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$PLTR existing clients expanded 25% YoY.
Few observations:
• '21 was anomalous due to Covid in Government biz;
• 22q1 drop probably due to DoD Budget delay;
• Commercial reached 140% NDR in 22Q1.
Crucial to monitor this metrics going forward.
Breakdown below 👇
If inflation is at 8%, you need 8% FCF growth just to break even 😳🚨
Growth is the ultimate hedge against inflation.
1/2
$PLTR potential catalyst.
NATO Countries to increase defence spending:
• 9 Allies now reach – or exceed – the 2% target.
• 19 Allies have clear plans to reach it by 2024.
"2% is increasingly considered a floor, not a ceiling."
The door is open. Go and conquer.
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Bravo Arny! 👏🏼