BigBear.ai Reports Q3 2025 Results, Acquires Ask Sage
BigBear.ai reports Q3 2025 revenue of $33.1M and acquires Ask Sage for $250M, enhancing its AI capabilities in defense and security sectors.
BigBear.ai Reports Strong Q3 2025 Results and Announces $250M Ask Sage Acquisition
BigBear.ai (NYSE: BBAI), a leading provider of AI-powered decision intelligence solutions for defense, national security, and critical infrastructure, announced its third-quarter 2025 financial results on November 10, 2025. The company reported revenue of $33.1 million, surpassing the FactSet analyst consensus estimate of $31.8 million. This marks a notable achievement despite a 20% year-over-year decline, attributed to ongoing portfolio optimization and strategic realignment. Alongside the earnings release, BigBear.ai revealed a definitive agreement to acquire Ask Sage, a generative AI platform specializing in secure environments, for $250 million.
Q3 Financial Highlights and Market Reaction
BigBear.ai’s Q3 revenue of $33.1 million reflects the company’s continued focus on mission-critical AI solutions. While the figure represents a 20% decrease compared to the same period last year, the outperformance against analyst expectations signaled resilience in a challenging market. The company reaffirmed its full-year 2025 revenue guidance of $125 million to $140 million, underscoring confidence in its backlog conversion and new contract pipeline.
Following the announcement, BigBear.ai’s stock surged over 15% in after-hours trading, reflecting investor optimism about the company’s strategic direction and the Ask Sage acquisition. The positive market reaction highlights growing interest in AI-driven defense and security technologies, particularly as BigBear.ai strengthens its position in regulated sectors.
Ask Sage Acquisition: Expanding Agentic AI Capabilities
The acquisition of Ask Sage is a pivotal move for BigBear.ai, aimed at enhancing its Agentic AI capabilities—a term referring to AI systems that can autonomously make decisions and take actions in complex environments. Ask Sage’s generative AI platform is purpose-built for secure environments, making it a natural fit for BigBear.ai’s defense and national security clients.
- Ask Sage’s Technology: Ask Sage specializes in generative AI solutions that enable secure, autonomous decision-making in highly regulated sectors. Its platform is designed to handle sensitive data and complex workflows, making it ideal for defense, intelligence, and critical infrastructure applications.
- Strategic Rationale: The acquisition will allow BigBear.ai to integrate Ask Sage’s technology into its existing portfolio, offering clients more advanced, autonomous AI solutions. This move is expected to accelerate BigBear.ai’s growth in the defense and national security markets, where demand for secure, mission-ready AI is rapidly increasing.
Industry Impact and Future Outlook
BigBear.ai’s Q3 results and the Ask Sage acquisition come at a time of heightened demand for AI-driven solutions in defense and national security. The company’s focus on mission-ready AI aligns with broader industry trends, as governments and organizations seek to leverage AI for complex, distributed operating environments.
- Market Trends: The global AI in defense market is projected to grow at a compound annual growth rate (CAGR) of over 20% through 2030, driven by increasing investments in autonomous systems, predictive analytics, and secure AI platforms.
- Competitive Landscape: BigBear.ai’s acquisition of Ask Sage positions it as a leader in the Agentic AI space, differentiating it from competitors focused on more general-purpose AI solutions. The company’s ability to deliver secure, autonomous AI for regulated sectors could drive further market share gains.
Visuals and Key Details
- BigBear.ai Logo:
- Ask Sage Platform Screenshot:
- BigBear.ai Headquarters:
Conclusion
BigBear.ai’s strong Q3 2025 results and the $250 million acquisition of Ask Sage underscore the company’s commitment to innovation and growth in the AI-driven defense and national security sectors. By integrating Ask Sage’s generative AI platform, BigBear.ai is poised to deliver more advanced, autonomous solutions to its clients, positioning itself as a leader in the rapidly evolving Agentic AI market. The positive market reaction and reaffirmed revenue guidance suggest a bright future for BigBear.ai as it continues to expand its capabilities and market reach.
