L'Air Liquide S.A. (AI) Earnings Call Transcripts
L'Air Liquide S.A.'s Latest Earnings Call - Q4 FY2026
In the fourth quarter of fiscal year 2026, C3.ai reported total revenue of $51.6 million, which fell short of expectations, reflecting ongoing challenges in sales execution. The company recorded a non-GAAP net loss of $48.8 million, or $0.33 per share. Management has initiated a comprehensive restructuring plan aimed at reducing costs by $135 million annually and improving operational efficiency, signaling a potential turnaround for the company. For fiscal year 2027, C3.ai provided revenue guidance of $210 million to $240 million, indicating a cautious optimism about recovery.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | $51.6 million (miss) |
| Subscription Revenue | $48.4 million (null) |
| Non-GAAP Net Loss | $48.8 million (null) |
| Non-GAAP Operating Loss | $54.4 million (miss) |
| Free Cash Flow | -$54.8 million (null) |
| Cash Position | $673 million (positive) |
Guidance from management
C3.ai expects Q1 FY27 revenue between $50 million and $54 million and a non-GAAP operating loss of $40.5 million to $48.5 million. For FY27, revenue guidance is set at $210 million to $240 million, with a non-GAAP operating loss of $128 million to $160 million.
What management said
No. There's a number of issues there. I'm not actually sure that this churn issue is really true. Could somebody help me with that -- I'm not sure that's true, Pat. I think it really is sales execution.
I'm not sure that's true, Pat. I think it really is sales execution. Market is huge. Product is great. Customers are happy. I think this is pretty fundamental. No question, we see this as a turnaround situation, and that's what we're focused on. We're coming off of -- and we're coming off of performance that is just completely unacceptable, laughably unacceptable. And we're going to take a bat and a teeth for that. W...
What analysts pressed on
Analysts expressed concerns over the significant drop in revenue from $389 million in FY25 to projected figures for FY27. Questions were raised about customer churn and the effectiveness of the new sales strategy, with a focus on how the restructuring will impact future performance.
Main topics on the call
- Restructuring and Cost Reduction — C3.ai has reduced its workforce by approximately 35%, from 1,075 to 700 employees, resulting in annual operating cost savings of $135 million. CEO Tom Siebel stated, "We have a clear plan in place to turn this company ar...
- Sales Execution Challenges — Management acknowledged that sales performance has been "unspeakably horrible" and attributed revenue declines to poor sales execution rather than customer churn. Siebel emphasized, "The product is great. The customers a...
- Future Revenue Guidance — C3.ai provided revenue guidance for Q1 FY27 of $50 million to $54 million and for FY27 of $210 million to $240 million. This guidance reflects a strategic shift towards larger accounts and longer-term contracts, as state...
- Cash Position and Capitalization — C3.ai ended the quarter with $575.4 million in cash and equivalents, which increased to $673 million following a significant insider purchase by Siebel. This strong cash position alleviates immediate financing concerns, ...
Read the full L'Air Liquide S.A. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About L'Air Liquide S.A.
L'Air Liquide S.A. (AI) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on ENXTPA and is based in FR. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 106 calls on record spanning February 11, 2020 to October 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 106 L'Air Liquide S.A. earnings call transcripts on record, spanning February 11, 2020 to October 5, 2026. Based on this history, L'Air Liquide S.A. reports quarterly. The most recent call on file is dated October 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.