C3.ai, Inc. has reported that in fiscal 2025, 73% of its agreements were completed through partnerships, totaling 193 agreements, which marks a 68% increase from the previous year. Partner-supported bookings in the fiscal fourth quarter soared by 419% year over year, with 59 agreements signed in that period. The company views its partnership strategy as essential for expanding customer reach and advancing enterprise AI applications.
Key collaborations include a strong partnership with Microsoft, resulting in 28 new agreements, particularly in manufacturing and chemicals, as well as ongoing relationships with Alphabet’s GOOGL Google Cloud and Amazon’s AMZN AWS, enhancing global delivery capabilities. Additionally, new advisory alliances, including a partnership with McKinsey QuantumBlack and collaboration with PwC, aim to facilitate faster adoption of C3.ai’s applications in various industries.
Despite these advancements, C3.ai’s shares have declined by 25.8% over the past year. The company currently trades at a forward price-to-sales ratio of 5.58X, significantly below the industry average of 17.49X, with the Zacks Consensus Estimate for its fiscal 2026 earnings suggesting a 239% year-over-year decrease.
