BigBear.ai Holdings Earnings Call Transcripts
Fiscal Year 2026
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The meeting focused on a proposal to increase authorized common stock, which did not pass as it failed to secure over 50% approval. The proposal will be revisited at the annual meeting on June 9th, 2026.
Fiscal Year 2025
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Achieved record financial strength in 2025, completed key acquisitions, and expanded internationally. Q4 revenue declined year-over-year, but net loss improved significantly due to non-cash gains. 2026 revenue is projected to grow 17% with continued focus on AI and defense markets.
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The meeting focused on voting for an amendment to increase authorized common stock shares, but the proposal did not secure enough votes and was adjourned to December 30, 2025, for further voting. Stockholders are urged to participate in the upcoming vote.
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The meeting focused on voting for an amendment to increase authorized common stock shares, but the proposal did not secure enough votes and was adjourned to December 19th, 2025, for further voting. Stockholders are urged to participate in the upcoming session.
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Announced acquisition of Ask Sage to accelerate growth in secure AI for government and regulated sectors, with strong liquidity and a robust M&A strategy. Q3 revenue declined year-over-year, but the company remains well-positioned for growth as government AI investments increase.
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Second quarter revenue declined year over year due to Army contract disruptions, with a net loss driven by non-cash items. Record cash raised enables aggressive growth, while guidance was revised to $125–$140 million in revenue for 2025 amid strong market tailwinds.
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Q1 2025 saw 5% revenue growth, a narrowed net loss, and a 30% increase in backlog. Major contract wins in defense and manufacturing, expanded AI deployments at U.S. airports, and strengthened financial flexibility position the company for continued growth.
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Stockholders approved the issuance of common stock for convertible notes and potential interest payments, as well as the option to adjourn if more proxies were needed. No questions were raised during the Q&A, and final results will be filed with the SEC.