Author: Arnaldo Trezzi

Arnaldo is a financial analyst turned full-time investor. Deeply interested in tech companies, obsessed with $PLTR.

Some say SBC does not matter, others say SBC makes Palantir an “unprofitable trash”. So what’s the reality, and even more important, what’s the real cost of SBC? 

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Palantir Q1 numbers will be out on 9th May. With the stock down 45% YoY, investors have high hopes that the company will exceed expectations. Q1 analysts expectations: $443mn Revenues (+27% YoY) in line with Guidance. $0.03 Loss per share ($0.07 in 21Q1) From my understanding, within Palantir’s Q1 earnings report, there is likely to be both financial tailwinds and headwinds. For this reason, rather than providing estimations, I want to share details in regards to what the main factors are for Palantir’s Q1 earnings: SeasonalityUkraine-Russia warSupply ChainSalesforceModularisationSPACsStock-Based-Compensation By understanding the forces that generate numbers, we could more easily assess if…

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