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Side-by-side financial comparison of C3.ai, Inc. (AI) and Information Services Group Inc. (III). Click either name above to swap in a different company.
C3.ai, Inc. is the larger business by last-quarter revenue ($75.1M vs $61.2M, roughly 1.2× Information Services Group Inc.). Information Services Group Inc. runs the higher net margin — 4.3% vs -139.3%, a 143.6% gap on every dollar of revenue. On growth, Information Services Group Inc. posted the faster year-over-year revenue change (5.9% vs -20.3%). Information Services Group Inc. produced more free cash flow last quarter ($4.3M vs $-46.9M). Over the past eight quarters, C3.ai, Inc.'s revenue compounded faster (-2.1% CAGR vs -2.4%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...
AI vs III — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $61.2M |
| Net Profit | $-104.7M | $2.6M |
| Gross Margin | 40.4% | 44.8% |
| Operating Margin | -149.2% | 8.4% |
| Net Margin | -139.3% | 4.3% |
| Revenue YoY | -20.3% | 5.9% |
| Net Profit YoY | -58.7% | -14.1% |
| EPS (diluted) | $-0.75 | $0.06 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $75.1M | $61.2M | ||
| Q3 25 | $70.3M | $62.4M | ||
| Q2 25 | $108.7M | $61.6M | ||
| Q1 25 | $98.8M | $59.6M | ||
| Q4 24 | $94.3M | $57.8M | ||
| Q3 24 | $87.2M | $61.3M | ||
| Q2 24 | $86.6M | $64.3M | ||
| Q1 24 | $78.4M | $64.3M |
| Q4 25 | $-104.7M | $2.6M | ||
| Q3 25 | $-116.8M | $3.1M | ||
| Q2 25 | $-79.7M | $2.2M | ||
| Q1 25 | $-80.2M | $1.5M | ||
| Q4 24 | $-66.0M | $3.0M | ||
| Q3 24 | $-62.8M | $1.1M | ||
| Q2 24 | $-72.9M | $2.0M | ||
| Q1 24 | $-72.6M | $-3.4M |
| Q4 25 | 40.4% | 44.8% | ||
| Q3 25 | 37.6% | 42.2% | ||
| Q2 25 | 62.1% | 42.2% | ||
| Q1 25 | 59.1% | 43.1% | ||
| Q4 24 | 61.3% | 41.5% | ||
| Q3 24 | 59.8% | 40.4% | ||
| Q2 24 | 59.6% | 39.5% | ||
| Q1 24 | 57.8% | 36.1% |
| Q4 25 | -149.2% | 8.4% | ||
| Q3 25 | -177.7% | 7.4% | ||
| Q2 25 | -81.8% | 7.6% | ||
| Q1 25 | -88.7% | 5.7% | ||
| Q4 24 | -79.8% | 0.3% | ||
| Q3 24 | -83.2% | 7.0% | ||
| Q2 24 | -95.1% | 5.7% | ||
| Q1 24 | -105.3% | -3.7% |
| Q4 25 | -139.3% | 4.3% | ||
| Q3 25 | -166.2% | 4.9% | ||
| Q2 25 | -73.3% | 3.5% | ||
| Q1 25 | -81.2% | 2.5% | ||
| Q4 24 | -69.9% | 5.3% | ||
| Q3 24 | -72.0% | 1.9% | ||
| Q2 24 | -84.2% | 3.2% | ||
| Q1 24 | -92.6% | -5.3% |
| Q4 25 | $-0.75 | $0.06 | ||
| Q3 25 | $-0.86 | $0.06 | ||
| Q2 25 | $-0.60 | $0.04 | ||
| Q1 25 | $-0.62 | $0.03 | ||
| Q4 24 | $-0.52 | $0.07 | ||
| Q3 24 | $-0.50 | $0.02 | ||
