C3.ai - pelkkä hype vai real deal?
Tulos ylitti ohjeistuksen (no, muutamalla miljoonalla), mutta etenkin outlookissa lupaillaan merkittävää kasvua - osake +30% tänään.
C3 Generative AI. By combining the utility of the C3 AI Platform, predictive analytics, enterprise search, natural language processing, generative pre-trained transformers, and reinforcement learning, we have developed a novel technique to fundamentally improve the nature and utility of the human-computer interface for enterprise applications. We believe that this represents a breakthrough development that will dramatically facilitate the ease of use and explainability of enterprise AI applications, in addition to providing users immediate controlled access to potentially the entire corpus of data and information systems within an enterprise. We expect C3 Generative AI for Enterprise Search to be incorporated into the C3 AI Platform and C3 AI Applications and generally available in Spring 2023. It is currently being deployed as a utility in the C3 AI Platform, at Koch Industries, and Baker Hughes. To protect this intellectual property, we have several patents pending in multiple jurisdictions around the world, including Systems and Methods to Apply Generative AI to Transform Information Access and Content Creation for Enterprise Information Systems, Siebel, et al. For those interested, we have provided an example demo of C3 Generative AI: https://c3.ai/products/c3-generative-ai-product-suite/#crm-demo.
Our pipeline of qualified opportunities for the coming year is in excess of 500. As a result of our successful transition to consumption-based pricing our pilot pipeline has increased, the number of deals we are closing in quarter is increasing, our average selling price is decreasing, our partnerships are strengthening, and our innovation accelerates apace – all of which portend the opportunity for substantially increased revenue growth in FY 24, and beyond while we simultaneously manage the company on a well-engineered path to profitability.
Raportissa sanotaan että customer count nykyisellään 236, ja 500 pipelinessa (joista normaalin sales funnel -teorian perusteella voitaneen olettaa että 1/3 realisoituu).
Wedbush:
“The company is starting to gain momentum in building significant enterprise opportunities in its pipeline with its suite of innovative enterprise AI solutions, but there are still some bumps in the road for C3.AI including the monetization strategy for its high-demand Generative AI suite which fundamentally changes the human interface for enterprise application,” Ives wrote in an investor note.