Editor: Emanuele Marabella. This post has first been published on Twitter/X (@arny_trezzi)
PLTR 0.00%↑ recent contractual activity was intense.
Here are the contracts you need to know before the Q2 results, which will be released today after the market close:
$463mn multi-year with US Special Ops Command;
Ukraine’s reconstruction;
$100mn from three 1y contracts from Air Force;
60mn 6m modification with the Army for AI/ML;
£25nm contract with the UK NHS to FDP transition.
Microsoft partnership expansion to Public Sector;
Partnership with the Ministry of Defence of Lituania;
C&A Modas expansion;
multi-year partnership with Panasonic North America;
Foundry for Manufacturing on AWS.
If you enjoyed this summary, please hit the ❤️ button and join me on X/Twitter @arny_trezzi. I’ll be there during the Earnings Call!
Meanwhile in Q3:
$34mn Maven Smart System (MSS) extension to US Centcom;
PWC partnership to provide antifraud to the Police of the City of London;
SpecterOps partnership to provide FedStart;
Concordance expansion to launch a Surgence (OS for Healthcare Supply Chain);
JD Power expansion to leverage AIP in the automotive industry;
5y extension with WesTrac.
For an overview of the coming Palantir’s Q2 earnings, I am sure you would love this great chat I had with @amitisinvesting and @RealMattMoney
Yours,
Arny
great, thank you!