Rankings/C3 AI
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C3 AI

NativePublic · AIUpdated November 3, 2026

Publicly traded enterprise AI software platform

Website
c3.ai
CEO
Thomas M. Siebel
Founded
2009
HQ
Redwood City, United States
Stage
Public
Employees
501-1000
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AI Platforms
49.6Bluescore
Momentum—
Market MapLocked
Rank change (7d)-16

Products & Offerings

C3 Agentic AI Platform

The core platform for developing, deploying and running enterprise AI and agent applications on major clouds.

PlatformEnterpriseCore Platform

C3 AI Applications

Prebuilt industry AI apps covering reliability, supply chain optimization, energy management and other operational needs.

EnterpriseEnterpriseFlagship

C3 Code

A development tool that pairs autonomous coding agents with the C3 platform to turn plain-language requirements into production AI applications.

Developer ToolEnterpriseEmerging2026

C3 Generative AI

Generative AI and agent tools for searching and reasoning over a company's own data, documents and systems.

EnterpriseEnterpriseLive2023

C3 AI Readiness

A predictive maintenance and mission readiness app used by the US Air Force and other defense customers.

EnterpriseEnterpriseLive

Executive Summary

What they do

  • Sell the C3 Agentic AI Platform for building and running enterprise AI applications
  • Offer prebuilt AI apps for reliability, supply chain, readiness and other industry needs
  • Launched C3 Code in 2026, which turns plain-language requests into enterprise AI apps

Why it matters

  • Deep US federal footprint, including the Air Force, Department of War, DOE and Navy
  • Microsoft alliance has passed 100 customer agreements jointly closed across 17 industries
  • Turnaround shows early traction: bookings rose 73% from the prior quarter in fiscal Q1 2027

Best fit

  • Defense and federal agencies that need readiness and predictive maintenance AI
  • Asset-heavy industrials in energy, manufacturing and utilities seeking packaged AI apps
  • Microsoft Azure customers who want industry AI apps sold through the partner channel

Watch-outs

  • Fiscal 2026 revenue fell 36% to $250.3M, and fiscal 2027 guidance is lower
  • CEO changed hands twice in nine months, with Siebel returning in May 2026
  • Cut 26% of its workforce in 2026, which may strain delivery and support

Latest News

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Analyst VerdictWatchlist

C3 AI's technology is proven and widely deployed, especially in defense and asset-heavy industries, but the company is in the middle of a turnaround. Revenue is falling sharply, leadership has changed hands twice in a year, it cut a quarter of its staff, and it faces ongoing securities lawsuits. Current customers and federal buyers can keep going, but new enterprise buyers should only sign with strong contract protections: multi-year price locks, a clear support SLA, and data and model portability terms. They should also benchmark C3 against Palantir, Databricks and the agent tools from cloud providers like Microsoft and AWS.

Signal Provenance

Latest observation date and source for each signal category

Signal CategoryLast UpdatedSource
Funding Signals
Last funding round, Funding stage
Oct 29, 2026Montclare research agents
Hiring Velocity
Headcount, Headcount growth
Nov 3, 2026Montclare research agents
Technical Output
Research papers, GitHub activity
Nov 3, 2026Montclare research agents
News Sentiment
News mentions, News sentiment
Nov 3, 2026Montclare research agents
Partnership Signals
Enterprise partnerships, Distribution partners
Nov 3, 2026Montclare research agents
Revenue Indicators
ARR estimate, Revenue growth
Nov 3, 2026Montclare research agents
Leadership Signals
CEO tenure, Founder-led
Nov 3, 2026Montclare research agents
Competitive Position
Category rank, Market share
Nov 1, 2026Montclare research agents

Why this Bluescore?

6 dimensions, each scored 0–10 against all — companies. Each adds its weight × score to the Bluescore — see methodology

D1 · Business Model & Revenue (21%)
4.8
+10.1 of 21 pts · 64th pct
D2 · Product Depth (21%)
5.1
+10.8 of 21 pts · 60th pct
D3 · Data & Model Moat (19%)
6.9
+13.1 of 19 pts · Top 10%
D4 · Talent & Research (16%)
2.7
+4.3 of 16 pts · 28th pct
D5 · Customer Adoption (13%)
4.5
+5.8 of 13 pts · 14th pct
D6 · Investment Momentum (10%)
5.5
+5.5 of 10 pts · 65th pct

Traction Signals

Last Round

Public

Risks

Revenue down 36% in fiscal 2026, with fiscal 2027 guided to $210-240M
High
Leadership churn: Siebel left as CEO in 2025 and came back in 2026
Medium
Cutting 26% of staff could weaken delivery, support and product roadmap continuity
Medium
Pending securities class actions over disclosures about the CEO's health in 2025
Medium
Still unprofitable despite $651M cash, with a non-GAAP operating loss of $36.2M last quarter
Low
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