Palantir WKN: A2QA4J ISIN: US69608A1088 Kürzel: PLTR Forum: Aktien User: FromGordonWithLove

Additionally, we analyzed Palantir's SBC as a percentage of sales in comparison to other high-growth technology companies. Our analysis revealed that the company's SBC percentage aligns with the industry average of its peers. This indicates that Palantir's SBC expenses are being effectively managed, and as the company scales further, these expenses, even though non-cash, are likely to further decrease. Quarterly Financial Reports (DDOG) (HUBS) (TEAM) (CRWD) (SNOW) (MDB) (NET) Promising Revenue and Billing Growth Coupled with Enhanced Profitability In Q1 2023, revenue increased 18% YoY to $525.2M, driven by improved demand from both government and commercial customers. Revenue from government business grew 20% YoY to $289.1M, supported by rising revenue from US customers which grew 22% YoY to $229.8M. Revenue from commercial business also saw a positive trajectory, with a 15% YoY increase to $236.1M. This growth was fueled by the re-acceleration of the US commercial business, surpassing $100M in revenue for the first time and achieving $107.0M with a strong 26% YoY growth. In Q1 2023, the company witnessed 25% YoY growth in total billings, reaching $613.M, showing strong product demand and successful contract acquisitions along with potential for customer attraction and retention. Source: Company Filings As per Alexander C. Karp, Chief Executive Officer & Co-Founder: "We have achieved an annual growth rate of nearly 30% in our most important market during a period of significant macroeconomic uncertainty and without the benefit of the broader awakening across sectors and industries to the potential of large language models and other forms of generative artificial intelligence. And we anticipate that the development of AIP will mark an even more significant moment in our advance." On the profitability front, the adjusted gross profit grew 17% YoY to $426.7M on higher revenues. However, the margin fell 20bps YoY to 81.3% on higher hardware and other costs related to new projects. On the operational side, the adjusted operating profit rose 7% YoY to $125M. However, on a margin basis, the adjusted operating margin declined 250bps YoY to 23.8%. This decrease was primarily driven by higher sales and marketing expenses, including elevated payroll costs and increased travel and office-related expenses. Source: Company Filings Strong Balance Sheet with Healthy Improvement in Cash Flows Palantir ended Q1 2023 with $2.9B in cash, cash equivalents, and marketable securities and has no major debt on its balance sheet, which lends financial stability and indicates that the company has sufficient liquidity to meet its short-term obligations and pursue growth opportunities. This would further help Palantir to take up product portfolio expansion, particularly in a growing AI market, and enhance its competitiveness. In Q1 2023, Cash Flow from Operations ("CFO") increased significantly to $187.4M compared to $35.5M in Q1 2022. This growth can be attributed to the favorable timing of customer payments and vendor payments. Also, adjusted Free Cash Flow grew to $188.9M in Q1 2023 from $29.8M in Q1 2023, led by lower capital expenditure (1% of sales in Q1 2023 vs 3% in Q1 2022) and the achievement of profitability in Q1 2023 compared to a net loss in Q1 2022.

Expanding Customer Base Amidst Low to Moderate Concentration Risk In Q1 2023, Palantir added 114 new customers compared to the previous year, consisting of 96 commercial customers and 18 government customers, bringing the total count to 391. This represents a 41% YoY increase from 277 customers in Q1 2022. The main driver of this growth was a solid 52% YoY expansion in commercial customers, growing from 184 to 280 and accounting for nearly 72% of the total customer count. Palantir Financial Statements The company has maintained a net dollar-based retention rate of over 100% signifying superior customer satisfaction. In fact, the company's top three customers have consistently contributed 20% of revenue and have maintained an average seven-year business relationship, showcasing loyalty and ongoing partnerships. Additionally, the average revenue per top twenty customers on a TTM basis has also been consistently rising, reflecting the sticky nature of the company's platform. Palantir Financial Statements However, as with other high growth technology companies, Palantir is also faced with low to moderate concentration risk. Specifically, one of the company's government customers accounted for 10% of the total revenue in Q1 2023, which poses a notable risk considering the sensitivity of the data handled by the company's platform. As such, issues with a single government customer such as a data breach could create a contagion effect and can potentially impact the entire government customer base, resulting in significant revenue downside. On a positive note, having a significant revenue contribution from government can help ensure stability in cash flows and provide opportunities to secure larger contracts. Additionally, it helps the company sustain growth, even during market downturns. Declining Stock-Based Compensation Expenses Led First Quarterly Profitability, Signaling Positive Shift Palantir's substantial Stock Based Compensation (SBC), which it offers to attract top talent, has been a subject of scrutiny for a long time. However, in recent quarters, the company has taken steps to reduce its significant SBC payouts. In fact, the percentage of SBC relative to sales has decreased from 116% in 2020 to 22% in Q1 2023. In dollar-term, SBC expenses declined from $1.3B in 2020 to $115M in Q1 2023. This decline in SBC expenses has played a pivotal role in Palantir's achievement of its first-ever quarterly operating profit on a GAAP basis. In Q1 2023, the company reported a profit of $4.1M, compared to an operating loss of $39.4M in Q1 2022.

