The-Haq
留下了心情
当价格飞涨时,所有人都希望价格更低以便他们可以购买。当价格跌至目标价格时,所有人都不想买入 这不是财务建议,只是在恐惧、困惑和恐慌中开点玩笑
$蔚来(NIO.US$ $Palantir(PLTR.US$ $富途控股(FUTU.US$ $向上融科(TIGR.US$ $苹果(AAPL.US$ $SPDR 标普500指数ETF(SPY.US$
$蔚来(NIO.US$ $Palantir(PLTR.US$ $富途控股(FUTU.US$ $向上融科(TIGR.US$ $苹果(AAPL.US$ $SPDR 标普500指数ETF(SPY.US$
已翻译
23
35
The-Haq
赞并评论了
The-Haq
赞了
bought in some more for $特斯拉(TSLA.US$ $Palantir(PLTR.US$ yesterday!
really happy to be able to buy in more dips to capture more volatile points for both companies! :)
really happy to be able to buy in more dips to capture more volatile points for both companies! :)
加载中...
18
8
The-Haq
留下了心情并评论了
$Palantir(PLTR.US$ One bearish arguments is that Palantir is unable to scale its operations. While the company was founded back in 2003, in nearly two decades, it has been able to sign less than 200 clients in total. However, there's a reason for it. Let's not forget that the average contract value of Palantir is greater than the average contract value of a traditional SaaS company, so generally, only big businesses are able to afford Palantir's services. What's also important is that Palantir's revenue per contract has been constantly increasing in recent months.
At the end of Q2, the average revenue per client was $39 million, up from $36 million in Q1, and up from $29 million a year ago. At the same time, during Q2 Palantir closed 62 deals worth at least $1 million, while its total contract value booked increased by 175% Y/Y to $925 million. Considering those numbers, it's safe to say that Palantir has been successfully scaling its operations since becoming a public company last year. In addition, during the second quarter of the year, Palantir has also added 20 net new clients and increased its total number of clients to 169, up from 125 clients that it had before executing a direct listing last year.
On top of that, as I've mentioned in my latest article on the company, Palantir has close relations with different branches of the US Department of Defense, to whom it provides its software solutions. It took decades for Palantir to build those relations and prove that its software is crucial in helping the government to detect and neutralize emerging threats. As a result, now the company slowly becomes a central operating system of different governmental branches and departments, which was its goal all along. In addition, considering that the Department of Defense is about to spend over $700 billion every year on different programs and needs, having it as one of your major customers is always going to be a major upside as well.
Last but not least, Palantir has also been successfully improving its top-line performance in the recent quarters. In Q2 alone its revenue increased by 49% Y/Y to $375.6 million, so it's not fair to say that its business is not scalable, since the numbers clearly show an aggressive growth of Palantir's business.
At the end of Q2, the average revenue per client was $39 million, up from $36 million in Q1, and up from $29 million a year ago. At the same time, during Q2 Palantir closed 62 deals worth at least $1 million, while its total contract value booked increased by 175% Y/Y to $925 million. Considering those numbers, it's safe to say that Palantir has been successfully scaling its operations since becoming a public company last year. In addition, during the second quarter of the year, Palantir has also added 20 net new clients and increased its total number of clients to 169, up from 125 clients that it had before executing a direct listing last year.
On top of that, as I've mentioned in my latest article on the company, Palantir has close relations with different branches of the US Department of Defense, to whom it provides its software solutions. It took decades for Palantir to build those relations and prove that its software is crucial in helping the government to detect and neutralize emerging threats. As a result, now the company slowly becomes a central operating system of different governmental branches and departments, which was its goal all along. In addition, considering that the Department of Defense is about to spend over $700 billion every year on different programs and needs, having it as one of your major customers is always going to be a major upside as well.
Last but not least, Palantir has also been successfully improving its top-line performance in the recent quarters. In Q2 alone its revenue increased by 49% Y/Y to $375.6 million, so it's not fair to say that its business is not scalable, since the numbers clearly show an aggressive growth of Palantir's business.
4
2
The-Haq Boble: 都是炒作,她表现不错,因为去年由于美联储的印刷,股市上涨至历史新高,但在决定削减股票之后,股市大幅下跌。