Skip to content
Screener

C3.ai AI Subscription — Total Cost of Revenue

Similar metrics at other companies

Rubrik logo
RBRKSubscription — Total Cost of Revenue
$66.72M+28.5%
Kaltura, Inc. logo
KLTRSubscription — Total Cost of Revenue
$9.86M+2.3%
Evolv Technologies Holdings, Inc. logo
EVLVSubscription revenue — Total Cost of Revenue
$8.37M+6.0%
UiPath logo
PATHSubscription services — Total Cost of Revenue
$43.99M+14.3%
Okta, Inc. logo
OKTASubscription — Total Cost of Revenue
$150M+10.3%
Sprinklr logo
CXMSubscription — Total Cost of Revenue
$50.85M+20.5%

Other financials

Income statement

See full
Revenue$53.3M-46.1%
Gross profit$9.2M-84.2%
Operating income-$140.4M-60.3%
Net income-$133.4M-66.3%
EPS (diluted)-$0.94-51.6%

Balance sheet

See full
Cash & equivalents$101.4M-26.3%
Total debt$5.4M+19.7%
Total equity$719.5M-16.4%
Total assets$895.8M-15.1%

Cash flow

See full
Operating cash flow-$55.8M-153%
CapEx$439.0K+21.3%
Free cash flow-$56.2M-151%

Valuation

See full
Market cap$1.59B-28.2%
Enterprise value$1.49B-29.8%
P/S5.2×-0.8×

Profitability

See full
Gross margin43.5%-16.5pp
Operating margin-151.7%+459pp
Net margin-141.4%+740pp
FCF margin-35.9%-12.9pp

Returns & leverage

See full
Return on equity-55%+138pp
Debt / equity0.0×
Current ratio6.6×-0.2×

Where this comes from

Reported directly by C3.ai in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: C3.ai’s 10-Q, filed March 11, 2026.

Filed
Mar 11, 2026, 12:00 AM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q1 2026
Accession
0001577526-26-000024
Line itemThree Months Ended January 31, 2026Three Months Ended January 31, 2025Nine Months Ended January 31, 2026Nine Months Ended January 31, 2025
Professional services5,09713,10319,96240,036
Total revenue53,26098,782198,668280,333
Cost of revenue
Subscription42,70337,799127,129106,129
Professional services1,3222,6365,4805,851
Total cost of revenue44,02540,435132,609111,980
Gross profit9,23558,34766,059168,353
Operating expenses

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is C3.ai's subscription — total cost of revenue?
C3.ai (AI) reported subscription — total cost of revenue of $42.7M in Q4 2025.
How has C3.ai's subscription — total cost of revenue changed year-over-year?
C3.ai's subscription — total cost of revenue increased by 13.0% year-over-year, from $37.8M to $42.7M.
What is the long-term trend for C3.ai's subscription — total cost of revenue?
Over 3 years (2022 to 2025), C3.ai's subscription — total cost of revenue has grown at a 46.4% compound annual growth rate (CAGR), from $45.84M to $143.84M.
What does subscription — total cost of revenue mean?
This metric encompasses the direct costs associated with delivering subscription software services, including cloud infrastructure hosting, customer support, and technical personnel expenses. Monitoring this figure is essential for evaluating the gross margin efficiency of the subscription business segment. It highlights the scalability of the service delivery model as the company grows its user base.

Ask your AI about C3.ai's subscription — total cost of revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude