AI Index / BigBear.ai Holdings, Inc.
BigBear.ai Holdings, Inc. (BBAI)
Revenue sources: 1) U.S. federal contracts—DHS/CBP for biometric exit and veriScan passenger processing; AI directly powers biometrics and risk assessment. 2) DoD/Intel programs—autonomous C2 (ConductorOS), drone-swarm lethality, Army data systems; AI directly embedded. 3) Supply chain/logistics/manufacturing—Shipyard AI for shipbuilding and industrial base; AI direct. 4) International—UAE partnerships and Panama cargo security; AI-led deployments. Mix includes product licenses, deployments, and services; minimal non-AI integration.
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This quarter, the U.S. and allies have committed to unprecedented partnerships in AI such as the acceleration of a $1.4 trillion AI investment with the United Arab Emirates, UAE. This type of international partnership is indicative of the rapid push for adoption of mission enhancing AI tools across the security and critical infrastructure sectors.
- Kevin McAleenan
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Quotes from bigbearai Executives About Artificial Intelligence and Generative AI
In our core markets, security, travel and logistics, Defense and Intel, AI deployment is no longer an experiment. It's becoming a global standard.
- Kevin McAleenan
Industry reports indicate that U.S. investments in AI are projected to surge by 44% year-over-year, and federal procurement for AI/ML-enabled Mission Systems is estimated to be growing by approximately 10% to 15% year-over-year.
- Kevin McAleenan
Our autonomous command and control enablement software, ConductorOS performed exceptionally at the recent Talisman Sabre exercise, supporting operations with real-time AI model deployment, enhancing battlefield decision-making and asset coordination.
- Kevin McAleenan
With the historic funding levels announced in recent weeks, directly focused in areas where we have leading capabilities and a reputation for innovation, we are confident that our midterm outlook remains strong.
- Kevin McAleenan
Our AI innovation agenda is advancing quickly, and we are focusing on both our core existing capabilities and on additional frontier innovation, including physical AI and Internet of Things integration.
- Kevin McAleenan
We are looking at targets that will accelerate scale, unlock new markets and add step function and AI capability.
- Kevin McAleenan