Driving Platform Stickiness Through Expanding Capabilities and AI/ML Integrations Palantir has developed three primary software platforms: Gotham, Foundry, and Apollo. Gotham and Foundry help organizations organize and utilize their data effectively, with Gotham being used by defense agencies, intelligence groups, and disaster relief organizations for over a decade. Apollo acts as a control layer for cloud systems, ensuring smooth operation. Palantir is expanding Gotham by incorporating AI improvements for cyberattack stages and targeting specific industries like shipbuilding in Korea. In Q1 2023, Palantir closed its first $1M deal for Apollo and received positive feedback for the Foundry Ontology SDK, a software solution that enables data scientists to connect their models with real-world decisions, streamlining model deployment and facilitating continuous communication for improved decision-making and business impact. The company has recently introduced its Artificial Intelligence Platform (AIP), which integrates existing software platforms with Large Language Models (LLMs) and robust AI tools, enabling real-time interaction and data-driven decision making through a secure AI chatbot. While similar to ChatGPT in terms of generative AI, AIP offers superior data-driven analytical capabilities, a controlled environment, enhanced security, and visually appealing human readable graphs and charts. In a more recent development, Palantir has been granted a contract by the US Special Operations Command (USSOCOM) to provide technology solutions that enhance enterprise capabilities using AI/ML. This multi-year contract is worth up to $463M. Palantir Investor Presentation Palantir has introduced two versions of the Artificial Intelligence Platform (AIP): AIP for Defense and AIP for Business, with plans for a phased launch. AIP prioritizes compliance with legal and ethical guidelines when deploying powerful AI tools and Large Language Models (LLMs). It consists of three pillars: AIP Core for smooth deployment across diverse networks, AIP Action Graph for robust security features and governance, and AIP Control Plane for secure digital records of operations. AIP seamlessly integrates with existing platforms like Gotham and Foundry, enabling customers to make intelligent decisions, implement advanced automation, and gain strategic advantages. Palantir aims to deliver value quickly and make a meaningful impact through AIP. Palantir Website Leveraging Large & Fast-Growing Big Data Analytics and Generative AI Markets The global big data analytics market is projected to reach $745B by 2030 (see chart below), growing at a CAGR of 13.5% from 2023 to 2030, driven by the increased data volume due to the rise of IoT (the "Internet of Things"). Industries such as banking, healthcare, retail, agriculture, and telecom/media are generating massive amounts of data through digital solutions. Data discovery and visualization are expected to dominate the market as the need for better data interpretation grows. The recent launch of Palantir's generative AI platform, AIP, has also significantly expanded its Total Addressable Market (TAM). The global Generative AI market is estimated to be worth $14B in 2023 and is expected to grow at a CAGR of 34.3% to exceed $110B by 2030. Considering the big data analytics and generative AI market, Palantir's TAM exceeds $300B. With annual revenue of nearly $2B, the company has ample room for substantial growth.

