Joey Cresta

Boeing; 20-year aircraft demand back to pre-pandemic level leehamnews.com/2021/09/14/boe…

@ARSanborn603 This just takes it to an unreal level: washingtonpost.com/nation/2019/03…

The fact that Aunt Becky turned out to be a criminal makes my Full House memories even better

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: tbri.com/blog/weekly-pr…

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

@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.

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

Oh god media.giphy.com/media/ToMjGpx9…

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

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

Question: why is it unclear what the value is of Cerner's VA scheduling software contract? Where is the transparency in this process? bizjournals.com/kansascity/new…

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.

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

@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.

@JoeyCrestaTBR @CACIIntl Is there a financial metric for being such a bad you know?

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

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.

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.

.@CJBUSLINES offers free rides to work to government employees affected by shutdown. portsmouthchamber.org/news/details/c… #PortsmouthNH

Microsoft continues to build government security credentials ahead of JEDI decision tcrn.ch/2HdFOtp by @ron_miller

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.