| Q2 24 | $-0.59 | $0.04 | ||
| Q1 24 | $-0.60 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | $28.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $771.9M | $94.7M |
| Total Assets | $961.3M | $211.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $675.0M | $28.7M | ||
| Q3 25 | $711.9M | $28.7M | ||
| Q2 25 | $742.7M | $25.2M | ||
| Q1 25 | $724.3M | $20.1M | ||
| Q4 24 | $730.4M | $23.1M | ||
| Q3 24 | $762.5M | $9.7M | ||
| Q2 24 | $750.4M | $11.8M | ||
| Q1 24 | $723.3M | $14.0M |
| Q4 25 | $771.9M | $94.7M | ||
| Q3 25 | $798.8M | $94.7M | ||
| Q2 25 | $838.3M | $94.1M | ||
| Q1 25 | $860.2M | $95.0M | ||
| Q4 24 | $859.0M | $96.3M | ||
| Q3 24 | $874.9M | $96.6M | ||
| Q2 24 | $873.4M | $95.5M | ||
| Q1 24 | $898.0M | $95.6M |
| Q4 25 | $961.3M | $211.0M | ||
| Q3 25 | $968.7M | $213.3M | ||
| Q2 25 | $1.0B | $200.7M | ||
| Q1 25 | $1.1B | $202.4M | ||
| Q4 24 | $1.0B | $204.5M | ||
| Q3 24 | $1.1B | $227.1M | ||
| Q2 24 | $1.0B | $235.3M | ||
| Q1 24 | $1.1B | $234.2M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-46.5M | $5.1M |
| Free Cash FlowOCF − Capex | $-46.9M | $4.3M |
| FCF MarginFCF / Revenue | -62.4% | 7.0% |
| Capex IntensityCapex / Revenue | 0.5% | 1.2% |
| Cash ConversionOCF / Net Profit | — | 1.94× |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | $25.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-46.5M | $5.1M | ||
| Q3 25 | $-33.5M | $11.1M | ||
| Q2 25 | $11.3M | $11.9M | ||
| Q1 25 | $-22.0M | $978.0K | ||
| Q4 24 | $-38.7M | $6.6M | ||
| Q3 24 | $8.0M | $8.8M | ||
| Q2 24 | $21.3M | $2.2M | ||
| Q1 24 | $-39.1M | $2.3M |
| Q4 25 | $-46.9M | $4.3M | ||
| Q3 25 | $-34.3M | $9.5M | ||
| Q2 25 | $10.3M | $11.1M | ||
| Q1 25 | $-22.4M | $141.0K | ||
| Q4 24 | $-39.5M | $6.0M | ||
| Q3 24 | $7.1M | $8.4M | ||
| Q2 24 | $18.8M | $1.3M | ||
| Q1 24 | $-45.1M | $1.3M |
| Q4 25 | -62.4% | 7.0% | ||
| Q3 25 | -48.8% | 15.2% | ||
| Q2 25 | 9.5% | 18.0% | ||
| Q1 25 | -22.7% | 0.2% | ||
| Q4 24 | -41.9% | 10.4% | ||
| Q3 24 | 8.2% | 13.7% | ||
| Q2 24 | 21.7% | 2.0% | ||
| Q1 24 | -57.6% | 2.0% |
| Q4 25 | 0.5% | 1.2% | ||
| Q3 25 | 1.1% | 2.5% | ||
| Q2 25 | 0.9% | 1.4% | ||
| Q1 25 | 0.4% | 1.4% | ||
| Q4 24 | 0.9% | 0.9% | ||
| Q3 24 | 1.1% | 0.6% | ||
| Q2 24 | 2.9% | 1.4% | ||
| Q1 24 | 7.8% | 1.6% |
| Q4 25 | — | 1.94× | ||
| Q3 25 | — | 3.62× | ||
| Q2 25 | — | 5.46× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 2.15× | ||
| Q3 24 | — | 7.66× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
III
Segment breakdown not available.
