Your shares are down a little bit, but boy, they've ramped up 60% in less than a month. So, a lot of optimism going into these numbers. What drove you to raise the forecast? Well, it was a great quarter. The year to date has been great.

I think our revenue growth year-over-year last quarter was 29%, which is huge. I think most importantly, we formed this massive strategic alliance with Microsoft, the largest software company in the world, and all of Microsoft's salespeople

worldwide will be selling C3 as enterprise AI software solutions, you know, on their price list. Getting poor credit, being compensated. And so we see three AI guys from over 100 salespeople in September to perhaps tens of thousands of salespeople in November.

So that is a very strong tailwind that bodes extraordinarily well for C3. There is this slight worry about profitability, saying that basically, you're prioritizing revenue growth rather than profitability. What do you say to that, Tom?

In the short term, we're prioritizing growth. You know, I have this huge enterprise sales engine in the form of Microsoft that now we need to enable. And we really did not invest in that channel to get thousands of people productive selling and servicing our product; not investing in that is

crazy. Goodness, Caroline, we have roughly three quarters of $1,000,000,000 in cash in the bank. And what am I going to do with that if not invest in growth, and not invest in market share, and not invest in market leadership?

And I assure you, the cash flow and profitability follow. Okay. So how profitable, for example, would a deal like the Microsoft extension be? Because you are obviously digging in on that partnership. They help distribute your offerings, but how much revenue do you have to give up

for that?
Virtually 100% of the revenue from C3 sales accrues to C3. So, Microsoft gets the benefit of selling their infrastructure and cloud services. C3 gets the benefit of selling the C3 applications.

But a very small portion of the revenue is given up. And this is just a dramatic revenue accelerator. This is the largest software company in the world, and they have chosen C3 AI as their preferred enterprise solutions provider.

Strategic partnerships just don't get bigger than this. They don't. And certainly, Piper and the analysts are saying this potentially drives material upside. There are, though, and I hate to keep going back to some of the flies in the

ointment, but I keep worrying about the differentiation here, Tom, of your offering. How do you make clear your USP versus rivals out there?

There is one company on the planet Earth, Caroline, that offers over 100 turnkey enterprise applications for utilities, oil and gas, defense, intelligence, pharmaceuticals, and child fatality. One company on the planet Earth that offers these kinds of solutions, and that is our differentiation and federal strength. You listed a lot within defense and

With ultimately, you've got a government focused, in many ways, that has seen a lot of selling into federal. Will it continue? Any issues about the administration coming on in 2025? Under Trump, the business and the defense intelligence and federal community has

been very strong. I expect that to accelerate in a Trump administration, with people like Elon getting involved. I think their priorities, if we listen to their conferences and we go to, for example, the Reagan Defense Forum that took place last week, there is one topic

on the agenda, and that is air applications, air applications, air applications. And then they also talk about cyber. But this is clearly going to be a huge priority for making government more efficient, and it is the future of our defense and intelligence

community. So this bodes extraordinarily well for the commercial software providers like CCI and perhaps bodes well for the traditional kind of Beltway systems integrators. I think that, you know, the tide might be going out for those guys.

C3 AI: Microsoft Partnership a 'Revenue Accelerator'

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3분기 실적 호조와 Microsoft 파트너십

분기 및 연간 실적 호조로 인한 주가 상승과 긍정적인 전망.

상당한 매출 성장(지난 분기 전년 동기 대비 29%).

C3 AI 소프트웨어 판매를 위해 Microsoft와 전략적 제휴를 맺었습니다.

수익성보다 매출 성장에 우선순위를 두는 것에 대한 우려가 제기되었습니다.

Microsoft 파트너십과 사용 가능한 현금 보유량으로 인해 성장을 우선시해야 하는 당위성.

Microsoft 파트너십 세부 정보 및 수익 공유

C3는 C3 판매에서 발생하는 거의 모든 수익을 유지하고, Microsoft는 인프라 및 클라우드 서비스 판매에서 이익을 얻습니다.

파트너십은 중요한 수익 촉진제이자 강력한 전략적 움직임으로 설명됩니다.

애널리스트들은 상당한 상승 가능성이 있다고 보고 있습니다.

다양한 분야에 걸쳐 100개 이상의 턴키 엔터프라이즈 애플리케이션을 제공한다는 점이 차별화 포인트입니다.

정부의 지속적인 관심사와 2025년 정권 교체의 잠재적 영향에 대해 논의합니다.

트럼프 행정부 하에서 항공 애플리케이션과 사이버를 중심으로 성장이 가속화될 것으로 예상됩니다.

정부의 우선 순위로 인해 상용 소프트웨어 제공업체에 대한 긍정적인 전망.