BigBear.ai Holdings
BBAIQ2 2023(BBAI Q1 FY2023)Reported55% AI
AI Revenue %
55%
AI Fair Value
$910.2M
AI Revenue (Q)
$23.2M
Total Revenue (Q)
$42.2M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Starting Q1 FY2023, BigBear.ai consolidated to a single operating segment following organizational restructuring. Revenue was $42.2M. The company describes itself as providing 'AI-powered decision intelligence solutions' across supply chains/logistics, autonomous systems, and cybersecurity. With the segment consolidation and increased focus on AI-branded products, AI content is estimated at 55%. The company still has significant traditional IT/cyber services revenue (59% of revenue is time-and-materials contracts in later filings), but the Analytics-type work has grown. No segment-level AI revenue disclosure available.
Analyzed by claude-opus-4-6
Quoted Figures
Revenues $ 42,154
10-Q March 31, 2023 - Consolidated Statements of Operations
the Company determined it that it manages its operations as a single operating and reportable segment
10-Q March 31, 2023 - Notes: Segment Information
BigBear.ai s artificial intelligence ( AI )-powered decision intelligence solutions are leveraged in three primary markets global supply chains & logistics, autonomous systems, and cybersecurity
10-Q March 31, 2023 - Note A: Description of the 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.
Cybersecurity consultingSystems engineeringIT servicesManagement consulting
Confidence Tier
ReportedAI revenue explicitly disclosed in SEC filings