AI Index / BigBear.ai Holdings, Inc.
BigBear.ai Holdings, Inc. (BBAI)
BigBear.ai’s revenue primarily comes from: 1) Government security/travel: biometric solutions (veriScan, biometric exit) for CBP/DHS—AI directly drives this. 2) Defense & Intelligence: ConductorOS for autonomous command-and-control and drone swarms—direct AI. 3) Supply chain/industrial: Shipyard AI for shipbuilding/logistics—direct AI. 4) International security/logistics: UAE partnerships and Panama cargo security—direct AI. 5) Army data/IT systems support—AI/ML-enabled mission systems. Across segments, AI is the core product capability and revenue driver, with minimal non-AI contribution.
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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
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Quotes from bigbearai Executives About Artificial Intelligence and Generative AI
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.
- 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 new guidance range will give us the flexibility to invest in an aggressive but disciplined way over the rest of this year and smartly deploy capital to accelerate the major growth inflection that will drive material long-term shareholder value in the quarters to come.
- 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, and agenetic systems that will operate in the real world to drive security and efficiency at scale.
- Kevin McAleenan
We are proving that we can win in the markets that will be most critical in the next chapter.
- Kevin McAleenan