@Zenox,
Great question. Yes, I do think that AUKUS will be a net positive for Appen's Government sector. Appen's progress in the Government sector is slow but has potential across the next 3-5 years. Moreover, Appen's competitors don't appear to have a structured Government offering, like Appen, yet. Overall, I don't think the Government sector is going to steal the show anytime soon.
"The AUKUS security pact is encouraging, however at this stage, the implications on Appen’s business is not yet clear. We do however expect overall strong growth in federal markets over time, particularly in the US, and the security should positively impact our ability to capture this growth." - Appen's Investor Relations Team, 7/10/2021
Cheers,
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