Preview|C3.AI:May Below Expectations; Future Growth May Overcome Sales Capacity Constraints
Tom Siebel's Involvement in the Company Is Decreasing
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In our previous research note, we highlighted several key issues to watch this quarter: BH’s renewal status, progress in CSP-related business expansion, the conversion of prior trials and demo revenues into paid engagements, and potential management changes. Ideally, we were looking for this earnings call to provide clarity on these issues before deciding whether to take a position. Based on current indications, delivering a revenue beat without relying heavily on trial/demo revenues or service fees still appears challenging.
We continuously track C3.AI's quarterly performance; previous reports are available.
Q4 Summary: Slight Miss, Primarily Due to Seasonality and Government Contract Disruptions
CSP1 Feedback (Large Partner):
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