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  "documentTitle": "C3.ai, Inc. (AI)",
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  "authorName": "Spruce Point Capital Management",
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  "presentationDate": "2022-02-16 00:00:00",
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  "notes": "The slide uses a Bloomberg terminal screenshot to demonstrate the lack of downward revision in consensus estimates following the December 2, 2021 disclosure.",
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      "kind": "callout",
      "text": "Revenue commitments from Baker Hughes were reduced by $40m for FY23 as disclosed in C3's 2Q'22 10-Q filed on December 2, 2021, yet we believe revenue estimates do not reflect this revision.",
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      "text": "FY23 Revenue Estimate: $332.9M",
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      "text": "Sell-side Revenue Estimates Continue To Be Modeled Higher Despite Issues From Baker Hughes",
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