PLTR CheaTweets [August archive]
Top Tweets | Articles | Videos
My Top Tweets 🐥:
$PLTR Government deceleration to 13% is not Palantir's fault only.
The increase in Defence spending from NATO countries has not been recognized as Revenues yet by Prime Defence Contractors.
🇺🇸 Government accounts for ~40% of Palantir's Revenues, most of which are from DoD.
$PLTR Commercial clients account for 66% of the total clients, up from 40% last year.
Government = stability.
Commercial = exponential growth.
$PLTR Clients update.
Commercial = keep expanding, slightly slower
Government = 8 new clients after stagnation (NATO?)
$PLTR Commercial clients are 67% of clients but account for "only" 44% of Revenues (38% last year).
Seeds are planted 🌱
Don't be distracted by noise.
$PLTR 's most important bet is paying off 🇺🇸
Why the US Commercial is so important?
👉 arnytrezzi.substack.com/p/palantir-us-…
$PLTR Net Dollar Retention 119%, down from 125%, seems scary 😳
If Government Revenues are +13% it means that the max Gov. NDR is 113%. Therefore, Commercial NDR expanded by at least ~125%, which is not worrying to me (~136% by my calc.)
No different from what happened in Q1 👇
Arny Trezzi @arny_trezzi
$PLTR "Usage-Based Pricing" slide went from the Appendix to the beginning of the presentation.
I speculate combining pricing with Foundry for Builders could be the key to unlocking the mass market.
Why? 👇
My Articles ✍️:
Palantir Cash Could Reduce Dilution
Palantir’s New Clients are Irrelevant
Palantir Q2: Really a Disaster?
PLTR Government slowdown: not Palantir's fault
PLTR: The Biggest Networks Start Small
Palantir SPACs' Crucial Role in the Network
PLTR Platforms Unleash Network Effects
My Videos 🎥:
PLTR Investor lifestyle 🤪:
Yours,
Arny
Join me on:
Twitter: @arny_trezzi
Youtube: @Arny Investing
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Email: arnylaorca@gmail.com
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View expresses are my own. Do not represent Financial Advice.
I own (many) PLTR 0.00%↑ stocks.
Love these! Bravo Frate