BigBear.ai (BBAI) which is being valued like a super high growth tech stock when it's not... has just reported 4Q 2024 revenue of $43.827 million for growth of 8.05% from 4Q 2023 revenue of $40.563 million. To achieve this growth, BBAI shares outstanding in 4Q 2024 were 250,575,733 for growth of 59.79% from 4Q 2023 shares outstanding of 156,818,532. BBAI reported 4Q 2024 revenue per share of $0.1749 for a decline of 32.39% from 4Q 2023 revenue per share of $0.2587.
BBAI 4Q 2024 operating cash flow was -$14.806 million vs. 4Q 2023 operating cash flow of -$0.074 million. BBAI managed to burn 200x more cash last quarter compared to the previous year!
When One Stop Systems (OSS) reports 4Q results this month, we are confident that OSS will not only report stronger year-over-year revenue growth than BBAI, but OSS will report true organic revenue growth on a per share basis without severe dilution.
Many people correctly point out that more than 50% of OSS revenue comes from their German based subsidiary Bressner, not their American AI subsidiary. This is actually the main reason OSS saw a slight year-over-year decline in 3Q 2024 revenue despite its U.S. AI business growing rapidly!
The German DAX hit another new all-time high today. With Germany experiencing an economic recovery... it will add further momentum to the growth of OSS!
OSS gained by 1.71% today to $2.97 per share and will finish March 2025 at a significantly higher share price than BBAI!
Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This message is meant for informational and educational purposes only and does not provide investment advice.