[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Denistratos [@SoJustFollowMe](/creator/twitter/SoJustFollowMe) on x XXX followers Created: 2025-07-10 13:54:48 UTC C3 ai $AI - A REAL AI BET OR JUST RIDING THE HYPE? C3 AI builds applied AI apps for enterprises and government agencies. It doesn’t train LLMs like ChatGPT or sell compute like $NVDA or $AMZN (AWS). Instead, it offers “turnkey” AI products built for specific use cases. Q4 FY25 EARNINGS 🔹 Revenue: $108.7M (+26% YoY) 🔹 Adj. EPS: -$0.16 (vs -$0.20 YoY) FY26 GUIDANCE 🔹 Q1: $100M–$109M 🔹 FY26: $447.5M–$484.5M (+19%) 🔹 Adj. operating loss: -$65M to -$100M WHAT THEY DO 🔸 Build AI apps for use cases like predictive maintenance, supply chain optimization, and drug discovery 🔸 Flagship: PANDA for the U.S. Air Force (B-1B Lancer fleet), contract ceiling of $450M 🔸 Also offers niche products like C3 AI Reliability for oil & gas anomaly detection 🔸 All built on the C3 AI Platform - their proprietary infrastructure for deploying apps WHY THE GROWTH PICKED UP 🔹 In 2024, they switched from fixed contracts to subscription + pay-as-you-go 🔹 Rolled out demo licenses - now ~30% of revenue 🔹 Growth re-accelerated, but it’s unclear how sticky it is - if big clients don’t renew, it’s over WHAT’S CONCERNING ❌ The Air Force deal is capped ❌ $PLTR offers much deeper data integration - from satellite feeds to internal SAP systems ❌ C3’s products are rigid, KPI-specific - not built for flexible “data fusion” ❌ Turnkey apps are easy to rip and replace ❌ Demo-heavy strategy hits margins hard VALUATION & OUTLOOK $AI is still structurally unprofitable. Even if some clients renew, you can’t talk sustainability before FY27. The market isn’t buying it either - a 6.2x EV/S multiple says it all. To me, $AI still looks like the underdog trying to cling to the broader AI hype. I’m staying out. LANDSCAPE & COMPETITION $AI is competing not just with $PLTR, but also with cloud titans like $AMZN (AWS), $MSFT (Azure), and $GOOGL (Google Cloud), all rolling out powerful, customizable AI solutions. $NVDA owns the infrastructure and dev stack. $CRM and $ORCL are embedding AI deep into enterprise workflows. $SNOW manages the data, $DDOG handles observability, $ZS secures it, and even $META is stepping into the enterprise AI race with GenAI tooling. The battlefield is crowded - and brutal. #SoJustFollowMe #SoJustMarketAnalytics #StockAnalysis #StocksToWatch  XXX engagements  **Related Topics** [100m](/topic/100m) [amzn](/topic/amzn) [nvda](/topic/nvda) [$109m](/topic/$109m) [$100m](/topic/$100m) [eps](/topic/eps) [$1087m](/topic/$1087m) [amazon web services](/topic/amazon-web-services) [Post Link](https://x.com/SoJustFollowMe/status/1943307922295206315)
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Denistratos @SoJustFollowMe on x XXX followers
Created: 2025-07-10 13:54:48 UTC
C3 ai $AI - A REAL AI BET OR JUST RIDING THE HYPE?
C3 AI builds applied AI apps for enterprises and government agencies. It doesn’t train LLMs like ChatGPT or sell compute like $NVDA or $AMZN (AWS). Instead, it offers “turnkey” AI products built for specific use cases.
Q4 FY25 EARNINGS 🔹 Revenue: $108.7M (+26% YoY) 🔹 Adj. EPS: -$0.16 (vs -$0.20 YoY)
FY26 GUIDANCE 🔹 Q1: $100M–$109M 🔹 FY26: $447.5M–$484.5M (+19%) 🔹 Adj. operating loss: -$65M to -$100M
WHAT THEY DO
🔸 Build AI apps for use cases like predictive maintenance, supply chain optimization, and drug discovery 🔸 Flagship: PANDA for the U.S. Air Force (B-1B Lancer fleet), contract ceiling of $450M 🔸 Also offers niche products like C3 AI Reliability for oil & gas anomaly detection 🔸 All built on the C3 AI Platform - their proprietary infrastructure for deploying apps
WHY THE GROWTH PICKED UP
🔹 In 2024, they switched from fixed contracts to subscription + pay-as-you-go 🔹 Rolled out demo licenses - now ~30% of revenue 🔹 Growth re-accelerated, but it’s unclear how sticky it is - if big clients don’t renew, it’s over
WHAT’S CONCERNING
❌ The Air Force deal is capped ❌ $PLTR offers much deeper data integration - from satellite feeds to internal SAP systems ❌ C3’s products are rigid, KPI-specific - not built for flexible “data fusion” ❌ Turnkey apps are easy to rip and replace ❌ Demo-heavy strategy hits margins hard
VALUATION & OUTLOOK
$AI is still structurally unprofitable. Even if some clients renew, you can’t talk sustainability before FY27. The market isn’t buying it either - a 6.2x EV/S multiple says it all. To me, $AI still looks like the underdog trying to cling to the broader AI hype. I’m staying out.
LANDSCAPE & COMPETITION
$AI is competing not just with $PLTR, but also with cloud titans like $AMZN (AWS), $MSFT (Azure), and $GOOGL (Google Cloud), all rolling out powerful, customizable AI solutions. $NVDA owns the infrastructure and dev stack. $CRM and $ORCL are embedding AI deep into enterprise workflows. $SNOW manages the data, $DDOG handles observability, $ZS secures it, and even $META is stepping into the enterprise AI race with GenAI tooling. The battlefield is crowded - and brutal.
#SoJustFollowMe #SoJustMarketAnalytics #StockAnalysis #StocksToWatch
XXX engagements
Related Topics 100m amzn nvda $109m $100m eps $1087m amazon web services