Palantir: Big Secular AI Growth Jul. 01, 2023 6:36 AM ETPalantir Technologies Inc. (PLTR)44 Comments Blue Harbinger Investing Group Leader Summary * The pandemic bubble burst, and despite this year's strong gains (+138%), Palantir shares still trade dramatically lower than their all-time highs. * However, the business keeps growing, especially as it positions itself as a leader in large and fast-growing big data analytics and generative AI markets. * In this report, we analyze Palantir’s business model, its market opportunity, financials, current valuation and risks, and then conclude with our strong opinion on investing. * Looking for a helping hand in the market? Members of Big Dividends PLUS get exclusive ideas and guidance to navigate any climate. Learn More » Galeanu Mihai Palantir Palantir (NYSE:PLTR) offers a software platform that employs advanced data analytics and AI/ML algorithms (artificial intelligence / machine learning), enabling organizations to efficiently analyze both structured and unstructured data. The company's software platform is capable of handling vast amounts of data from diverse sources, enabling clients to extract valuable insights for various applications. With its three main software solutions (Gotham, Foundry, and Apollo), Palantir provides a robust infrastructure for seamless data integration and operation across different environments, catering to both commercial and government entities. To seize opportunities in the growing AI market, Palantir has also introduced its own AI-based platform known as AIP, expanding its product offerings and strengthening its position in the industry. In this report, we analyze Palantir's business model, its market opportunity, financials, current valuation and risks, and then conclude with our strong opinion on investing. YCharts Overview: Founded in 2003, Palantir provides a software platform that leverages data analytics and AI/ML algorithms, allowing organizations to effectively analyze a diverse set of structured and unstructured data with great efficiency. While its initial focus was on serving government accounts, including defense organizations and intelligence units, the company has recently expanded its services to encompass diverse commercial sectors such as finance, healthcare, energy, and transportation. The company's software is utilized for various applications such as counterterrorism, fraud detection, disaster response, supply chain optimization, and healthcare analytics. Palantir's advanced algorithms help its customers extract valuable insights from datasets and identify patterns and trends to make informed predictions. As of Q1 2023, Palantir's software has been adopted by over 60 industries globally, serving a total of 391 customers. The company generates revenue by offering subscription-based access to its software, which is hosted within its dedicated environment called "Palantir Cloud." The company also provides ongoing operating and maintenance services. Furthermore, it offers software subscriptions and ongoing operating and maintenance services for customers who prefer to host the software within their own environments, referred to as "On-Premises Software". Palantir's portfolio consists of three primary software platforms: Gotham, Foundry, and Apollo. These platforms serve as essential infrastructure, facilitating the smooth integration of customers' data and operations, thereby enabling them to deploy and operate the software in nearly any environment. Palantir operates through two segments: Government and Commercial, which accounted for 55% and 45%, respectively to the company's total revenues in Q1 2023. In terms of geographical distribution, the majority of its revenue (64%) is generated from the US, followed by the rest of the world (27%) and the UK (9%), as shown in the chart below.

Diese Regierung wird nicht ewig regieren . In 1 Jahr kann alles schon ganz anders aussehen .

Alles sehr kurzfristige und kurzsichtige Argumente. Wenn es dann irgendwann doch zu irgendwas gut sein kann, wird viel Geld ausgegeben, damit es quick and dirty geht mit viel Bugs. Danach folgen die Schuldzuweisungen. Lösung von der Stange ist viel zu einfach und kann nicht gut genug für Deutschland sein.

Eine europäische Lösung macht hier Sinn. In Deutschland hat jedes Bundesland eigene Software in den Finanzämtern. Wir sind eh kein flagship. Das wird für die Nato kommen hier

Palantir ist brandgefährlich. Könnte Olaf Scholz' Erinnerungslücken überbrücken. Und auch die von jeder neuen Regierung. Lieber nicht!

Wir werden immer rückständiger. Nächste mal Neue Regierung.

War nichts anderes zu erwarten

https://www.tagesschau.de/investigativ/br-recherche/palantir-software-analyse-polizei-100.html

Anscheinend will mann in Deutschland bis auf 3 Bundesländer nichts von Palantir wissen.Laut SPD : Vorrangigkeit europäischer Lösungen bei größeren Beschaffungsvorhaben im Sicherheitsbereich". So ein Mist wird es dann auch werden bis sie es vermutlich bis 2099 vielleicht entwickelt haben. 🤮

https://youtube.com/shorts/Fyn42wlP2cU?feature=share7

Hab damals für 31$ gekauft -.-, aber halte sie immer noch und das ganz tiefe Tal durchschritten. Mal gespannt wie weit es noch nach oben geht

Montag geht es vlt abwärts, die Konkurrenz schläft nicht und deren Kurs hat sich auch top entwickelt 🤷🏻‍♀️

🍷well, cheers 🥂