Introduction: Commercial: Governmental: Consumption Based Pricing: NDRR: SBC: Profitability: Outlook: Introduction: Palantir earnings released within the past few days, revealing some positive progress, yet also concerning negative outlook for the future of the company. Today, I want to go over the most important principles I look at when computing success of the Palantir business model. Whilst the quarter, and the year, specifically from a financial perspective has been steady - if somewhat disappointing - the underlying business is chugging along nicely. Whilst there is limited exponentiality present this year, and specifically for the final quarter, the underlying business is steady. I believe that to compute success of an early stage company, qualitative variables are often required in order to compute success. Whilst I am not trivialising financial metrics, fundamentally over a short period of time, often these fail to present the full picture. I am personally looking to hold Palantir Technologies for the foreseeable future, likely a period of 10 years. Whilst this year and quarter was by no means a dramatic beat - in fact if anything perhaps on the contrary - the company is steadily moving along. Specifically for the intangible metrics of the company, I believe...
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