Palantir - PLTR

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Jelle R
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Re: Palantir - PLTR

Bericht door Jelle R »

Afgelopen twee weken trouwens 2 belangrijke contracten afgesloten. Eentje met US Air Force & US Space Force twv 32 miljoen en daarna een vrij groot contract van 111 miljoen met US Special Operations Command.
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Jelle R
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Re: Palantir - PLTR

Bericht door Jelle R »

Babylon Health gaat via een SPAC naar de beurs en wordt op meer dan 4 miljard gewaardeerd. Palantir is een van de grote investeerders in deze deal en is de laatste tijd zeer actief met het investeren in start-ups en SPACs.

https://www.cnbc.com/2021/06/04/palanti ... ealth.html

En in dit Youtube-filmpje wordt ook uitgelegd wat het plan achter al deze investeringen juist is. Interessant en goed uitgelegd.

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ZyppBe
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Re: Palantir - PLTR

Bericht door ZyppBe »

PLTR w/ toegevoegd aan de Russell 3000 Index.

Hier is de volledige lijst
https://t.co/SZ6Ufv7HGd?amp=1
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ZyppBe
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Re: Palantir - PLTR

Bericht door ZyppBe »

FAA Selects Palantir for Aircraft Certification Safety Monitoring Solution


Palantir Technologies Inc. (NYE:PLTR) today announced it has been contracted by the Federal Aviation Administration (FAA) to provide a data analytics tool that will help advance the agency's modernization objectives for aviation safety.

Palantir Foundry will support the FAA's aircraft certification and continued operational safety activities, including the ongoing monitoring of the 737 MAX fleet's return to service. The one-year contract with two additional option years is valued at a maximum of $18.4 million.

Using Palantir Foundry will enable FAA aerospace engineers and analysts to more rapidly and efficiently monitor, analyze, visualize, and share aviation safety data used in their determination of whether an incident presents a past or future safety risk.

Palantir's software expertise will help the FAA to sustain their global leadership in the advancement of aviation safety and foster greater agility in adapting to the dynamic environment.

"We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission," said Akash Jain, President of Palantir USG.

Foundry allows for the integration of siloed data, transforming the way both public and private organizations operate by creating a central operating system for their data.

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Re: Palantir - PLTR

Bericht door Cryptofanaat »

[quote="Jelle R" post_id=547353 time=1622827210 user_id=7263]
Babylon Health gaat via een SPAC naar de beurs en wordt op meer dan 4 miljard gewaardeerd. Palantir is een van de grote investeerders in deze deal en is de laatste tijd zeer actief met het investeren in start-ups en SPACs.

https://www.cnbc.com/2021/06/04/palanti ... ealth.html

En in dit Youtube-filmpje wordt ook uitgelegd wat het plan achter al deze investeringen juist is. Interessant en goed uitgelegd.


[/quote]

Goed filmpje, interessant!

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Droopymaes
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Re: Palantir - PLTR

Bericht door Droopymaes »

https://seekingalpha.com/article/443697 ... must_reads

Palantir: Strong Execution And Attractive Upside Potential

Summary
Palantir is a leading beneficiary from the big data boom in the years ahead.
The company has a compelling business model and solid competitive strengths.
Strong revenue growth plus solid profitability are key drivers of financial performance for investors.
Palantir is barely getting started in terms of capitalizing on its long-term growth opportunities.
Valuation is demanding, but Palantir has enough long-term growth potential and fundamental momentum to deliver attractive returns from current price levels.
I do much more than just articles at The Data Driven Investor: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »
Palantir Technologies headquarters campus exterior view in Silicon Valley. - Palo Alto, California, USA - 2019
Michael Vi/iStock Editorial via Getty Images
Palantir (PLTR) is in a unique position to be a leading beneficiary of the big data revolution in the years ahead. The business model is compelling, management is executing well, and the stock offers attractive upside potential over the long term.

Compelling Business Model
The expression "data is the new gold" may be a cliché at this point, but this doesn't make it any less true. According to estimates from Research and Markets, the global big data market is expected to reach $108.08 billion by 2027.

These estimates always should be taken with a grain of salt, but massive amounts of data are being generated in our physical and digital activities, and transforming such data into valuable insights and information will be a game-changer for governments and corporations.

In its origins, Palantir was providing software for organizations such as the CIA, the FBI, and the NSA in areas such as counterterrorism and financial fraud. Its software was reportedly used to find and kill Osama bin Laden and to convict Bernie Madoff. Over recent years, the company is expanding into the private sector, for example, helping big financial institutions with fraud detection, streamlining oil production and logistics, and identifying new sales opportunities across different industries.

Palantir is quite unique in terms of its security capabilities and its ability to deliver. There's no room for mistakes when it comes to providing the right tools at the right time to military personnel in the desert, the middle of the jungle, or even in a submarine.

Palantir's platform is mission critical for both governments and corporations, and elevated switching costs provide a key source of competitive strength. Palantir's software is integrated deeply within the customer's system, and new features are added over time. It can be challenging and risky for a customer to leave Palantir for the competition, especially when considering that Palantir's technical capabilities are hard to match.

