BigBear.ai Holdings
BBAIQ4 2023(BBAI Q3 FY2023)Reported55% AI
AI Revenue %
55%
AI Fair Value
$950.6M
AI Revenue (Q)
$18.7M
Total Revenue (Q)
$34.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Single-segment reporting. Revenue was $34.0M, down sequentially. The company began capitalizing software development costs ($2.7M YTD) indicating investment in software products. No new AI revenue disclosures. Maintaining 55% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
Three Months Ended September 30, 2023 Revenues $ 33,988
10-Q September 30, 2023 - Consolidated Statements of Operations
Capitalized software development costs ( 2,744 )
10-Q September 30, 2023 - Consolidated Statements of Cash Flows
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