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PLTR CheaTweets [April archive]
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My Top-10 Tweets 🐥:
There could be an opportunity if market dislikes the results from a good commercial activity. $PLTR incurs losses to acquire new clients (marketing + pilots), creating an initial negative pressure on margins. Many clients acquired = lower margins = GOOD!
Why $PLTR is a game changer for companies 🖥 1) makes data readable and actionable fast and with no effort. HyperAuto connects to clients' data stores (CRMs/ERPs) and automates integration into the data platform (AWS/Azure/Snowflake) Hours. Not months. 1/2
$PLTR Concentration Risk 🚨 pt.2 3 clients account for 18% of Revenues. ~$90mn Avg. Revenues ~5y Avg Years with My guess: •Airbus since 2015 •BP since 2014 •Merck since 2017 1/2
$PLTR Max Achievable Contract 💰💰💰 Foundry price ('19 doc) varies according to: • solution complexity • data size • user numbers ...to a Level 15 Licence of £ 1,000,000,000 (yes billion) Top3 clients now spend ~$90mn/y. Room to grow docplayer.net/220417355-Pala…
$PLTR valuation among cloud companies: • has among the best mix of Growth and FreeCashFlow Margins; • $SNOW and $DDOG have higher multiples due to higher growth; • Palantir valuation could increase if/when growth accelerates.
1/ $PLTR hirings 🏢🤓 +300 new Employees to 3213 from 2920 in 21q4. Employees distribution (% of Employees/% of Revenues): ~2000 US (62%/59%) ~650 UK (20%/12%) ~100 France (3%/6%) ~70 Germany Seems is betting big on the UK 🇬🇧 Sales in /2👇
$PLTR quick comparison •$21bn Market Cap(~$40bn 1y ago, $25bn in '16). •$1.5bn Revenues @ 30% Margin • ~3300 employees • $7bn Valuation at new round ($4.6bn in ‘21) • ~$100mn Revenues in ‘20 (prob. some ~200 in 21) • ~700 employees Thoughts?
$PLTR interest back to pre-listing levels. When was expensive everybody wanted it. Now it is relatively cheap nobody wants it. Markets. 🤷♂️
My Articles ✍️:
My first interview!
How Apollo Changes The Game for PLTR:
PLTR Just Unlocked a HUGE New Industry: