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Stephen Ehikian on financial metrics

From $AI C3.ai Q2 2026 Earnings Conference Call · · EARNMOAR

“I would say bookings is going to be the leading indicator um of how to evaluate C3 as well as the growth in the IPDs uh in production revenue.”

Stephen Ehikian
Chief Executive Officer, C3.ai
Policy Impact financial metricsbookingsrevenue growth

On , Stephen Ehikian, Chief Executive Officer at C3.ai, spoke about financial metrics during $AI C3.ai Q2 2026 Earnings Conference Call on EARNMOAR.

$AI C3.ai Q2 2026 Earnings Conference Call
Watch on YouTube at 29:24
$AI C3.ai Q2 2026 Earnings Conference Call
EARNMOAR
Watch on YouTube at 29:24
12/03/2025 Q&A: 20:31 C3.ai, Inc. operates as an enterprise artificial intelligence application software company. The company offers C3 agentic AI platform, an application development and runtime environment that enables customers to design, develop, and deploy enterprise AI applications; C3 AI CRM Suite, a customer relationship management solution; C3 Generative AI that enables to locate, retrieve, present information, disparate data stores, applications, and enterprise information systems; C3 AI Health Suite to accelerate healthcare innovation; and C3 AI Financial Services Suite. Its C3 AI Applications include C3 AI Asset Performance suite, which consists of C3 AI Reliability, C3 AI Process Optimization, and C3 AI Energy Management applications. The company's C3 AI Supply Chain Suite comprises C3 AI Supply Network Risk, C3 AI Inventory Optimization, C3 AI Demand Forecasting, C3 AI Production Schedule Optimization, and C3 AI Sourcing Optimization solutions; C3 AI Sustainability Suite includes C3 AI ESG and C3 AI Energy Management applications to decrease greenhouse gas emissions; and C3 AI Defense & Intelligence Suite. It provides C3 AI State and Local Government Suite that includes various applications, such as C3 Law Enforcement for state, county, and municipal law enforcement agencies; C3 AI Residential Property Appraisal and C3 AI Commercial Property Appraisal for county property assessors and appraisers; and C3 Generative AI for Government Programs and C3 Generative AI for Constituent Services for federal, state, and local governments. It has strategic partnerships with Microsoft Azure, AWS, Google Cloud, McKinsey & Company, Baker Hughes, Booz Allen, and others. The company has a strategic alliance with SMX Group, LLC for the development of mission critical AI in the secure environments. The company was formerly known as C3 IoT, Inc. and changed its name to C3.ai, Inc. in June 2019. C3.ai, Inc. was incorporated in 2009 and is headquartered in Redwood City, California. #c3ai #earningscall #fundamentalanalysis #ai #investing
Stephen Ehikian

About Stephen Ehikian

Chief Executive Officer · C3.ai

Stephen Ehikian became CEO of C3.ai in September 2025, succeeding executive chairman Thomas Siebel. In his first public remarks as CEO, Ehikian described the company's quarterly performance as "a solid quarter with disciplined execution across sales and go to market," citing acceleration in federal business and seven-figure deals with blue-chip customers. He stated that he is investing in innovation and go-to-market efforts due to what he described as a "dramatic pull" from customers to adopt enterprise AI faster, and that the company is hiring and building. Ehikian previously served as acting administrator and deputy administrator of the General Services Administration (GSA), where he said the agency modernized federal procurement and implemented President Trump's AI action plan. At the C3 AI Federal Forum in September 2025, he said, "President Trump talks about the need to win the AI race. I look at that as not just the USA, but Western democracies, open and free societies, our allies, our institutions need to win this race." He also announced the C3 AI Strategic Integrator Program, which allows partners to license the C3 AI platform to build enterprise AI applications, with partners retaining intellectual property on derivative works. Ehikian stated that his goal is to make C3.ai "easier to purchase, easier to be trusted, and easier to be adopted across government and the commercial sector."

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