During fourth-quarter earnings calls, executives in the space industry discussed three levers they are pulling to create business value—sales, operating efficiency and investment. Quarterly sales expanded in the sector, benefiting from increased global demand. At the same time, companies improved ... READ MORE >
Government contracting
Q3 earnings roundup: Defense tech companies take balanced approach
Defense technology companies continue to face headwinds due to inflationary pressures, increased interest rates and supply chain disruptions. But demand is increasing due to geopolitical risks and national security concerns. During third-quarter earnings calls, defense tech executives highlighted their ... READ MORE >
Space companies leverage new strategies
During third-quarter earnings calls, space executives discussed the use of artificial intelligence (AI) as a critical component of satellite and imagery technology. Solutions are needed at the speed of AI to maintain U.S. tactical prowess against adversarial countries. Rising interest rates had ... READ MORE >
Government services companies strive for innovation
During third-quarter earnings calls, executives in the government services ecosystem addressed the common challenge of how to navigate an increasingly competitive landscape. These calls, transcripts of which were provided by Bloomberg, addressed a wide variety of topics. However, three broad themes ... READ MORE >
How a government shutdown affects contractors
We have been here before—a possible government shutdown. The good news is that government contractors are now resilient to these events, and most have contingency plans in place. But those new to government contracting need to develop a robust plan. How we got here Congress must enact appropriations ... READ MORE >
“Future lunar economy” has companies running a new space race
During second-quarter earnings calls, space company executives discussed the market expansion that the new space race is driving. Governments and the private sector are investing in projects to secure rare metals and resources found on the moon, which can be used in new technology and further sustainable ... READ MORE >
Defense tech companies see an easing labor market
During second-quarter earnings calls, defense technology executives highlighted an improved supply chain alongside easing labor constraints. Fixed-price development programs continue to give management teams headaches as estimating contract performance remains difficult. Executives remain diligent in ... READ MORE >
Government services companies focus on new ideas
During second-quarter earnings calls, government services company executives stressed that modern solutions are required to meet evolving technological threats. Generative AI continues to drive excitement and intrigue as companies jockey for competitive advantage in a crowded marketplace. Uncertainty ... READ MORE >
Space companies wary about the economy
During first-quarter earnings calls, space executives were concerned about economic factors affecting cash flow during a period of high investment in manufacturing. Executives also highlighted how the changes in consumer behavior are affecting the market. Companies plan to meet changing demands through ... READ MORE >
Defense tech companies see new opportunities
During 2023 first-quarter earnings calls, defense technology executives focused on positioning their companies to meet anticipated macro shifts in the market and continued growing international demand. Defense technology companies want to invest in future development, but only if the risk is balanced ... READ MORE >