Turning the corner from crisis response to client recovery and renovation: CY2Q20 federal IT COVID-19 roundup

The impact of COVID-19 on revenue, profitability and award activity was material but also erratic and inconsistent across vendors Federal IT vendors tracked in TBR’s Public Sector IT Services Benchmark generally reported at least some erosion of top-line growth or profitability in CY2Q20 that was directly or indirectly attributable to the pandemic. Many providers were […]

Federal IT moves past COVID-19

Despite the inevitable short-term impact of COVID-19 on federal technology outlays, IT infrastructure modernization will eventually return to the top of the list of federal IT spending priorities. The pandemic has disrupted award activity and contract delivery while creating resource deployment challenges at federal IT vendors and their agency clients. While the pandemic will cause […]

SAIC and Unisys Federal: Penetration, growth and confidence, with questions around IP and integration

Consolidation continues SAIC’s agreement to purchase Unisys’ federal business for $1.2 billion (which includes present value tax assets of approximately $175 million) is just the latest example of the continued consolidation of the public sector IT services market, which has been ongoing for the past four years. For example, Leidos (NYSE: LDOS) purchased Lockheed Martin’s […]

Low cost, but little long-term value: Insight Enterprises’ plan to acquire PCM Inc.

Insight’s acquisition strategy has led to strong services growth and a successful shift from the legacy VAR model Insight’s last three acquisitions, of Cardinal Solutions, Ignia and BlueMetal, were all services companies that provided significant differentiation and skilled talent that legacy Insight lacked. The acquisitions were part of the firm’s 2015 digital innovation strategy, an […]