Company Summary: C3.ai, Inc.

Overview

C3.ai, Inc. is an enterprise software company specializing in Artificial Intelligence (AI) applications tailored for large-scale organizational transformation across industries. The company's core product is the C3 Agentic AI Platform, an end-to-end platform facilitating rapid development, deployment, and operation of enterprise AI applications using a proprietary model-driven architecture that abstracts technical complexities.

Key Products & Solutions

• C3 Agentic AI Platform: Provides data integration, model development, AI application operationalization, security, and governance services. Supports multi-cloud, on-premise, and hybrid deployments.
• C3 AI Applications: Industry-specific, ready-to-use enterprise AI solutions (e.g., Asset Performance, Supply Chain, Defense & Intelligence, Government, Sustainability, CRM, Financial Services, Healthcare).
• C3 Generative AI: Incorporates large language models (LLMs), omni-modal data parsing, multi-agent collaboration, dynamic planning, exporting high-accuracy, domain-specific insights, and workflows. Available integrated into other applications or as standalone solutions.

Market & Customer Base

• Lighthouse Customers: High-value, global early adopters across industries, including manufacturing, defense, utilities, healthcare, financial services, and government agencies.
• Industry Focus: Sectors like energy, manufacturing, defense, utilities, healthcare, financial services, government, and law enforcement.
• International Presence: Operations in over 15 countries; 11% of revenue was generated from international customers.

Revenue & Financials

• Revenue: Recognized primarily from software subscriptions and professional services.
• Customer Relationships: Limited number of large, high-value contracts initially, with a strategic focus on expanding the customer base to include smaller and mid-sized organizations.
• Outstanding Shares: 130,885,934 shares of Class A common stock and 3,499,992 shares of Class B common stock as of June 2, 2025.
• Market Capitalization (as of last quarter): Approximately $1.5 billion based on a closing stock price of $24.63 on October 31, 2024.
• Employees: 1,181 full-time employees (933 in the U.S. and 248 internationally) as of April 30, 2025.

Business Model

• Revenue Sources: Subscription fees for software licenses, SaaS offerings, hosting, and Center of Excellence support services; professional engineering, consulting, and training services.
• Pricing Model: Consumption-based (pay-per vCPU/vGPU hours) introduced in FY2023 to complement annual subscriptions.
• Sales & Growth: Focused on rapid deployment (within 4-6 weeks for initial use cases), expanding sales through partnerships with companies like Microsoft, AWS, Google Cloud, McKinsey, Baker Hughes, Booz Allen, Capgemini, PwC, and Cognizant.
• Strategic Alliances: Deep partnerships for co-marketing, co-selling, and joint product development, especially with Microsoft Azure, AWS, and Google Cloud.

Technology & IP

• Unique Technology: Proprietary model-driven architecture with over 35 U.S. patents and more than 60 patents pending internationally, protecting core capabilities like AI orchestration, multimodal model integration, traceability, and generative AI agents.
• Competitive Edge: Market leadership in enterprise AI with a strong patent portfolio, a high-speed development environment, and multi-cloud, multi-application deployment flexibility.

Summary

C3.ai provides comprehensive AI software solutions for large enterprises and government agencies; its offerings enable digital transformation by deploying scalable, intelligent, industry-specific AI applications swiftly. The company has a global footprint with a strategic partner ecosystem and a focus on rapid, high-value deployments to accelerate customer value realization.