C3 AI appoints Rob Schilling as chief commercial officer

REDWOOD CITY, Calif. - Enterprise AI application software company C3 AI (NYSE:AI), currently valued at $3.1 billion in market capitalization, has appointed Rob Schilling as Executive Vice President and Chief Commercial Officer, effective June 16, 2025, according to a press release statement.

Schilling, who will lead C3 AI’s customer-facing operations, joins the company from Oracle, where he held a senior leadership position in cloud enterprise sales applications for North America. His previous experience includes serving as general manager of Nokia’s IoT, applications, and analytics division, and as CEO of SpaceTime before its acquisition by Nokia.

Earlier in his career, Schilling worked in sales leadership roles at enterprise software companies including SAP and Siebel Systems, which was later acquired by Oracle.

"Rob is a seasoned leader with a track record of delivering results in complex enterprise environments, and deep expertise across cloud, data, and AI," said Thomas M. Siebel, Chairman and CEO of C3 AI.

Schilling expressed enthusiasm about his new role, stating, "The opportunity to return to a pure play AI company at such a pivotal moment in the industry is exciting. I’m proud to join a company that has been at the forefront of Enterprise AI for over 15 years."

C3 AI describes itself as an Enterprise AI application software company that provides an end-to-end platform for developing and operating enterprise AI applications, along with industry-specific SaaS enterprise AI applications and a suite of large AI transformer models for enterprise use. The company has demonstrated strong revenue growth of 25% over the last twelve months, reaching $389 million. According to InvestingPro analysis, C3 AI maintains a healthy financial position with a current ratio of 6.86, indicating strong liquidity, though the stock has experienced a significant 34% decline over the past six months. InvestingPro subscribers have access to 7 additional key insights about C3 AI’s financial health and market position, along with comprehensive Pro Research Reports covering what really matters for informed investment decisions.

In other recent news, OpenAI has secured a $200 million contract from the U.S. Department of Defense to develop advanced AI capabilities for national security. This agreement is a significant milestone for OpenAI’s public sector division, with work expected to conclude by July 2026. Meanwhile, C3 AI has announced a $13 million task order from the United States Air Force to enhance its AI-enabled predictive maintenance system, part of a larger $450 million agreement. This initiative highlights C3 AI’s role in advancing military readiness through AI solutions. Additionally, the U.S. Air Force has expanded its contract with C3 AI, raising the ceiling to $450 million to further deploy predictive maintenance across its systems.

On the analyst front, UBS has maintained a Neutral rating on C3.ai stock with a price target of $28, expressing cautious optimism regarding the company’s revenue mix projections. KeyBanc Capital Markets has adjusted its price target for C3.ai to $18, retaining an Underweight rating despite a mixed performance in the recent earnings report. The company’s fiscal year 2026 revenue guidance aligns with consensus estimates, though KeyBanc remains cautious about subscription revenue growth. These developments reflect ongoing interest and scrutiny from investors and analysts in the evolving AI sector.

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