Feb 08, 2022 / 06:30PM GMT
Cai von Rumohr - Cowen and Company, LLC, Research Division - MD and Senior Research Analyst
Thank you very much, and welcome to our session with Leidos. We're delighted to have with us Roger Krone. Roger is their -- the Chairman and CEO. And so we're going to talk about Leidos and about the industry writ large.
Questions and Answers:
Cai von Rumohr - Cowen and Company, LLC, Research Division - MD and Senior Research AnalystI know -- one of the questions that's certainly on my mind, I assume on a lot of investors' mind, is that like 2 of your peers, Booz and CACI, just reported weaker sales than expected. And their December quarter is quite a bit weaker, and they basically had talked -- come out with their projections in like late October. So they kind of missed by a fair amount when they were 1/3 of the way down the river.
And so they mentioned a lot of issues, mostly related to COVID, the impact on customers. So Roger, give us your take on the environment, like really what's happening, how is it impacting customers' behavior?