Industry-specific know-how is an additional source of competitive advantage for Palantir. As the company gains more customers over time, it also gains more insights to provide the best solutions in such an industry. The bigger the company gets, and the more experience its engineers gather in the field, the stronger it gets from a competitive perspective too.

Strong Execution
Palantir is executing strongly across the board.

Total revenue grew 49% year-over-year to $341 million last quarter. Billings increased 248% and RPO - Remaining Performance Obligations - jumped 129%.
Government revenue was $208 million, up 76%. US government revenue increased 83% and international government revenue increased 57%.
Commercial segment revenue totaled $133 million, up 19% year-over-year.
One of the main growth engines for Palantir over the years ahead will be expansion into the commercial sector. It's interesting to note that the company is still growing at a remarkably strong rate in the US government sector, which shows that Palantir is still far away from reaching saturation point in its main markets right now, while growth opportunities are still extremely young.

Adjusted free cash flow margin was remarkably strong, at 44% of revenue last quarter. The company is planning to expand its sales team substantially in 2021, and this is going to drive costs higher in the remainder of the year, but it's good to see Palantir making strong progress on the profitability front.

Palantir adjusted free cash flow

Source: Palantir

The rule of 40 in the software industry is based on the idea that revenue growth plus free cash flow margin should be above 40% for a strong company. In this particular case, 49% revenue growth plus 44% adjusted cash flow margin equals 93%, quite an impressive metric.

Valuation And Fundamental Momentum
Palantir stock is trading at a forward price to sales ratio of 34 times revenue expectations of 2021 and 26 times revenue estimates for 2022. This is not a cheap valuation by any means, but Palantir has the capacity to grow into its valuation and deliver attractive returns for investors in the years ahead.

Management said in the most recent earnings press conference that Palantir is positioned to sustain revenue growth above 30% in the next four years, which probably means that the company believes that it can actually exceed those numbers. Looking at the long-term market opportunity, it wouldn't surprise me to see Palantir beating that 30% guidance and still delivering vigorous growth after the five-year target is achieved and exceeded.

As a reference, many of the most successful companies in cybersecurity, such as CrowdStrike (CRWD), trade at forwarding price to sales ratios of more than 40, although these companies are growing at much faster rates than Palantir and are among the best and most expensive in the sector. A more mature business such as Adobe (ADBE), which is growing revenue at 22% this year, trades at a price to sales ratio of around 18.

Palantir is priced for demanding growth expectations, and the valuation does not leave any room for disappointment. But valuation is not excessive in comparative terms when considering growth potential if management keeps executing well and outperforming expectations. This last part, outperforming expectations, is a big piece of the puzzle in terms of assessing return potential.

Strong growth is good, but growth rates consistently above expectations can be even more important. Stock prices reflect a particular set of expectations about the company's future. When a company can outperform those expectations, this typically means that the stock price needs to move higher in order to reflect higher expectations.

In simple terms, if the company's future sales and cash flows are going to be higher than currently anticipated, this ultimately means that the stock is more attractively valued than what valuation ratios are indicating.

Palantir has reported three quarters as a public company, and it delivered revenue above Wall Street expectations in each of those three quarters. The company's track record as a public business is brief but flawless.



Source: Seeking Alpha

Perhaps more important, consistent execution and a strong outlook have driven increases in forward-looking expectations for Palantir. Revenue estimates for next year have increased from less than $1.45 billion to more than $1.9 billion in a few months.

Chart
Data by YCharts
In the short term, market conditions have a huge impact on stock prices, so performance will mostly depend on how growth stocks - broadly speaking - are moving. Over the long term, however, if Palantir can consistently keep outperforming expectations and driving increased expectations about future revenue growth, this should provide a powerful upside fuel for the stock price over multiple years.

This chart from Reveleara.com shows job openings at Palantir over the past few years. There was a slowdown during the worst part of the pandemic, but now the company is back at full speed. This bodes well in terms of assessing fundamental momentum over the coming quarters.



Source: Revealera.com

The company still has a lot of room for growth. Palantir has only a handful of Fortune 500 customers and less than one-tenth of a percent of annual defense spending in the U.S.

Palantir is aggressively investing in the commercial side of the business to drive accelerating sales growth. The company plans to increase the sales count in the triple digits this year, and it already hired 50 new sales employees in the first quarter.

Since the beginning of February, qualified commercial opportunities in the U.S. and the U.K. are up 2.5 times, and active commercial pilots across the business have more than doubled. Channel expansion is another key growth engine for Palantir, the partnership with IBM (IBM) was announced last quarter, and the company booked its first customer within 16 days of bringing the product to market.

The following quote from the conference call is quite encouraging in that regard:

I mentioned earlier the growth of our customers and pilots. Our sales force combined with outreach and events are generating more high-quality opportunities. What's more, customers are coming to us with a much deeper understanding of our products and the value they unlock, to the point where the first meeting today really now feels like the fourth or fifth meeting from a year ago. The flywheel is turning faster.

