BigBear.ai: Attempting to Stabilize an Uneven Revenue Trend
BigBear.ai (NYSE:BBAI) provides technology consulting and advanced data analytics solutions to help clients make informed decisions around national security and defense.
It secured national approval in the Netherlands for airport security software and expanded its customized generative artificial intelligence capabilities for defense missions, while also appointing a retired military general to its Board of Directors.
SoundHound AI: Consistent Upward Trend in Quarterly Revenue
SoundHound AI (NASDAQ:SOUN) develops custom voice-assistant technology that enables companies to create conversational experiences for consumers.
It finalized a stock-based acquisition of LivePerson, an omnichannel conversational provider, and launched a fully embedded voice system for vehicles, while concurrently expanding automated voice ordering integrations for restaurant management software.
Why Revenue Matters for Investors
Revenue serves as a primary baseline for investors to evaluate fundamental business growth. It reveals whether a company is successfully attracting customers and growing its overall business volume over time.
Quarterly Revenue for BigBear.ai and SoundHound AI
Data source: Financial Modeling Prep. Data as of Sept. 25, 2026.
Foolish Take
An examination of the revenue trends between artificial intelligence companies SoundHound AI and BigBear.ai reveal important insights that investors should know about. Back in 2024, BigBear.ai’s sales were far greater than SoundHound AI’s, yet since then, the situation has reversed.
This turn of events indicates SoundHound’s business is expanding, while a contraction occurred to BigBear.ai, which is a concern considering the AI sector is growing rapidly right now. This suggests BigBear.ai’s solutions may not be compelling enough to produce the outsized growth expected of young software companies.
That said, both SoundHound and BigBear.ai experienced year-over-year sales growth in the second quarter thanks to acquisitions. The former purchased a number of businesses in recent years, with LivePerson being the latest, and this helped SoundHound surpass BigBear.ai in sales. The latter’s Q2 revenue of $36.7 million represented a 13% year-over-year increase due to its acquisition of Ask Sage, an AI platform built for government agencies.
Even so, SoundHound raised its 2026 full-year revenue outlook to a range between $230 million and $260 million, and that’s not counting the addition of LivePerson. In comparison, BigBear.ai projects full-year sales between $135 million and $165 million, notably lower than its AI rival, in a sign that SoundHound’s business continues to grow faster.
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Robert Izquierdo has positions in SoundHound AI. The Motley Fool has positions in and recommends SoundHound AI. The Motley Fool has a disclosure policy.
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