Sebastian Rivera

Sebastian Rivera asked for high-level color on V2X's positioning regarding Golden Dome requirements, following the recent SHIELD IDIQ award, looking beyond existing programs like Cobra Dane and Cobra King.

Answer

CEO Jeremy Wensinger described Golden Dome as a longer-term opportunity, emphasizing that V2X's presence and securing contract vehicles like the SHIELD IDIQ are crucial for participation. He stated that V2X aims to be a key enabler for the government in delivering Golden Dome and believes the company is well-positioned for this.

Sebastian Rivera asked for V2X's perspective on how AI will serve as a lever for the company in the short to medium term, especially in the context of recent wins and partnership announcements. He also requested high-level color on V2X's positioning regarding Guarding the Dome requirements, following the SHIELD IDIQ award.

Answer

CEO Jeremy Wensinger emphasized that V2X strategically partnered with AI leaders like Google, Amazon, and IBM, who provide the tools, while V2X contributes the data, mission capability, and context to enable AI for better, faster, and more efficient customer outcomes. CFO Shawn Mural added that AI adoption will be incremental, leveraging V2X's existing data and presence. For Guarding the Dome, Jeremy Wensinger described it as a longer-term play where V2X's presence and contract vehicles are key to participating and enabling the government's mission.