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C3.ai AI Business Segments

TTM Q3 '26TTM Q2 '26TTM Q1 '26TTM Q4 '25TTM Q3 '25
Total Revenue by Product
Prioritized engineering services$32.92M-6.8%$35.33M-13.9%$41.05M-4.6%$43.03M+35.5%$31.76M-4.3%
Service fees$8.44M-39.9%$14.03M-15.4%$16.58M-9.8%$18.39M+22.9%$14.97M+77.4%
Total Cost of Revenue by Product
Professional services$8.98M-12.8%$10.3M+3.6%$9.93M+6.2%$9.35M+55.7%$6.01M+42.6%
Subscription$164.84M+3.1%$159.94M+5.2%$152.03M+5.7%$143.84M+2.0%$140.95M+4.1%
Total stock-based compensation expense by Product
Professional services$2.55M-17.4%$3.09M-1.4%$3.13M-1.4%$3.18M+45.9%$2.18M+40.9%
Subscription$34.77M+3.7%$33.54M+6.8%$31.41M+3.0%$30.48M-7.3%$32.87M-0.3%
Total Revenue by Geography
Asia Pacific$158K+243%$46K-23.3%$60K-79.0%$286K-71.9%$1.02M-48.0%
Europe, the Middle East and Africa$24.48M-19.5%$30.43M-17.9%$37.06M-9.2%$40.83M+11.4%$36.66M+5.9%
Rest of World$1.66M+7.1%$1.55M-1.1%$1.57M-13.0%$1.81M-1.7%$1.84M+22.9%

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Questions, answered.

How does C3.ai break its business down?
C3.ai (AI) reports total revenue by product across 2 parts — Prioritized engineering services and Service fees. Each is extracted from the segment footnotes and tracked over time.
Where does C3.ai's segment data come from?
Segment breakdowns are pulled from the segment footnotes in C3.ai's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.