BigBear.ai Holdings, Inc. filings document the company's AI decision-intelligence business, operating results, capital structure, and governance as a public company with common stock and redeemable warrants listed on the New York Stock Exchange. Form 8-K reports cover quarterly and annual results, backlog and contract activity, debt and equity-related capital-structure items, material events, bylaw amendments, and stockholder vote outcomes.
Proxy statements describe board matters, executive compensation, equity awards, shareholder meeting proposals, voting standards, universal proxy procedures, and authorized-share proposals. Other disclosure categories address risk factors, material agreements, warrants, convertible-note settlement activity, liquidity, completed acquisitions, and the company's AI, cybersecurity, digital identity, autonomous systems, supply chain, and Ask Sage platform operations.
BigBear.ai Holdings, Inc. (BBAI) submitted a Form 144 notifying a proposed sale of 30,000 common shares through Morgan Stanley Smith Barney LLC on the NYSE with an aggregate market value of $174,915.77, approximate sale date 08/14/2025. The shares were acquired through restricted stock vesting on 06/30/2023 (28,423 shares) and 09/30/2023 (1,577 shares) under a registered plan for services rendered. The filer previously sold 26,000 shares on 05/15/2025 for gross proceeds of $93,620.80 in two transactions. The notice includes the required representation that the seller has no undisclosed material adverse information.
BigBear.ai Holdings, Inc. reported a sharp improvement in liquidity alongside a deepening operating loss for the quarter ended June 30, 2025. Cash and cash equivalents rose to $390,845 thousand from $50,141 thousand at year-end, driven primarily by financing activities including a $300,000 thousand at-the-market offering and proceeds from warrant exercises and conversions. Total stockholders' equity moved to $266,550 thousand from a deficit of $(3,714) thousand, reflecting significant equity financing and share issuances.
Revenue for the quarter was $32,472 thousand, down from $39,783 thousand a year earlier, and gross margin narrowed to $8,113 thousand. The company recorded a $70,636 thousand goodwill impairment in Q2 2025 and reported a net loss of $228,619 thousand for the quarter. Derivative liabilities totaled $193,199 thousand at period end, including a $169,135 thousand valuation for the 2029 Notes conversion option, which materially affected reported results.
BigBear.ai Holdings, Inc. (BBAI) announced its financial results for the quarter ended June 30, 2025 and attached the company's press release as Exhibit 99.1 to this Current Report. The company states that the information in Item 2.02 is to be deemed filed (not furnished) and will be incorporated by reference into its registration statements on Form S-3 and Form S-8.
The filing identifies the company's publicly traded securities (common stock: BBAI; redeemable warrants: BBAI.WS) and indicates the registrant is an emerging growth company. No financial statement line items or numerical results are included within this 8-K text; the substantive results are contained in the attached press release.