Exhibit 99.1 BigBear.ai Announces Second Quarter 2025 Results; Updates Financial Outlook McLean, VA– August 11, 2025 – BigBear.ai Holdings, Inc. (NYSE: BBAI) ("BigBear.ai" or the "Company"), a leader in AI-powered decision intelligence solutions, today announced financial results for the second quarter of 2025 and issued an investor presentation that has been posted to the Investor Relations section of the Company's website. "Our robust balance sheet allows us to make significant transformational investment ...

Group 1 - BigBear.ai (NYSE:BBAI) is preparing for its Q2 earnings report, with investors closely monitoring key indicators [2] - The company's backlog was reported at $418 million at the end of Q4'24, which decreased to $385 million in Q1'25, reflecting a 30% year-over-year increase [2] - Analysts expect the market to respond positively to backlog figures exceeding $400 million [2]

Core Viewpoint - The article emphasizes the importance of conducting thorough due diligence before making investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1 - The content is based on personal thoughts and research, indicating that it is not financial or investment advice [2][3]. - The article mentions that the author has no business or personal relationship with any company mentioned, ensuring objectivity [2][3]. - It is noted that all investments in the market face risks, including the potential to lose the entire investment [2][3].

Core Insights - BigBear.ai Holdings, Inc. (BBAI) is expected to report second-quarter 2025 results on August 11, driven by increasing AI adoption and expanding federal contract momentum [1][10] AI Innovation Driving Market Expansion - The company is focused on operationalizing artificial intelligence for mission-critical environments, targeting areas such as national security, critical infrastructure, manufacturing, and supply-chain modernization [2] - Recent deployments at major U.S. airports and partnerships in shipbuilding demonstrate the effectiveness of its solutions in delivering operational improvements [3] Federal Contracts Boost Backlog - The recent Department of Defense award for the Orion Decision Support Platform highlights BigBear.ai's alignment with defense priorities, contributing to a $385 million backlog, which is a 30% increase year-over-year [4] - This backlog indicates strong customer confidence and provides visibility into future revenues, positioning the company well amid increased government efficiency and tech deployment [4] Overall Q2 Earnings & Revenue Expectations - The Zacks Consensus Estimate for second-quarter earnings per share remains unchanged at a loss of 7 cents, reflecting a decline from the previous year's loss of 4 cents [6] - Revenue is estimated at $40.99 million, indicating a 3% year-over-year increase [6] 2025 Revenue Projections - For 2025, BigBear.ai is expected to see a 5.5% increase in revenues compared to the previous year, with an anticipated improvement in the bottom line to a loss of 41 cents from $1.10 a year ago [7] Competitive Landscape - In the AI-driven defense and government solutions market, BigBear.ai faces competition from established players like Palantir Technologies and C3.ai [8] - Palantir's competitive edge lies in its entrenched federal contracts and AI-powered platforms, while C3.ai differentiates itself through a broad enterprise AI application suite [9][11] - Despite the competition, BigBear.ai's niche mission expertise and tailored solutions may allow it to capture market share in the federal AI landscape [12]

Core Insights - BigBear.ai Holdings, Inc. (BBAI) is set to report its second-quarter 2025 results on August 11, with a focus on whether recent strategic alignments and contract wins can address previous revenue declines [1] Financial Performance - In the last reported quarter, BBAI generated revenues of $34.8 million, reflecting a 5% year-over-year increase but falling short of consensus estimates by 3.2% [2] - The adjusted EBITDA loss widened to $7 million due to increased R&D and SG&A expenses, while gross margin improved slightly to 21.3% [2] - Backlog increased by 30% to $385 million, indicating strong demand, and the company ended the quarter with $108 million in cash, having reduced its debt by $58 million [2] Earnings Estimates - The Zacks Consensus Estimate for the second-quarter earnings per share remains unchanged at a loss of 7 cents, indicating a decline from the previous year's loss of 4 cents [4] - Revenue consensus for the second quarter is $40.99 million, suggesting a 3% year-over-year increase [4] - For 2025, BBAI is expected to see a 5.5% revenue increase, with an anticipated improvement in the bottom line to a loss of 41 cents per share from $1.10 a year ago [5] Growth Drivers - Key growth catalysts include new defense contracts, particularly the Department of Defense's Orion Decision Support Platform, which validates BBAI's AI capabilities [7][9] - Expansion in AI-driven solutions for border and travel security at major U.S. airports is expected to contribute to revenue and backlog growth [10] - Relationships with U.S. industrial leaders, particularly in shipbuilding, are anticipated to drive incremental growth as deployment activity increases [11] - International partnerships, such as with Smith Detection, are opening new channels for revenue generation [12] Innovation and Margins - Continued investment in R&D is aimed at long-term product differentiation, with several projects now commercially viable [13] - Adjusted gross margins are expected to improve in the second quarter as high-margin AI products scale, although elevated SG&A may still pose challenges [14] Market Position - BBAI stock has gained 130.2% over the April-June 2025 period, outperforming its industry, and is currently trading at a discount to its 52-week high [18] - The company competes in a crowded AI field, focusing on tactical AI for mission-critical environments, distinguishing itself from larger rivals like Palantir and C3.ai [21][22] Strategic Outlook - Despite previous revenue softness, BBAI is entering the earnings season with stronger fundamentals, driven by new defense contracts and expanding AI deployments [24] - The company's reaffirmed full-year guidance and solid liquidity position support management's confidence in a second-half acceleration [25]

