GERRA

GOVERNMENT PROCUREMENT

Federal Software Contracts

Ticker-mapped US federal government spending on enterprise software. See which vendors win before the street does.

120+ TICKERS MAPPEDJSON · CSV · ParquetDaily ingestion, weekly delivery
120+
Tickers mapped
500+
Contractor mappings
FPDS
Public system of record
Reseller
Attribution moat
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01Download

Inspect a real sample

Representative records in the delivery format, ready to inspect before licensing the full dataset.

Reseller-attributed contract (the moat in one row)

Representative, modeled on the public-record shape. The prime is a reseller; the description is keyword-matched to the software ticker; publication_date is the point-in-time field.

contracts.jsonlrepresentative
{
  "record_id": "CONT_AWD_2033H624F00068_...",
  "ticker": "CRWD",
  "vendor": "CrowdStrike",
  "product_category": "endpoint_security",
  "prime_contractor": "FCN, INC.",
  "prime_is_reseller": true,
  "awarding_agency": "Department of the Treasury",
  "obligated_amount": 4752615.89,
  "award_date": "2024-02-01",
  "publication_date": "2024-02-15",
  "is_modification": true,
  "fiscal_quarter": 2
}

Direct-vendor award, ceiling exceeds obligated

Representative. The prime is the vendor; potential_total_value (the ceiling) exceeds the dollars obligated so far.

contracts.jsonlrepresentative
{
  "ticker": "PLTR",
  "vendor": "Palantir",
  "product_category": "data_analytics",
  "prime_contractor": "PALANTIR USG INC",
  "prime_is_reseller": false,
  "obligated_amount": 292680689.24,
  "potential_total_value": 480000000.00,
  "is_new_award": true,
  "fiscal_quarter": 3
}
02Schema

Record shape

Every field, its type, whether it can be null, and a representative value.

record_id

required

Unique award or action id from the federal record.

Type
string
Example CONT_AWD_2033H624F00068_...

ticker

required

Public ticker the spend is attributed to.

Type
string
Example CRWD

vendor

required

Software vendor behind the contract.

Type
string
Example CrowdStrike

product_category

required

One of 12 investment-relevant categories.

Type
string
Example endpoint_security

prime_contractor

required

Awardee of record, often a reseller rather than the vendor.

Type
string
Example CARAHSOFT TECHNOLOGY CORP

prime_is_reseller

required

Whether the prime is a value-added reseller vs the vendor itself.

Type
bool
Example true

awarding_agency

required

Agency placing the award.

Type
string
Example Department of the Treasury

obligated_amount

required

Dollars obligated on the action.

Type
float
Unit
USD
Example 4752615.89

potential_total_value

required

Ceiling value; can exceed obligated.

Type
float
Unit
USD
Example 480000000.00

award_date

required

Obligation / award date.

Type
date
Example 2024-02-01

publication_date

required

First appearance in the federal feed - the point-in-time field for backtesting (lags award 3 to 30 days).

Type
date
Example 2024-02-15

is_modification

required

Whether the action is a modification vs a new award or option exercise.

Type
bool
Example true

fiscal_quarter

required

Federal fiscal quarter.

Type
int
Example 2
03What's included

Contract-Level Records

Individual contract awards with vendor, agency, amount, period, and product categorization.

Ticker Aggregation

Quarterly revenue attribution by ticker with market share calculations and competitive positioning.

Pipeline Tracker

Track upcoming contract expirations and recompetes as forward-looking revenue signals.

04Methodology

How it is built

  1. 01

    Public-source ingestion

    Automated daily ingestion via the USASpending.gov API over FPDS-NG, the official US system of record for federal contract actions above the micro-purchase threshold. No web scraping, no manual entry.

  2. 02

    Ticker and reseller attribution

    The moat: most federal software flows through resellers (Carahsoft, Thundercat, FCN), not directly to vendors. A 500+ entity-to-ticker map with keyword matching on contract descriptions attributes spend to the correct software ticker.

  3. 03

    Product categorization

    Generic federal product codes are mapped to 12 investment-relevant categories aligned to how analysts model these companies.

  4. 04

    Action-type classification

    New awards, modifications, option exercises, and de-obligations are flagged and tracked separately; modifications are linked to their base award.

  5. 05

    Point-in-time construction

    Every record carries a publication_date - its first appearance in the feed - so backtests use publication_date, not award_date, to avoid look-ahead. Typical lag is 3 to 30 days.

  6. 06

    Quality checks

    Ticker mapping is validated against the SEC EDGAR registry, IDIQ ceiling modifications are de-duplicated from new obligations, contractor names are cross-referenced against the federal entity registry, and new entity mappings are reviewed weekly.

05Evals

How we validate

What each evaluation measures and how it is run. Where no benchmark is published, we show the methodology and say so.

Award-to-earnings lead

Measures

Whether quarter-over-quarter changes in obligations predict government-revenue beats and misses.

Method

Aggregate obligations per ticker per fiscal quarter using publication_date, then compare to subsequently reported revenue and consensus. Typical signal horizon is 30 to 90 days because awards publish ahead of the quarterly report.

Result

Methodology-stage. A backtest covering several large vendors is available on request; no headline number is published here.

Competitive displacement detection

Measures

Catching vendor switches in agency accounts before either company reports.

Method

Track market-share and year-over-year share change in the competitive view and the migration of agencies between vendors.

Result

Methodology-stage. No published metric.

06Graders

Ground truth

What correct means for this data, and how it is established.

Ground truth

Two anchors: the public federal record itself (the award is ground truth that the contract happened), validated against the SEC EDGAR and federal entity registries; and, for the investment signal, the vendor subsequently reported quarterly government revenue.

How it is established

Ticker-mapping correctness is graded against the EDGAR CIK registry and the federal entity registry, with new entity mappings reviewed weekly. Signal correctness would be graded against realized earnings.

Agreement

No inter-rater figure; the mapping is validated against authoritative government registries rather than human raters.

07Application

Government Revenue Signal

Federal IT spending mapped to public company tickers provides a direct, non-consensus view of enterprise software revenue before earnings.

Competitive Market Share

Track vendor displacement in government accounts. When CrowdStrike wins a contract from legacy vendors, see it months before the quarterly call.

Sector Allocation

Government cybersecurity and cloud spending trends as a leading indicator for sector rotation in enterprise software.

08Environment & integration

How you load it

Delivery

S3, REST API, SFTP on request

Formats

JSON, CSV, Parquet

Auth

The underlying data is US-government public record under FOIA and FFATA, with no use restrictions on the source. Gerra mapping, categorization, and aggregation layer is the proprietary value-add. No PII or MNPI.

Cadence

Daily ingestion with weekly delivery. Full history is roughly 500 MB compressed.

Request a sample

Federal Software Contracts

Real records in the delivery format, with the schema and provenance that come with them. Evaluation access is restricted-scope and moves under a mutual NDA, so tell us what you are building and we will send the slice that fits.

or email team@gerra.com