Revenue distribution by sectors:

• Defense and Security: 45%
• Healthcare: 30%
• Energy and Utilities: 25%

TOP 3 markets and their percentage shares:

• USA: 60%
• Europe: 25%
• Asia-Pacific: 15%

BigBear.ai Holdings, Inc. generates the majority of its revenue from the defense and security sector, driven by strong demand for advanced AI-powered analytics tools in this sector. The healthcare sector is also a significant market as digitization and the use of AI in healthcare are increasing.

Geographically, the US market is the largest for BigBear.ai, followed by Europe and the Asia-Pacific region. This reflects the company's strategic focus on markets with high demand for technological innovations.

Production Sites: USA (Mainly)

BigBear.ai Holdings, Inc. is a company specializing in artificial intelligence and data analysis. The production and development of their products and services mainly take place in the USA. The company utilizes its sites to develop advanced AI solutions that are used in various industries.

Since BigBear.ai is heavily focused on technology and software, the emphasis is less on physical production facilities and more on development centers and offices that focus on the research and development of AI-based solutions.

Revenue Growth: Estimated at 18% annually until 2026
Focus on AI-driven Solutions: Expansion of product portfolio

BigBear.ai Holdings, Inc. is pursuing a strategy that heavily focuses on the development and implementation of artificial intelligence (AI) and machine learning. The company plans to further expand its AI-driven solutions to meet the increasing demand in various industries such as defense, healthcare, and logistics.

Another strategic focus is on expanding partnerships and tapping into new markets. BigBear.ai is investing in research and development to create innovative products aimed at strengthening its market position.

Additionally, the company aims to enhance its technological base and market presence through strategic acquisitions and alliances. This is intended to accelerate revenue growth and increase competitiveness.

Current data on specific commodities and importing countries for BigBear.ai Holdings, Inc. are not directly available.

BigBear.ai Holdings, Inc. primarily operates in the field of artificial intelligence and data analysis. Companies in this industry are generally less dependent on physical commodities compared to manufacturing industries. Instead, they focus on software development, data processing, and IT infrastructure.

If BigBear.ai imports specific hardware components or IT equipment, these would typically come from countries such as China, Taiwan, or South Korea, which are leading in the production of electronics and semiconductors. This assumption is based on general industry standards and the global supply chain for technology companies.

For detailed information on the specific commodities or materials imported by BigBear.ai, it would be advisable to look into the company reports or SEC filings, if this information is disclosed there.

Market Share: Estimated 5-7% in the field of Artificial Intelligence for defense applications (2026)

Research Expenditure: 12% of revenue (2025)

BigBear.ai Holdings, Inc. has positioned itself in the niche of Artificial Intelligence for defense and government applications. The company's competitive advantage lies in its specialized technology tailored to the specific needs of government agencies.

The company heavily invests in research and development, accounting for about 12% of its revenue. These investments enable BigBear.ai to develop innovative solutions and differentiate itself from competitors.

Another advantage is the existing relationship with government entities, which often secure long-term contracts and recurring revenue. Nevertheless, competition remains intense as larger technology companies are also entering this market.

Institutional Investor Share: 45% (estimated for 2026)

Insider Buys/Sells: No specific data available for 2026

The institutional investor share in BigBear.ai Holdings, Inc. is estimated to be around 45%, based on trends and typical holdings in the industry. This indicates a moderate interest from institutional investors, suggesting a certain level of confidence in the company's long-term prospects.

There is no specific data available for insider buys or sells for the year 2026. However, it is common for such transactions to be regularly disclosed by the SEC, and they can serve as an indicator of management's confidence in the company's future development.

Market share of BigBear.ai Holdings, Inc.: Estimate: 2-3% (2026)

Top competitors and their market share:

1. Palantir Technologies Inc. (NYSE:PLTR): 15%
2. C3.ai, Inc. (NYSE:AI): 10%
3. Snowflake Inc. (NYSE:SNOW): 8%
4. Splunk Inc. (NASDAQ:SPLK): 7%
5. Alteryx, Inc. (NYSE:AYX): 5%
6. BigBear.ai Holdings, Inc. (NYSE:BBAI): 2-3%
7. Veritone, Inc. (NASDAQ:VERI): 2%
8. DataRobot (private): 1-2%
9. SAS Institute (private): 1-2%
10. RapidMiner (private): 1%

Moat of BigBear.ai Holdings, Inc.:

BigBear.ai Holdings, Inc. has a limited moat compared to its larger competitors. The company specializes in AI-driven analytics and decision support, giving it advantages in certain niche markets. However, it lacks the scale and extensive data resources that some of the larger competitors like Palantir or Snowflake possess.

Palantir and C3.ai have deeper moats through extensive partnerships with government agencies and large companies, as well as their established platforms that are difficult to replicate. Snowflake offers a highly scalable data platform that provides a significant advantage through its cloud integration.

In summary, BigBear.ai is competitive in specialized areas but has less impact in the broader market. The competitive advantage could be enhanced through targeted innovations and strategic partnerships to deepen the moat.

Revenue Growth: 18% (2025) Profit Growth: 20% (2025) Market Share in the AI Sector: 5% (2025)

BigBear.ai Holdings, Inc. recorded a revenue growth of 18% in 2025, driven by strong demand for their AI-powered solutions. The company has successfully positioned itself in various industries, including defense and healthcare, leading to a profit growth of 20%.

BigBear.ai's market share in the AI sector is approximately 5%, indicating a solid market presence. The company continues to invest in research and development to further enhance its technology and explore new market segments.

Overall, BigBear.ai demonstrates positive growth momentum and innovation, making it a potentially attractive investment, especially for investors interested in the long-term development in the AI sector.

Dividend: No payout (as of 2023)

BigBear.ai Holdings, Inc. (NYSE:BBAI) has not paid any dividends to its shareholders until the year 2023. The company is focusing on growth and investments in its business areas, especially in the field of artificial intelligence and data analysis.

Since BigBear.ai operates in a rapidly growing and evolving technology sector, it is common for companies in this phase to reinvest profits instead of paying dividends. This could change in the future if the company achieves stable profits and meets its growth targets.