C3.ai is approaching fiscal Q4 2025 earnings with substantial short interest and expectations of a growth inflection. Despite a year-to-date decline of 32.5%, the market anticipates revenue of $107.8 million, representing a 24% year-over-year increase, alongside an adjusted EPS loss. Analysts are particularly focused on the impact of the company's shift towards usage-based pricing and its partnerships with major players like Microsoft and AWS to drive Annual Recurring Revenue (ARR), as prior results have shown discrepancies between bookings and actual revenue.
C3.ai enters fiscal Q4 2025 earnings with high short interest (~16% of float) and high expectations for a growth inflection.
The key question is whether its pivot to usage-based pricing and AI partnerships are beginning to drive real ARR growth.
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