The stock popped impressively following its latest results, but can it sustain its momentum?Shares of C3.ai (AI 0.71%) have underperformed the broader market in 2024, gaining 3% so far compared to the 6% gains delivered by the Nasdaq-100 Technology Sector index, but it looks like the company's fortunes could change following its latest quarterly report.C3.ai provides artificial intelligence (AI) software for enterprise applications, and the stock popped substantially after the company released fourth-quarte ...

文章核心观点 1) 人工智能(AI)基础设施市场正在稳步扩张,主要由于各行业对AI驱动解决方案的需求不断增加[1] 2) 公司正在利用AI提高生产力、创造力和竞争优势,这推动了对强大AI基础设施的需求[1] 3) 全球AI基础设施市场规模预计将从2023年的370.3亿美元增长到2033年的4214.4亿美元,复合年增长率为27.53%[1] 4) 云计算的普及为企业提供了可负担且可扩展的AI基础设施实施资源[2] 5) 北美地区是全球AI基础设施市场的最大份额,企业通过并购等方式不断增强自身的AI能力和市场份额[2] 关键要点总结 行业发展概况 - AI基础设施市场正在快速增长,主要由于各行业对AI技术的需求不断增加[1] - 云计算的普及为企业提供了可负担且可扩展的AI基础设施实施资源[2] - 北美地区是全球AI基础设施市场的最大份额,市场竞争激烈[2] 公司动态 - 公司正在利用AI提高生产力、创造力和竞争优势,推动了对强大AI基础设施的需求[1] - 企业通过并购等方式不断增强自身的AI能力和市场份额[2] - 领先企业正在开发创新的AI基础设施解决方案,如高性能浸没式服务器[3][4][5][6][7][8] 市场规模与预测 - 全球AI基础设施市场规模预计将从2023年的370.3亿美元增长到2033年的4214.4亿美元,复合年增长率为27.53%[1]

文章核心观点 - C3.ai是一家提供AI产品的企业软件开发商,在8个不同行业拥有产品 [1] - C3.ai在2024财年第四季度的亏损低于预期,收入同比增长20% [1] - C3.ai在2024财年推出了30款生成式AI产品,受到了市场的广泛关注 [2][10][11] - C3.ai采用基于消费的定价模式,有助于加速收入增长 [12] - C3.ai CEO表示企业对AI的需求正在不断增强,公司有先发优势 [13] 行业概况 - C3.ai在计算机和技术行业与其他AI软件开发商以及大型云服务商竞争 [4] - 行业中AI硬件和基础设施端的增长较快,而企业软件端增长相对较慢 [5] 公司业绩 - C3.ai连续5个季度实现收入增长 [8] - 2025财年全年收入预计在3.7亿美元至3.95亿美元之间 [9] - 订阅收入占总收入的92%,同比增长41% [10] - 联邦政府收入同比增长超过100% [13]

C3.ai is demonstrating progress across its strategic initiatives.Fool.com contributor Parkev Tatevosian reviews C3.ai (AI -0.37%) and lets you know if long-term investors should buy the artificial intelligence company. *Stock prices used were the afternoon prices of May 31, 2024. The video was published on June 2, 2024. ...

Each of these companies is a best-of-breed name within their sliver of the technology arena.Do you want to get rich? Obviously professional athletes and entertainment icons are doing well for themselves. But, not everyone has enough talent to become either one.Fortunately for the rest of us, it's still possible to become a self-made millionaire even with just an ordinary income. The key is finding, buying, and then holding the right stocks. It's also worth mentioning that technology stocks have dished out a ...

In the rapidly advancing field of artificial intelligence (AI), the spotlight often shines on mega-cap companies. However, beneath the dazzling headlines lie sleeper AI stocks poised to disrupt the industry and deliver significant returns to investors. As we navigate deeper into 2024, these emerging companies are not just riding the AI wave—they are creating it.As per PWC, the global AI market is projected to reach a staggering $15.7 trillion by 2030. This rapid expansion would create many companies in the ...

Is the rebound in the stock just beginning?Shares of C3.ai (AI 3.50%) have soared over 20% since the company reported its fiscal fourth-quarter earnings on May 29. The enterprise artificial intelligence (AI) software company saw strong revenue growth and issued upbeat guidance. Despite the recent gains, the stock is still down over 30% over the past year.Given the stock's recent gains, is it too late to buy the stock, or is the rebound in the stock just beginning?Strong fiscal Q4 results and guidanceFor its ...

