C3.ai (AI): "Unspeakably horrible" sales & hunting enterprise whales [Q4 2026] episode artwork

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.

Episode metadata supplied by the publisher feed · Published Jun 4, 2026

Embed this episode

Ready to play

C3.ai (AI): "Unspeakably horrible" sales & hunting enterprise whales [Q4 2026]

0:00 10:18

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Earnings Unscripted: Stock Earnings Calls & Analysis?

This episode is 10 minutes long.

When was this Earnings Unscripted: Stock Earnings Calls & Analysis episode published?

This episode was published on June 4, 2026.

Can I download this Earnings Unscripted: Stock Earnings Calls & Analysis episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!