EPISODE · Jun 4, 2026 · 10 MIN
C3.ai (AI): "Unspeakably horrible" sales & hunting enterprise whales [Q4 2026]
from Earnings Unscripted: Stock Earnings Calls & Analysis · host Miro Benes
Tom Siebel is back as CEO of C3.ai in Q4 2026, dropping $69M of his own cash into the stock while publicly blowing up a failed consumption strategy.In ~10 minutes:- Firing 35% of global staff to aggressively slash costs.- Reversing the pilot sales model to hunt multi-million dollar whales.- A disappearing $225M backlog and zero product mix visibility.- The massive €2.1 billion European trade secret lawsuit.It is a scorched-earth turnaround for the software pioneer. Revenue plummeted over 50% year-over-year, prompting the CEO to publicly eviscerate the company's recent execution. We break down the sheer brutality of the cuts, the resulting drop in stock-based compensation, and whether a much smaller, AI-automated workforce can actually secure enough massive contracts to preserve their $670M cash runway.Company: C3.ai (AI) | Q4 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.
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C3.ai (AI): "Unspeakably horrible" sales & hunting enterprise whales [Q4 2026]
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