WT 360: The market from all angles

Anduril and the Navy are co-investing in a submarine component production plant that the service branch is hoping can be a boost to the country’s shipbuilding capacity. Lauren Williams , business editor at Defense One, has extensively covered the Navy’s challenges regarding its efforts to increase shipbuilding throughput and joins for this episode to explain how this new shipyard is a part of that...

Point solutions have long dominated the government technology conversations, in part because agencies have focused on solving specific organizational problems instead of looking at them in a multi-functional way. Mark Lee, chief executive of Entarian, joins for this episode to break down today’s federal market landscape as one where mission integration is where the conversation begins and ends wit...

Federal technology integrators spent much of fiscal year 2025 trying to see what a new world order of contracting would look like, then FY 2026 was all about settling into that environment. John Caucis and James Wichert, public sector analysts at the market intelligence firm Technology Business Research , join for this episode to go over how agencies’ emphasis on outcomes and accountability from c...

All three frontier artificial intelligence companies now have either have new agreements in place or extensions to their current pacts as part of OneGov: the government’s initiative for consolidating its brand name tech purchases. Christian Robles , who reports on technology policy and service delivery at Nextgov/FCW, joins for this episode to provide the details of who signed with the General Ser...

JPMorgan Chase stood up its $1.5 trillion Security and Resiliency Initiative in the fall of 2025 with flexibility built into the system because one approach may work for a certain situation, but not for another. Sara O’Rourke, managing director for SRI solutions at JPMorgan Chase, joins for this episode to go over how the team pursues investment and financing opportunities in industries directly c...

At the time of this episode’s recording, the Small Business Administration had received 66,000 comments in response to its proposed sweeping rewrite of size standards for determining who is in fact a small business. Stephanie Kostro, president of the Professional Services Council, joins for this episode to explain SBA’s ideas that would base the standards on market size instead of receipts and hea...

Digital Infuzion was born in 1999 as a health informatics company with the idea of helping organizations improve clinical research and its first client at the the National Institutes of Health remains a customer. Hemant Virkar, founder and chief executive of Digital Infuzion, joins for this episode to explain how the company has grown beyond those initial healthcare roots to add new practice areas...

One fundamental change to how the government contracting ecosystem functions centers on technology development and fielding: all of that must happen quicker and on a different cadence than before. Steve Lefkowitz and Raj Kanodia, co-founders and leaders of Sagewind Capital, join for this episode to shed light on how the private equity firm’s portfolio companies have responded to that government-wi...

Greg Barbaccia’s impending departure from the federal chief information officer role after 18 months in it is one of a handful of headline topics that got industry’s attention over the past six weeks. As NextGov/FCW’s executive editor, Jessie Bur captains a team of reporters who cover developments across the government landscape with an eye toward those that overlap with our areas of interest here...

LMI touts itself as a provider of “commercial-grade, mission-ready technology” as a description of its goal to bring fast-moving technology into federal environments with strict requirements on security and other key matters. But how does LMI define that technology and how do they bring it forward to agencies? Alex Adamczyk – vice president of sales, engineering and rapid prototyping at Company No...

If 2025 and 2026 have told us anything, it is that the government no longer sees the decades-long status quo of acquisition as acceptable anymore because the world is too different now. Matt Kasberg, chief executive of Company No. 73 on our 2026 Top 100, joins for this episode to explain how Odyssey Systems works with the defense acquisition community and provides an industry point-of-view on all...

By joining Constellis as CEO in February, Dan Gelston took the helm at a company with a vision of moving beyond a reactive security model to a more proactive and tech-enabled one. Gelston joins our Ross Wilkers for this episode to provide an update on the rollout of that strategy, which centers around integrating predictive analytics and other artificial intelligence-driven technologies into Const...

The 2026 Washington Technology Top 100 rankings are now live for everyone to use in their own research of the federal market’s largest technology and services contractors, plus the industry’s major overarching themes. For this episode, Nick and Ross huddle up to overview edition number 32 of WT’s flagship project that certainly does have an element of “Who’s Up and Who’s Down” to it. One question...

The second Trump administration has outpaced the first one in terms of executive orders signed by the president, but this current tenure has put more focus on government contracting than before. Stephanie Kostro, president of the Professional Services Council, starts out this episode with Nick and Ross by providing historical context to that statement. Then the discussion turns to President Trump’...

We have taken a deeper dive into the government market’s private investment landscape in recent weeks by hearing the viewpoints of a banker and then a venture capital specialist. Kirk Konert, managing partner at AE Industrial Partners, joins for this episode to continue the conversation by weighing in on private capital trends across the market and explaining what goes into aligning business decis...

If it feels like investors everywhere have some curiosity about the defense tech landscape, then it’s because more of them both want to increase their knowledge and sometimes involvement in the ecosystem. Steve Brotman, founder and managing partner of the growth equity investment firm Alpha Partners, fits into that category as an observer and participant that works with venture capital firms to be...

The window for government contractors, especially those in defense and space technology, to go public is open again as several listings over the past 12 months show and SpaceX’s own offering this year will illustrate. Dave Khalsa, head of mid-cap defense and government technology investment banking at J.P. Morgan, works on transactions of many different types and observes all of them to help compa...

The federal government’s lead agency for domestic cybersecurity and infrastructure protection matters has only completed its first week of being fully back up and running after not being funded for 11 weeks. David DiMolfetta , cyber reporter at NextGov/FCW , has covered how the Cybersecurity and Infrastructure Security Agency has operated through a period that followed losses of nearly one-third o...

Once again, the U.S. government is accusing China of being among several foreign entities that are looking to steal proprietary information on artificial intelligence models from American companies. Edward Graham , managing editor and Veterans Affairs Department reporter at NextGov/FCW , discovered a memo the White House sent to federal agencies that warns of distillation campaigns seeking to help...

Decision authority shifts, the government acting like a venture customer and data transparency being the standard mode of operations are examples of how the old formulas of GovCon business success are becoming outdated. Davi Hayes, senior director for federal strategy at The Chertoff Group, fields any questions from industry clients seeking to understand those trends and more about how the buying...

Noblis was stood up in 1996 as a science, technology and strategy organization that works with federal agencies on creating and rolling out solutions for some of their most complex problems. Mile Corrigan, chief executive of Noblis, joins for this episode to go over the firm’s blueprint for its future beyond this milestone year of celebrating its 30th anniversary and how technology transition effo...

While the 20th century’s Space Race was strictly head-to-head, the 21st century variant is much more complex and multipolar as private businesses and nations are looking to lead in this domain. Kevin Kelly, chief executive of Arcfield, joins for this episode to go over how this systems engineering outfit is looking at the landscape through the lens of a company that has both government and private...

Cuts to contract and grant spending, including outright cancellations, were a feature of the Department of Government Efficiency’s activities during the first year of the Trump administration and some lawsuits followed from those impacted. Natalie Alms , senior correspondent at NextGov/FCW , worked with our colleague and fellow senior reporter Eric Katz at Government Executive to watch 23 hours of...

GovCon finds itself in a strange situation where the Homeland Security Department does not have a budget and is in a shutdown, but the three immigration agencies are still operating with some funds. How is that possible? Stephanie Kostro, president of the Professional Services Council, joins Nick and Ross for this episode to lay out how that is and the DHS funding lapse’s myriad impacts on industr...

Science Applications International Corp. can move ahead on their big decision points now that it has a permanent chief executive, which presents at least one element of certainty in a world replete with unknowns. Nick and Ross use this episode as a starting point for looking at SAIC’s next steps under CEO Jim Reagan, and the paths forward for several other key business and policy storylines in the...