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Jun 30, 2024

Bigbear.Ai Q2 2024 Earnings Report

Revenue increased and Heathrow Airport MSA signed, but full-year revenue guidance adjusted due to timing of customer awards and regulatory approvals.

Key Takeaways

BigBear.ai reported a 3.4% increase in revenue to $39.8 million for Q2 2024 compared to $38.5 million in Q2 2023. The company signed an MSA with Heathrow Airport and announced upcoming exercises for ConductorOS. However, full-year 2024 revenue guidance was adjusted to $165-$180 million due to timing of customer awards and regulatory approvals.

Revenue increased by 3.4% year-over-year to $39.8 million.

Gross margin increased to 27.8% compared to 23.3% in the same quarter last year.

Net loss decreased to $11.7 million compared to $16.9 million in the same quarter last year.

Ending backlog was $266 million as of June 30, 2024.

Total Revenue
$39.8M
Previous year: $38.5M
+3.4%
EPS
-$0.05
Previous year: -$0.12
-58.3%
Ending Backlog
$266M
Previous year: $206M
+29.1%
Gross Profit
$11.1M
Previous year: $8.96M
+23.4%
Cash and Equivalents
$72.3M
Previous year: $29.9M
+141.5%
Free Cash Flow
-$7.19M
Previous year: -$12.8M
-43.8%
Total Assets
$361M
Previous year: $208M
+73.3%

Bigbear.Ai

Bigbear.Ai

Forward Guidance

For the year-ended December 31, 2024, the Company projects revenue between $165 million and $180 million. The projections include the results of Pangiam after the acquisition date of February 29, 2024.