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C3.ai (AI) investor relations material
C3.ai AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
2026 annual meeting convened by audio webcast; polls opened shortly after 10:00 A.M. Pacific Time, with four proposals scheduled for consideration.
Notice was mailed on or about September 14, 2026, to stockholders of record as of September 4; no other matters were properly brought before the meeting.
Board and executive committee updates
Stockholders elected Class III nominees John C. Dwyer, Michael G. McCaffery, and Stephen M. Ward, Jr.; each will serve until the 2029 AGM, subject to earlier departure or successor qualification.
Shareholder proposals
Four items were put to a vote: three Class III director elections, an advisory vote on named executive officer compensation, Deloitte & Touche ratification for FY ended April 30, 2027, and the 2020 Equity Incentive Plan amendment and restatement.
The board recommended votes in favor of all four proposals, including advisory approval of named executive officer compensation.
- Revenue $52.4M, bookings +73% QoQ, federal +138% YoY, and free cash flow positive.AI
Q1 2027 - Shareholders to approve director elections, executive pay, auditor ratification, and a major equity plan amendment.AI
Proxy filing - Virtual annual meeting to vote on directors, pay, auditor, and equity plan; board recommends approval.AI
Proxy filing - Restructuring and new leadership target growth, with FY27 revenue guided at $210M–$240M.AI
Q4 2026 - Refocusing on industrial and federal AI, restructuring for growth after a challenging Q3.AI
Citizens JMP Technology Conference 2026 - Turnaround strategy centers on focus, speed, and AI-driven productivity for industrial and federal growth.AI
Morgan Stanley Technology, Media & Telecom Conference 2026 - Q3 revenue fell 46% to $53.3M, net loss widened, and a major restructuring with $135M in cost cuts began.AI
Q3 2026 - Revenue up 29% to $94.3M; Microsoft alliance and raised guidance drive strong momentum.AI
Q2 2025 - Q4 revenue up 26%, record partner growth, and FY26 guidance targets $447.5M–$484.5M.AI
Q4 2025
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