BBAI — what changed in the latest 10-Q
A section-by-section comparison of BBAI's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-07-30 vs the prior 10-Q · 2026-05-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +50 | −31 | ~23 | 58 |
| Market risk (Item 3) | Text added/removed | +2 | −3 | ~1 | 6 |
| Controls & procedures | Text added/removed | +1 | −2 | ~1 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Risk factors
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-07-30
We generate revenue by providing our customers with Edge AI-powered decision intelligence solutions and services for data ingestion, data enrichment, data processing, artificial intelligence, machine learning, predictive analytics and predictive visualization. We have a diverse base of customers, in…
commercial enterprises. We generate revenue from providing both software and services to our customers.
Goodwill impairment consists of non-cash impairments of goodwill.
exchange gains and losses, and other non-operating expenses.
Revenues increased by $4.3 million during the three months ended June 30, 2026 as compared to the three months ended June 30, 2025 primarily due to the inclusion of Ask Sage during three months ended June 30, 2026.
Text removed vs the prior filing · source: 10-Q · 2026-05-05
On September 30, 2025, the continuing resolution (“CR”) allowing U.S. government departments and agencies to operate through the end of the government fiscal year expired and the U.S. government shut down. As a result of the U.S. government shutdown, our business and results of operations were insig…
However, if these challenges worsen, leading to greater disruptions and uncertainty within the technology industry or global economy, our business and results of operations could be negatively impacted.
We generate revenue by providing our customers with Edge AI-powered decision intelligence solutions and services for data ingestion, data enrichment, data processing, artificial intelligence, machine learning, predictive analytics and predictive visualization. We have a diverse base of customers, in…
Comparison of the Three Months Ended March 31, 2026 and 2025
Revenues decreased by $0.3 million during the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 primarily due to lower volume on the Army programs and significant one time contracts during the three months ended March 31, 2025, that did not recur during the three…
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-07-30
The estimated fair value of our derivative liabilities related to our warrants, including the 2025 RDO Warrants and the IPO private warrants, was $10.2 million as of June 30, 2026. We remeasure the fair value of these derivatives at the end of each reporting period with changes in fair value recogni…
The estimated fair value of our derivative liabilities related to our 2026 Convertible Notes was $0.2 million as of June 30, 2026. Additionally, our Convertible Notes indenture contains certain “make-whole” provisions pursuant to which, under certain circumstances, the Company must increase the conv…
Text removed vs the prior filing · source: 10-Q · 2026-05-05
The estimated fair value of our derivative liabilities related to our warrants, including the 2025 RDO Warrants and the IPO private
warrants, was $9.6 million as of March 31, 2026. We remeasure the fair value of these derivatives at the end of each reporting period with changes in fair value recognized in the condensed consolidated statements of operations and comprehensive loss.
The estimated fair value of our derivative liabilities related to our 2026 Convertible Notes was $0.3 million as of March 31, 2026. Additionally, our Convertible Notes indenture contains certain “make-whole” provisions pursuant to which, under certain circumstances, the Company must increase the con…
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-07-30
Our management, with the participation of our Chief Executive Officer and our Chief Financial Officer, have evaluated the effectiveness of our Company’s disclosure controls and procedures (as defined in Rules 13a-15(e) and 15d-15(e) of the Exchange Act of 1934, as amended) and have concluded that as…
Text removed vs the prior filing · source: 10-Q · 2026-05-05
Our management, with the participation of our Chief Executive Officer and our Chief Financial Officer, have evaluated the
effectiveness of our Company’s disclosure controls and procedures (as defined in Rules 13a-15(e) and 15d-15(e) of the Exchange Act of 1934, as amended) and have concluded that as of March 31, 2026, our disclosure controls and procedures were effective. There have been no significant changes in our i…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice