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In this Business Breakdown, David Barbato, Sergio Heiber, and Lindsay Leeds sit down with WidePoint Corporation’s (WYY) CEO Jin Kang and COO Todd Dzyak. The company was originally profiled by Sergio Heiber on April 13, 2025, at $2.82 USD per share.
This discussion took place live on August 26th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - microcapclub.com/#join
Jin Kang is CEO of WidePoint Corporation (WYY), a mobility-as-a-service company that secures, manages, and monitors mobile technology assets for federal agencies and large enterprises, delivered under a SaaS model. He joined WidePoint in 2008 when it acquired the company he founded, and took over as CEO in 2017. He is joined by COO Todd Dzyak.
In this business breakdown, Jin and Todd walk through the company's near-term catalysts: a roughly $50 million five-year SaaS contract with one of the three major U.S. wireless carriers, the 10-year $3.1 billion DHS CWMS 3.0 award currently sitting in a GAO protest, and prime positions on NASA SEWP VI and Navy Spiral 4. They explain how the protest process works and what happens in each outcome, why FedRAMP authorization on the ITMS platform matters competitively, and how WidePoint's PKI-based credential on a smartphone differs from Okta and standard app-based two-factor authentication. The conversation also covers federal contract pricing and margins, what actually decides a competitive award, the sales cycle for both government and commercial customers, and why the company is holding a net cash position while self-funding growth.
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Chapters
Introduction
Jin Kang and Todd Dzyak backgrounds
Presentation begins
What WidePoint does: mobility as a service
Financial snapshot and valuation
Catalyst 1: the ATV carrier contract
Catalyst 2: the $3.1B DHS contract and protest
Catalyst 3: device as a service with CDW
NASA SEWP and addressable market
Core competencies and differentiators
FedRAMP authorization and why it matters
Mobile Anchor and the 365 Analyzer
Identity and access management: DoD-grade MFA on smartphones
Contract vehicles and strategic partners
Financial results and trends
Growth strategy
Q&A: moving into the commercial market, and how they differ from Okta
DHS 3.0: revenue mix, headcount, and economics
Pass-through revenue assumptions
The GAO protest timeline and the 100-day clock
Replacing the CRO and building the commercial sales team
International presence, Ireland, and the CSG relationship
What happens if the protest is upheld
What DHS is and how protests are decided
Sales cycles: government vs. commercial
How their authentication differs from Google and Microsoft
On-device key generation vs. keys sent over the air
The biggest bottlenecks to faster growth
Pricing, margins, and annual increases
What wins a competitive contract
Opportunities in other federal departments
Net cash position and capital allocation
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