PLTR CheaTweets [April archive]
www.palantirbullets.com
PLTR CheaTweets [April archive]
Top-10 Tweets | Articles | Videos
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) @PalantirTech 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 @PalantirTech
My guess:
•Airbus since 2015
•BP since 2014
•Merck since 2017
1/2
$PLTR Max Achievable Contract 💰💰💰
@PalantirTech 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:
• @PalantirTech 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 @PalantirTech is betting big on the UK 🇬🇧
Sales in /2👇
$PLTR quick comparison
@PalantirTech
•$21bn Market Cap(~$40bn 1y ago, $25bn in '16).
•$1.5bn Revenues @ 30% Margin
• ~3300 employees
@anduriltech
• $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 Appearances 🎬:
w/ @DarntonsMedia ; @Emanuele20x
My first interview!
How Apollo Changes The Game for PLTR:
PLTR Just Unlocked a HUGE New Industry:
 | A guest post by
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