{
  "report_id": "theme_physical_ai_node_defense_ai_workflow_software",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/physical-ai-defense-autonomy/nodes/defense-ai-workflow-software/index.html",
  "title": "Defense AI Workflow Software",
  "as_of": "2026-06-13",
  "generated_at": "2026-06-13T15:48:03-07:00",
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-06-13",
    "external_sources_reviewed_as_of": "2026-06-13",
    "local_knowledge_caveats": [
      "SAIC local security lane is stale versus the June 1, 2026 Q1 FY2027 release and is supplemented by the official release in this report.",
      "BBAI local security lane is older than the latest node evidence and should be refreshed with post-meeting share-count, backlog, and cash-conversion evidence.",
      "daily_ohlc rows are current through 2026-06-12, while the latest PLTR lineage-status run returned older provider source freshness around 2026-05-08.",
      "Next earnings dates were not confirmed from official IR/event checks or Nasdaq earnings pages inspected on 2026-06-13.",
      "Static setup thresholds from the 2026-06-05 chart package were removed from the article body and should be rebuilt before use as current trading evidence."
    ]
  },
  "revision": {
    "version": 3,
    "updated_label": "Reformatted to latest value-chain node card and evidence-board shape",
    "metadata_path": "themes/physical-ai-defense-autonomy/nodes/defense-ai-workflow-software/report.json"
  },
  "node": {
    "slug": "defense-ai-workflow-software",
    "order": 7,
    "level": "L2 workflow software node",
    "role": "Tracks whether secure AI workflow tools and mission-technology integrators for government, defense, intelligence, border, cyber, logistics, evidence, and national-security customers convert funded awards into revenue, margin, cash flow, and per-share value.",
    "description": "Defense AI Workflow Software ranks secure workflow software, data integration, AI model operations, C3I modernization, cyber workflows, and mission-technology integrators. The owner-return mechanism is software subscriptions, funded task orders, mission-system modernization, backlog conversion, margin durability, operating cash flow, free cash flow, and dilution discipline. PLTR is the benchmark product-software route; CACI and LDOS are core scaled mission-technology routes; SAIC, PSN, and BBAI are option-ranked; AI and VERI remain watch items."
  },
  "ticker_baskets": {
    "ranked": [
      {
        "rank": 1,
        "ticker": "PLTR",
        "bucket": "core"
      },
      {
        "rank": 2,
        "ticker": "CACI",
        "bucket": "core"
      },
      {
        "rank": 3,
        "ticker": "LDOS",
        "bucket": "core"
      },
      {
        "rank": 4,
        "ticker": "SAIC",
        "bucket": "option"
      },
      {
        "rank": 5,
        "ticker": "PSN",
        "bucket": "option"
      },
      {
        "rank": 6,
        "ticker": "BBAI",
        "bucket": "option"
      },
      {
        "rank": 7,
        "ticker": "AI",
        "bucket": "watch"
      },
      {
        "rank": 8,
        "ticker": "VERI",
        "bucket": "watch"
      }
    ],
    "core": [
      "PLTR",
      "CACI",
      "LDOS"
    ],
    "option": [
      "SAIC",
      "PSN",
      "BBAI"
    ],
    "watch": [
      "AI",
      "VERI"
    ]
  },
  "demand_origin_refs": [
    "PLTR",
    "CACI",
    "LDOS",
    "SAIC",
    "PSN",
    "BBAI",
    "AI",
    "VERI"
  ],
  "chart_artifacts": [
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      "ticker": "PLTR",
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      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from full available weekly close history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-16",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api",
      "api_route": "/api/securities/PLTR/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": false
    },
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      "chart_id": "chart-caci",
      "ticker": "CACI",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
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      "indicator_method": "20-week and 100-week exponential moving averages computed from full available weekly close history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
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      "api_route": "/api/securities/CACI/chart?frequency=weekly&window=3y&as_of=latest",
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    },
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      "chart_id": "chart-ldos",
      "ticker": "LDOS",
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      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
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      "indicator_method": "20-week and 100-week exponential moving averages computed from full available weekly close history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
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      "api_route": "/api/securities/LDOS/chart?frequency=weekly&window=3y&as_of=latest",
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    },
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      "chart_id": "chart-saic",
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      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
