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 this year, these qualitative factors have fundamentally proven success. Notably, the work within Ukraine this year, has highlighted the superiority of their product successfully. We shall touch upon this later on.
FULL ARTICLE: https://darntons.com/2023/02/21/palantir-q4-2022-earnings-guidance-concerns-us-exponential-growth-and-profitability/
