Palantir took round one earlier this year in the long-cycled program to support the Army's "DCGS" battlefield intelligence gathering system. Round two is now on the street with a big price tag.
Questions about scale are ever present for government services companies but now are starting to be asked of the largest defense primes in light of the Raytheon-UTC mega deal. Lockheed Martin: you're up first.
Octo Consulting acquires an open source development firm to align with changes they see in how defense agencies buy software as all markets appear to be shifting in that direction. Just look at IBM-Red Hat.
Raytheon initiated the conversations that eventually led to its megamerger with United Technologies' aerospace and defense businesses. Newly-released filings detail the initial response and eventual coming together.
The Navy's moves to put one unmanned vessel contract out for bid and make an award of a smaller pact for subsystem work gives a clearer glimpses into the future of unmanned vessels in the Navy.
The Navy is giving a pair of extensions on its NGEN network hardware and services contract to Perspecta as awards on both recompetes of that key program loom.
Whether Amazon or Microsoft prevails, analysts see the $10 billion single-award JEDI contract as driving more cloud spending and plenty of associated services opportunities.