Side-by-side comparison of AI visibility scores, market position, and capabilities
Reston VA defense intelligence and government IT (NYSE: LDOS) $16.7B FY2024 revenue (+8%); NSA/DoD classified IT, VA EHRM $10B+ EHR modernization, Smiths Detection, competing with SAIC and Booz Allen.
Leidos Holdings, Inc. is a Reston, Virginia-based defense, intelligence, and civil government IT services company — publicly traded on the New York Stock Exchange (NYSE: LDOS) as an S&P 500 Industrials component — providing national security solutions (IT services for US intelligence community, Department of Defense analytics, cybersecurity), health and civil government services (VA electronic health records, HHS IT systems, FAA air traffic control modernization), and commercial services through approximately 47,000 employees. In fiscal year 2024, Leidos reported revenues of $16.7 billion (+8% year-over-year), with the National Security & Digital segment generating the majority of revenue from classified intelligence community IT programs and Department of Defense cybersecurity and analytics contracts, while Health & Civil generated revenue from the Leidos Digital Modernization contract for the Department of Veterans Affairs electronic health records (replacing VistA legacy EHR with Oracle Cerner's Millennium platform) — a 10-year, $10+ billion program that was simultaneously Leidos's largest contract and largest program execution challenge. CEO Tom Bell (joined 2023, previously from Rolls-Royce North America) has focused Leidos on transitioning from IT services to technology-enabled solutions: augmenting traditional government IT labor with proprietary software products (Leidos AI/ML platforms, cloud migration tools, cybersecurity automation) that generate higher margins than staff augmentation. The $1.65 billion acquisition of the security detection and automation business of Smiths Group (X-ray security screening equipment — baggage scanners for TSA checkpoints) in 2021 expanded Leidos into physical security hardware and detection systems for government and commercial airports.
SF YC W24 AI support agent builder at 80% resolution time reduction and 71% ticket deflection; $500K from a16z/Greylock/YC/Netflix competing with Intercom Fin for customer support AI workflow automation.
Duckie is a San Francisco-based AI customer support platform — backed by Y Combinator (W24) with $500,000 in funding from Y Combinator, Andreessen Horowitz, Greylock, KungHo Fund, Netflix, and 5 additional investors — providing customer support teams with an AI agent builder that translates existing support processes and workflows into predictable, reliable AI automation, achieving 80% reduction in resolution time and 71% ticket deflection for deployed teams. Founded in 2023 and targeting customer support leaders at growth-stage software companies, Duckie enables support teams to deploy AI agents in minutes without engineering dependency.
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