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C3.ai10-Q: Major contract loss

C3.ai faces customer retention risk, with data implying the loss of two major customers from prior year.

Read at SEC EDGAR

What happened

The filing's data structure suggests that two significant customers from the prior year, each potentially representing over 10% of revenue, are no longer listed as major customers. This loss of key accounts creates significant pressure to acquire new enterprise customers and diversify its revenue base to mitigate concentration risk.

Source

SEC EDGARSep 8, 2026

Quarterly report (Form 10-Q)

C3.ai 10-Q

Filing excerpt

our ability to acquire new customers and successfully retain existing customers;

sec.gov/Archives/edgar/data/1577526/000157752626000126/ai-20260731.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

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

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

Fiscal year end
07/31
Filed
Sep 8, 2026

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The full record

From the Signal API record

Numbers

Percent
10% (Revenue threshold for a single customer to be considered a concentration risk. The filing implies two such customers from the prior year are no longer at...)

Details

CIK
1577526
Accession number
0001577526-26-000126
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Urgency to improve
Signal category
Revenue

Topics and mentions

Technologies

  • AI

Regions named

  • North America

Extraction

Confidence
Medium
Relevance
90%
Sentiment
Negative
Detected
Sep 15, 2026
signal_type
sec-10q
signal_subtype
majorContractLoss

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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
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Show the full JSONThe record on this page and the API request

GET /v1/signals/fbb254ca-4a19-4085-a982-2519bf5e349d returns this record as JSON. POST /v1/companies/enrich returns every signal for c3.ai.

{
  "signal_id": "fbb254ca-4a19-4085-a982-2519bf5e349d",
  "signal_type": "sec-10q",
  "signal_subtype": "majorContractLoss",
  "detected_at": "2026-09-15T07:04:45.202+00:00",
  "company": {
    "name": "C3.ai",
    "domain": "c3.ai"
  },
  "data": {
    "detail": "The filing's data structure suggests that two significant customers from the prior year, each potentially representing over 10% of revenue, are no longer listed as major customers. This loss of key accounts creates significant pressure to acquire new enterprise customers and diversify its revenue base to mitigate concentration risk.",
    "metrics": {
      "pct": 0.1,
      "timeframe": "current_quarter",
      "pct_context": "Revenue threshold for a single customer to be considered a concentration risk. The filing implies two such customers from the prior year are no longer at this level."
    },
    "summary": "C3.ai faces customer retention risk, with data implying the loss of two major customers from prior year.",
    "excerpts": "our ability to acquire new customers and successfully retain existing customers;",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "medium",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1577526/000157752626000126/ai-20260731.htm",
    "filing_date": "2026-09-08",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "07/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "revenue",
    "regions_mentioned": [
      "North America"
    ],
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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