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Dec 31, 2021

Bigbear.Ai Q4 2021 Earnings Report

Announced fourth quarter and full year 2021 financial results.

Key Takeaways

BigBear.ai reported Q4 2021 revenue of $33.5 million and a net loss of $114.8 million. The company's ending backlog was $465 million, and cash and cash equivalents totaled $68.9 million. The company is looking forward to even more exciting growth opportunities in 2022.

Revenue of $33.5 million in the fourth quarter.

Gross margin of 11% in the fourth quarter.

Non-GAAP adjusted gross margin of 34% for the Analytics segment and 28% for the Cyber & Engineering segment in the fourth quarter.

Net loss of $114.8 million in the fourth quarter, reflective of $61 million of stock-based compensation expense from vesting that occurred upon the merger.

Total Revenue
$33.5M
Previous year: -$28.2M
-218.7%
EPS
-$0.7
Previous year: -$0.07
+900.0%
Gross Profit
$3.83M
Previous year: -$4.34M
-188.3%
Cash and Equivalents
$68.9M
Previous year: $9.7M
+610.0%
Free Cash Flow
-$17.6M
Previous year: -$16.1M
+9.3%
Total Assets
$383M
Previous year: $218M
+75.5%

Bigbear.Ai

Bigbear.Ai

Forward Guidance

For the year-ended December 31, 2022, the Company is projecting revenue between $175 million and $205 million, including approximately $20 million of commercial revenue and Positive Adjusted EBITDA.

Positive Outlook

  • Revenue between $175 million and $205 million
  • Approximately $20 million of commercial revenue
  • Positive Adjusted EBITDA
  • Strategic M&A to make 2022 a transformational year for the company
  • Expect to grow revenue substantially among commercial customers

Challenges Ahead

  • Actual results may differ materially from those projected
  • Projections reflect known impacts from the COVID-19 pandemic
  • Time between solicitation and contract award increased from 290 days to more than 600 days between 2019 and 2021
  • Cannot predict how the pandemic will evolve or what impact it will continue to have
  • Outlook is based on certain assumptions that are subject to the risk factors discussed in the Company’s filings with the Securities and Exchange Commission