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C3.ai AI Subscription — Total stock-based compensation expense

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Other financials

Income statement

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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

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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

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

Valuation

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

Profitability

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

Returns & leverage

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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:AllocatedShareBasedCompensationExpense.

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
Cost of subscription$9,790$8,563$28,372$24,084
Cost of professional services4039411,5102,139
Sales and marketing30,71021,86080,57861,495
Research and development21,54819,89660,95556,326
General and administrative13,44911,39238,11330,329
Total stock-based compensation expense$75,900$62,652$209,528$174,373

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is C3.ai's subscription — total stock-based compensation expense?
C3.ai (AI) reported subscription — total stock-based compensation expense of $9.79M in Q4 2025.
How has C3.ai's subscription — total stock-based compensation expense changed year-over-year?
C3.ai's subscription — total stock-based compensation expense increased by 14.3% year-over-year, from $8.56M to $9.79M.
What is the long-term trend for C3.ai's subscription — total stock-based compensation expense?
Over 3 years (2022 to 2025), C3.ai's subscription — total stock-based compensation expense has grown at a 52.2% compound annual growth rate (CAGR), from $8.64M to $30.48M.
What does subscription — total stock-based compensation expense mean?
This metric tracks the non-cash expense related to equity-based awards granted to employees and personnel directly supporting the subscription business segment. It is a critical component for understanding the true cost of talent acquisition and retention within the core product division. Investors use this to adjust operating margins and assess the impact of equity dilution on financial performance.

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