C3.ai vs. BigBear.ai: What Quarterly Revenue Trends Tell Investors About These AI Companies
Article excerpt
C3.ai consistently reports higher overall revenue than BigBear.ai. Both companies have seen quarter-over-quarter volatility, with C3.ai experiencing a sharp decline in 2026 while BigBear.ai has remained more steady. Investors should watch whether the revenue gap between the two companies continues to narrow in upcoming quarters. C3.ai (NYSE:AI) primarily generates revenue by providing enterprise software that helps organizations develop and operate large-scale data applications using artificial intelligence. It recently expanded a collaboration with Shell and recorded a net income margin of negative 224% for the quarter ended April 30, 2026. BigBear.ai (NYSE:BBAI) earns revenue by providing technology consulting and data analysis services using AI for predictive modeling and decision support. While facing a securities fraud investigation from a law firm, it gained national security approval in the Netherlands to use its platform for airport security screening. It reported an EBIT margin of negative 67% for the quarter ended March 31, 2026. Tracking revenue helps investors measure a company's ability to generate baseline sales before accounting for expenses. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time. Data source: Company filings. Data as of July 10, 2026. For investors interested in...
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C3.ai saw revenue fall after its CEO, Tom Siebel, had to step down due to health reasons.