Shares of the AI software stock jumped on a better-than-expected earnings report.Shares of C3.ai (AI 21.41%) were surging today after the enterprise-software company posted better-than-expected results in its fiscal fourth-quarter earnings report and offered solid guidance for fiscal 2025.As a result, the stock was up 19.2% as of 2:26 p.m. ET. C3.ai quiets the doubtersC3.ai emerged as an early winner in the AI boom as its stock soared early last year, but since then, its shares have mostly struggled as it's ...

The enterprise AI software company has ramped up spending on generative AI growth initiatives, which is hurting its bottom line.C3.ai (AI 13.63%) stock gained 8.3% in after-hours trading on Wednesday after the enterprise artificial intelligence (AI) software applications company released its fiscal 2024 fourth-quarter results. For the quarter, which ended April 30, revenue and adjusted earnings beat Wall Street's estimates, and management's top-line guidance for C3.ai's current quarter and fiscal 2025 also ...

财务数据和关键指标变化 - 公司第四季度总收入为8660万美元,同比增长20% [10] - 订阅收入为7990万美元,占总收入的92%,同比增长41% [10][11] - 非GAAP毛利为6090万美元,毛利率为70% [11] - 非GAAP经营亏损为2340万美元,优于指引 [11] - 自由现金流为1880万美元,现金余额为7.504亿美元 [11] - 全年总收入为3.106亿美元,同比增长16%;订阅收入为2.781亿美元,同比增长21% [12] 各条业务线数据和关键指标变化 - 公司正在从订阅定价过渡到按使用量付费的定价模式,平均合同价值从2019财年的1600万美元下降到上季度的90万美元 [13] - 这种定价模式转变导致RPO(未履行订单)有所下降,预计未来几个季度RPO将继续下降 [13][45] 各个市场数据和关键指标变化 - 联邦政府、国防和航空航天业务占第四季度订单的50%,是公司的主要增长引擎 [22][28] - 公司在联邦政府市场取得重大进展,2024财年收入增长超过100% [28] - 公司与美国空军、海军、情报部门等机构签署了13项新的和扩展的协议 [29][30][31] 公司战略和发展方向及行业竞争 - 公司专注于企业人工智能应用,认为这是未来价值的核心所在 [14][16] - 公司认为硅片和基础设施将被商品化,人工智能应用将主导价值链 [14][15][16] - 公司面临的主要竞争是客户自建人工智能应用,这对大多数企业来说是非常困难的 [17][18][19] - 公司已经投入15年和数十亿美元开发了强大的人工智能平台,拥有先发优势 [20] - 公司正在大力投资发展通用人工智能(Generative AI)产品,看到了巨大的市场机会 [34][35][36] 管理层对经营环境和未来前景的评论 - 管理层对公司未来前景充满信心,预计2025财年收入将增长约23% [39] - 公司将继续大幅投资以建立市场领导地位,不会过度关注短期利润 [37][38][39] 其他重要信息 - 公司发布了第8版平台和应用程序,性能提升了20倍 [23] - 公司的C3 AI社区正在成为开发者和数据科学家的互动平台 [24] - 公司的合作伙伴网络不断扩大,与AWS、谷歌云和Azure的合作不断深化 [32][33] 问答环节重要的提问和回答 问题1 **Timothy Horan 提问** 询问公司如何实现Version 8的20倍性能提升,以及销售线索的可扩展性 [48][49] **Tom Siebel 回答** Version 8是4年的大规模工程项目,彻底重构了核心架构。销售线索激增,公司有能力应对每季度约9万个线索 [49][54] 问题2 **Sanjit Singh 提问** 询问公司如何帮助客户将通用人工智能应用落地生产 [60][61] **Tom Siebel 回答** 公司提供了多种通用人工智能应用案例,如为法律公司生成IPO文件、为空军预测设备故障等,展现了将通用人工智能应用落地的能力 [61][62][63] 问题3 **Arvind Ramnani 提问** 询问大量销售线索对公司收入和利润的影响 [73][74][75] **Tom Siebel 回答** 这反映了公司面临的巨大市场机会,公司将投资以建立市场领导地位,不会过度关注短期利润 [76][77][78][81]