Stephen Ehikian on federal business
From $AI C3.ai Q2 2026 Earnings Conference Call · · EARNMOAR
“The strength of the federal business is going to be a durable growth engine for C3. Uh there's multiple factors and I'm kind of related to my time in government. Uh and on the other side of this, there's a big push within the government to buy more commercial off-the-shelf solutions. So moving away from government-built. Uh so that's one big tailwind. Uh the other is this push to drive AI adoption for the AI action plan. Uh and I think there's every single almost virtually every agency is re-evaluating their AI um their AI plan of what solutions are in place and they're doubling down on areas where they can actually get real value. Uh and I would say the third big piece is the re-industrialization of such things as the maritime industrial base. These are multiple years of generational changes in terms of investments uh to prepare ourselves and we are benefiting from all three of those trends.”
On , Stephen Ehikian, Chief Executive Officer at C3.ai, spoke about federal business during $AI C3.ai Q2 2026 Earnings Conference Call on EARNMOAR.
About Stephen Ehikian
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."