Joey Cresta

Aerospace, defense and government services M&A

[Leeham News and Analysis @LeehamNews]

Boeing; 20-year aircraft demand back to pre-pandemic level https://t.co/PkRs893oD7

[Joey Cresta @JoeyCresta]

@ARSanborn603 This just takes it to an unreal level: https://t.co/kFGplwfwNw

[Joey Cresta @JoeyCresta]

What's coming from TBR this week: Analysis on Salesforce, Google, Cisco, and more, including from my neck of the woods, our latest on @Perspecta. Check out our weekly preview for more: https://t.co/aIHvJNy3Z0

[Joey Cresta @JoeyCresta]

@ThePulseGovCon Also, man what a terrible user experience. Everything about that site is terrible.

[Joey Cresta @JoeyCresta]

Anybody else having trouble doing data pulls from the FPDS database? Converting results to CSV files has been incredibly sluggish at best to nonfunctional at worst. cc: @ThePulseGovCon

[Joey Cresta @JoeyCresta]

@ThePulseGovCon But today it started acting up again. FYI I cleared my cache and it seemed to work... somewhat. So that might help if you're having the issue, but overall seems like a bigger performance issue.

[Joey Cresta @JoeyCresta]

Oh god https://t.co/jLb0rCMfzc

[Amber Hart @ambelizabethart]

Unpopular opinion: as someone that works day in & day out in #GovCon proposals & BD - & literally lives in FBO & FPDS - the “new” https://t.co/IrT2ta2qMT FBO is worse than FBO now. It may look “prettier”, but it’s just as tone deaf as the current system is now. Sorry, not sorry.

[Joey Cresta @JoeyCresta]

Just read this thread if you need my @LeidosInc perspective. Also don't mind that 1Q growth blip- the outlook is bright

[Patrick M. Heffernan @TBR_PatrickH]

for more on Leidos and other public sector-focused IT services vendors, see @TBRinc and @JoeyCrestaTBR 8/8 #consulting #DigitalTransformation #ITServices

[Joey Cresta @JoeyCresta]

Leidos $LDOS beginning to show the strengths of scale in its cost structure and bid competitiveness. Contact me if you want to hear more. @LeidosInc

[Joey Cresta @JoeyCresta]

Question: why is it unclear what the value is of Cerner's VA scheduling software contract? Where is the transparency in this process? https://t.co/A3GxxBxT8F

[Joey Cresta @JoeyCresta]

During the shutdown @boozallen diverted billable resources toward nonbillable activities: training, bid & proposal activity, etc. Scale and healthy financials help Booz absorb the disruptive impact where small companies would have to consider layoffs.

[Joey Cresta @JoeyCresta]

Booz Allen Hamilton continues its string of impressive performance. 22.5% YTY growth in funded backlog instills confidence in near-term growth. 29.8% YTY growth in priced options offers long-term growth upside, contingent on delivery execution

[Joey Cresta @JoeyCresta]

@rosswilkers @CACIIntl I don't know that we're ready for a metric to quantify that. It's really more of a gut feeling kind of thing. And my gut is telling me this one's going to help CACI pursue market share of firms like Harris.

[Joey Cresta @JoeyCresta]

Mastodon Design is such a bad MFer that it works on programs called EKRAKEN and Three Beasts and doesn't even provide content on its website except for a Contact button. Very excited about this and the LGS acquisitions by @CACIIntl announced today

[Joey Cresta @JoeyCresta]

The caveat, of course, is future outlook. Backlog was down 20% sequentially. 4Q traditionally weak, once again earnings commentary should be interesting, sure to be talk of shutdown impacts.

[Joey Cresta @JoeyCresta]

Nice quarter from @GDIT; divestitures had less impact than I expected, and margin rose above 8%, indicative of normalization of operations post-CSRA M&A. Looking forward to earnings call commentary.

[Chamber Collaborative of Greater Portsmouth 🌊 @PortsChamber]

.@CJBUSLINES offers free rides to work to government employees affected by shutdown. https://t.co/il03CDqXSG #PortsmouthNH

[TechCrunch @TechCrunch]

Microsoft continues to build government security credentials ahead of JEDI decision https://t.co/NbdRKj8IVp by @ron_miller

[Joey Cresta @JoeyCresta]

Thinking of @Accenture's Pierre Nanterme this morning as he relinquishes CEO post to focus on his cancer battle. Best wishes for a full recovery.