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      "indicator_method": "20-week and 100-week exponential moving averages computed from full available weekly close history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
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      "api_route": "/api/securities/SAIC/chart?frequency=weekly&window=3y&as_of=latest",
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    },
    {
      "chart_id": "chart-psn",
      "ticker": "PSN",
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      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
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      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from full available weekly close history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-16",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api",
      "api_route": "/api/securities/PSN/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": false
    },
    {
      "chart_id": "chart-bbai",
      "ticker": "BBAI",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
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      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from full available weekly close history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-16",
      "visible_end_date": "2026-06-12",
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      "api_route": "/api/securities/BBAI/chart?frequency=weekly&window=3y&as_of=latest",
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    {
      "chart_id": "chart-ai",
      "ticker": "AI",
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      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
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      "indicator_method": "20-week and 100-week exponential moving averages computed from full available weekly close history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-16",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api",
      "api_route": "/api/securities/AI/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": false
    },
    {
      "chart_id": "chart-veri",
      "ticker": "VERI",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from full available weekly close history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
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      "api_route": "/api/securities/VERI/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": false
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  ],
  "links_out": [
    "theme_physical_ai_defense_autonomy",
    "sector_information_technology",
    "sector_industrials",
    "theme_trade_tariff_sourcing_geography",
    "risk_market_fragility_amplification",
    "security_pltr",
    "security_caci",
    "security_ldos",
    "security_saic",
    "security_psn",
    "security_bbai",
    "security_ai",
    "security_veri"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/physical-ai-defense-autonomy.md",
    "../../../../../knowledge/wiki/lanes/sector/information-technology.md",
    "../../../../../knowledge/wiki/lanes/sector/industrials.md",
    "../../../../../knowledge/wiki/lanes/security/pltr.md",
    "../../../../../knowledge/wiki/lanes/security/caci.md",
    "../../../../../knowledge/wiki/lanes/security/ldos.md",
    "../../../../../knowledge/wiki/lanes/security/saic.md",
    "../../../../../knowledge/wiki/lanes/security/psn.md",
    "../../../../../knowledge/wiki/lanes/security/bbai.md",
    "../../../../../knowledge/wiki/lanes/security/ai.md",
    "../../../../../knowledge/wiki/lanes/security/veri.md",
    "../../../../../knowledge/raw/sources/security_research__bbai__watchlists_security_theme_wiki_20260524/output.md",
    "../../../../../knowledge/raw/sources/security_profile__bbai__watchlists_security_theme_wiki_20260524/output.md",
    "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md",
    "../../../../../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md",
    "../../../../../knowledge/wiki/concepts/risks/market-fragility-amplification.md"
  ],
  "external_sources": [
    {
      "kind": "sec_filing",
      "label": "Palantir Q1 2026 Form 10-Q",
      "date": "2026-05-06",
      "url": "https://investors.palantir.com/files/2026%20Q1%20PLTR%2010-Q.pdf"
    },
    {
      "kind": "company_ir",
      "label": "CACI fiscal Q3 2026 results release",
      "date": "2026-04-22",
      "url": "https://investor.caci.com/news/news-details/2026/CACI-Reports-Results-for-Its-Fiscal-2026-Third-Quarter/default.aspx"
    },
    {
      "kind": "company_ir",
      "label": "Leidos Q1 2026 results release",
      "date": "2026-04-29",
      "url": "https://investors.leidos.com/news-releases/news-release-details/leidos-posts-strong-first-quarter-results-and-raises-full-year"
    },
    {
      "kind": "company_ir",
      "label": "SAIC Q1 FY2027 results release",
      "date": "2026-06-01",
      "url": "https://www.nasdaq.com/press-release/saic-announces-first-quarter-fiscal-year-2027-results-2026-06-01"
    },
    {
      "kind": "company_ir",
      "label": "Parsons Q1 2026 results release",
      "date": "2026-04-29",
      "url": "https://investors.parsons.com/news-releases/news-release-details/parsons-reports-first-quarter-2026-results/"
    },
    {
      "kind": "company_ir",
      "label": "BigBear.ai Q1 2026 results release",
      "date": "2026-05-05",
