BigBear.ai Holdings, Inc. (BBAI) announced on January 9 2026 that it has entered into a partnership with the Kraft Group and the New England Patriots. The deal is designed to accelerate digital‑transformation initiatives across Kraft’s International Forest Products (IFP) supply‑chain operations and to provide advanced AI analytics to the Patriots’ organization.
The partnership will leverage BigBear.ai’s AI‑powered decision‑intelligence platforms to enhance supply‑chain visibility for IFP and to deliver data‑driven insights for the Patriots. While the specific platforms to be deployed were not disclosed, BigBear.ai’s portfolio includes ConductorOS and veriScan, which are well‑suited for real‑time analytics and predictive modeling in complex operational environments.
This collaboration marks a significant shift for BigBear.ai, which has traditionally focused on defense and homeland‑security markets. By entering the commercial and sports sectors, the company aims to demonstrate the scalability of its AI solutions beyond its core government contracts and to open new revenue streams. CEO Kevin McAleenan said the partnership “shows how our technology can deliver real‑world operational advantage in high‑profile commercial and sports environments.”
Financially, BigBear.ai reported Q3 2025 revenue of $33.1 million, a 20% decline from the prior year, driven by lower volume on certain Army programs. Net income improved to $2.5 million from a $15.1 million loss in Q3 2024, largely due to cost discipline and a more favorable mix of higher‑margin contracts. Non‑GAAP Adjusted EBITDA fell to $(9.4) million from $0.9 million, reflecting increased SG&A expenses and one‑time charges.
Management has revised its full‑year 2025 revenue guidance to $125 million–$140 million, down from the earlier $160 million–$180 million range. The downgrade reflects uncertainty around upcoming Army program funding and the need to invest in growth initiatives, including the recent $250 million acquisition of Ask Sage. CFO Sean Ricker noted that the company’s strong cash position will support these strategic investments while maintaining financial flexibility.
The partnership’s financial terms were not disclosed, but the announcement is expected to generate incremental revenue and showcase BigBear.ai’s AI capabilities to a broader audience. COO Carl Napoletano emphasized that the collaboration “will help us translate advanced AI into tangible operational benefits for both a global commodity trader and a premier NFL franchise.”
CIO Michael Israel of the Kraft Group highlighted the partnership as a “deliberate approach to understanding how emerging technologies can enhance operations,” underscoring the strategic fit between BigBear.ai’s analytics platform and Kraft’s supply‑chain and sports business units.
Overall, the partnership signals BigBear.ai’s intent to diversify its customer base, reduce reliance on defense contracts, and position itself for long‑term growth in high‑visibility commercial and sports markets. The deal also provides a platform for the company to demonstrate the versatility of its AI solutions, potentially attracting additional commercial clients and reinforcing its competitive position in the AI industry.
The announcement was made on January 9 2026, and the partnership is a material event that could materially affect BigBear.ai’s future revenue mix and strategic direction.
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