PLTR EPS Preview 8/3 AMC
Cheap seats (freemium) summary: You really don’t want more for a mere $50 per month?
Keeping it simple, a company beating revenue by roughly $100 million a quarter and raising the year by $500 million has created its own problem: it has to keep doing it. But Karp is selling a much bigger long-term goal—10x revenue with fewer employees and, more recently, $15–18 billion of free cash flow two years out. That is an almost absurd leap from the $4.2–4.4 billion Palantir expects this year.
It makes this a difficult spot because merely good probably feels bad. Then again, hell, at roughly 60x, Palantir is not even more expensive than CRWD, PANW or SNOW on some forward measures while growing close to three times as fast. Maybe “crushing it” no longer has to mean quite what it used to—assuming logic prevails.
The full metrics and bogeys below:
