The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Christopher Thomas Rieger - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: So if the current continuing resolution, continues to be pushed out obviously Kratos isn't the only company impacted. So what sort of lingering
effects particularly on your supply chain would you anticipate to be the most pronounced and what can you do on your end to sort of mitigate
these effects?
Question: Christopher Thomas Rieger - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Great. Helpful. Just one more. I guess, a bigger picture. With regard to Valkyrie and Skyborg, what needs to occur from here on your end with your
partners and at the DoD, in order for Skyborg to become a program of record?
Question: Kenneth George Herbert - RBC Capital Markets, Research Division - Analyst
: I just wanted to start off, a bit of a higher-level question. We're obviously in another CR, you've got a number of significant opportunities as you
think about sort of your crossing the valley of death. As you think about not only on the tactical drone side, but engines and space and other
markets, how would you characterize or maybe rank the opportunity of some of your markets from a timing standpoint? I mean, should we still
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FEBRUARY 22, 2022 / 10:00PM, KTOS.OQ - Q4 2021 Kratos Defense and Security Solutions Inc Earnings Call
think about as drones as obviously the next maybe significant catalyst? Or it sounds like maybe there's more opportunity near-term on the space
side. I'm just looking for you to maybe sort of recalibrate the expectations here of the different parts of the business.
Question: Kenneth George Herbert - RBC Capital Markets, Research Division - Analyst
: And if I could, I apologize if you mentioned this earlier. But Deanna, as we think about the CapEx investment in '22, can you just break that out by
maybe either the segments or how we should think about some of the key -- sort of key initiatives on the capital side this year?
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