BigBear.ai Holdings
BBAIQ2 2022(BBAI Q1 FY2022)Derived50% AI
AI Revenue %
50%
AI Fair Value
$527.5M
AI Revenue (Q)
$18.2M
Total Revenue (Q)
$36.4M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
BigBear.ai reported two segments: Cyber & Engineering ($17.3M) and Analytics ($19.1M) on total revenue of $36.4M. The Analytics segment (predictive/prescriptive analytics, big data computing) is the more AI-oriented segment, estimated ~75% AI. Cyber & Engineering (cloud engineering, IT, cybersecurity, systems engineering) is primarily traditional IT services, estimated ~20% AI. Math: ($19.1M * 0.75 + $17.3M * 0.20) / $36.4M = ($14.3M + $3.5M) / $36.4M = $17.8M / $36.4M = 49%, rounded to 50%.
Analyzed by claude-opus-4-6
Quoted Figures
Six Months Ended June 30, 2022 Cyber & Engineering Analytics Total Revenues $ 35,951 $ 38,052 $ 74,003
10-Q June 30, 2022 - Notes: Segment Information
Our Cyber & Engineering segment provides high-end technology and management consulting services to our customers, focusing on cloud engineering and enterprise IT, cybersecurity, computer network operations and wireless, systems engineering
10-K December 31, 2022 - Item 1: Business
Our Analytics segment provides high-end technology and consulting services to our customers, focusing on big data computing and analytical solutions, including predictive and prescriptive analytics solutions
10-K December 31, 2022 - Item 1: Business
AI Products Identified (Ring 1)
Observe (computer vision)Orient (decision intelligence)Dominate (autonomous systems)Predictive analyticsPrescriptive analytics
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Cloud engineering and enterprise ITCybersecurity consultingSystems engineeringProgram planning
Confidence Tier
DerivedCalculated from reported segments primarily serving AI