What happened with WYY today?
No read yet
Uses news and trading volume to explain the day’s move and how it relates to the market.
Stop guessing. Get the call, a three-month target price, the best and worst cases, and a source for every claim.
WidePoint Corporation helps customers administer telecom services and devices, handle communications bills and control who can access IT systems. Government agencies and businesses pay for these services, delivered through hosted portals and cloud platforms. Communications providers also buy its billing and analytics services for their own customers. WidePoint sells directly and through systems integrators, often working as a subcontractor to the main contractor.
It also supplies phone, data and other carrier services and processes and pays carrier invoices for customers. These services bring in most of its revenue but contribute little gross profit because their margins are very small; managed services provide the other main revenue stream.
U.S. federal agencies supply most of WidePoint’s revenue, with the majority coming from the Department of Homeland Security’s Cellular Wireless Managed Services contract, known as CWMS 2.0. Its renewal entered competitive bidding, and the company was awaiting an award decision, making continued work under this contract central to the business. Some government work also requires system security certifications and facility and employee clearances; without them, WidePoint may be unable to perform the work or compete for it.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Watch renewal of WidePoint's DHS wireless managed-services contract, which supplied 77% of its 2025 revenue; closer telecom-management rivals Tangoe and Calero are absent from this list.
Telos Corporation overlaps with WidePoint in helping security-sensitive government customers verify identities, secure mobile access and protect networks. Its secure mobility and network-management business is the part to watch for competition with WidePoint's mobile and IT services.
Science Applications International Corporation (SAIC) competes with WidePoint for federal agencies' spending on running and securing their IT systems. Watch SAIC's Civilian business, which includes federal civilian agencies, for competition closest to that part of WidePoint's government work.
Leidos Holdings competes with WidePoint for federal technology-services contracts, so both rely heavily on U.S. government customers. U.S. government contracts supplied 87% of Leidos's fiscal 2025 revenue, making its government-contract news more relevant than its commercial business.
CACI INTERNATIONAL CLA competes with WidePoint to sell cybersecurity, network and other technology services to U.S. government agencies. Its contract wins and repeat business in cyber and network services are the closest signs of competitive pressure on WidePoint's government IT work.
Booz Allen Hamilton competes with WidePoint for federal agencies' cybersecurity and digital technology work, building and deploying systems as well as providing services. Its federal cybersecurity and digital-modernization contracts are more relevant to WidePoint than its commercial incident-response business.
Unisys Corporation overlaps with WidePoint where organizations pay an outside provider to manage employee devices and workplace IT. Watch its Digital Workplace Solutions business, especially device management and support, rather than its broader technology-integration work.
Amdocs Limited's Britebill competes with WidePoint to help communications providers bill their customers and analyze communications data. Billing-related business with telecom, broadband and mobile providers is the relevant signal for WidePoint's digital billing offerings, rather than Amdocs's broader software and services revenue.
CACI INTERNATIONAL CLA earningsCACI
CACI's report will show how its federal cyber and network-services work is faring, a direct read on competition for WidePoint's government IT work.
Watch CACI's contract wins and repeat work in cyber and network services. More wins and repeat business would show that federal agencies are still placing this work with large providers, raising the competitive pressure WidePoint faces; less work would soften that signal but would not mean WidePoint won the contracts. The takeaway is whether federal IT buying is still giving a large rival a strong claim on work WidePoint needs.
Fed Interest Rate Decision
WidePoint’s Fed-linked borrowing costs matter because its revolving credit facility reprices with the prime rate, so interest paid on any amount drawn can rise or fall.
Expected4.0%Last release4.0%
If it comes in above expectations
Higher rates could lift the prime rate and increase interest WidePoint pays on drawn credit, leaving less cash for operations and customer obligations.
If it comes in below expectations
Lower rates could ease the prime rate and reduce interest WidePoint pays on drawn credit, leaving more cash for operations and customer obligations.
Unisys Corporation earningsUIS
Unisys's Digital Workplace Solutions business will show demand for outsourced device management and workplace IT, services that overlap with WidePoint's IT offering.
Watch device management and support within Unisys's Digital Workplace Solutions business. Growth would show that organizations are still paying outside providers to manage employee devices and workplace IT, supporting demand for services that overlap with WidePoint's IT offering; weakness would provide less support for that demand. Unisys serves a broader customer base, so its results would not establish whether WidePoint's government contracts grew or shrank. The takeaway is whether outsourced device management still has demand behind WidePoint's IT services.
Telos Corporation earningsTLS
Telos's report will show how its secure mobility and identity work is faring with government customers, offering a read on competition with WidePoint in overlapping services.
Watch contract and business performance in Telos's secure mobility and network-management work. Stronger business would show that security-sensitive government customers are still buying services that overlap with WidePoint's mobility and identity offerings, adding evidence of competitive pressure; weaker business would soften that signal but would not mean WidePoint won the customer or contract. The takeaway is whether government customers are still funding these secure mobility services in a market where WidePoint competes.
WidePoint Corporation earningsThis company
WidePoint's report will show whether its government managed-services business can hold revenue and gross profit as the CWMS contract changes.
Read managed-services revenue alongside gross profit, and check whether the net loss narrows. Steady or rising revenue and gross profit with a smaller loss would show that these services are still making a meaningful profit contribution; declines and a wider loss would point to pressure on the core services business. Carrier services make up a large share of revenue but contribute little gross profit, so revenue growth alone would not show that the business is stronger. The conclusion is whether WidePoint can preserve managed-services gross profit as CWMS work changes.
