: AI) reported fiscal second quarter 2026 results that modestly beat Wall Street estimates — a sign the company may be stabilizing under new leadership and gaining traction in government contracts. For the quarter ended October 31, 2025: Revenue came in at US$75.15 million, slightly above analysts’ forecast of about $74.9 million. Subscription revenue — the core of its business — accounted for US$70.2 million, roughly 93% of total revenue. On the profitability front, adjusted loss per share was US$0.25, better than the anticipated $0.33. A key driver: strong momentum in its federal / government‑sector business. C3.ai closed 38 deals during the quarter, including 17 contracts worth more than US$1 million and 6 exceeding US$5 million. Government, aerospace, and defense bookings jumped 89% year‑over‑year — even through challenges like a U.S. government shutdown. While total revenue declined ~20.3% year-on-year, sequentially it rose 7%, giving some hope that C3.ai’s new strategy under Chief Executive Officer Stephen Ehikian might stabilize operations and deliver growth over time. && #C3ai #AIearnings #GovTech #EnterpriseAI && #C3ai #AIearnings #GovTech #EnterpriseAI #SlimScan #GrowthStocks #CANSLIM