Palantir is priced for demanding growth, no doubt about that. However, the company also is outperforming expectations, and fundamental momentum is indicating more upside potential for Palantir stock going forward. Palantir has massive room for expansion and management is executing at a high level.

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Re: Palantir - PLTR

Bericht door Talisa »

Palantir Technologies Inc. heeft aangekondigd dat het is gecontracteerd door de Federal Aviation Administration (FAA) om een data-analyse tool te leveren die zal helpen bij het bevorderen van de moderniseringsdoelstellingen voor de veiligheid van de luchtvaart. Palantir's software expertise zal de FAA helpen om hun wereldwijde leiderschap in de bevordering van de veiligheid van de luchtvaart te behouden en een grotere flexibiliteit te bevorderen in de aanpassing aan de dynamische omgeving.

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ZyppBe
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Re: Palantir - PLTR

Bericht door ZyppBe »

Q2 earnings:
Q2 EPS $0.04 vs est. $0.03
Revenue $376mn vs est. $353.23mn

GUIDANCE:
Q3 2021 revenue $385mn vs est. 376.4mn
Adjusted operating margin of 22%

For full year 2021, we are raising our guidance

Adjusted free cash flow to in excess of $300 million, up from in excess of $150 million.

Annual revenue growth of 30% or greater for 2021 through 2025.
Revenue +49%YOY
Commercial revenue +90%YOY
62 deals > $1m
- 30 deals > $5m
- 21 deals > $10m
20 new customers (+13%QOQ)
Commercial customers +32%QOQ
Adj. FCF margin 13%
Adj. diluted EPS $0.04
Guidance > 30% rev. growth from '21-'25

Beat & raise!

Pre-market 23,63 (+5,73%) :up:

Webcast altijd interessant (14u00 onze tijd): https://event.on24.com/eventRegistratio ... e=register

Perfect leesmateriaal in de tussentijd: https://theoperator.substack.com/p/pala ... e-builders
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Re: Palantir - PLTR

Bericht door letta75 »

Geheimzinnig Palantir vliegt
(12/08) - Bron: De Tijd

Wall Street noteert in het rood. Palantir zet beter dan verwachte cijfers om in een forse koerswinst.

De Amerikaanse beurzen doen na de recordkoersen van woensdag even een stapje terug. Er is nochtans positief economisch nieuws, want het aantal eerste aanvragen voor een werkloosheidsuitkering is in de VS licht gedaald vorige week. Daarbij lijkt het erop dat de Amerikaanse inflatie haar piek heeft bereikt.


Palantir

Het data-analysebedrijf Palantirkwam donderdag met cijfers en stijgt met bijna 14 procent. De omzet van het tweede kwartaal klom met 49 procent naar 376 miljoen dollar, terwijl analisten maar een omzet van 352,3 miljoen hadden voorzien. De winst kwam zoals verwacht uit op 4 dollarcent per aandeel.

Ook de vooruitzichten zijn goed. Voor het lopende kwartaal ziet de onderneming de omzet uitkomen op 385 miljoen dollar. Dat is hoger dan de consensusverwachting van 376 miljoen. Daarnaast denkt het dit jaar een vrije kasstroom te hebben van meer dan 300 miljoen dollar, terwijl het eerder meer dan 150 miljoen verwachtte. Verder bevestigt de groep de prognose van 30 procent jaarlijkse omzetgroei of meer tot 2025.

Palantir, dat in 2003 werd opgericht met financiële ruggensteun van de miljardair Peter Thiel, maakt software die ruwe data kan omzetten in behapbare en bruikbare gegevens. Die worden niet een alleen volop gebruikt door grote bedrijven, maar vooral ook door overheden en veiligheidsdiensten. Onder andere de CIA is al jaren een trouwe klant.
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Jelle R
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Re: Palantir - PLTR

Bericht door Jelle R »

ZyppBe schreef:
12 aug 2021 13:30
Q2 earnings:
Q2 EPS $0.04 vs est. $0.03
Revenue $376mn vs est. $353.23mn

GUIDANCE:
Q3 2021 revenue $385mn vs est. 376.4mn
Adjusted operating margin of 22%

For full year 2021, we are raising our guidance

Adjusted free cash flow to in excess of $300 million, up from in excess of $150 million.

Annual revenue growth of 30% or greater for 2021 through 2025.
Revenue +49%YOY
Commercial revenue +90%YOY
62 deals > $1m
- 30 deals > $5m
- 21 deals > $10m
20 new customers (+13%QOQ)
Commercial customers +32%QOQ
Adj. FCF margin 13%
Adj. diluted EPS $0.04
Guidance > 30% rev. growth from '21-'25

Beat & raise!

Pre-market 23,63 (+5,73%) :up:

Webcast altijd interessant (14u00 onze tijd): https://event.on24.com/eventRegistratio ... e=register

Perfect leesmateriaal in de tussentijd: https://theoperator.substack.com/p/pala ... e-builders
Wees er maar zeker van dat die 30% een onderschatting is.









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