C3.ai: A Perfectly Predictable Mess

by

So, C3.ai. Honestly, is anyone surprised? The stock is down, what, 22% today? I mean, it’s not like these tech companies are built on… substance. It’s all hype. And then the hype stops, and you’re left with… this. A plummet. A predictable plummet. The S&P 500 is down a measly 1.2%, Nasdaq a slightly more dramatic 2%. But C3.ai? They’re in a league of their own. A league of spectacularly bad decisions, I suspect.

Everyone’s blaming Nvidia’s report, “macroeconomic dynamics.” Please. It’s always something. It’s like when the deli runs out of rye bread. Suddenly, everything is ruined. But let’s be real, C3.ai’s problems aren’t some external force. They’re internal. They published their quarterly results yesterday, and it was… a disaster. Not a fiery, dramatic disaster, just a slow, agonizing one. The kind where you realize you’ve spent too much money on something completely useless.

The Numbers, Honestly, Are Just Sad

Fifty-three point two six million in revenue? Seriously? Last year they were at ninety-eight point seventy-eight. That’s… a lot. A lot less. And analysts were expecting seventy-six? What are these analysts even doing? Are they just throwing darts at a board? It’s like they’re actively trying to mislead people. And then they lost forty cents a share! Forty cents! It’s not about the money, it’s about the principle! You tell someone you’re going to lose twenty-nine cents, you lose twenty-nine cents. It’s basic courtesy!

What Now? Layoffs. Of Course.

So, what’s the plan? More of the same, naturally. They’re guiding for sales between forty-eight and fifty-two million next quarter. Forty-eight to fifty-two. The optimism is… stifling. And an operating loss between fifty-six and sixty-four million. They’re just throwing money away at this point! And now, layoffs. Twenty-six percent of the workforce. Wonderful. Just wonderful. As if losing your job isn’t bad enough, now you have to explain to people why they were the ones let go. It’s a social nightmare.

They’re also cutting “non-employee costs” by thirty percent. What does that even mean? Are they stopping the coffee deliveries? Are they canceling the office plants? It’s just… a mess. A perfectly predictable mess. The whole business model is faltering. It’s like building a house on sand, then being surprised when it collapses. Honestly, it’s insulting. It’s insulting to investors, it’s insulting to employees, and it’s insulting to anyone with a basic understanding of economics. It’s just… infuriating.

Read More

2026-02-26 21:33