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C3.ai’s Bold Federal Push Is Creating a Durable, High-Stakes Growth Flywheel!

C3.ai’s second quarter fiscal year 2026 results reflect a period of solid performance with significant developments across both its federal and commercial endeavors. Despite external challenges such as the lengthy U.S. government shutdown, which particularly impacted federal operations, the company managed to deliver commendable results. Revenue saw a sequential increase of 7%, reaching $75.1 million, indicating moderate but positive growth within the current economic climate. More tellingly, bookings escalated by 49% to $86 million, underscoring heightened demand for C3.ai’s offerings and a robust pipeline. The federal sector was a focal point of growth, contributing a major portion of bookings and exemplifying a strong upward trajectory with an 89% increase year-over-year. This was anchored in new and expanded agreements with a host of U.S. governmental agencies such as the Department of Health and Human Services, the Department of War, and various branches of the U.S. military.