Core Viewpoint - BigBear.ai stock has experienced significant volatility, with a recent sell-off despite a 90.5% increase over the last three months, influenced by broader market trends and geopolitical developments [1][2][4]. Group 1: Stock Performance - BigBear.ai stock fell 13.4% last week, coinciding with a 2.4% decline in the S&P 500 and a 2.2% decline in the Nasdaq Composite [1]. - Despite the recent pullback, the stock remains up 90.5% over the last three months, indicating strong investor interest [2][4]. Group 2: Market Influences - The decline in BigBear.ai's stock price was not due to any specific business news but was influenced by the U.S. lifting restrictions on technology exports to China, which some investors viewed negatively for defense software companies [2][4]. - The Trump administration's decision to pause export restrictions on advanced AI processors and chip manufacturing equipment to China was seen as a potential negative catalyst for defense-related investments [4]. Group 3: Future Outlook - BigBear.ai is set to release its second-quarter results and host an investor conference call on August 11, with full-year revenue guidance between $160 million and $180 million, suggesting an annual growth of approximately 7.5% [5]. - Investors are anticipating significant performance beats or announcements of new contracts or partnerships in the upcoming quarterly report [5].

Core Points - BigBear.ai has gained popularity as an AI stock, showing over 80% increase in 2025 despite volatility [1] - Investors should consider three critical factors before investing in BigBear.ai [1] Group 1: Customer Concentration - BigBear.ai primarily serves the U.S. government in national security and defense, which can be a solid foundation for growth [3] - In 2024, four clients represented 52% of total revenue, indicating high customer concentration risk [4] - The loss of a significant client, which accounted for 19% of revenue in 2022, highlights the potential vulnerability, although a new client now contributes 11% [4][5] Group 2: Low Revenue Growth - BigBear.ai's revenue growth is lagging behind industry peers, with only a 5% year-over-year increase in Q1 [7] - Analysts project a mere 3.5% revenue growth for Q2, reflecting a lack of optimism regarding future performance [7][8] Group 3: Low Gross Margins - BigBear.ai's sales ratio of 11.5 times does not appear expensive compared to typical software companies, which trade at 10 to 20 times sales [9] - However, the company’s gross margins average around the mid-20% range, significantly lower than the high 70% to low 80% range typical for successful software firms [11][14] - The focus on service rather than software provision contributes to these lower margins, suggesting a reduced long-term valuation potential compared to peers [12][14]

BigBear.ai Holdings, Inc. (NYSE: BBAI ) could be considered a rookie in the artificial intelligence and analytics market, but the company itself has been around since 2008 and made headlines after it was acquired by NuWave SolutionsRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. ...

Core Viewpoint - The article discusses two AI stocks, Palantir Technologies and BigBear.ai, which may disappoint investors due to their valuations and growth prospects [3][8][13]. Palantir Technologies - Palantir has a current market cap of $363 billion, making it the 24th-largest company globally [4]. - The company experienced a revenue growth of 39% year over year, with significant contributions from U.S. commercial customers, which grew by 71% [5]. - Despite its growth, Palantir's revenue of $3.1 billion results in a price-to-sales (P/S) ratio of 123, the highest for a company of its size in history [6]. - If Palantir maintains its growth rate, projected revenue in five years could reach $16 billion, leading to a price-to-earnings (P/E) ratio of 72.6, indicating overvaluation [7]. - The expectation is that forward returns for Palantir shareholders will be disappointing, suggesting it may be a good time to sell [8]. BigBear.ai - BigBear.ai has a market cap of $2.4 billion and a P/S ratio of 13, appearing less overvalued than Palantir [10]. - The company's revenue growth is only 5% year over year, with a revenue of $35 million, indicating it is struggling to compete with Palantir [11]. - BigBear.ai reported a $21 million operating loss last quarter, highlighting its financial difficulties [11]. - Recent contracts, such as a $13.4 million deal with the Department of Defense, are not substantial enough to significantly impact the company's business [12]. - The article suggests that BigBear.ai is not a suitable investment during the current technology boom due to its slow growth and financial losses, recommending selling the stock [13].

What's next for BigBear.ai? BigBear.ai stock continues to surge despite no major news Even in the absence of apparent meaningful developments for the business, BigBear.ai stock has continued to rally. The company's big valuation gains appear to be primarily connected to the defense-AI investment trend that has been hot in the market. Palantir has been a top defense-AI play and reached a new valuation high in this week's trading, and BigBear.ai stock has often seen valuation moves that correspond with pricin ...