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C3.ai10-K: Customer concentration

A limited number of customers account for a substantial portion of revenue

What happened

The company's heavy reliance on a few large customers, including U.S. government agencies, creates significant risk if any of these customers fail to renew. This increases pressure to maximize value, satisfaction, and ROI for key accounts.

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: Customer concentration

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
Filing year
2026
Why it matters
Diversification strategy
Signal category
Market

Topics and mentions

Technologies

  • AI
  • ML
  • deep learning

Regions named

  • United States

Extraction

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

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The API returns more than this page shows

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/6de188cf-bad7-4da9-8d3c-c835961286ab returns this record as JSON. POST /v1/companies/enrich returns every signal for c3.ai.

{
  "signal_id": "6de188cf-bad7-4da9-8d3c-c835961286ab",
  "signal_type": "sec-10k",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-06-30T07:05:40.48+00:00",
  "company": {
    "name": "C3.ai",
    "domain": "c3.ai"
  },
  "data": {
    "detail": "The company's heavy reliance on a few large customers, including U.S. government agencies, creates significant risk if any of these customers fail to renew. This increases pressure to maximize value, satisfaction, and ROI for key accounts.",
    "summary": "A limited number of customers account for a substantial portion of revenue",
    "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": "Diversification strategy",
    "signal_category": "market",
    "regions_mentioned": [
      "United States"
    ],
    "technologies_mentioned": [
      "AI",
      "ML",
      "deep learning"
    ]
  }
}

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