C3.ai and BigBear.ai have reported contrasting quarterly revenue trends, with C3.ai consistently generating higher overall revenue but experiencing a sharp decline in recent quarters, while BigBear.ai has remained more steady. C3.ai's revenue fell from $108.7 million in the quarter ended April 2025 to $51.6 million in the quarter ended April 2026, a drop attributed to the temporary departure of CEO Tom Siebel for health reasons. BigBear.ai's revenue has been more stable, with first-quarter 2026 revenue of $34.4 million representing only a 1% year-over-year decline, and the company forecasting full-year 2026 revenue between $135 million and $165 million. Investors are watching whether C3.ai can recover under Siebel's return and whether the revenue gap between the two companies will continue to narrow.
C3 Ai IncC3.ai's revenue fell sharply from $108.7M to $51.6M due to CEO's temporary departure, indicating operational disruption.
BigBearai Holdings IncBigBear.ai's revenue remained stable with only 1% YoY decline and forecasts $135-165M for FY2026, showing resilience.