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 Q3 results:
$34mn Maven Smart System (MSS) extension to US Centcom;
$30mn IRS call against an existing blanket purchase agreement;
5y extension with WesTrac;
5y contract with CAZ Investments for AIP;
Azule Energy (BP + Eni JV) partnership;
JD Power expansion to leverage AIP in the automotive industry;
Policlinico Gemelli partnership;
Concordance expansion to launch a Surgence (OS for Healthcare Supply Chain);
Pwc partnership to provide antifraud to the Police of the City of London;
Babcock deal to leverage AIP;
DoD spectrum coordination workflow automation (5G);
Carahsoft expansion for Apollo in the Public Sector;
SpecterOps partnership to provide FedStart;
Agora expansion to Energy;
AirMatrix (Canadese startup) partnership.
Meanwhile in Q4:
$250mn contract with the Army for JADC2;
$61mn contract with the National Institutes of Health;
$17mn contract with the Spanish Ministry of Defense;
£1.5mn contract to provide UK Government with Trade Analytics Solution (6m);
$6mn contract from the US Office of Medical Services;
Pwc Global Alliance.
You can compare this with the Q2 Deal Summary:
Yours,
Arny
You can reach me at:
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nice deals ... keep em' coming :)