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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$1.36B-57.1%
Enterprise value$1.26B-58.6%
P/S4.4×-3.7×

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 official record: C3.ai’s 10-Q, filed March 11, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

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 4 years (2021 to 2025), C3.ai's subscription — total stock-based compensation expense has grown at a 146.3% compound annual growth rate (CAGR), from $828K 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.