💥 Crushing Q1 Earnings | Palantir Bullets #129

Anduril x Palantir Edge; xAI TWG partnership, Ecuador

Last week:

• Palantir delivered its Q1 results: simply stunning.

  • +39% YoY Revenue growth;

  • +55% YoY US Commercial Revenue growth;

  • +40% YoY clients;

  • +73% YoY EBIT Adj;

  • 44% YoY EBIT Adj. Margin (from 36%);

  • FY25 Revenue Guidance raised to +36% YoY (from +31%).

• The strength of the results led Dan Ives to raise his price target to $140 from $120.

• Palantir deepened its partnership with xAI and TWG Global to deploy AI in financial services. The partnership will operate on an outcome-based business model: no value, no party.

• Palantir and The Joint Commission partnered to elevate patient safety and healthcare standards through the deployment of AI.

• Anduril announced Menace is the preferred hardware platform for all forward-deployed Palantir Edge Software. Collaborate to dominate!

• Clark Minor, a longtime Palantir employee, is reported to become the new chief information officer at the Department of HHS.

• Palantir announced a partnership with the government of Ecuador to use AI to prevent smuggling and reinforce security.

• The Palantir community reached a new peak with our friend Amit Kukreja being interviewed by Bloomberg. Congrats to Amit!

Palantweets

Tweet of the week

Yours,
Arny

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