C3.ai AI Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Product | ||||||
| Prioritized engineering services | $3.29M-42.3% | $3.94M-59.2% | $8.66M-18.6% | $17.02M+196% | $5.7M-20.0% | |
| Service fees | $1.81M-75.6% | $964K-72.6% | $1.3M-58.3% | $4.37M+364% | $7.41M+745% | |
| Total Cost of Revenue by Product | ||||||
| Professional services | $1.32M-49.8% | $1.82M+24.8% | $2.34M+33.1% | $3.5M+2,173% | $2.64M+213% | |
| Subscription | $42.7M+13.0% | $42.95M+22.6% | $41.48M+24.6% | $37.71M+8.3% | $37.8M+17.1% | |
| Total stock-based compensation expense by Product | ||||||
| Professional services | $403K-57.2% | $439K-9.3% | $668K-6.4% | $1.04M+2,503% | $941K+205% | |
| Subscription | $9.79M+14.3% | $9.96M+27.3% | $8.62M+12.1% | $6.4M-27.2% | $8.56M-1.3% | |
| Total Revenue by Geography | ||||||
| Asia Pacific | $125K+862% | $0-100% | $21K-91.5% | $12K-98.4% | $13K-98.6% | |
| Europe, the Middle East and Africa | $5.14M-53.6% | $2.95M-69.2% | $5.62M-40.2% | $10.77M+63.1% | $11.09M+22.6% | |
| Rest of World | $506K+28.1% | $383K-4.3% | $213K-52.5% | $562K-5.2% | $395K+645% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →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.
