BigBear.ai Holdings
BBAIQ3 2023(BBAI Q2 FY2023)Reported55% AI
AI Revenue %
55%
AI Fair Value
$931.6M
AI Revenue (Q)
$21.2M
Total Revenue (Q)
$38.5M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Single-segment reporting continues. Revenue was $38.5M. No change in product mix or AI disclosure. The company continues to describe all revenue as AI-powered decision intelligence, but contract type breakdown (predominantly time-and-materials) indicates significant services component. Maintaining 55% AI estimate.
Analyzed by claude-opus-4-6
Quoted Figures
Three Months Ended June 30, 2023 Revenues $ 38,459
10-Q June 30, 2023 - Consolidated Statements of Operations
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