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C3.ai10-K: Major contract loss

C3.ai flags significant revenue risk from high customer concentration

What happened

The company's revenue is concentrated with a few key accounts, making customer retention and value realization critical pain points. A single non-renewal could severely impact financial results, creating a strong internal need for tools that enhance customer success and relationship management.

Source

SEC EDGARJun 23, 2026

Annual report (Form 10-K)

C3.ai 10-K for FY2026

Filing excerpt

Historically, a limited number of customers have accounted for a substantial portion of our revenue.

sec.gov/Archives/edgar/data/1577526/000157752626000078/ai-20260430.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Major contract loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
04/30
Filed
Jun 23, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1577526
Accession number
0001577526-26-000078
Metric named
a substantial portion of our revenue
Filing year
2026
Why it matters
Urgency to improve
Signal category
Revenue

Extraction

Confidence
High
Relevance
75%
Sentiment
Negative
Detected
Jun 30, 2026
signal_type
sec-10k
signal_subtype
majorContractLoss

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/545c0463-f838-4dcd-86b9-c40a7b9cfab0 returns this record as JSON. POST /v1/companies/enrich returns every signal for c3.ai.

{
  "signal_id": "545c0463-f838-4dcd-86b9-c40a7b9cfab0",
  "signal_type": "sec-10k",
  "signal_subtype": "majorContractLoss",
  "detected_at": "2026-06-30T07:05:00.284+00:00",
  "company": {
    "name": "C3.ai",
    "domain": "c3.ai"
  },
  "data": {
    "detail": "The company's revenue is concentrated with a few key accounts, making customer retention and value realization critical pain points. A single non-renewal could severely impact financial results, creating a strong internal need for tools that enhance customer success and relationship management.",
    "metrics": {
      "pct_context": "a substantial portion of our revenue"
    },
    "summary": "C3.ai flags significant revenue risk from high customer concentration",
    "excerpts": "Historically, a limited number of customers have accounted for a substantial portion of our revenue.",
    "relevance": 0.75,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1577526/000157752626000078/ai-20260430.htm",
    "filing_date": "2026-06-23",
    "filing_year": 2026,
    "fiscal_year_end": "04/30",
    "sales_relevance": "Urgency to improve",
    "signal_category": "revenue"
  }
}

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