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C3.ai ended FY2026 with preliminary revenue inside guidance and a large cash and investments balance, but the latest evidence is dominated by a sharp revenue reset, weak Q3 gross margin, negative free cash flow, a 26% workforce reduction and Thomas Siebel's re
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Adobe's numbers still look like a software toll road. The debate is whether Firefly, Acrobat AI, CX Enterprise, and Semrush turn AI into more toll lanes or let customers route around the booth.
OpenOfficial-source baseline for Apple using SEC submissions, SEC XBRL companyfacts, FY2025 10-K, Q2 FY2026 10-Q, Q2 earnings 8-K and release, 2026 proxy, annual meeting results, and major technology peer filings.
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