C3.ai's revenue is down 50%, and founder Tom Siebel's return is the last thing the company needed. That outweighs a Q4 double beat reported by TrendSpider, with adjusted EPS of -$0.33 versus -$0.37 expected and revenue of $51.6M versus $50.2M. x.com
Stone Fox Capital
Founder, CIO & Portfolio Manager of Stone Fox Capital
C3.ai's flat revenue, heavy cash burn and stock compensation exceeding revenue make it a possible short entry. Shares have doubled from their lows. x.com
C3.ai has turned out to be a scam for its shareholders, judging by how its stock-based compensation as a share of revenue has fared over the years against SaaS peers Snowflake, Palantir, GitLab and UiPath. x.com