      "url": "https://ir.bigbear.ai/news-events/press-releases/detail/141/bigbear-ai-announces-first-quarter-2026-results-increases"
    },
    {
      "kind": "sec_filing",
      "label": "BigBear.ai Q1 2026 Form 10-Q",
      "date": "2026-05-05",
      "url": "https://ir.bigbear.ai/sec-filings/quarterly-reports/content/0001836981-26-000049/0001836981-26-000049.pdf"
    },
    {
      "kind": "sec_filing",
      "label": "BigBear.ai 2026 definitive proxy",
      "date": "2026-04-28",
      "url": "https://www.sec.gov/Archives/edgar/data/1836981/000183698126000028/bbai-20260428.htm"
    },
    {
      "kind": "company_ir",
      "label": "C3.ai fiscal 2026 results release",
      "date": "2026-06-03",
      "url": "https://c3.ai/c3-ai-announces-fiscal-fourth-quarter-and-full-fiscal-year-2026-results/"
    },
    {
      "kind": "company_ir",
      "label": "Veritone Q1 2026 results release",
      "date": "2026-05-12",
      "url": "https://investors.veritone.com/news-events/press-releases/detail/420/veritone-reports-first-quarter-2026-results-reaffirms-2026-guide-of-130-145-million-in-revenue-in-fiscal-2026"
    },
    {
      "kind": "company_ir",
      "label": "Ask Sage acquisition announcement",
      "date": "2025-11-10",
      "url": "https://ir.bigbear.ai/news-events/press-releases/detail/125/bigbear-ai-announces-third-quarter-2025-results-and"
    },
    {
      "kind": "company_ir",
      "label": "CargoSeer acquisition announcement",
      "date": "2026-01-06",
      "url": "https://ir.bigbear.ai/news-events/press-releases/detail/134/bigbear-ai-announces-acquisition-of-assets-of-cargoseer-an"
    },
    {
      "kind": "company_ir",
      "label": "Panama Dry Canal deployment release",
      "date": "2026-05-20",
      "url": "https://bigbear.ai/newsroom/bigbear-ai-and-international-shipping-compliance-isc-announce-first-deployment-of-ai-powered-supply-chain-security-platform-in-panamas-dry-canal/"
    },
    {
      "kind": "earnings_calendar_check",
      "label": "PLTR Nasdaq earnings page; earnings-date field unavailable in fetched page; no company-confirmed upcoming date found",
      "date": "2026-06-13",
      "url": "https://www.nasdaq.com/market-activity/stocks/pltr/earnings"
    },
    {
      "kind": "earnings_calendar_check",
      "label": "CACI Nasdaq earnings page; earnings-date field unavailable in fetched page; no company-confirmed upcoming date found",
      "date": "2026-06-13",
      "url": "https://www.nasdaq.com/market-activity/stocks/caci/earnings"
    },
    {
      "kind": "earnings_calendar_check",
      "label": "LDOS Nasdaq earnings page; earnings-date field unavailable in fetched page; no company-confirmed upcoming date found",
      "date": "2026-06-13",
      "url": "https://www.nasdaq.com/market-activity/stocks/ldos/earnings"
    },
    {
      "kind": "earnings_calendar_check",
      "label": "SAIC Nasdaq earnings page; earnings-date field unavailable in fetched page; no company-confirmed upcoming date found",
      "date": "2026-06-13",
      "url": "https://www.nasdaq.com/market-activity/stocks/saic/earnings"
    },
    {
      "kind": "earnings_calendar_check",
      "label": "PSN Nasdaq earnings page; earnings-date field unavailable in fetched page; no company-confirmed upcoming date found",
      "date": "2026-06-13",
      "url": "https://www.nasdaq.com/market-activity/stocks/psn/earnings"
    },
    {
      "kind": "earnings_calendar_check",
      "label": "BBAI Nasdaq earnings page; earnings-date field unavailable in fetched page; no company-confirmed upcoming date found",
      "date": "2026-06-13",
      "url": "https://www.nasdaq.com/market-activity/stocks/bbai/earnings"
    },
    {
      "kind": "earnings_calendar_check",
      "label": "AI Nasdaq earnings page; earnings-date field unavailable in fetched page; no company-confirmed upcoming date found",
      "date": "2026-06-13",
      "url": "https://www.nasdaq.com/market-activity/stocks/ai/earnings"
    },
    {
      "kind": "earnings_calendar_check",
      "label": "VERI Nasdaq earnings page; earnings-date field unavailable in fetched page; no company-confirmed upcoming date found",
      "date": "2026-06-13",
      "url": "https://www.nasdaq.com/market-activity/stocks/veri/earnings"
    }
  ],
  "discovery_sources": [
    {
      "kind": "status",
      "label": "Defense AI Workflow Software local discovery coverage",
      "query_ref": "discovery:status:PLTR,CACI,LDOS,SAIC,PSN,BBAI,AI,VERI"
    },
    {
      "kind": "lineage-status",
      "label": "Defense AI Workflow Software daily_ohlc lineage status",
      "query_ref": "discovery:lineage-status:daily_ohlc:PLTR,CACI,LDOS,SAIC,PSN,BBAI,AI,VERI"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Defense AI Workflow Software weekly OHLC and EMA chart inputs",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:defense-ai-workflow-software:2026-06-12"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Defense AI Workflow Software market-cap card inputs",
      "query_ref": "discovery:duckdb:instruments_weighted_shares_x_daily_ohlc_close:PLTR,CACI,LDOS,SAIC,PSN,BBAI,AI,VERI:2026-06-12"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Defense AI Workflow Software 5/21/63 session return grid",
      "query_ref": "discovery:duckdb:daily_ohlc_return_grid:defense-ai-workflow-software:2026-06-05:stale_static_setup_removed"
    }
  ]
}