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Although the revenue and EPS for C3.ai (AI) give a sense of how its business performed in the quarter ended July 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at data infrastructure stocks, starting with C3.ai (NYSE:AI).

Moby summary of C3.ai, Inc.'s Q1 2027 earnings call

C3.ai (AI) delivered earnings and revenue surprises of +23.08% and +1.79%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

The company narrowly beat analyst estimates in first quarter since CEO Thomas Siebel’s return following a health-related leave.

Enterprise AI software company C3.ai (NYSE:AI) met Wall Street’s revenue expectations in Q2 CY2026, but sales fell by 25.5% year on year to $52.38 million. On the other hand, next quarter’s revenue guidance of $53 million was less impressive, coming in 8% below analysts’ estimates. Its non-GAAP loss of $0.20 per share was 23.2% above analysts’ consensus estimates.

Enterprise AI software company C3.ai (NYSE:AI) will be announcing earnings results this Wednesday after the bell. Here’s what to expect.

SAIC (SAIC) delivered earnings and revenue surprises of +33.78% and +7.52%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Get a deeper insight into the potential performance of C3.ai (AI) for the quarter ended July 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in the market.

Can SERV overcome its Q2 setbacks as new partnerships and diversified revenues reshape its growth prospects?

SOUN heads into Q2 earnings with 23% revenue growth expected, robust AI demand and product momentum, but losses and margin pressure cloud the outlook.

Can BBAI's contract momentum, AI growth and improving margins outweigh execution risks ahead of Q2 earnings?

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how data infrastructure stocks fared in Q1, starting with C3.ai (NYSE:AI).

C3.ai’s first quarter results were shaped by a steep year-over-year revenue decline, which management attributed primarily to underperformance in sales execution rather than product or market demand issues. CEO Thomas Siebel described recent sales as “unspeakably horrible” and “completely unacceptable,” citing a lack of discipline and focus in the go-to-market strategy. The company responded by overhauling its sales, product, and services organizations and initiating a significant cost-reduction

AI posts a narrower Q4 loss and beats revenue estimates as restructuring aims to cut cash burn and restore growth.

C3.ai's Q4 earnings call unveils Siebel-led turnaround: sales overhaul, $135M cost cuts and cautious FY2027 outlook after revenues halved.

C3.ai Inc (AI) outlines its path to recovery with strategic restructuring and a focus on sales execution amid financial challenges.

Moby summary of C3.ai, Inc.'s Q4 2026 earnings call

Need a quote from a Motley Fool analyst? My name is Amit Berry, and I lead Investor Relations at C3AI. With me on the call today are Tom Siebel, Chairman and Chief Executive Officer Stephen Ehikian, President and Hitesh Lath, Chief Financial Officer.

C3.ai (NYSE:AI) reported fiscal fourth-quarter revenue of $51.6 million and outlined an accelerated restructuring plan that founder, Chairman and Chief Executive Officer Tom Siebel described as a companywide turnaround effort aimed at restoring revenue growth, cash generation and non-GAAP profitabil

C3.ai (AI) delivered earnings and revenue surprises of +13.45% and +3.72%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Shares of C3.ai surged late Wednesday after the artificial intelligence software company surpassed Wall Street’s expectations with its fiscal fourth-quarter earnings and issued solid guidance. C3.ai sells artificial intelligence software platforms to large enterprises and government agencies, bringing in the vast bulk of its sales via subscription revenue. Investors have been skeptical that C3.ai can boost revenue in the competitive market of AI enterprise software while cutting costs, as it must to turn a profit.

AI's Q4 performance is likely to have benefited from enterprise, generative and agentic AI demand, but sales-execution issues may keep revenue growth under pressure.

Enterprise AI software company C3.ai (NYSE:AI) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.

SAIC (SAIC) delivered earnings and revenue surprises of +43.05% and +6.93%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Transcat (TRNS) delivered earnings and revenue surprises of +9.80% and -1.65%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

INOD shares have nearly doubled since Q1 results, as revenues jump 54% and guidance is raised. Meanwhile, a lofty 73.4x forward P/E has investors weighing profit-taking.

Taboola.com (TBLA) delivered earnings and revenue surprises of 0.00% and +2.71%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?