6 Comments
Nov 4, 2023Liked by Arny Trezzi

Amazing stuff, thank you!

Seems PLTR's Government contracts and rev didn't see much improvement this Q, relative to what NOW's results would have implied. Any thoughts here?

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Thank you Steven! Government relatively weak surprised me, in the call they spoke as if it is only a matter of time before it catches up.

My guess is that the contracts Palantir is working on are bigger therefore harder to approve then those of Now.

Some just should start contributing from Q4 like the 250mn one. Let’s see!

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Nov 5, 2023Liked by Arny Trezzi

Thanks Arny!

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You are welcome Stevcap, have a great Sunday!

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great coverage, thank you!

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Thanks to you Mave 🙏

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